Failure to Adapt Could Doom This Stock
Failing to adapt in a timely fashion can send a business into a downward spiral. This firm’s late transition to … Read more
David Trainer
KLA-Tencor Corp (KLAC) – An Industry Leader In A Rapidly Growing Market
Back in June, we highlighted the semiconductor equipment sector as a “pick and shovel” play to benefit from trends such … Read more
Sell Warning: Valeant Pharmaceuticals (VRX); Tailored Brands (TLRD)
This purpose of this report is to show investors how New Constructs’ proprietary forensic accounting research empowers them to identify … Read more
Taking GAAP Earnings At Face Value Puts Investors At Risk
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. GAAP earnings fail to provide the full … Read more
United Technologies Overpaid For Rockwell Collins
No one was surprised when United Technologies (UTX: $110/share) announced its takeover of Rockwell Collins (COL) last week. After all, … Read more
Cracker Barrel Old Country Store, Inc. (CBRL) – Stock Analysis
Seven new stocks made August’s Dividend Growth Stocks Model Portfolio, which was made available to members on August 31, 2017. … Read more
The Earnings Recovery an Illusion?
While analysts hail “the best earnings season in 13 years,” the market has delivered a solidly lackluster response. Over the … Read more
Long Idea: Knoll, Inc. (KNL)
Knoll Inc. (KNL: $18/share) – Maintaining Long Position – Down 24% vs. S&P +3% Knoll Inc. was selected as a … Read more
General Mills, Inc. (GIS) – Stock Analysis
Nine new stocks make our Safest Dividend Yield Model Portfolio this month, which was made available to members on August … Read more
Carbonite Inc (CARB) – Non-GAAP EPS vs. Economic EPS
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. This firm was once at the forefront … Read more
Etsy – Too Much Market Value For Too Small A Market
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. This company operates a niche business that … Read more
Culp, Inc. (CULP) – Stock Analysis
Five new stocks make August’s Exec Comp Aligned With ROIC Model Portfolio, available to members as of 8/16/17. Also read: … Read more
Look To The Sky For Industrials Sector Value
The Industrial sector ranked fourth out of ten sectors in our 3Q17 Style Rankings for ETFs and Mutual Funds, down … Read more
TrueCar Short Thesis
The last time we saw a business model as fundamentally flawed as TrueCar (TRUE: $17/share) was four years ago, when … Read more
Fatten Your Nest Egg With This Chicken Farmer
Chicken producer stocks have been on a tear this year. The group’s best performer has been Sanderson Farms (SAFM, +51%), … Read more