Best & Worst ETFs & Mutual Funds: Health Care Sector

The Health Care sector ranks third out of the ten sectors as detailed in my sector rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 21 ETFs and 91 mutual funds in the Health Care sector as of October 9, 2012.

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Best & Worst ETFs & Mutual Funds: Information Technology Sector

The Information Technology sector ranks second out of the ten sectors as detailed in my sector rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 146 mutual funds in the Information Technology sector as of October 9, 2012.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector rankings for ETFs and mutual funds. It gets my Attractive rating, which is based on an aggregation of the ratings of 9 ETFs and 9 mutual funds in the Consumer Staples sector as of October 9, 2012. Reports on the best & worst ETFs and mutual funds in every sector and style are here.

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How To Find the Best ETFs

This article explains how I determine the best ETFs in the 25 reports I publish each quarter on the Best & Worst ETFs and Mutual Funds Series by Sector and Style. Here is my 4Q Best & Worst preview. I follow these steps:

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4Q12 Best & Worst ETFs & Mutual Funds – by Sector – Preview

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.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.

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Sector Rankings For ETFs & Mutual Funds

At the outset of the fourth quarter of 2012, only a single sector earns an attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

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The Danger Zone Pick: 10/8/12

Check out my latest Danger Zone interview with Chuck Jaffe of MarketWatch.com.

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October’s Most Dangerous Stocks Available to Public Today

We released October’s Most Dangerous Stocks report to the public today.

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October’s Most Attractive Stocks Available to Public Today

We released October’s Most Attractive Stocks report to the public today.

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Q&A on ETF Research with David Trainer

See my latest video interview with WealthManagement.com. I describe the diligence behind our predictive ETF and mutual fund ratings.

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October’s Most Dangerous Stocks Available to Subscribers Today

October’s newsletter with the 40 Most Dangerous Stocks was released to subscribers today. It will be available for purchase by the public on Monday 10/8.

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October’s Most Attractive Stocks Available to Subscribers Today

October’s newsletter with the 40 Most Attractive Stocks was released to subscribers today. It will be available for purchase by the public on Monday 10/8.

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The Danger Zone Pick: 10/1/12

In my weekly Danger Zone interview with Chuck Jaffe, I highlight one of the worst ETFs in the market as well as my unique analysis of ETFs.

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I Hate the Guts of This ETF: Sell URE

The guts of an ETF are its holdings. And an ETF’s guts are what drive my ETF ratings. As highlighted in Barron’s, the only truly diligent assessment of an ETF is based on its holdings.
Research on an ETF’s holdings is important because an ETF’s performance is only as good as its holdings. Therefore, if you care about performance, you care about the ETF’s holdings.

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Sell Life Time Fitness: Valuation Is on Steroids

Working out makes just about everything in my life better. I have more energy, food tastes better and (at least feel as if) I look better. I even think it makes me smarter.I do not feel good about Life Time Fitness (LTM)’s stock, however. The growth expectations in the stock are much too high. And I do not believe in management’s over confident EPS guidance.

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Fox Interview: Street Fight and Market Outlook

In my recent interview, Fox Business’ David Asman digs into the details of what makes a good stock in the current market environment.

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The Danger Zone Pick: 9/24/12

Life Time fitness CEO predicts 15% growth at best. In my weekly Danger Zone interview, I explain how that expectation, even if it comes true, implies unrealistic member and profit growth. The current stock price (~$46/share), using historical growth rates (12%), implies 20 years of profit growth. The member growth  required to justify that level…

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Don’t Trust This Utility’s Dividend

Smart investors consider more than just the dividend of a stock. They also consider the principal risk. If the principal risk is greater than the dividend yield then the dividend is of no real value. I see the principal risk of this stock at more than 15% with a fair value closer to $50 – after adjusting for the pension accounting shenanigans.

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Less Than 1% of Managers Deliver Alpha: Here Are Details

“New research on the performance of institutional portfolios shows that after risk adjustment, 24% of funds fall significantly short of their chosen market benchmark and have negative alpha, 75% of funds roughly match the market and have zero alpha, and well under 1% achieve superior results after costs—a number not statistically significantly different from zero.”

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