Long Idea: Lear Corp (LEA)

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Impressive profit growth and a valuation well below peers helped land Lear Corp on July’s Most Attractive Stocks list. Even better, aligning executive compensation with return on invested capital earns the stock a spot on July’s Linking Exec Comp to ROIC Model Portfolio.

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The Future of Wealth Management And Morgan Stanley’s $28 Billion Opportunity

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The big banks still have significant advantages. Their brand names, financial capital, advisor networks, and large client bases give them the opportunity to leverage the innovations of startups and become the biggest winners in this new wealth management model.

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David Trainer Explains Why Acadia Healthcare 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: Acadia Healthcare (ACHC).

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

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Our Linking Exec Comp to ROIC Model Portfolio (+5.0%) outperformed the S&P 500 (+3.9%) last month. The best performing stock in the portfolio was Hawaiian Holdings (HA), which was up nearly 20%.

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Netflix’s Competitive Advantage Keeps Dwindling

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2Q16 results reinforce our belief that Netflix no longer has a significant competitive advantage. When it tries to raise prices, as it did for many long-time members this quarter, it loses customers to rivals such as HBO (TWX), Amazon Prime Video (AMZN), and Hulu.

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Why Companies Overpay For Acquisitions

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Overpriced acquisitions are far from a new phenomenon, but they’ve been especially prevalent in recent months. As a result, we’ve gathered some ideas about the various reasons companies ignore the evidence and continue to overpay for acquisitions.

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Danger Zone: Acadia Healthcare (ACHC)

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This week’s Danger Zone pick has a history of executing a traditional roll-up strategy to great success – if you only care about revenue growth. For those that care about profits, the increasing losses and declining ROIC earn Acadia Healthcare (ACHC) a spot on July’s Most Dangerous Stocks list and the Danger Zone.

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Netflix is Not the Only Game in Town

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CEO David Trainer appeared on CNBC’s The Rundown on July 18, 2016 to discuss Netflix’s 2Q16 quarterly results, the large subscriber growth disappointment, and detail how overvalued the stock remains

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3Q16 Sector Ratings Recap

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

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The Best and Worst of the Utilities Sector 3Q16

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The Utilities sector ranks last out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Dangerous rating.

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The Best and Worst of the Telecom Services Sector 3Q16

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The Telecom Services sector ranks eighth out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

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Linking Exec Comp to ROIC Model Portfolio: July 2016

Platinum Members and higher can access July’s Linking Executive Compensation to ROIC Model Portfolio as of Friday, July 15.

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The Best and Worst of the Materials Sector 3Q16

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The Materials sector ranks fifth out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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The Best and Worst of the Information Technology Sector 3Q16

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The Information Technology sector ranks fourth out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Long Idea: Southwest Airlines (LUV)

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With a long history of industry-leading profits, improving ROIC, and an attractive valuation, Southwest Airlines (LUV) is on July’s Most Attractive Stocks list and is this week’s Long Idea.

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Kyle Guske On Why The TSLA/SCTY Acquisition 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: Bailing Out SolarCity Costs TSLA Investors $7.4 Billion

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

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Our Most Attractive Stocks (-3.7%) underperformed the S&P 500 (-0.8%) last month and our Most Dangerous Stocks (-3.4%) outperformed the S&P 500 (-0.8%) last month.

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Proof Is In Performance Through 2Q16

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Especially when it came to short strategies through 2Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.

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Top Two Long Ideas

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CEO David Trainer appeared on CNBC’s Closing Bell on July 11, 2016 to discuss high quality investment opportunities in the current market

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The Best and Worst of the Industrials Sector 3Q16

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The Industrials sector ranks third out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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