March 1, 20124Comments

Raising Fees Is A Desperate Measure: Sell BAC

Recent news that Bank Of America (BAC) is considering jacking up its fees on basic checking accounts suggests the company is bad shape. As I wrote yesterday, I believe BAC stock is headed back to its lows and today’s news confirms my view that the expectations basked into the stock’s valuation are writing checks that the company cannot cash.

by David Trainer, Founder & CEO

March 1, 20120Comments

Wall $treet Week Returns: New Constructs’ Unique Research and Very Attractive Rating for AAPL

My interview with Wall $treet Week focuses on the uniquely rigorous research of New Constructs and three of our top stock picks.

by David Trainer, Founder & CEO

February 28, 20120Comments

Smoking Out the Truth: Buy MO

As discussed in “The Real Earnings Season Starts Now”, annual reports are the best source for developing investment ideas. I provided my clients with dozens of insights in 2011 that delivered impressive returns, and I continue that trend with my recommendation of MO.

by David Trainer, Founder & CEO

February 28, 20120Comments

Top Fund-Indsutry Expert: New Constructs’ Predictive Ratings Are Gaining Following

Competition for Lipper and Morningstar is "heating up" according to fund-industry expert Chuck Jaffe. Research based on past performance is losing favor as investor recognize its lack of rigor and value.

by David Trainer, Founder & CEO

February 17, 20120Comments

Fox Business News: “The Real Earnings Season”

Fox Business News features my focus on the Real Earnings Season that is overlooked by most everyone in the market.

by David Trainer, Founder & CEO

February 17, 20124Comments

The Real Earnings Season Begins Now

Nearly all of the investing world ignores 10-K season. 10-Ks contain the most important financial information that companies provide all year.

by David Trainer, Founder & CEO

February 16, 20120Comments

Best and Worst Funds: Small-cap Blend Style

The small-cap blend 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 fund ratings of 681 small-cap blend funds as of Feb 14th 2012.

by David Trainer, Founder & CEO

February 16, 20120Comments

Best and Worst Funds: Mid-cap Value Style

The mid-cap value 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 fund ratings of 239 mid-cap value funds as of Feb 14th 2012.

by David Trainer, Founder & CEO

February 16, 20120Comments

Best and Worst Funds: 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 fund ratings of 486 small-cap growth funds as of Feb 13th 2012.

by David Trainer, Founder & CEO

February 16, 20120Comments

Best and Worst Funds: 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 fund ratings of 327 small-cap value funds as of Feb 15th 2012.

by David Trainer, Founder & CEO

February 16, 20120Comments

Best and Worst Funds: 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 fund

by David Trainer, Founder & CEO

February 16, 20120Comments

Best and Worst Funds: All-cap Growth Style

The all-cap growth investment style ranks fifth out of the twelve fund styles as detailed in style roadmap. It gets my Neutral rating, which is based on aggregation of my ratings on 465 all-cap growth funds.

by David Trainer, Founder & CEO

February 16, 20120Comments

Best and Worst Funds: 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 aggregation of fund ratings of 288 all-cap value funds.

by David Trainer, Founder & CEO

February 15, 20120Comments

Best and Worst Funds: 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 Dangerous rating, which is based on aggregation of fund ratings of 396 mid-cap growth funds as of February 9, 2012.

by David Trainer, Founder & CEO

February 14, 20120Comments

Best and Worst Funds: Large Cap Value Style

The large cap value investment style ranks fourth out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 821 funds in the style. Articles on all style and sector funds are here.

by David Trainer, Founder & CEO

February 14, 20120Comments

Best and Worst Funds: Large Cap Growth Style

The large cap growth investment style ranks third out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 771 funds in the style.

by David Trainer, Founder & CEO

February 14, 20120Comments

Best and Worst Funds: All Cap Blend Style

The All Cap Blend investment style ranks second out of the twelve investment styles as detailed in our style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 661 funds in the style.

by David Trainer, Founder & CEO

February 13, 20120Comments

Low Fund Fees Snare Investors

Investors are good at picking funds with low costs. They are not good at picking funds with good stocks. Both are required to maximize opportunity for success.

by David Trainer, Founder & CEO

February 10, 20124Comments

Best and Worst Funds: Large Cap Blend Style

The Large Cap Blend investment style ranks first out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 1222 funds in the style.

by David Trainer, Founder & CEO

February 10, 20120Comments

Roadmap to the Best and Worst Fund Styles

There are no Attractive-rated investment styles. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. Fund managers are simply not picking stocks well. More details in my article

by David Trainer, Founder & CEO

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