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Best & Worst by Style
July 16, 20210Comments

Mid Cap Blend Style 3Q21: Best & Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Value Style 3Q21: Best & Worst

The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Growth Style 3Q21: Best & Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Blend Style 3Q21: Best & Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Value Style 3Q21: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Growth Style 3Q21: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Blend Style 3Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
July 16, 20210Comments

Unscrubbed Data Creates Misleading Credit Ratings

Highlighting the five ratios that drive our Credit Ratings and how our data drives materially different results compared to ratios and ratings based on unscrubbed data.
by Matt Shuler, Investment Analyst II
July 15, 20210Comments

A Casino For Users, A Bad Bet For Investors

We think this stock is worth no more than $9 billion and that its best years are behind it.
by Alex Sword
Best & Worst Sector Rankings
July 15, 20210Comments

Style Ratings for ETFs & Mutual Funds: 3Q21

At the beginning of the third quarter of 2021, only the Large Cap Blend, All Cap Value, and All Cap Blend styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 15, 20210Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2021

Platinum Members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, July 15.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 15, 20210Comments

Focus List Stocks: Long – Update 7/15/21

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of July 15, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
July 14, 20210Comments

Key Takeaways From Banks’ 2Q21 Earnings: Bloomberg TV

We joined Bloomberg Markets: America on Tuesday, July 13.
by Matt Shuler, Investment Analyst II
July 14, 20210Comments

Top Banks Crush Earnings: Yahoo! Finance

CEO David Trainer joined Yahoo Finance to discuss banks to buy, avoid, and much more.
by Alex Sword
Sector Ratings Recap
July 14, 20210Comments

3Q21 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the third quarter of 2021.
by Alex Sword
July 14, 20210Comments

Cash to Debt Ratio: Unscrubbed Data Creates Misleading Credit Ratings

This report explains how our “Adjusted” Cash to Debt ratio is better than the “Traditional” ratio because the Traditional ratio is based on unscrubbed financial data.
by Matt Shuler, Investment Analyst II
New Constructs Data
July 14, 20210Comments

Interest Coverage Ratio: Unscrubbed Data Creates Misleading Credit Ratings

This report explains how our “Adjusted” Interest Coverage ratio is better than the “Traditional” ratio because the Traditional ratio is based on unscrubbed financial data.
by Matt Shuler, Investment Analyst II
Economic Earnings
July 13, 20210Comments

3 S&P 500 Companies Likely to Miss Wall Street’s 2Q21 EPS Estimates

Insights into which companies are most likely to miss their consensus earnings estimates based on our proprietary Core Earnings research.
by Kyle Guske II, Senior Investment Analyst, MBA
July 13, 20210Comments

2Q21 Earnings: What to Watch for And Who Should Beat

Unprecedented insights into why Street Earnings provide a flawed picture of earnings, and five S&P 500 companies likely to beat 2Q21 Street EPS estimates.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 13, 20210Comments

Utilities Sector 3Q21: Best and Worst

The Utilities sector ranks seventh out of the 11 sectors as detailed in our 3Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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