The market slowed down ever so slightly this week. Earnings season is in full swing. Tesla pulled off quite a surprise, though a quick look behind the headlines reveals some funky accounting. Only time will tell how far companies are willing to go to meet the optimism baked into stock prices. With the stock markets at record highs, it is getting harder to find good stocks right now.

Meanwhile, we’ve been busy doing our diligence on the latest 10-Qs and 10-Ks, building models and producing more proprietary data and analytics for clients. We’re also constantly mining our database for new ideas and ways to get alpha. We detailed our latest discover on that front here.

Our CEO was in Las Vegas this week to present at the Stansberry Research conference. Check out his interview recapping how our Robo-Analyst technology is a uniquely effective application of AI.

Now, to this week’s published research.

The Long Idea features a rare high yield opportunity that is trading at a large discount to its no-growth value.

On the flip side, our Danger Zone report this week featured a mutual fund with poor stock selection and costly fees. We also removed two stocks from the Danger Zone, as we believe they could trade at overvalued levels for quite some time.

We finished up our quarterly ETF & mutual fund research reports with the How to Find the Best and How to Avoid the Worst ETFs & Mutual Funds (links below).

On the Model Portfolio front, we updated our Focus List Stocks: Short Model Portfolio and published the latest Safest Dividend Yields Model Portfolio.

Links to all our newly published research are below along with a preview for next week’s research.  

We hope you have a great weekend.

Long Idea: Potential 10% Yield Trading at a Large Discount

Members can read the latest Long Idea report.

Danger Zone: Don’t Overpay for Poor Stock Selection

Members can read the latest Danger Zone report.

Focus List Stocks Long/Short Outperformance Through 3Q24

Safest Dividend Yields Model Portfolio Update for October

Focus List Stocks: Short: Update 10/24/24

Position Close Update: Taking Risk out of Data Centers

4Q24 Style Ratings Recap

Cheap Funds Dupe Investors 4Q24

How to Find Best ETFs & Mutual Funds 4Q24

Best Sector ETFs

Best Sector Mutual Funds

Best Style ETFs

Best Style Mutual Funds

How to Avoid Worst ETFs & Mutual Funds 4Q24

Worst Sector ETFs

Worst Sector Mutual Funds

Worst Style ETFs

Worst Style Mutual Funds

Danger Zone Podcast 10/14/24: Why This Financial Service Provider Remains in the Danger Zone

Upcoming Research

Coverage Updates

  • 582: 10-Qs parsed since Oct 1.
  • 187: 10-Ks parsed since Oct 1.
  • 139 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.