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July 17, 20191Comments

Webinar: “ROIC: The Truth Behind the Numbers” – Hosted by Interactive Brokers

Watch the webinar replay to learn why ROIC is the best measure of profitability and how to accurately calculate it and other key metrics such as economic earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20190Comments

Small Cap Value Style 3Q19: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20190Comments

Small Cap Growth Style 3Q19: Best and Worst

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report.It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20190Comments

Small Cap Blend Style 3Q19: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20190Comments

Mid Cap Value Style 3Q19: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20190Comments

Mid Cap Growth Style 3Q19: Best and Worst

The Mid Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20190Comments

Mid Cap Blend Style 3Q19: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20190Comments

Large Cap Value Style 3Q19: Best and Worst

The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20190Comments

Large Cap Growth Style 3Q19: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20190Comments

Large Cap Blend Style 3Q19: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20190Comments

All Cap Value Style 3Q19: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20190Comments

All Cap Growth Style 3Q19: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20190Comments

All Cap Blend Style 3Q19: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
July 15, 20190Comments

This Tech Laggard Is Back in the Danger Zone

This company’s earnings growth is an accounting mirage, its cloud prospects are overhyped, and its valuation implies an unrealistic level of growth.
by Sam McBride
July 15, 20190Comments

Podcast: Why This Tech Firm Is in the Danger Zone

Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Tech Laggard Is Back in the Danger Zone.
by Sam McBride
Best & Worst Sector Rankings
July 15, 20190Comments

Style Ratings For ETFs & Mutual Funds: 3Q19

At the beginning of the third quarter of 2019, only the Large Cap Blend, All Cap Blend, and Large Cap Value styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
July 15, 20190Comments

Removing the Hedge Ineffectiveness Disclosure Requirement Is Not Good for Investors

The Financial Accounting Standards Board’s (FASB) Accounting Standards Update (ASU) 2017-12, reduces the disclosure requirements for companies and makes it more difficult for investors to analyze the true financial health of publicly-traded companies.
by Kyle Guske II, Senior Investment Analyst, MBA
July 15, 20190Comments

Not Requiring the Amortization of Capitalized Interest Disclosure Is Not Good for Investors

With the SEC’s Disclosure Update and Simplification regulators reduce the disclosure requirements for companies and make it more difficult for investors to analyze the true financial health of publicly-traded companies.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 15, 20190Comments

3Q19 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 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
July 12, 20190Comments

ICYMI: New Long Idea, Disclosure Atrophy, CNBC Interview, Barron’s Feature, 3Q19 Sector Ratings & Updated Model Portfolios

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
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