February 1, 20163Comments

Danger Zone: WhiteWave Foods Company (WWAV)

This week’s Danger Zone focuses on a company with a history of failed acquisitions that operates in a crowded market. Once the rest of the market catches on to the divergence between economic and accounting earnings, this stock is in for a big drop.

by Kyle Guske II, Senior Investment Analyst, MBA

January 29, 20166Comments

ROIC: The Paradigm For Linking Corporate Performance To Valuation

It’s incredible that corporate executives and the market as a whole continue to depend on such flawed numbers when we already have a measure that is clearly linked with value creation: return on invested capital (ROIC).

by David Trainer, Founder & CEO

January 28, 20160Comments

David Trainer Explains Why Suspended Ratings Are 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: Suspended Ratings.

by Kyle Guske II, Senior Investment Analyst, MBA

January 28, 20160Comments

The Best and Worst of the Large Cap Blend Style 1Q16

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 28, 20160Comments

The Best and Worst of the All Cap Value Style 1Q16

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 28, 20160Comments

The Best and Worst of the All Cap Growth Style 1Q16

The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 28, 20160Comments

The Best and Worst of the All Cap Blend Style 1Q16

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 1Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating

by Kyle Guske II, Senior Investment Analyst, MBA

January 27, 20160Comments

1Q16 Style Ratings for ETFs & Mutual Funds

At the beginning of the first 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

January 26, 20160Comments

1Q16 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 first quarter of 2016.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20160Comments

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

Our Most Attractive Stocks (-5.4%) underperformed the S&P 500 (-3.8%) last month. Our Most Dangerous Stocks (-5.7%) outperformed the S&P 500 (-3.8%) last month.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20162Comments

Danger Zone: Suspended Ratings

We suspend our ratings on certain stocks when we feel the company's latest reported financials are no longer reliable or indicative of the risk/reward of the stock. For example, an announcement of an acquisition or spin-off means the current financial statements could change significantly.

by Kyle Guske II, Senior Investment Analyst, MBA

January 25, 20160Comments

The Best and Worst of the Utilities Sector 1Q16

The Utilities sector ranks last 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 25, 20160Comments

The Best and Worst of the Telecom Services Sector 1Q16

The Telecom Services sector ranks eighth 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 22, 20160Comments

Don’t Get Snowed In By These Blizzard Stocks

Beyond the absurdity of basing investment decisions on a temporary weather event, these recommendations can be harmful to investors because they involve some stocks with very shaky fundamentals at a time when market volatility makes investing in strong businesses all the more important.

by Sam McBride

January 22, 20160Comments

David Trainer Details Netflix’s Overvaluation On CNBC

New Constructs CEO David Trainer appeared on CNBC International this week to explain just how overvalued Netflix (NFLX) has become.

by Kyle Guske II, Senior Investment Analyst, MBA

January 22, 20160Comments

The Best and Worst of the Materials Sector 1Q16

The Materials sector ranks fourth 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 22, 20160Comments

The Best and Worst of the Information Technology Sector 1Q16

The Information Technology sector ranks third 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 22, 20160Comments

The Best and Worst of the Industrials Sector 1Q16

The Industrials sector ranks second 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 21, 20160Comments

David Trainer Discusses The Danger Zone “Lowlights” From 2015

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 Lowlights 2015.

by Kyle Guske II, Senior Investment Analyst, MBA

January 20, 20160Comments

Netflix Thesis Remains Intact – Post 4Q15 Earnings

After the 4Q15 release and conference call, Netflix ($107.89/share) remains in the Danger Zone, and we are sticking with our Dangerous rating.

by Kyle Guske II, Senior Investment Analyst, MBA

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