Model Portfolio Update: Safest Dividend Yields
Since inception, the Safest Dividend Yields Model Portfolio is up (+12%) while the S&P 500 is up (+10%).
Model Portfolio Update: New Stocks on Exec Comp Aligned with ROIC
See the new stock in this month’s portfolio, which outperformed (+3.0%) the S&P 500 (+2.3%).
Op/Ed Feature on wealthmanagement.com
WealthManagement.com featured our op/ed: The Fiduciary Duty Can’t Be Killed.
The Real Earnings Season Starts Now
Diligence During 10-K Season Pays
EPS season may be winding down, but the real earnings season—annual 10-K filing season—just started.
Filing Season Finds: February 22
From 10-Ks filed on Feb 21, our analyst team made 1,335 forensic accounting adjustments with a dollar value of $351 billion. See our special feature of the highly unusual item found by Senior Analyst Hunter Gray in Phillips 66’s 10-K.
Filing Season Finds: February 23
From 10-Ks filed on Feb 22, our analyst team made 2,451 forensic accounting adjustments with a dollar value of $1.6 trillion. See our special feature of the highly unusual item found by Senior Analyst Hunter Gray in Advanced Micro Devices’ 10-K.
Filing Season Finds: February 24
From 10-Ks filed on Feb 23, our analyst team made 2,630 forensic accounting adjustments with a dollar value of $1.1 trillion. See our special feature of the highly unusual item found by Analyst Allen Jackson Town Sports International Holdings 10-K.
Avoid This Overvalued Organic Food Manufacturer
Significant competition, lagging margins, and an overvalued stock price make it hard to justify any bull case involving this week’s Danger Zone.
Upcoming Research
- Model Portfolio Update:Most Attractive and Most Dangerous 3/2/17.
- Danger Zone 2/27/17.
- Be on the lookout for our daily Filing Season Finds.
- Follow our #filingseasonfinds on twitter:@NewConstructs
Coverage Updates
- 323:10-Qs parsed since Feb 1.
- 549:10-Ks parsed since Feb 1.
- 217: Stocks & mutual funds added to coverage universe over the last 3 months.