Long Idea: Find Value Where Others Don’t
This ETF deserves its “value” moniker when most don’t.
Most Attractive Stocks: Model Portfolio Update
16 new stocks make this month’s model portfolio.
Most Dangerous Stocks: Model Portfolio Update
15 new stocks make this month’s model portfolio.
TD Ameritrade Education Webinar: "Modern Value Investing"
The difference between accounting and economic earnings can make or break your portfolio.
Danger Zone: Three Value Traps
Falling P/E ratios for these stocks give investors the wrong impression.
Featured Stock in Dividend Growth Stocks Model Portfolio
Get a free look at one of the stocks in this month's portfolio.
February 2019 Stock Picking Accolades
Sum Zero ranks us #1 in Healthcare, #4 in Industrials, and #7 in Consumer Staples over the last twelve months.
Position Close Update: Snap Inc. (SNAP)
New information drives an update to this successful Danger Zone pick.
The best ETFs & mutual funds in each sector & style in 1Q19.
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
The worst ETFs & mutual funds in each sector & style in 1Q19.
How to Avoid the Worst Sector ETFs
How to Avoid the Worst Style ETFs
How to Avoid the Worst Sector Mutual Funds
How to Avoid the Worst Style Mutual Funds
Danger Zone Podcast: Avoid These "Cheap" Stocks
Flawed valuation metrics make these stocks look cheap when they're actually getting more expensive.
Upcoming Research
- Danger Zone: 2/11/19
- Long Idea: 2/13/19
- Exec Comp Aligned with ROIC: Model Portfolio Update: 2/15/19
- Safest Dividend Yields: Model Portfolio Update: 2/21/19
Coverage Updates
- 10-Qs parsed since Feb 1.
- 10-Ks parsed since Feb 1.
- : stocks, ETFs & mutual funds added to coverage universe over the last 3 months.