Defense is the Best Offense
Strong cash flows and an undervalued stock price.
Join the Society of Intelligent Investors
Our new (beta) community to connect with our experts.
Dividend Growth Stocks: Model Portfolio Update
Five new stocks make this month’s Model Portfolio.
Focus List Stocks: Long: Model Portfolio Update
See the updates to this Model Portfolio.
Reverse DCF Analysis on Tesla, Netflix and IBM – Stock Trading Pro Podcast
We joined Pete Renzulli to demo what our reverse DCF reveals about stocks.
2Q23 Style Ratings for ETFs and Mutual Funds
See where each investment style ranks for the second quarter of 2023.
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
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month’s Model Portfolio.
Position Close Update: The Hershey’s Company
This winning Long Idea outperformed the market by 58%.
Danger Zone Podcast 4/17/23: Stocks Likely to Miss Earnings
Five S&P 500 companies with overstated earnings estimates.
Upcoming Research
- New Danger Zone: 5/1/23
- New Long Idea: 5/3/23
- Most Attractive/Most Dangerous: Model Portfolio Updates: 5/3/23
- Exec Comp Aligned with ROIC: Model Portfolio Update: 5/12/23
Coverage Updates
- 638: 10-Qs parsed since Apr 1.
- 282: 10-Ks parsed since Apr 1.
- 126 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.