July 25, 20160Comments

“NFLX P/E of 330 Will Be Hard To Live Up To”

On Monday (7/25/16), Bottom Line Inc. interviewed CEO David Trainer regarding Netflix's overvaluation and future expectations baked into the stock price.

by Kyle Guske II, Senior Investment Analyst, MBA

July 25, 20160Comments

3Q16 Style Ratings for ETFs & Mutual Funds

At the beginning of the third quarter of 2016, only the Large Cap Blend style earns an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.

by Kyle Guske II, Senior Investment Analyst, MBA

July 22, 20160Comments

Long Idea: Lear Corp (LEA)

Impressive profit growth and a valuation well below peers helped land Lear Corp on July’s Most Attractive Stocks list. Even better, aligning executive compensation with return on invested capital earns the stock a spot on July’s Linking Exec Comp to ROIC Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

July 21, 20160Comments

The Future of Wealth Management And Morgan Stanley’s $28 Billion Opportunity

The big banks still have significant advantages. Their brand names, financial capital, advisor networks, and large client bases give them the opportunity to leverage the innovations of startups and become the biggest winners in this new wealth management model.

by Sam McBride

July 21, 20160Comments

Podcast: Why Acadia Healthcare 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: Danger Zone: Acadia Healthcare (ACHC).

by Kyle Guske II, Senior Investment Analyst, MBA

July 21, 20160Comments

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

Our Linking Exec Comp to ROIC Model Portfolio (+5.0%) outperformed the S&P 500 (+3.9%) last month. The best performing stock in the portfolio was Hawaiian Holdings (HA), which was up nearly 20%.

by Kyle Guske II, Senior Investment Analyst, MBA

July 19, 20160Comments

Netflix’s Competitive Advantage Keeps Dwindling

2Q16 results reinforce our belief that Netflix no longer has a significant competitive advantage. When it tries to raise prices, as it did for many long-time members this quarter, it loses customers to rivals such as HBO (TWX), Amazon Prime Video (AMZN), and Hulu.

by Sam McBride

July 19, 20160Comments

Why Companies Overpay For Acquisitions

Overpriced acquisitions are far from a new phenomenon, but they’ve been especially prevalent in recent months. As a result, we’ve gathered some ideas about the various reasons companies ignore the evidence and continue to overpay for acquisitions.

by Sam McBride

July 19, 20161Comments

Danger Zone: Acadia Healthcare (ACHC)

This week’s Danger Zone pick has a history of executing a traditional roll-up strategy to great success - if you only care about revenue growth. For those that care about profits, the increasing losses and declining ROIC earn Acadia Healthcare (ACHC) a spot on July’s Most Dangerous Stocks list and the Danger Zone.

by Kyle Guske II, Senior Investment Analyst, MBA

July 19, 20161Comments

Netflix is Not the Only Game in Town

CEO David Trainer appeared on CNBC’s The Rundown on July 18, 2016 to discuss Netflix's 2Q16 quarterly results, the large subscriber growth disappointment, and detail how overvalued the stock remains

by Kyle Guske II, Senior Investment Analyst, MBA

July 19, 20160Comments

3Q16 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. These rankings are forward looking and are indicative of how each sector should perform going forward. The following is a recap of our analysis of each sector for the third quarter of 2016.

by Kyle Guske II, Senior Investment Analyst, MBA

July 18, 20160Comments

Utilities Sector 3Q16: Best and Worst

The Utilities sector ranks last out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Dangerous rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 18, 20160Comments

Telecom Services Sector 3Q16: Best and Worst

The Telecom Services sector ranks eighth out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 15, 20160Comments

Exec Comp Aligned With ROIC Model Portfolio: July 2016

Platinum Members and higher can access July's Linking Executive Compensation to ROIC Model Portfolio as of Friday, July 15.

by Kyle Guske II, Senior Investment Analyst, MBA

July 15, 20160Comments

Materials Sector 3Q16: Best and Worst

The Materials sector ranks fifth out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 15, 20160Comments

Information Technology Sector 3Q16: Best and Worst

The Information Technology sector ranks fourth out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

July 14, 20161Comments

Long Idea: Southwest Airlines (LUV)

With a long history of industry-leading profits, improving ROIC, and an attractive valuation, Southwest Airlines (LUV) is on July’s Most Attractive Stocks list and is this week’s Long Idea.

by Kyle Guske II, Senior Investment Analyst, MBA

July 14, 20160Comments

Podcast: Why The TSLA/SCTY Acquisition Is In The Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Bailing Out SolarCity Costs TSLA Investors $7.4 Billion

by Kyle Guske II, Senior Investment Analyst, MBA

July 12, 20161Comments

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

Our Most Attractive Stocks (-3.7%) underperformed the S&P 500 (-0.8%) last month and our Most Dangerous Stocks (-3.4%) outperformed the S&P 500 (-0.8%) last month.

by Kyle Guske II, Senior Investment Analyst, MBA

July 12, 20160Comments

Proof Is In Performance Through 2Q16

Especially when it came to short strategies through 2Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.

by Kyle Guske II, Senior Investment Analyst, MBA

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