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July 15, 20130Comments

Investment Style Rankings For ETFs & Mutual Funds

No fund style earns better than a Neutral rating going into 3Q13. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.
by David Trainer, Founder & CEO
New Constructs
July 15, 20132Comments

FASB/IASB Considers Adopting Revised Rules for Operating Lease Accounting

We applaud the Financial Accounting Standards Board's (FASB) latest proposal to change the way leases are reported. The new rules would make only the shortest-term operating leases exempt from being recorded on the balance sheet.
by David Trainer, Founder & CEO
July 15, 20130Comments

3Q13 Best & Worst ETFs & Mutual Funds—by Sector—Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article
by David Trainer, Founder & CEO
July 15, 20132Comments

Best & Worst ETFs & Mutual Funds July 2013: Energy Sector

The Energy sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 18 ETFs and 63 mutual funds in the Energy sector as of July 10, 2013.
by David Trainer, Founder & CEO
July 15, 20131Comments

Best & Worst ETFs & Mutual Funds July 2013: Telecom Sector

The Telecom sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 4 ETFs and 13 mutual funds in the Telecom sector as of July 10, 2013.
by David Trainer, Founder & CEO
July 15, 20130Comments

Best & Worst ETFs & Mutual Funds July 2013: Utilities Sector

he Utilities sector ranks ninth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 8 ETFs and 33 mutual funds in the Utilities sector as of July 10, 2013.
by David Trainer, Founder & CEO
July 15, 20130Comments

Best & Worst ETFs & Mutual Funds July 2013: Financials Sector

The Financials sector ranks tenth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 44 ETFs and 234 mutual funds in the Financials sector as of July 10, 2013.
by David Trainer, Founder & CEO
July 15, 20130Comments

Danger Zone 7/15/13: Stein Mart (SMRT)

Stein Mart (SMRT) is in the Danger Zone this week and earns my Very Dangerous rating. Hidden items in its filings artificially boost earnings growth and mask significant liabilities.
by David Trainer, Founder & CEO
July 12, 20131Comments

Best & Worst ETFs & Mutual Funds July 2013: Materials Sector

The Materials sector ranks sixth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 15 mutual funds in the Materials sector as of July 9, 2013.
by David Trainer, Founder & CEO
July 12, 20130Comments

Best & Worst ETFs & Mutual Funds July 2013: Consumer Discretionary Sector

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 17 ETFs and 27 mutual funds in the Consumer Discretionary sector as of July 9, 2013.
by David Trainer, Founder & CEO
July 12, 20130Comments

Best & Worst ETFs & Mutual Funds July 2013: Health Care Sector

The Health Care sector ranks fourth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 21 ETFs and 87 mutual funds in the Health Care sector as of July 9, 2013.
by David Trainer, Founder & CEO
July 11, 20130Comments

AOCI Removed from Invested Capital – NOPAT Adjustment

Reported assets don’t tell the whole story of the capital invested in a business. Accounting rules provide numerous loopholes that companies can exploit to hide balance sheet issues and obscure the true amount of capital invested in a business.
by David Trainer, Founder & CEO
July 11, 20130Comments

Best & Worst ETFs & Mutual Funds July 2013: Industrials Sector

The Industrials sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 16 ETFs and 18 mutual funds in the Industrials sector as of July 9, 2013.
by David Trainer, Founder & CEO
July 11, 20130Comments

Best & Worst ETFs & Mutual Funds July 2013: Information Technology Sector

The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 155 mutual funds in the Information Technology sector as of July 8, 2013.
by David Trainer, Founder & CEO
July 11, 20130Comments

Best & Worst ETFs & Mutual Funds July 2013: Consumer Staples Sector

The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Attractive rating, which is based on aggregation of ratings of 9 ETFs and 9 mutual funds in the Consumer Staples sector as of July 8, 2013.
by David Trainer, Founder & CEO
July 11, 20130Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector (July 2013)

This report focuses on my top picks and pans for all sector funds for July 2013. I will follow this summary with a detailed report on each sector.
by David Trainer, Founder & CEO
July 10, 20130Comments

Proof Is In Performance Through 2Q13

There are many ways to define the quality and merit of equity research. One mea­sure stands tallest: per­for­mance of stock rec­om­men­da­tions. And by that mea­sure, New Con­structs’ research is of very high quality.
by David Trainer, Founder & CEO
New Constructs
July 10, 20130Comments

July’s Most DANGEROUS Stocks Available to the Public

New Constructs released July’s Most Dangerous Stocks report to the public today.
by David Trainer, Founder & CEO
New Constructs
July 10, 20130Comments

July’s Most Attractive Stocks Available to the Public Today

The Most Attractive Stocks portfolio (+1.9%) outperformed the S&P 500 (+0.4%) last month.
by David Trainer, Founder & CEO
July 10, 20130Comments

Sector Rankings For ETFs & Mutual Funds: July 2013

At the outset of the 3Q2013, only the Consumer Staples sector earns an Attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.
by David Trainer, Founder & CEO
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