November 1, 20130Comments

Cheap Funds Dupe Investors – 4Q2013

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is

by David Trainer, Founder & CEO

November 1, 20130Comments

4Q Best & Worst ETFs and Mutual Funds — By Style — Recap

We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 4Q reports on Style funds.

by David Trainer, Founder & CEO

November 1, 20130Comments

“Why Wall Street Hates Admitting Wrongdoing”

Any admission of guilt exposes the guilty party to liabilities for offenses against other parties.

by David Trainer, Founder & CEO

October 31, 20130Comments

Best & Worst ETFs and Mutual Funds: Small Cap Value Style

The Small Cap Value style ranks last out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 15 ETFs and 236 mutual funds in the Small Cap Value style as of October 24, 2013.

by David Trainer, Founder & CEO

October 31, 20130Comments

Best & Worst ETFs and Mutual Funds: Small Cap Blend Style

The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 24 ETFs and 629 mutual funds in the Small Cap Blend style as of October 24, 2013.

by David Trainer, Founder & CEO

October 31, 20130Comments

Best & Worst ETFs and Mutual Funds: Small Cap Growth Style

The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 441 mutual funds in the Small Cap Growth style as of October 23, 2013.

by David Trainer, Founder & CEO

October 31, 20130Comments

Best & Worst ETFs and Mutual Funds: Mid Cap Value Style

The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 190 mutual funds in the Mid Cap Value style as of October 22, 2013.

by David Trainer, Founder & CEO

October 30, 20130Comments

Best & Worst ETFs and Mutual Funds: Mid Cap Growth Style

The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 10 ETFs and 360 mutual funds in the Mid Cap Growth style as of July 16, 2013.

by David Trainer, Founder & CEO

October 30, 20130Comments

My Presentation For Vanderbilt’s Managerial Studies Visiting Executive Program

Today, I had the pleasure of meeting with a very smart and attentive group of Vanderbilt undergrads as part of the Managerial Studies Visiting Executive Program.

by David Trainer, Founder & CEO

October 29, 20130Comments

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

The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 324 mutual funds in the Mid Cap Blend style as of October 18, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

October 29, 20130Comments

Best & Worst ETFs and Mutual Funds: Large Cap Value Style

The Large Cap Value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 45 ETFs and 765 mutual funds in the Large Cap Value style as of October 18, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

October 28, 20130Comments

Best & Worst ETFs and Mutual Funds: Large Cap Growth Style

The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 22 ETFs and 657 mutual funds in the Large Cap Growth style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

October 28, 20132Comments

Danger Zone 10/28/13: Consumer Discretionary Mutual Fund Managers and ETF Providers

Consumer Discretionary mutual fund managers and ETF providers are in the Danger Zone this week. They do the worst job of picking stocks out of all the sectors. The quality of the funds and ETFs in the Consumer Discretionary sector is the worst of all sectors compared to the quality of the stocks available to them.

by David Trainer, Founder & CEO

October 25, 20130Comments

Best & Worst ETFs and Mutual Funds: Large Cap Blend Style

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 33 ETFs and 908 mutual funds in the Large Cap Blend style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

October 25, 20130Comments

Best & Worst ETFs and Mutual Funds: All Cap Value Style

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 238 mutual funds in the All Cap Value style as of October 17, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

October 23, 20130Comments

My Latest CNBC Appearance: Bearish on AAPL

Here's my reiteration on my bearish outlook on Apple (AAPL).

by David Trainer, Founder & CEO

October 22, 20130Comments

Best & Worst ETFs and Mutual Funds: All Cap Growth Style

The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 453 mutual funds in the All Cap Growth style as of October 16, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

October 22, 20130Comments

Best & Worst ETFs and Mutual Funds: All Cap Blend Style

The All Cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 712 mutual funds in the All Cap Blend style as of October 15th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

by David Trainer, Founder & CEO

October 21, 20130Comments

Danger Zone 10/21/13: Tangoe (TNGO)

TNGO checks all the marks of a Wall Street rollup scheme. Beating earnings estimates by a penny for share every quarter? Check. Constant acquisitions to keep the top line growing? Check. Shady management rewarding itself with massive stock options? Check.

by David Trainer, Founder & CEO

October 18, 20130Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

by David Trainer, Founder & CEO

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