Disclaimer

Preliminary scores: when a company releases its quarterly results (filed with the SEC as a Form 8-K) before its full quarterly report, the score is updated from the release’s reported revenue, net income and earnings per share and marked “Preliminary.” The balance sheet and cash flow stay on the previous report until the 10-Q or 10-K is filed, when the full score replaces the preliminary one. Preliminary scores can differ from the full score; in past quarters, about 9 in 10 were within 0.3 points. Release figures are read automatically and may be misread; figures that can’t be confirmed against the company’s prior filings are not used. A company’s outlook is quoted from its own earnings release and is the company’s expectation, often on its own adjusted basis; it is not verified by this site and is not a forecast by it. The stock’s move on a release is measured from IEX closing prices. The company’s own adjusted figures (such as adjusted EPS) and its guidance table are shown for context only and are not used in any score. The Company Timeline on stock pages lists events from SEC filings (current reports on Form 8-K with their press-release headlines, quarterly and annual reports, insiders’ trades on Form 4, and holders’ stakes on Schedules 13D and 13G), read automatically, plus this site’s own price moves and score changes; filings can be misread, and an event listed is not a judgment about the company. Upcoming earnings dates are as announced by the companies in their SEC filings or, marked ~ or est., estimated from each company’s own past release dates using whichever of several methods has been most accurate for it; the confidence shown reflects that track record, and companies can change their dates.

Stock scores: the big-winner checklist describes traits that past big winners had before their runs; having them does not predict future performance. “Price vs fundamentals” compares a stock’s current multiple with its own history; when that history looks inconsistent (usually a share-count or stock-split issue in the filings), the comparison is shown as not available rather than estimated.

Foreign companies: companies that file annual reports with the SEC on Form 20-F or 40-F (under U.S. GAAP or international accounting standards, IFRS, often in their home currency) are scored from those annual reports on growth, profitability, financial health and earnings quality. Their per-share figures are per ordinary share, which can differ from the U.S.-listed share (an American depositary share can represent several ordinary shares), so valuation and market cap are left out rather than estimated.

Dividends: dividend scores, cut-risk estimates (backtested on company-years from 2020 onward) and the Total Return score are produced by formulas applied the same way to every company. Dividends are never guaranteed and can be reduced, suspended or stopped at any time. Payout dates and amounts come from companies’ announcements filed with the SEC and are read automatically; dates marked ~ are estimates. Yields and returns use closing prices and are before taxes and fees.

Leveraged ETFs: leveraged and inverse ETFs are high-risk products designed for single-day results; held longer, their returns can differ greatly from the stated multiple, and they can lose most or all of their value even when the underlying stock rises. Decay figures are estimates from recent volatility, exclude fees and trading costs, and projections assume today’s rate continues, which it will not. Read each fund’s prospectus before investing. Where a fund had no trade on the IEX exchange on the latest market day, its price changes on the Leveraged ETFs list are modeled from the underlying stock’s daily moves times the fund’s stated leverage, compounded daily, and marked ≈; actual fund returns also reflect fees, financing costs and tracking error.

MSTR NAV: mNAV figures use Strategy Inc’s bitcoin holdings and share counts from its SEC filings and bitcoin prices from Bitstamp (shared under Creative Commons licenses); past patterns, including halving cycles, do not predict future results. Not affiliated with or endorsed by Strategy Inc or Bitstamp.

Daily Screens: lists are produced by fixed rules applied to every stock, dividend and fund; they are a starting point for research, not recommendations. Scores marked “Prelim.” are preliminary scores from earnings releases.

Sector Heat Map: statuses (climbing, deteriorating, overbought, oversold) and “What happened before” describe past and recent price action of State Street SPDR sector and industry ETFs; they are not predictions, and past performance does not guarantee future results. “What’s moving” lists how a fund’s largest holdings moved and, where relevant, crude oil or the 10-year Treasury yield over the same days; it describes the data and does not claim a cause. Fund holdings and weights come from each fund’s Form N-PORT filed with the SEC and can be several months old. Crude oil: U.S. Energy Information Administration (WTI spot), via FRED. Treasury yields: U.S. Department of the Treasury. Not affiliated with or endorsed by State Street or S&P Dow Jones Indices.

Economy: release figures are first prints published by the U.S. Bureau of Labor Statistics, the Bureau of Economic Analysis, the Federal Reserve and the University of Michigan, as recorded in the site owner’s own release scorecards; later revisions are not applied. Calls against expectations, verdicts and notes are the site owner’s own analysis and can mention forecasts published by other organizations. SPY moves are percentage changes on each release day from the site owner’s price records. Past market reactions do not predict future ones.

Global Markets: each of 30 of the world’s largest economies is represented by one U.S.-listed fund that holds a selection of that country’s larger companies; it is not the whole economy or stock market. Fund returns are in U.S. dollars and include currency moves; figures “in local-currency terms” remove the currency move and are estimates. Statuses, correlations with the U.S. market and “What happened before” describe past data and are not predictions. International investing carries additional risks, including currency, political and economic risks. Economy sizes, growth, inflation and unemployment: International Monetary Fund, World Economic Outlook (estimates and projections). Exchange rates: Federal Reserve H.10 daily rates, via FRED (Federal Reserve Bank of St. Louis), and European Central Bank reference rates for currencies the Fed doesn’t cover or when a Fed series is unavailable; they can be a day or more behind. The Saudi riyal and UAE dirham are pegged to the U.S. dollar; the Argentine peso is shown only in its live chart. Map: Natural Earth (public domain); boundaries are simplified and for illustration only, and do not imply any position on the status of any territory. The page reports market and economic data only and makes no judgment about any country, its people or its government. Not affiliated with or endorsed by BlackRock (iShares), MSCI, the IMF or the Federal Reserve. The largest companies shown for each country are the fund’s largest holdings by weight in its latest SEC Form N-PORT filing, which can be months old; weights change daily.

News headlines: stock pages show recent headlines from TradingView’s news feed of third-party coverage. 2Fastboy does not write, check or endorse them, and they may be delayed.