“Men’s Wearhouse Stock Price Overlooks Merger Risks” – Barron’s
One of our most recent sell/short calls was reported on over the weekend.
David Trainer, Founder & CEO
David Trainer, Founder & CEO
Why Now is the Time to Pick Up This 117-Year-Old Company
The best stock picks in today’s market are becoming increasingly rare: large, high-quality companies with great growth potential that are also cheap. As we’ve started to incorporate this year’s batch of annual reports into our models, we’ve managed to find one such stock.
Andre Rouillard
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
David Trainer, Founder & CEO
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.
Andre Rouillard
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.
Andre Rouillard
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
David Trainer, Founder & CEO
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.
Andre Rouillard
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
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