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Day: February 26, 2018

7 years ago
Tracking Errors and What They Mean to Investors

In a recent Morningstar interview, the firm’s director of manager research, Russ Kinnel, defines tracking errors and discusses how they relate to mutual funds. Kinnel differentiates tracking error from standard…

7 years ago
Harvard Alumni Advise Endowment to Buy Index Funds

According to some Harvard University alumni– who have criticized the school’s endowment fund for underperforming the S&P 500 over the last decade—the school should use the savings it gets by…

7 years ago
Hidden Secrets in Warren's Buffett's Annual Letter to Shareholders

By Justin J. Carbonneau (@jjcarbonneau) —  Ok, just to be clear there are no real hidden secrets in Warren Buffett’s Annual Berkshire Hathaway shareholder letter (download the full letter here).…

7 years ago
U.S. Market Gurus Say Calm is Illusion

Several stock market gurus are “looking at the risks that still lie ahead in the current relative calm,” according to a recent article in Reuters. The article cites comments from…

Recent Original Research
August 8, 2025
Ten Growth Stocks That Meet the Tests for...
Growth stocks can be challenging for investors since many of them never realize their potential. Back in 2005, Professor Partha Mohanram created the G-Score framework—a systematic way to assess growth companies that works alongside Joseph Piotroski's F-Score...
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Ten Top High Shareholder Yield Stocks – August...
Shareholder yield provides investors with a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly through dividend payments from earnings. They can repurchase...
August 4, 2025
Ten Top Dividend Aristocrats – August 2025
The Dividend Aristocrats are a select group of fewer than 70 S&P 500 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industries. This remarkable track record of dividend increases...
August 2, 2025
Ten Top Warren Buffett Stocks – August 2025
Warren Buffett's approach to investing rests on a core belief developed through years of experience: purchasing outstanding companies at reasonable prices beats buying mediocre firms at bargain rates. He looks for businesses with lasting competitive strengths—what he...
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