Building Scale and Profits
This stock has 100%+ upside.
Configured for Continued Growth
Our See Through the Dip thesis remains true.
These Financials Reflect Strength
Ride this auto parts producer for the long-haul.
Safest Dividend Yields: Model Portfolio Update
12 new stocks make this month’s Model Portfolio.
Focus List Stocks: Short – Update 2/17/22
See the latest update to this Model Portfolio.
To Capitalize Expenses or Not? It Doesn’t Matter.
Capitalizing expenses boosts EPS, but it has no effect on free cash flow.
The Real Earnings Season Starts Now
It's time to read footnotes as the annual 10-K filing season ramps up.
Featured Stock in Exec Comp Aligned With ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Social Media Is On Notice – Cheddar TV
Changing privacy policies will rock social media businesses.
Danger Zone Podcast: 2/7/22: It's a Dog-Eat-Dog World
Competition will crush this growth story.
Upcoming Research
- New Long Idea: 2/23/22
- Dividend Growth Stocks: Model Portfolio Update: 2/25/22
- Most Attractive/Most Dangerous: Model Portfolio Update: 3/3/22
Coverage Updates
- 295: 10-Qs parsed since Feb 1.
- 356: 10-Ks parsed since Feb 1.
- 103: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 4: IPOs added to coverage universe over the last 3 months.