David Trainer On Why Yelp Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: Yelp Inc. (YELP).

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New Stocks on Exec Comp & ROIC Model Portfolio: August 2016

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Our Linking Exec Comp To ROIC Model Portfolio (+3.1%) outperformed the S&P 500 (+1.3%) last month. The best performing stock in the portfolio was Outerwall (OUTR), which was up nearly 19%.

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Danger Zone: Yelp Inc. (YELP)

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Investors have bought into a growth story that not only fails to produce profits, but has proven false in the past. With growing losses, significant competition, and a highly overvalued stock, Yelp Inc. (YELP) is this week’s Danger Zone.

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Kyle Guske II Discusses Why 8×8 Is In The Danger Zone

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Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: 8×8 (EGHT).

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Linking Exec Comp to ROIC Model Portfolio: August 2016

Platinum Members and higher can access August’s Linking Executive Compensation to ROIC Model Portfolio as of Tuesday, August 16.

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Danger Zone: 8×8 (EGHT)

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This week’s Danger Zone is a company that claims consistent profitability and continued success, despite years of shareholder value destruction. Misleading non-GAAP results, large losses, and an overvalued stock price land 8×8 in the Danger Zone.

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New Stocks on Most Attractive and Most Dangerous Lists: August 2016

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Our Most Attractive Stocks (+4.6) outperformed the S&P 500 (+3.5%) last month and our Most Dangerous Stocks (+6.2%) underperformed the S&P 500 (+3.5%) last month.

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Are Utilities In A Bubble?

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Could these traditionally safe stocks be dangerously overvalued and setting up for a crash? And if so, how should investors manage their portfolios to mitigate this risk?

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How To Avoid the Worst Style Mutual Funds 3Q16

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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:

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How To Avoid the Worst Style ETFs 3Q16

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The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs:

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How To Avoid the Worst Sector Mutual Funds 3Q16

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The large number of mutual funds has little to do with serving your best interests. Below are three red flags you can use to avoid the worst mutual funds

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David Trainer Explains Why Ivy Small Cap Value Fund Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Danger Zone: Ivy Small Cap Value Fund.

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How To Avoid the Worst Sector ETFs 3Q16

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The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs.

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How to Find the Best Style Mutual Funds 3Q16

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Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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How to Find the Best Style ETFs 3Q16

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Finding the best style ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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How to Find the Best Sector Mutual Funds 3Q16

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Finding the best sector mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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Danger Zone: Ivy Small Cap Value Fund

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Ivy Small Cap Value Fund receives our Dangerous or Very Dangerous rating, depending upon share class, and its poor holdings and high fees land it in the Danger Zone this week.

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How to Find the Best Sector ETFs 3Q16

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Finding the best sector ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

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Cheap Funds Dupe Investors – 3Q16

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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.

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3Q16 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward. The following is our analysis of each style for the third quarter of 2016.

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