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November 22, 20160Comments

New Fiduciary Rule Exposes Failings of Research

Our op-ed article was published at Marketwatch recently. The article explains why the Labor Department's fiduciary rule is here to stay and how advisors can fulfill fiduciary responsibilities going forward.
by Kyle Guske II, Senior Investment Analyst, MBA
November 21, 20161Comments

Danger Zone: Acxiom Corp (ACXM)

Unfortunately for this firm, profits are falling, competition is rising, and the stock’s valuation is priced for perfection. These issues land Acxiom in the Danger Zone this week.
by Kyle Guske II, Senior Investment Analyst, MBA
November 21, 20160Comments

New Stocks on Exec Comp & ROIC Model Portfolio: November 2016

Our Exec Comp Aligned With ROIC Model Portfolio (+4.0%) outperformed the S&P 500 (+1.5%) last month. Cooper Tire & Rubber Company is one of the additions to our Exec Comp Aligned With ROIC Model Portfolio in November.
by Kyle Guske II, Senior Investment Analyst, MBA
November 18, 20160Comments

Interactive Brokers Integrates with New Constructs

New Constructs is proud to announce our new relationship with Interactive Brokers, an automated global electronic broker that specializes in catering to financial professionals.
by Kyle Guske II, Senior Investment Analyst, MBA
November 17, 20160Comments

Long Idea: Royce Special Equity Fund

Despite Small Cap Value receiving a Dangerous rating in our 4Q16 Investment Style Ratings, and containing many Dangerous-or-worse rated funds, there is one fund in particular that breaks the mold and is worthy of a second look.
by Kyle Guske II, Senior Investment Analyst, MBA
November 17, 20160Comments

Podcast: Why Snow Capital Small Cap Value Fund Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Snow Capital Small Cap Value Fund.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 16, 20160Comments

How to Avoid the Worst Style Mutual Funds 4Q16

Question: Why are there so many mutual funds? Answer: Mutual fund providers tend to make lots of money on each fund so they create more products to sell.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 16, 20160Comments

How to Avoid the Worst Style ETFs 4Q16

Question: Why are there so many ETFs? Answer: ETF providers tend to make lots of money on each ETF so they create more products to sell.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 16, 20160Comments

How to Avoid the Worst Sector Mutual Funds 4Q16

Question: Why are there so many mutual funds? Answer: mutual fund providers tend to make lots of money on each fund so they create more products to sell.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 15, 20160Comments

Exec Comp Aligned With ROIC Model Portfolio: November 2016

Platinum Members and higher can access November’s Executive Compensation Aligned With ROIC Model Portfolio as of Tuesday, November 15.
by Kyle Guske II, Senior Investment Analyst, MBA
November 14, 20160Comments

Danger Zone: Snow Capital Small Cap Value Fund

How can a fund that has significantly worse holdings than its benchmark hope to outperform? Snow Capital Small Cap Value Fund receives our Very Dangerous rating and its poor holdings and high fees land it in the Danger Zone this week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 14, 20160Comments

How to Avoid the Worst Sector ETFs 4Q16

Question: Why are there so many ETFs? Answer: ETF providers tend to make lots of money on each ETF so they create more products to sell.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 14, 20160Comments

How to Find the Best Style Mutual Funds 4Q16

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 11, 20160Comments

How to Find the Best Sector Mutual Funds 4Q16

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 11, 20160Comments

How to Find the Best Style ETFs 4Q16

Analyzing ETFs, done with the proper diligence, is far more difficult than analyzing stocks because it means analyzing all the stocks within each ETF. As stated above, that can be as many as 3723 stocks, and sometimes even more, for one ETF.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 10, 20160Comments

How to Find the Best Sector ETFs 4Q16

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 10, 20160Comments

Cheap Funds Dupe Investors – 4Q16

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. 4Q16.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 9, 20160Comments

4Q16 Style Ratings Recap

4Q16 comprehensive review of equity ETFs and mutual funds by style.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 9, 20160Comments

Small Cap Value Style 4Q16: Best and Worst

he Small Cap Value style ranks last out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Small Cap Value style ranked last as well. It gets our Dangerous rating
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 8, 20160Comments

New Stocks on Most Attractive and Most Dangerous Lists: November 2016

Our Most Attractive Stocks (-4.3%) underperformed the S&P 500 (-2.2%) last month. Our Most Dangerous Stocks (-4.7%) outperformed the S&P 500 (-2.2%) last month.
by Kyle Guske II, Senior Investment Analyst, MBA
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