Diebold Nixdorf Inc (DBD) – Short Thesis
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. This firm moved to bolster its position … Read more
David Trainer
Hasbro Mattel Merger Could Produce Big Profits
Hasbro (HAS: $95/share) is not playing around. One of the largest companies in the toy industry is looking to acquire … Read more
SPDR S&P Insurance ETF (KIE) – Analysis
The Financials sector was recently upgraded to Attractive from Neutral and ranks second in our 4Q17 Sector Rankings for ETFs … Read more
Things Are Looking Up For Walt Disney Co (DIS)
In our long thesis on Disney (DIS: $104/share) in January, we wrote that there were four key catalysts that could … Read more
PDF Solutions, Inc. (PDFS): Falling Profits In A Growing Market
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. We first brought attention to this firm … Read more
Morningstar’s Dominance Harms Investors
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. We believe that Morningstar’s size and stronghold … Read more
Diligence Getting Harder?
Some sort of fiduciary rule is coming. Whether it comes from the Department of Labor, the SEC, the CFP Board … Read more
Markets Need A Single, Official Definition Of “Fiduciary”
What is a fiduciary? Investors, advisors, and regulators have spent years arguing over who should be classified as a fiduciary, … Read more
Knowles Corp Short Thesis
Recap from October’s Picks Our Most Attractive Stocks (-1.1%) underperformed the S&P 500 (+1.5%) last month. Most Attractive Large Cap … Read more
Morningstar’s Dominance: The Good, Bad And The Ugly
No one likes to follow the herd, but almost everybody does. Following the herd feels safe… right up until the … Read more
Selling Shovels in a Gold Rush
We first brought attention to this firm in our special report “Selling Shovels in a Gold Rush: Buy This Sector … Read more
ROIC explains 96% of the valuation difference between 30 top Consumer Staples stocks
This consumer products company boasts a diverse portfolio of iconic name brands. What the firm lacks in growth potential due … Read more
Hasbro, Inc. (HAS) – Stock Analysis
This report highlights last month’s top performers and features a stock from the current portfolio. October’s Dividend Growth Stocks Model … Read more
A Potential Landmine 5 Star Fund
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. The Large Cap Value style ranked third in our 4Q17 … Read more
Getting ROIC right
Best-in-class data and analytics are the cornerstone of our value proposition to clients. In a new white paper, “Getting ROIC … Read more