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February 25, 20150Comments

New Constructs Rates Top Hedge Fund Holdings

We've taken the 10 companies most widely held by hedge funds as of 12/31/14 and analyzed their 10-Ks with our proprietary technology and models.
by Kyle Guske II, Senior Investment Analyst, MBA
Obama's Regulatory Pressure on Advisors
February 25, 20150Comments

How Obama’s Regulatory Pressure on Advisors Affects You

In this podcast, I'll explain how President Obama's recent push for financial advisory regulation affects investors and advisors.
by David Trainer, Founder & CEO
commodity prices
February 24, 20150Comments

When Strong Fundamentals Matter More Than Commodity Prices

All too often, we see investors fixated on commodity prices when looking at Materials sector stocks. While commodity prices may impact businesses’ profits and stock price in the short term, investors can count on strong fundamentals to increase the value of Materials businesses over the long term.
by Andre Rouillard
Men's Wearhouse
February 23, 20152Comments

Investors Should Be Worried That This Acquisition Isn’t Delivering

This is the story of a clothing retailer looking for growth and pressured by an activist to undertake an expensive and value-destroying acquisition. Shares are down 10% since the acquisition closed last June, and the stock has the potential to fall much further.
by Andre Rouillard
February 23, 20150Comments

How to Use Investment Style Analysis to Strengthen Your Portfolio

At the beginning of each quarter, we rank each investment style from best to worst. These rankings are forward looking and are indicative of how each style should perform going forward.
by Kyle Guske II, Senior Investment Analyst, MBA
stock picking
February 20, 20150Comments

David Trainer Explains How Stock Picking is Just Like the NFL Draft

CEO David Trainer explains how the process for picking the best stocks is just like the process for owners picking players in the NFL draft.
by David Trainer, Founder & CEO
highest ROIC
February 19, 20150Comments

This Stock Has One of the Highest ROICs in Our Coverage Universe

This week's stock pick of the week has one of the highest returns on invested capital (ROIC) in our model, and its recent guidance update and cheap valuation indicates that now might be the perfect entry point.
by Andre Rouillard
market outlook
February 19, 20150Comments

Where We Think the Market is Going in 2015

In this podcast, CEO David Trainer provides his market outlook for 2015.
by David Trainer, Founder & CEO
February 18, 20150Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
February 18, 20151Comments

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.
by David Trainer, Founder & CEO
February 17, 20150Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
mutual fund
February 16, 20150Comments

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.
by Andre Rouillard
February 16, 20151Comments

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.
by David Trainer, Founder & CEO
February 13, 20150Comments

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
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

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%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

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%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

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%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

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%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

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%.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

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%.
by Kyle Guske II, Senior Investment Analyst, MBA
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