Long Idea: A New Paradigm in Retail

This bricks-and-mortar business is critical to Amazon.

Dividend Growth Stocks: Model Portfolio Update

Eight new dividend growth stocks make this month’s portfolio.

Open Letter to the SEC: Guidance Must Extend to Research

The SEC needs to pay attention to the flaws in research that supports investment recommendations.

Featured Stocks in Safest Dividend Yields Model Portfolio

Get a free look at one of the stocks in this month’s model portfolio.

Interactive Brokers to Host New Constructs Webinar

Join the webinar on “Modern Research Tools for Modern Markets” on 5/8 at 12pm EST.

Operating Lease Accounting Rule Change Explained and Solved

Learn more about FASB’s new accounting standard and how our models already have you covered.

Cheap Funds Dupe Investors 2Q18

Get the best of both worlds: cheap funds with high quality holdings.

Danger Zone: Unwarranted Hype Around this ETF

This ETF exploits AI hype while offering little differentiation from its much cheaper index.

2Q18 Style Ratings for ETFs and Mutual Funds

See where each style ranks for the second quarter of 2018.

Mid Cap Value Style

Small Cap Blend Style

Small Cap Growth Style

Small Cap Value Style

2Q18 Style Ratings Recap

Read our analysis of each style for 2Q18.

The best ETFs & mutual funds in each sector & style in 2Q18.

How to Find the Best Sector ETFs

How to Find the Best Style ETFs

How to Find the Best Sector Mutual Funds

How to Find the Best Style Mutual Funds

Upcoming Research

Coverage Updates

  • 341:10-Qs parsed since Apr 1.
  • 259:10-Ks parsed since Apr 1.
  • 145: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: Why this ETF is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about an ETFs misleading label and lack of transparency in this week’s Danger Zone segment.