ETF Pair Trade To Navigate Shifty Tech Stocks

149919624_3fc03c6b02_m

I have a pair trade (i.e. long/short) ETF strategy for investors who want to maximize upside potential and minimize downside risk in Technology stocks.

Continue Reading →

Barron’s Features My Analysis on DAL’s Abnormal Pension Accounting

barron's

In his weekly column, The Trader, Vito Racanelli features my in-depth work on the funky accounting Delta Airlines’ (DAL) uses to mask $26 billion on off-balance sheet liabilities. Mr. Racanelli agrees with my assertion that DAL’s stock is under tremendous pressure as soon as investors recognize the looming pension liabilities.  

Continue Reading →

Fox Business TV Interview: Market Outlook and Top Stock Picks

I discuss my market outlook and top stock picks in this interview today. In general, I think most of the 2012 gains are behind us. I do not expect a major fall out or correction, but no major gains either. A couple of my top stock picks are Apple (AAPL) and NetApp (NTAP).

Continue Reading →

“S&P: Delta could be in line for upgrade” – Are they kidding?

I do not think S&P’s analysts are aware of Delta’s staggering $22.3 billion in off-balance sheet liabilities, which include $14.1 billion in underfunded pensions and $8.2 in operating leases.

Continue Reading →

Waterstechnology Features New Constructs Unique Research Technology

Incisive Media’s Max Bowie features New Constructs unique footnote-searching research system in “New Constructs Unwraps ETF, Fund Screeners, Eyes Partners”.

Continue Reading →

Bail Out of DAL Before the Stock Crashes

DAL_EEvEPS

I recommend investors avoid Delta Airlines (DAL). I think the stock could see significant downward pressure as more investors realize how the company is propping up its earnings with relatively aggressive accounting for its pension and postretirement plan (“pensions”), which are already seriously underfunded.

Continue Reading →

New Constructs’ Offerings: Custom Reports

We can quickly and easily create custom reports for clients.
We deliver the reports with the data/analysis you request as often as you request.

Continue Reading →

Buy Apple, Naysayers Are Missing the Point

AAPL_Fig2

With so much written about Apple (AAPL), I am amazed that so few have focused on the most important driver of its stock price: the company 270% return on invested capital (ROIC).

Continue Reading →

Low-Cost Funds Dupe Investors

DupeFig1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on holdings enables investors’ to find funds with high quality holdings – AND – low fees.

Continue Reading →

Best & Worst ETFs and Mutual Funds: Small-cap Value

SmallCapValue_Fig1

The small-cap value style ranks last out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 309 mutual funds in the small-cap value style as of May 2, 2012.

Continue Reading →

Best & Worst ETFs and Mutual Funds: Mid-cap Value

MidCapValue_Fig4

The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 217 mutual funds in the mid-cap value style as of May 2, 2012.

Continue Reading →

Best & Worst ETFs and Mutual Funds: Small-cap Blend

SmallCapBlend_Fig1

The small-cap blend style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 27 ETFs and 639 mutual funds in the small-cap blend style as of May 1, 2012.

Continue Reading →

Best & Worst ETFs and Mutual Funds: Small-cap Growth

SmallCapGrowth_Fig1

The small-cap growth style ranks ninth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 463 mutual funds in the small-cap growth style as of May 1, 2012.

Continue Reading →

Best & Worst ETFs and Mutual Funds: Mid-Cap Blend

MidCapBlend_Fig1

The mid-cap blend style ranks eighth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 20 ETFs and 270 mutual funds in the mid-cap blend style as of May 1, 2012.

Continue Reading →

Best & Worst ETFs and Mutual Funds: Mid-cap Growth

MidCapGrowth_Fig1

The mid-cap growth style ranks seventh out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of ten ETFs and 387 mutual funds in the mid-cap growth style as of May 1, 2012.

Continue Reading →

Home Depot (HD): Neutral Rating — for Ask Matt Readers

HD gets my Neutral rating. In short, Home Depot is a good company that is not a good stock.

Continue Reading →

Best & Worst ETFs and Mutual Funds: All-cap Value

AllCapValueFig1

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 285 mutual funds in the all-cap value style as of April 24, 2012.

Continue Reading →

Best & Worst ETFs and Mutual Funds: Large-cap Value

largeCapValueFig1

The large-cap value style ranks fifth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 782 mutual funds in the large-cap value style as of April 24, 2012,

Continue Reading →

Best & Worst ETFs and Mutual Funds: All-cap Growth

AllCapGrowthFig1

The all-cap growth style ranks fourth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 457 mutual funds in the all-cap growth style as of April 24, 2012.

Continue Reading →