New Constructs
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I Hate the Guts of This ETF: Sell URE

The guts of an ETF are its holdings. And an ETF’s guts are what drive my ETF ratings. As highlighted in Barron’s, the only truly diligent assessment of an ETF is based on its holdings. Research on an ETF’s holdings is important because an ETF’s performance is only as good as its holdings. Therefore, if you care about performance, you care about the ETF’s holdings.
by David Trainer, Founder & CEO
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Sell Life Time Fitness: Valuation Is on Steroids

Working out makes just about everything in my life better. I have more energy, food tastes better and (at least feel as if) I look better. I even think it makes me smarter.I do not feel good about Life Time Fitness (LTM)’s stock, however. The growth expectations in the stock are much too high. And I do not believe in management’s over confident EPS guidance.
by David Trainer, Founder & CEO