Buried Treasure

ESG movement creates opportunity.

Cava IPO Gets More Ridiculous

Debuting like a meme stock!

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Exec Comp Aligned with ROIC: Model Portfolio Update

Four new stocks make this month’s Model Portfolio.

Focus List Stocks: Long: Model Portfolio Update

See the updates to this Model Portfolio.

“Operating” Earnings Growth is Misleading

S&P’s measure of earnings runs counter to Core Earnings.

Retailer With Much Further to Fall

Don’t ignore fundamentals. This stock could fall another 67% or more.

Saved From Zombie Status

A cash infusion saves this zombie stock, but it remains in the Danger Zone.

Danger Zone Podcast 6/5/23: GAAP Earnings Growth is an Illusion

Core Earnings tell the true story.

Upcoming Research

  • New Long Idea: 6/21/23
  • Safest Dividend Yields: Model Portfolio Update: 6/22/23
  • Dividend Growth Stocks: Model Portfolio Update: 6/29/23
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Coverage Updates

  • 999: 10-Qs parsed since June 1.
  • 351: 10-Ks parsed since June 1.
  • 125 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.