Featured Stock in July’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
This Fund Finds Value by Recognizing the Flaws in Accounting Earnings
This fund's managers look beyond accounting earnings to pick higher quality stocks with cheap valuations.
Sam McBride
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Sam McBride
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.
Sam McBride
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA