Featured Stock in February’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Alex Sword
Alex Sword
Reddit, GameStop, and the Retail Frenzy – Fox Business
We joined Fox Business on Friday, February 5.
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Featured Stocks in February’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
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Regulation Will Evict This Firm’s Micro-Bubble Expectations
Given the spike in disregard for fundamental risk we continue our micro-bubble winners and losers theme to help investors.
Alex Sword
Featured Stock in January’s Dividend Growth Model Portfolio
Eight new stocks made our Dividend Growth Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
Alex Sword
Don’t Pay for a Low-Quality Portfolio
There is no reason to allocate to overvalued stocks when there are industry leading firms trading at discounted prices.
Alex Sword
How to Avoid the Worst Style Mutual Funds 1Q21
The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
Alex Sword
How to Avoid the Worst Style ETFs 1Q21
The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
Alex Sword
Featured Stock in January’s Safest Dividend Yields Model Portfolio
Nine new stocks make our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month's portfolio.
Alex Sword
How to Find the Best Sector Mutual Funds 1Q21
How can you pick the best mutual funds when there are so many to choose from?
Alex Sword
How to Find the Best Sector ETFs 1Q21
How can you pick the best ETFs with so many to choose from?
Alex Sword
Featured Stock in January’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Alex Sword
Mid Cap Value Style 1Q21: Best and Worst
The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Alex Sword
Mid Cap Growth Style 1Q21: Best and Worst
The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Alex Sword
Mid Cap Blend Style 1Q21: Best and Worst
The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Alex Sword
Core Earnings, Credit Ratings, and Understanding Valuation – Behind the Markets
CEO David Trainer recently joined Jeremy Schwartz on the Behind the Markets podcast.
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Non-Operating Income Distorts Earnings
Unusual non-operating items resulted in GAAP net income materially misrepresenting this firm’s true profits.
Alex Sword
All Cap Value Style 1Q21: Best and Worst
The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Alex Sword
All Cap Growth Style 1Q21: Best and Worst
The All Cap Growth style ranks fourth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Alex Sword
All Cap Blend Style 1Q21: Best and Worst
The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Alex Sword