ICYMI: Unscrubbed Earnings Are Misleading, Two New Long Ideas, New Earnings Distortion Scorecard, Benzinga Listmaker, Yahoo Finance Interview & 3Q20 Sector Ratings
Long/Short Equity, Value, Deep Value, Long-Term Horizon
Seeking Alpha Analyst Since 2010
2nd Quarter Earnings Won’t Be as Bad as Wall Street Expects
Scrubbing the financials reveals that companies are in better shape.
Long Idea: An Auto Manufacturer Making a Turn for the Better
Leading in the present and positioning for the future.
A More Informed View of the Market – Behind the Markets
Unscrubbed earnings are misleading.
Exec Comp Aligned with ROIC: Model Portfolio Update
Three new stocks make this month’s Model Portfolio.
Focus List Stocks – Long: Model Portfolio Update
See the most recent update to this Model Portfolio.
Long Idea: Go Nuts for This Packaged Foods Firm
There's still value in this snack foods provider.
Get the Truth About 2Q20 Earnings Season – Yahoo Finance
A cleaner view of earnings season and the stocks to watch in this market.
Benzinga Nominates Us as a “2020 Benzinga Listmaker”
Vote for us in the "Best Investment Research Tech" and "Best Financial Research Company" categories.
Earnings Distortion Scorecard for 7/20/20-7/24/20
See the stocks most likely to beat or miss consensus estimates next week.
3Q20 Sector Ratings for ETFs and Mutual Funds
See where each sector ranks for the third quarter of 2020.
3Q20 Sector Ratings Recap
Read our analysis of each sector for 3Q20.
Danger Zone Podcast: 7/6/20: Don’t Chase Growth with This Overvalued Tech Stock
This growth story is slipping away.
- New Danger Zone: 7/20/20
- 3Q20 Style Ratings for ETFs and Mutual Funds: 7/21/20
- New Long Idea: 7/22/20
- Safest Dividend Yields: Model Portfolio Update: 7/22/20
- Dividend Growth Stocks: Model Portfolio Update: 7/29/20
- 221: 10-Qs parsed since July 1.
- 83: 10-Ks parsed since July 1.
- 146: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
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