August 7, 20121Comments

Slow & Steady Wins The Race: Buy XOM

Sometimes, picking stocks is easy if you focus on the basic principles of cash flows, valuation and competitive advantage.

by David Trainer, Founder & CEO

August 6, 20120Comments

Risk Gets Lighter, Opportunity Gets Bigger for Weight Watchers

One of the best “win-win” combinations in today’s world is Weight Watcher International’s (WTW) stock.

by David Trainer, Founder & CEO

July 31, 20120Comments

Make Money By Losing Weight: Buy WTW

One of the best “win-win” combinations in today’s world is Weight Watcher International’s (WTW) stock.

by David Trainer, Founder & CEO

July 27, 20120Comments

Starbucks (SBUX) Plunge Is Beginning Of Bad Trend

When stocks are priced for perfection as SBUX is, they are very risky. Just look at today's 10%+ drop in SBUX shares in a market that is up 1%. My regular readers know that I have, for a while, warned investors that SBUX was overpriced and due for a correction. See "Get Off the SBUX Bandwagon Before It Crashes".

by David Trainer, Founder & CEO

July 24, 20122Comments

Fox TV Interview: How To Make Money In This Market

Yesterday, on Fox Business's After The Bell, I shared my market outlook and strategy for making money in the current market. Here is the interview.

by David Trainer, Founder & CEO

July 20, 20120Comments

3Q Best & Worst ETFs & Mutual Funds – by Style – Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our reports on Style funds.

by David Trainer, Founder & CEO

July 20, 20120Comments

Cheap Funds Dupe Investors: 3Q12

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 not likely to do well in the future (e.g. 5-star kiss of death). Yet, traditional fund research focuses only on low fees and past performance.

by David Trainer, Founder & CEO

July 20, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Small-cap Value Style

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 311 mutual funds in the small-cap value style as of July 20, 2012.

by David Trainer, Founder & CEO

July 20, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Mid-cap Value Style

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 an aggregation of the ratings of 12 ETFs and 206 mutual funds in the mid-cap value style as of July 19, 2012.

by David Trainer, Founder & CEO

July 19, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Small-cap Blend Style

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 608 mutual funds in the small-cap blend style as of July 19, 2012.

by David Trainer, Founder & CEO

July 19, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Small-cap Growth Style

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 478 mutual funds in the small-cap growth style as of July 19, 2012.

by David Trainer, Founder & CEO

July 19, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Mid-cap Blend Style

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 19 ETFs and 279 mutual funds in the mid-cap blend style as of July 19, 2012.

by David Trainer, Founder & CEO

July 18, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Mid-cap Growth Style

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 10 ETFs and 367 mutual funds in the mid-cap growth style as of July 18, 2012.

by David Trainer, Founder & CEO

July 18, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: All-cap Value Style

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 an aggregation of the ratings of 2 ETFs and 285 mutual funds in the all-cap value style as of July 18, 2012.

by David Trainer, Founder & CEO

July 18, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: All-cap Growth Style

The all-cap growth style ranks fifth out of the twelve fund styles as detailed in my style roadmap. It earns my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 436 mutual funds in the all-cap growth style as of July 18, 2012.

by David Trainer, Founder & CEO

July 17, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Large-cap Value Style

The large-cap value style ranks fourth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on an aggregation of the ratings of 38 ETFs and 744 mutual funds in the large-cap value style as of July 17, 2012.

by David Trainer, Founder & CEO

July 17, 20120Comments

Best & Worst ETFs and Mutual Funds: All-cap Blend Style (July 2012)

The all-cap blend style ranks third 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 33 ETFs and 669 mutual funds in the all-cap blend style as of July 17, 2012.

by David Trainer, Founder & CEO

July 17, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Large-cap Blend Style

The large-cap blend style ranks second 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 40 ETFs and 1127 mutual funds in the large-cap blend style as of July 17, 2012.

by David Trainer, Founder & CEO

July 16, 20120Comments

Best & Worst ETFs and Mutual Funds July 2012: Large-cap Growth Style

The large-cap growth style ranks the best 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 26 ETFs and 724 mutual funds in the large-cap growth style as of July 16, 2012.

by David Trainer, Founder & CEO

July 16, 20120Comments

Best & Worst Style ETFs & Mutual Funds

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs as of July 2012. 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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