How To Avoid the Worst Sector Mutual Funds

Picking from the multitude of sector mutual funds is a daunting task. In any given sector there are up to 227 different mutual funds. There are at least 577 mutual funds across all sectors.

Continue Reading →

How To Find the Best Sector Mutual Funds

There are at least 227 different Financials mutual funds and at least 559 mutual funds across all sectors. Do investors need that many choices? How different can the mutual funds be?

Continue Reading →

How To Avoid the Worst Style ETFs

Picking from the multitude of style ETFs is a daunting task. There are as many as 45 in any given style and at least 230 ETFs across all styles.

Continue Reading →

Proof Is In Performance Through 3Q13

There are many ways to define the quality and merit of equity research. One mea­sure stands tallest: per­for­mance of stock rec­om­men­da­tions. And by that mea­sure, New Con­structs’ research is of very high quality. See our lat­est Proof Is In Per­for­mance Thru 3Q13 Report for more details.

Continue Reading →

November’s Most DANGEROUS Stocks Available to Subscribers Today

Paying customers can access November’s 40 Most Dangerous Stocks as of Monday, November 4.

Continue Reading →

November’s Most Attractive Stocks Available to Subscribers Today

Paying customers can access November’s 40 Most Attractive Stocks as of Monday, November 4.

Continue Reading →

How to Find the Best Style ETFs

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.

Continue Reading →

Danger Zone 11/4/13: XBRL (eXtensible Business Reporting Language)

The potential utility of XBRL as a tool for regulators to fight fraud and investors to better analyze companies makes its numerous flaws that much more of a shame. I can only hope that the SEC realizes the value of XBRL and makes a commitment to ensuring the accuracy and validity of XBRL data.

Continue Reading →

How To Avoid the Worst Sector ETFs

Picking from the multitude of sector ETFs is a daunting task. In any given sector there may be as many as 44 different ETFs, and there are at least 183 ETFs across all sectors.

Continue Reading →

How To Find the Best Sector ETFs

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.

Continue Reading →

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 not likely to do well in the future (e.g. 5-star kiss of death and active management has long history of underperformance). Yet, traditional fund research…

Continue Reading →

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.

Continue Reading →

“Why Wall Street Hates Admitting Wrongdoing”

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

Continue Reading →

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.

Continue Reading →

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.

Continue Reading →

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.

Continue Reading →

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.

Continue Reading →

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.

Continue Reading →

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.

Continue Reading →

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.

Continue Reading →