Where We Think the Market is Going in 2015
In this podcast, CEO David Trainer provides his market outlook for 2015.
David Trainer, Founder & CEO
David Trainer, Founder & CEO
8 Items Distorting the Net Income of Companies in Your Portfolio
Our analysts scrutinize every page of over 3000 10-Ks to find instances in which accounting adjustments need to be made to each company’s GAAP numbers. We adjust for over 30 items that can artificially inflate or deflate earnings.
Kyle Guske II, Senior Investment Analyst, MBA
David Trainer Explains Why Greece and the Weather Don’t Matter
All the financial media seems to be concerned with these days is Greece and the possibility of "Grexit." The deep freeze that is gripping much of the eastern half of the U.S. is also grabbing headlines.
David Trainer, Founder & CEO
An American Icon Awakens
This week’s hot stock was once a staple of the American economy. That was before tough times befell the company during the economic collapse in 2008.
Kyle Guske II, Senior Investment Analyst, MBA
How High Fees Can Drain Your Mutual Fund Returns
While this fund has a good number of quality holdings, its high costs land it on our list of the five worst mutual funds in the Health Care sector. We’ll show how investors can be better served by paying less for very similar (or better) holdings in other funds.
Andre Rouillard
David Trainer Explains How High-Frequency Trading Can Rip You Off
In this special webinar, David Trainer uses trading software to demonstrate how high frequency traders are cheating the market and skimming off the top of your trades.
David Trainer, Founder & CEO
Digging for Value in Small Cap Stocks
Small Cap Style Analysis 1Q15
The Small Cap Value style ranks eleventh out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The
Kyle Guske II, Senior Investment Analyst, MBA
Accelerated Growth with These Small Cap Stocks
The Small Cap Growth style ranks tenth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Small Cap Value style as a whole underperformed the Russell 3000 in 2014, rising 4% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
A Profitable Blend of Small Cap Funds
The Small Cap Blend style ranks twelfth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Small Cap Blend style as a whole underperformed the Russell 3000 in 2014, increasing 7% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
Creating a Nice Blend With Mid Cap Funds
The Mid Cap Blend style ranks eighth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Mid Cap Blend style as a whole outperformed the Russell 3000 in 2014, rising 14% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
Finding Growth in Large Cap Stocks
The Large Cap Growth style ranks fourth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The Large Cap Value style as a whole outperformed the Russell 3000 in 2014, rising 12% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
Blend Your Portfolio with These Large Cap Funds
The Large Cap Blend style ranks first out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Very Attractive rating. The Large Cap Blend style as a whole outperformed the Russell 3000 in 2014, rising 12% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
All Cap Funds Can Offer Great Value
The All Cap Value style ranks out of fifth the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Value style as a whole underperformed the Russell 3000 in 2014, increasing 10% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
Find Growth Through These All Cap Funds
The All Cap Growth style ranks out of sixth the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Growth style as a whole performed with the Russell 3000 in 2014, increasing 11% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
These Are the Best Funds Across all Styles
The All Cap Blend style ranks out of third the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Neutral rating. The All Cap Blend style as a whole performed with the Russell 3000 in 2014, increasing 11% to the Russell’s 11%.
Kyle Guske II, Senior Investment Analyst, MBA
David Trainer Provides His Best Pair Trade Idea for 2015
In this podcast, CEO David Trainer provides a pair trade for 2015 with two technology stocks that could not be more different from one another.
David Trainer, Founder & CEO
An Unglamorous Industry Creates a Profitable Company
Our stock pick this week comes from an unglamorous industry, but one that can produce attractive profits. Services that make lives easier and that people begin to take for granted — insurance, for example — can often be extremely profitable while fly under the radar.
Kyle Guske II, Senior Investment Analyst, MBA
Who Wins and Who Loses in Staples’ Acquisition of Office Depot?
Does this acquisition make sense for Staples?
Andre Rouillard
The Truth About M&A: How To Measure True Value
In this special webinar, CEO David Trainer will walk you through how to determine whether or not a corporate acquisition is in your — the investor's — best interests.
David Trainer, Founder & CEO
Dividend Stock Investing Opportunities
We've identified the top eight dividend yielding stocks in the S&P 500 that receive our Attractive or Very Attractive ratings. Each of these stocks pay a generous dividend to shareholders.
Kyle Guske II, Senior Investment Analyst, MBA