Top picks for stocks, ETFs and mutual funds.

Institutional-grade research lauded by prestigious institutions & relied on by professionals. Now available to you.

Stock Model Portfolios
Fund Model Portfolios
Long & Short Ideas
S&P 500 Macro Reports
NC 2000 Macro Reports

Long Idea Reports

Leverage our proprietary Robo-Analyst technology and expert analysis to shine lights in the dark corners of corporate disclosures to identify quality companies at undervalued prices. Long Ideas generally have profitable operations, defensible moats and competitive advantages, and an undervalued stock price.

Assets analyzed: Large/Mid Cap and Small Cap stocks

Strategy: Long

Published: Bi-weekly

Price: $10,989/year or $999/month.

Get The Long Idea Reports

Danger Zone (Short Idea) Reports

Leverage our proprietary Robo-Analyst technology and expert analysis to shine lights in the dark corners of corporate disclosures to identify companies with poor fundamentals trading at overvalued prices. Protect your portfolio from blowups, or find potential short ideas.

Danger Zone picks generally have unprofitable operations, lack of meaningful moat and competitive disadvantages, and a highly overvalued stock price.

Assets analyzed: Large/Mid Cap and Small Cap stocks

Strategy: Short

Published: Bi-weekly

Price: $2,189/year or $199/month. Individual reports available for $100 each.

Get The Danger Zone Reports

Get Every Report. One Price. Best Value.

    • Stock & Fund Model Portfolios
    • All Individual Long & Danger Zone Reports

Plus, access to a suite of portfolio management tools to build, manage & grow your assets. Get access for $10,989 billed annually or $999/month.

Become a Professional Member