February 28, 20240CommentsBuilding Future GrowthOur thesis remains intact, the company is maintaining its market share (and positioned to take more), and the stock remains undervalued. by Kyle Guske II, Senior Investment Analyst, MBA
October 20, 20220CommentsFeatured Stock in October’s Exec Comp & ROIC Model PortfolioFeatured stock from October's Exec Comp Aligned with ROIC Model Portfolio which leverages our proven-superior research. by Matt Shuler, Investment Analyst II
April 20, 20220CommentsNVR Inc. (NVR) – 5 reportsSee all our reports on NVR Inc. by Kyle Guske II, Senior Investment Analyst, MBA
December 16, 20210CommentsTop 5 Long Ideas in 2021Our Top 5 Long Ideas outperformed the S&P 500 by 22% on average in 2021. by Kyle Guske II, Senior Investment Analyst, MBA
November 10, 20210CommentsIndustry Leading Builder Looks Even Stronger Post 3Q21 EarningsAfter a record 2020, this company is still firing on all cylinders in 2021. by Kyle Guske II, Senior Investment Analyst, MBA
July 28, 20210CommentsJuly 2021 Stock-Picking Accolades: #1 in Long, #2 in Consumer Discretionary, #3 in Healthcare, #5 in Small Cap, & MoreWe are July's #1 ranked stock picker in the Long category and #2 in Consumer Discretionary on SumZero rankings. by Kyle Guske II, Senior Investment Analyst, MBA
June 15, 20210CommentsS&P 500 Companies With the Most Misleading Street EarningsMost investors are not aware that Street Earnings suffer from significant flaws when compared to Core Earnings. by Kyle Guske II, Senior Investment Analyst, MBA
June 15, 20210CommentsPodcast: Why Street Earnings Are in the Danger ZoneInvestment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: S&P 500 Companies With the Most Misleading Street Earnings. by Kyle Guske II, Senior Investment Analyst, MBA
June 7, 20210CommentsJune 2021 Stock-Picking Accolades: #1 in Long, #1 in Value, #1 in Large-Cap, #1 in Consumer Discretionary, #2 All Time, & MoreWe are June’s #1 ranked stock picker in the Long category and #2 All Time on SumZero Rankings. by Kyle Guske II, Senior Investment Analyst, MBA
May 7, 20210CommentsMay 2021 Stock Picking Accolades: #1 in Long, #1 in Value, #1 in Large-Cap, #1 in Consumer Discretionary, #2 All Time, & MoreWe are May’s #1 ranked stock picker in the Long category and #2 All Time on SumZero Rankings. by Kyle Guske II, Senior Investment Analyst, MBA
April 23, 20210CommentsFeatured Stock in April’s Exec Comp & ROIC Model PortfolioGet a free look at one of the stocks in this month's Model Portfolio. by Alex Sword
March 4, 20210CommentsMarch 2021 Stock Picking Accolades: #2 in Long, #3 in Consumer Discretionary, #3 In Industrials, #5 in HealthcareWe are March’s #2 ranked stock picker in the Long category on SumZero Rankings. by Kyle Guske II, Senior Investment Analyst, MBA
February 5, 20210CommentsFebruary 2021 Stock Picking Accolades: #1 in Long, #4 in Consumer Discretionary, #5 in HealthcareWe are February’s #1 ranked stock picker in the Long category per SumZero Rankings. by Kyle Guske II, Senior Investment Analyst, MBA
January 8, 20210CommentsJanuary 2021 Stock Picking Accolades: #4 in HealthcareWe are January's #4 ranked stock picker in Healthcare per SumZero Rankings. by Kyle Guske II, Senior Investment Analyst, MBA
November 6, 20200CommentsNovember 2020 Stock Picking Accolades: #5 in HealthcareWe are November’s #5 ranked stock picker in Healthcare per SumZero Rankings. by Kyle Guske II, Senior Investment Analyst, MBA
October 5, 20200CommentsEarnings Distortion Scorecard: Week of 10/12/20-10/16/20For the week of 10/12/20-10/16/20, we focus on the Earnings Distortion Scores for 42 companies. by Kyle Guske II, Senior Investment Analyst, MBA
July 6, 20200CommentsEarnings Distortion Scorecard: Week of 7/13/20-7/17/20For the week of 7/13/20-7/17/20, we focus on the Earnings Distortion Scores for 44 companies. by Kyle Guske II, Senior Investment Analyst, MBA
March 18, 20200CommentsSeek Strong ROICs in Turbulent Markets Part 2Nearly all stocks suffer in a bear market, but those with high ROICs tend to suffer less and rise faster in the recovery. by Kyle Guske II, Senior Investment Analyst, MBA
March 10, 20200CommentsFeatured Stocks in March’s Most Attractive/Most Dangerous Model PortfoliosSee two of the featured stocks from this month’s model portfolios. by Matt Shuler, Investment Analyst II
March 5, 20200CommentsMarch 2020 Stock Picking Accolades: #5 in Healthcare and #10 in Consumer StaplesWe are March’s #5 ranked stock picker in Healthcare and #10 in Consumer Staples. by Kyle Guske II, Senior Investment Analyst, MBA