Fiduciary Duty Can’t Be Killed
Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.”
Sam McBride
Sam McBride
Danger Zone: Palo Alto Networks (PANW)
The fundamentals of this business make it hard to imagine a scenario where this firm can meet the expectations baked into its lofty valuation. For these reasons and more, Palo Alto Networks is in the Danger Zone this week.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: The “Real” Earnings Season Begins and Model Portfolio Updates
Here's what happened at New Constructs this past week
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Friday, February 24
Yesterday, our analysts parsed 107 filings and collected 15,764 data points. In total, they made 2,630 adjustments with a dollar value of $1.1 trillion. In particular, analyst Allen L. Jackson found an unusual item in Town Sports International Holdings (CLUB) 10-K.
Sam McBride
Filing Season Finds: Thursday, February 23
Yesterday, our analysts parsed 92 filings and collected 13,987 data points. In total, they made 2,451 adjustments with a dollar value of $1.6 trillion. Analyst Hunter Gray found an unusual item in Advanced Micro Devices’ (AMD) 10-K.
Sam McBride
“Fiduciary Duty Can’t Be Killed” – WealthManagement Op/Ed
On Wednesday (2/22/17), WealthManagement.com featured our op/ed on why the fiduciary rule can’t be killed and how efforts to stop the rule may only make it stronger.
Kyle Guske II, Senior Investment Analyst, MBA
Safest Dividend Yields Model Portfolio: February 2017
Platinum Members and higher can access February’s Safest Dividend Yields Model Portfolio as of Thursday, February 23.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Wednesday, February 22
Yesterday, our analysts parsed 56 filings and collected 7,941 data points. In total, they made 1,335 adjustments with a dollar value of $351 billion. In particular, analyst Hunter Gray found an unusual item in Phillips 66’s (PSX) 10-K.
Sam McBride
New Stocks on Exec Comp & ROIC Model Portfolio: February 2017
Our Exec Comp Aligned With ROIC Model Portfolio (+3.0%) outperformed the S&P 500 (+2.3%) last month. Get a free look at one of the new stocks on February's Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone: SunOpta (STKL)
Significant competition, lagging margins, and an overvalued stock price make it hard to justify any bull case involving this week's Danger Zone.
Kyle Guske II, Senior Investment Analyst, MBA
The Real Earnings Season Starts Now
Corporate earnings season may be winding down, but the real earnings season—annual 10-K filing season—starts today.
Sam McBride
ICYMI: Model Portfolio Updates & Sector & Style Ratings Recaps
Here's what happened at New Constructs this past week
Kyle Guske II, Senior Investment Analyst, MBA
Exec Comp Aligned With ROIC Model Portfolio: February 2017
Platinum Members and higher can access February’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, February 15.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: Snapchat’s IPO: Should You Buy? & New Stocks in our Model Portfolios
Here's what happened at New Constructs this past week
Kyle Guske II, Senior Investment Analyst, MBA
New Stocks on Most Attractive/Most Dangerous: February 2017
20 out of the 40 Most Attractive stocks outperformed the S&P 500 in January and our Most Dangerous Stocks (-0.8%) outperformed the S&P 500 (+0.4%) last month. Get a look at two additions to this month's model portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors – 1Q17
Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. 1q17
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Snap Inc. 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: Snap Inc. (SNAP).
Kyle Guske II, Senior Investment Analyst, MBA
How to Avoid the Worst Style Mutual Funds 1Q17
The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
Kyle Guske II, Senior Investment Analyst, MBA
How to Avoid the Worst Style ETFs 1Q17
The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
Kyle Guske II, Senior Investment Analyst, MBA
How to Avoid the Worst Sector Mutual Funds 1Q17
The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
Kyle Guske II, Senior Investment Analyst, MBA