Stock Picking
August 2020 Stock Picking Accolades: #6 in Healthcare
We are August’s #6 ranked stock picker in Healthcare per SumZero Rankings.
Kyle Guske II, Senior Investment Analyst, MBA
How Our Core Earnings Provide a More Informed View of the Market – Behind the Markets
CEO David Trainer recently joined Jeremy Schwartz, EVP and Global Head of Research at WisdomTree, on the Behind the Markets podcast.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in July’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Matt Shuler, Investment Analyst II
July 2020 Stock Picking Accolades: #6 in Healthcare
We are July’s #6 ranked stock picker in Healthcare per SumZero Rankings.
Kyle Guske II, Senior Investment Analyst, MBA
Barron’s Features our Recent Caterpillar Research
Barron’s featured our analysis of Caterpillar's fundamentals and valuation.
Kyle Guske II, Senior Investment Analyst, MBA
Don’t Fret 2Q20 Earnings – Bloomberg TV
We joined Bloomberg TV’s Bloomberg Markets China Open on Monday, June 22 to discuss earnings across the S&P 500 and more.
Kyle Guske II, Senior Investment Analyst, MBA
Consensus Earnings Are Wrong – TD Ameritrade Network
We joined TD Ameritrade Network’s The Watch List on Monday, June 22 to discuss how to pick the right stocks in the current market.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in June’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
June 2020 Stock Picking Accolades: #6 in Healthcare, #7 Last Twelve Months, #7 Industrials
We are June’s #6 ranked stock picker in Healthcare, #7 in Last Twelve Months, and #7 in Industrials per SumZero Rankings.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in May’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Matt Shuler, Investment Analyst II
The Hidden Dangers of Passive Investing
We believe that passive investing has become a sufficiently crowded trade that indexers will see lower returns than fundamentally rigorous active investors over the next few years.
Kyle Guske II, Senior Investment Analyst, MBA
May 2020 Stock Picking Accolades: #5 in Healthcare
We are May’s #5 ranked stock picker in Healthcare per SumZero Rankings.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in April’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
April 2020 Stock Picking Accolades: #4 in Healthcare
We are April’s #4 ranked stock picker in Healthcare per SumZero Rankings.
Kyle Guske II, Senior Investment Analyst, MBA
A Stock-Picking Methodology That Finds Quality Stocks
This fund successfully executes a stock-picking methodology that focuses on ROIC.
Matt Shuler, Investment Analyst II
Featured Stocks in March’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Matt Shuler, Investment Analyst II
March 2020 Stock Picking Accolades: #5 in Healthcare and #10 in Consumer Staples
We are March’s #5 ranked stock picker in Healthcare and #10 in Consumer Staples.
Kyle Guske II, Senior Investment Analyst, MBA
A Fund with a Methodology That Finds Good Stocks
This week we feature a fund that successfully executes a superior stock-picking methodology.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in February’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Matt Shuler, Investment Analyst II