1Q16 Style Ratings Recap
1Q16 comprehensive review of equity ETFs and mutual funds by style.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Performance Worth Noting
The market awards the most value to the companies that give the most back. It punishes those that do not create value. Figure 1 shows how well our Danger Zone picks have done.
Kyle Guske II, Senior Investment Analyst, MBA
Open Letter to Larry Ellison: How To Boost Oracle’s Value By $65 Billion
Thesis: Management can boost the market value of ORCL in the amounts provided by aligning the firm’s strategy and performance compensation with real cash flows or what we call return on invested capital.
David Trainer, Founder & CEO
New Stocks on Most Attractive and Most Dangerous Lists: February 2016
Our Most Attractive Stocks (-4.4%) underperformed the S&P 500 (-2.6%) last month. Our Most Dangerous Stocks (-6.4%) outperformed the S&P 500 (-2.6%) last month.
Kyle Guske II, Senior Investment Analyst, MBA
David Trainer Explains Why Post Holdings 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: Post Holdings (POST).
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Value Style 1Q16
The Small Cap Value style ranks eleventh out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Growth Style 1Q16
The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Blend Style 1Q16
The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
Stocks To Hold Through A Bear Market
It’s time to look beyond technical price movements, earnings estimates, or analyst opinions. The reconciliation between cash flows and valuations has arrived. The market is beginning to distinguish between those companies that earn a quality ROIC and those that do not.
Kyle Guske II, Senior Investment Analyst, MBA
Market Outlook For 2016
I think we are seeing the start of that process in late 2015 and early 2016. The combination of a slowdown in China, falling energy prices, and the end of zero interest rate policy from the Fed have put markets and the global economy in an interesting state of transition.
Sam McBride
How Buybacks Destroy Shareholder Value
Corporate America has the resources to deploy a large amount of capital and invest in new technologies and innovations that can drive growth. Instead, they just keep spending more and more money on buybacks.
Sam McBride
Danger Zone: Post Holdings (POST)
This week’s Danger Zone focuses on another food products business, similar to recent Danger Zone stocks WhiteWave (WWAV) and Snyder's-Lance (LNCE). Large destruction of shareholder value, skyrocketing debt levels, and insufficient returns on invested capital (ROIC) play a part in Post Holdings (POST: $67/share) landing in the Danger Zone this week.
Kyle Guske II, Senior Investment Analyst, MBA
“LinkedIn Is Still Significantly Overvalued” – Barron’s
This past weekend, Barron’s magazine featured our research for the second time in 2016 and 18th time since 2014. This time, Barron’s featured research from our Danger Zone report, and recent price update on LinkedIn (LNKD).
Kyle Guske II, Senior Investment Analyst, MBA
Price Target Update: Proofpoint (PFPT)
Due to change in market mentality, and in light of the recent downturn in the market, we felt it time to revise our price target for Proofpoint (PFPT)
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Value Style 1Q16
The Mid Cap Value style ranks tenth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
Price Target Update: Twitter (TWTR)
Due to change in market mentality, and in light of the recent downturn in the market, we felt it time to revise our price target for Twitter (TWTR)
Kyle Guske II, Senior Investment Analyst, MBA
David Trainer Explains Why Pure Storage 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: Pure Storage (PSTG).
Kyle Guske II, Senior Investment Analyst, MBA
Price Target Update: Square Inc. (SQ)
Due to change in market mentality, and in light of the recent downturn in the market, we felt it time to revise our price target for Square Inc. (SQ)
Kyle Guske II, Senior Investment Analyst, MBA
Price Target Update: Qlik Technologies (QLIK)
Due to change in market mentality, and in light of the recent downturn in the market, we felt it time to revise our price target for Qlik Technologies (QLIK)
Kyle Guske II, Senior Investment Analyst, MBA
LinkedIn: How Low Can It Go? $20/share
There is a lack of credible research on “just how low can LNKD go?” Our answer has not changed much since we put LinkedIn in the Danger Zone back in August 2013. We think the bottom for this stock is closer to $20/share
Kyle Guske II, Senior Investment Analyst, MBA