Long Idea: Quality Mid Cap Exposure At A Compelling Price
Members can read the latest Long Idea report.
Join us: Let’s Talk Long Ideas – July 23rd at 5pm ET
For Pro and Institutional members only – registration details here.
Top AI Stock Pick – Special Webinar
Learn how we scoured the market to find the only stock in the AI space that gets our “Attractive” Rating. For Pro and Institutional members only.
New E-Letter: The Trump Trade No One Is Talking About
Updating our Free Cash Flow Yield Calculation & Adding “All Cash” and “No Cash” Metrics to Models
Our ROIC Research Versus Morningstar’s
Safest Dividend Yields Model Portfolio Update for July
Featured Stocks in July 2024’s Exec Comp Aligned with ROIC Model Portfolio
Get a look at one of the stocks in this month’s Model Portfolio.
3Q24 Style Ratings for ETFs & Mutual Funds
3Q24 Best and Worst ETFs & Mutual Funds by Style
All Cap Blend
All Cap Growth
All Cap Value
Large Cap Blend
Large Cap Growth
Large Cap Value
Mid Cap Blend
Mid Cap Growth
Mid Cap Value
Small Cap Blend
Small Cap Growth
Small Cap Value
3Q24 ETF & Mutual Fund Style Ratings Recap
Danger Zone Podcast 7/8/24: Why Investors Ignoring This Energy Company are in the Danger Zone
Upcoming Research
- New Danger Zone: 7/22/24
- New Long Idea: 7/24/24
- Dividend Growth Stocks: Model Portfolio Update: 7/30/24
- Most Attractive/Most Dangerous: Model Portfolio Update: 8/6/24
- Q&A with our experts and other members of our Society of Intelligent Investors. Join here.
Coverage Updates
- 131: 10-Qs parsed since July 1.
- 76: 10-Ks parsed since July 1.
- 62 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.