David Trainer | TalkMarkets | Page 7
CEO of New Constructs, LLC.
New Constructs leverages reliable fundamental data to provide unconflicted insights into the fundamentals and valuation of private and public businesses. Combining human expertise with cutting-edge machine learning (ML) technologies (more

All Contributions

Latest Posts
97 to 112 of 575 Posts
<<< 1 ... 5 6 7 8 9 ... 36 >>>
Featured Stock In July’s Safest Dividend Yields Model Portfolio
Marine Products Corp is the featured stock in July.
Netflix’s Original Content Strategy Is Failing
Netflix stock dropped 11% on Thursday, July 18 after the company reported its lowest quarterly subscriber growth numbers in three years and its first domestic subscriber loss since 2011.
Featured Stock In July’s Exec Comp & ROIC Model Portfolio
Johnson Outdoors is the featured stock for July.
The Most Expensive Fund In The Riskiest Investment Style
The only justification for a mutual fund to charge higher fees than its ETF benchmark is “active” management that leads to out-performance. A fund is most likely to outperform if it has higher quality holdings than its benchmark.
Featured Stock In June’s Dividend Growth Model Portfolio
JPMorgan Chase & Company is the featured stock.
Pre-IPO Coverage: Change Healthcare
Change Healthcare, a healthcare software platform, is expected to IPO on Thursday, June 27.
Featured Stock In June’s Exec Comp & ROIC Model Portfolio
NVR Inc. is the featured stock in June.
Is Slack’s Expected Valuation Spot On?
Slack Technologies (WORK) plans to go public on Thursday, June 20th through a direct listing.
Pre-IPO Coverage: Chewy (CHWY)
At the midpoint of the IPO price range, CHWY will have an expected market cap of $7.2 billion and currently earns our Very Unattractive rating.
Pre-IPO Coverage: CrowdStrike (CRWD)
CrowdStrike (CRWD​), provider of cloud-based cybersecurity, is expected to IPO on Wednesday, June 12.
Featured Stock In May’s Dividend Growth Model Portfolio
Gentex Corporation is the featured stock from May’s Dividend Growth Stocks Model Portfolio.
How Much Should Investors Pay For Slack?
With so much volatility in private markets and limited analyst coverage prior to trading, it can be difficult for investors to determine a fair value for the stock.
Featured Stock In May’s Safest Dividend Yields Model Portfolio
Seagate Technology is the featured stock in May’s Safest Dividend Yields Model Portfolio.
Featured Stock In May’s Exec Comp & ROIC Model Portfolio
Cummins Inc. (CMI) is the featured stock in May’s Exec Comp Aligned with ROIC Model Portfolio. We made CMI a Long Idea in November 2018. The stock is up 12% since our report and has outperformed the market (S&P +7%).
Market Outlook: Avoid Small Cap Growth
The market remains near its all-time high, but economic earnings continue to decline. This disconnect makes this the riskiest market we’ve seen in many years. Investors need diligence more than ever to help them avoid stocks with misleading growth.
Featured Stocks In May’s Most Attractive/Most Dangerous Model Portfolios
Since 2016, PCAR has grown revenue by 17% and after-tax operating profit (NOPAT) by 25% compounded annually.
97 to 112 of 575 Posts
<<< 1 ... 5 6 7 8 9 ... 36 >>>