Big Banks Will Win The Fintech Revolution
A recent report from Accenture asks “Fintech – Did Someone Cancel the Revolution?” The report notes that the promise of … Read more
David Trainer
Standard Motor Products, Inc. (SMP) Stock Analysis
One new stock made October’s Exec Comp Aligned with ROIC Model Portfolio, available to members as of October 13, 2017. … Read more
Long Idea Update: Spirit AeroSystems Holdings, Inc. (SPR)
Long Idea and Danger Zone research reports are part of our efforts to identify hidden gems in the market and … Read more
Cirrus Logic, Inc. (CRUS) – Stock Analysis
Recap from September’s Picks Our Most Attractive Stocks (+7.5%) outperformed the S&P 500 +2.6%) last month. Most Attractive Large Cap … Read more
Ross Stores, Inc. (ROST) – This Diamond Still Shines In The Rough Retail Sector
This firm has proven its ability to succeed in a market where many competitors are fighting for survival. The firm’s … Read more
Market Share Matters Little When Profits Are Disappearing
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. To meet the expectations baked into its … Read more
Pension Cost Accounting Rule Change
The Financial Accounting Standards Board (FASB) introduced a new accounting standard that requires companies to present service cost as the … Read more
A Fund To Avoid In The Newly Rated Real Estate Sector
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Beginning in 4Q17, we separated the Real … Read more
Invested Capital Turns: Explanation And Examples
Invested capital turns are an important consideration in the analysis of return on invested capital (ROIC). This metric measures a … Read more
Maxim Integrated Products Inc. (MXIM) – Stock Analysis
This report highlights last month’s top performers and features a stock from the current portfolio. September’s Dividend Growth Stocks Model … Read more
Netflix’s Price Increase Signals Original Content Isn’t Enough
Netflix’s Price Increase Signals Original Content Isn’t Enough Netflix (NFLX: $184/share) announced a price increase that will affect new U.S. … Read more
Real World Implications To 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
XRAY Short Thesis
This firm moved to boost sagging growth by acquiring a key competitor in late 2015. In addition to overpaying, the … Read more
Target Corporation (TGT) – Stock Analysis
Six new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on September … Read more
Small Cap Value Style 3Q17: Best And Worst
The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 3Q17 Style Ratings … Read more