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January 18, 20170Comments

Open Letter To The Department of Labor: What Does “Diligence” Mean For Fiduciaries?

Many people throughout the industry are still unclear as to how the fiduciary rule should be implemented. This uncertainty, at least In part, is behind many industry groups working hard to delay—or even scrap entirely—its implementation.
by Sam McBride
January 18, 20170Comments

“The DOL still has to define the hardest part of the new fiduciary rule”

Our op/ed was published recently in MarketWatch. The article explained why the Labor Department still has to define the hardest part of the new fiduciary rule.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: January 2017

Our Exec Comp Aligned With ROIC Model Portfolio (-0.7%) underperformed the S&P 500 (+0.2%) last month. Since inception, this model portfolio is up 22% while the S&P 500 is up 9%.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

Financials Sector 1Q17: Best and Worst

The Financials sector ranks fourth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

Energy Sector 1Q17: Best and Worst

The Energy sector ranks last out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

Consumer Staples Sector 1Q17: Best and Worst

The Consumer Staples sector ranks first out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

Consumer Discretionary Sector 1Q17: Best and Worst

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 16, 20170Comments

The Truth Behind The Push To Delay The Fiduciary Rule

The Department of Labor’s fiduciary rule is under fire again. Essentially, those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly to work with their business model.
by Kyle Guske II, Senior Investment Analyst, MBA
January 16, 20171Comments

Danger Zone: Bottomline Technologies (EPAY)

Red flags appear when a firm sacrifices profitability to join the cloud and transitions to a business model with negative margins. Add in significant competition and an overvalued stock price and investors should be running for the hills.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 13, 20170Comments

ICYMI: New Long Idea, Top Stock Picks and Special Offer Inside

New Long Idea, Top Stock Picks and Special Offer Inside
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 13, 20170Comments

Exec Comp Aligned With ROIC Model Portfolio: January 2017

Platinum Members and higher can access January’s Executive Compensation Aligned With ROIC Model Portfolio as of Friday, January 13.
by Kyle Guske II, Senior Investment Analyst, MBA
January 12, 20170Comments

“It’s a perfect metric that ignores all the costs of acquisitions”

On Thursday (01/12/17), Michael Rapoport of The Wall Street Journal interviewed CEO David Trainer regarding the metrics investors should be looking for during earnings season and which metrics are deceiving.
by Kyle Guske II, Senior Investment Analyst, MBA
January 11, 20170Comments

The Real Earnings Season Doesn’t Start Until February

Monday marked the unofficial start of “earnings season.” Then, once all the craziness has died down, the real earnings season—10-K filing season—will begin.
by Sam McBride
New Constructs
January 11, 20170Comments

Podcast: Danger Zone Highlights & Lowlights from 2016

Our Danger Zone reports aim to identify those firms that, when looking below the surface, have struggling businesses and highly overvalued stock prices. However, the thesis does not always play out as we expect.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 11, 20170Comments

1-Click Custom Reports on Demand

In addition to our Dynamic Data Screener, clients also get direct access to our database via our 1-Click Report offering. See how it all works in this video.
by Kyle Guske II, Senior Investment Analyst, MBA
January 11, 20170Comments

This Media Giant Should Continue Its Dominance in 2017

Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum
by Sam McBride
New Constructs
January 11, 20170Comments

New Stocks on Most Attractive/Most Dangerous: January 2017

Our Most Attractive Stocks (+5.5%) outperformed the S&P 500 (+2.2%) last month. 13 out of the 40 Most Dangerous stocks outperformed the S&P 500 in December.
by Kyle Guske II, Senior Investment Analyst, MBA
January 10, 20172Comments

Top Stocks & Model Portfolios From 2016

Our Long Idea reports aim to identify those firms that the market has overlooked and that when analyzed beyond standard metrics, are significantly undervalued. In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria
by Kyle Guske II, Senior Investment Analyst, MBA
January 9, 20170Comments

Danger Zone: Highlights & Lowlights of 2016

Our Danger Zone reports aim to identify those firms that, when looking below the surface, have struggling businesses and highly overvalued stock prices. However, the thesis does not always play out as we expect and, at times, the stock continues garnering investor interest and only grows more overvalued.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 6, 20170Comments

ICYMI: New Year, New Features

New Year, New Features. Stock Faceoff: Giants of Retail, Model Portfolio Updates, and much more
by Kyle Guske II, Senior Investment Analyst, MBA
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