Core earnings: Major market inefficiencies in understanding earnings
A new research from Harvard Business School and MIT Sloan …it reveals major market inefficiencies in understanding earnings, and core earnings, esp unusual charges. It…
Read MoreA new research from Harvard Business School and MIT Sloan …it reveals major market inefficiencies in understanding earnings, and core earnings, esp unusual charges. It…
Read MoreLast week, we highlighted how Netflix, and its overwhelmingly positive analyst coverage, reveals the conflicts of interest in Wall Street research. This week, we get…
Investors will ignore a lot of red flags if they think they’ve found a diamond in the rough. This company has an alarming number of…
The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q18 Style Ratings for ETFs and Mutual Funds…
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Investors love a good turnaround, where a struggling firm restructures to achieve…
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. The financial press loves to hype up “earnings season”, but corporate earnings…
At the beginning of the first quarter of 2018, only the Large Cap Blend and All Cap Blend styles earn an Attractive-or-better rating. Our style…
For February 22, 2018, our forensic accounting red flag is from a specialty retailer with off-balance sheet debt and an unusual tax impact. Check out…
The Utilities sector ranks seventh out of the 11 sectors as detailed in our 1Q18 Sector Ratings for ETFs and Mutual Funds report. Last quarter,…
Seven new stocks make February’s Exec Comp Aligned with ROIC Model Portfolio, available to members as of February 15, 2018. Check out our H2 hedge…
For February 21, 2018, our forensic accounting red flag is from an amusement park operator with significant hidden non-operating income. Check out our H2 hedge…
Forget all the “earnings season” analysis you read last month. The real earnings season – annual 10-K filing season – is happening right now. Every…
Corporate earnings season may be winding down, but the real earnings season – annual 10-K filing season – starts today. Corporate earnings announcements provide investors…
Recap from January’s Picks Our Most Attractive Stocks (-5.0%) underperformed the S&P 500 (-3.4%) last month. Most Attractive Large Cap stock Herbalife (HLF) gained 14%….
The Basic Materials sector ranks ninth out of the 11 sectors as detailed in our 1Q18 Sector Ratings for ETFs and Mutual Funds report. Last…