January 14, 20160Comments

The Best and Worst of the Energy Sector 1Q16

The Energy sector ranks ninth out of the ten sectors as detailed in our 1Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 14, 20160Comments

The Best and Worst of the Consumer Staples Sector 1Q16

The Consumer Staples sector ranks first out of the ten sectors as detailed in our 1Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 13, 20160Comments

How Much Quality Is In The “High Quality” ETF?

With the significant drop in the market to start 2016, we can be sure that many investors are looking to shift their portfolios towards higher quality stocks. The challenge is how to define “high-quality” because it is not as straightforward as one might think.

by Sam McBride

January 13, 20162Comments

The Best and Worst of the Consumer Discretionary Sector 1Q16

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 1Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 12, 20160Comments

Finding Safe Investments In A Dangerous Market Webinar

While trading fads come and go, good fundamental research is required to fulfill your fiduciary duties to your clients and yourself. Without it, realize it or not, you take significant risk that the numbers you use to make a decision are not correct.

by Kyle Guske II, Senior Investment Analyst, MBA

January 11, 20162Comments

Our Strategies Outperform & Protect Portfolios In 2015

Especially when it came to long/short strategies through 2015, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.

by Kyle Guske II, Senior Investment Analyst, MBA

January 11, 20160Comments

Danger Zone Highlights from 2015

As 2015 is now in the rear view, we’d like to highlight a few of the many examples in which our Danger Zone reports could have saved investors from serious price declines.

by Kyle Guske II, Senior Investment Analyst, MBA

January 6, 20160Comments

The Problem With Using Accounting Book Value

For the best financial analysis ratios, look no further. Harvard Business School and MIT Sloan empirically demonstrate the superiority of the data that drives our models and calculations. This paper

by Sam McBride

January 6, 20161Comments

4 Reasons ROE Is Not A Useful Metric For Investors

For the best financial analysis ratios, look no further. Harvard Business School and MIT Sloan empirically demonstrate the superiority of the data that drives our models and calculations. This paper

by Sam McBride

January 6, 20162Comments

1Q16 Sector Ratings for ETFs & Mutual Funds

At the beginning of the first quarter of 2016, only the Consumer Staples sector earns an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each sector.

by Kyle Guske II, Senior Investment Analyst, MBA

January 6, 20160Comments

January’s Most Attractive Stocks Available to Members Today

Gold Members and higher can access January's 40 Most Attractive Stocks as of Wednesday, January 6.

by Kyle Guske II, Senior Investment Analyst, MBA

January 6, 20160Comments

January’s Most Dangerous Stocks Available to Members Today

Gold Members and higher can access January's 40 Most Dangerous Stocks as of Wednesday, January 6.

by Kyle Guske II, Senior Investment Analyst, MBA

January 4, 20160Comments

David Trainer Discusses Why NWL’s Acquisition Belongs 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: Newell Rubbermaid / Jarden Acquisition.

by Kyle Guske II, Senior Investment Analyst, MBA

December 21, 20152Comments

Danger Zone: Newell Rubbermaid / Jarden Acquisition

Despite what management or Wall Street says, 1+1 does not equal 3 for most mergers. Newell Rubbermaid (NWL) recently announced intention to acquire Jarden Corporation (JAH) is a perfect example of 1+1 < 2. The acquisition between two companies previously in the Danger Zone is in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

December 18, 20150Comments

David Trainer Discusses Why Qlik Belongs 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: Qlik Technologies (QLIK).

by Kyle Guske II, Senior Investment Analyst, MBA

December 17, 20150Comments

Operating Lease Obligation Discount Rate Update

We have recently updated our treatment of Operating Lease Obligations to use a fixed rate as the discount rate for capitalizing the lease obligations and calculating the implied interest for all companies over all history.

by Kyle Guske II, Senior Investment Analyst, MBA

December 16, 20150Comments

The Market Values High ROIC Companies

Last month, Fortune released its list of the top 50 businesspeople of the year. The recognition these CEO’s are receiving shows that the market cares about ROIC, even if many investors aren’t explicitly talking about it.

by Sam McBride

December 14, 20151Comments

Danger Zone: Qlik Technologies (QLIK)

Despite deteriorating margins, lack of competitive advantage, and a sky-high valuation, Qlik Technologies (QLIK: $31/share) is up nearly 33% over the past two years and finds itself in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

December 11, 20150Comments

David Trainer Explains Why Square Belongs 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: Square, Inc. (SQ)

by Kyle Guske II, Senior Investment Analyst, MBA

December 9, 20150Comments

New Stocks on Most Attractive and Most Dangerous Lists: December 2015

Our Most Attractive Stocks (-2.4%) underperformed the S&P 500 (-1.1%) last month. Our Most Dangerous Stocks (+0.4%) underperformed the S&P 500 (-1.1%) last month.

by Kyle Guske II, Senior Investment Analyst, MBA

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