February 10, 20120Comments

Roadmap to the Best and Worst Fund Styles

There are no Attractive-rated investment styles. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. Fund managers are simply not picking stocks well. More details in my article

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Style Funds

The best funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Financials Sector

The Financials sector ranks last out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 563 companies in the sector. The Financials sector is the bottom of the sector barrel.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Telecom Services Sector

The Telecom Services sector ranks ninth out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 41 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Utilities Sector

The Utilities sector ranks eighth out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 86 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Energy Sector

The Energy sector ranks seventh out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based primarily on aggregation of stock ratings for each of the 191 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Materials Sector

The Materials sector ranks fifth out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating, which, like my fund ratings, is based on aggregation of stock ratings for each of about 150 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Health Care Sector

The Health Care sector ranks third out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Industrials Sector

The Industrials sector ranks sixth out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 430+ companies in the sector.

by David Trainer, Founder & CEO

February 3, 20120Comments

Best and Worst Funds: Consumer Discretionary Sector

The Consumer Discretionary sector ranks fourth out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating, which, like my fund ratings, is based on aggregation of stock ratings for each of the 470+ companies in the sector.

by David Trainer, Founder & CEO

January 30, 20120Comments

Best and Worst Funds: Consumer Staples Sector

Consumer Staples is one of my top-ranked sectors. As detailed here, only it and the Information Technology sector get my Attractive rating. Sector ratings, like fund ratings, are based on aggregation of my ratings for each of the stocks.

by David Trainer, Founder & CEO

January 30, 20121Comments

Best and Worst Funds: Information Technology Sector

Information Technology is my top-ranked sector. As detailed here, only it and the Consumer Staples sector get my Attractive rating. Sector ratings, like fund ratings, are based on aggregation of

by David Trainer, Founder & CEO

January 30, 20120Comments

CNBC Interview: Starbucks Earnings Review and Stock Rating

Another CNBC's Closing Bell interview on Starbucks... I am still a bear on the stock (SBUX).

by David Trainer, Founder & CEO

January 24, 20120Comments

Sector Roadmap For Best and Worst Funds

For those investors interested in rigorous research, I offer my roadmap to the best stocks and funds in the market by sector. The full sector roadmap is here.

by David Trainer, Founder & CEO

January 20, 20120Comments

Sector Allocation Roadmap – 1Q12

We recommend investors buy funds from the Consumer Staples and Information Technology sectors, though any sector can have Attractive-or- better-rated funds based on their holdings.

by David Trainer, Founder & CEO

January 17, 20120Comments

Buy Intel: A Stock For All Seasons

In an increasingly challenging market, Intel [s: INTC] is one of the safest investments with compelling upside potential. That’s right, investors get to have their cake and eat it too – at least for now.

by David Trainer, Founder & CEO

January 5, 20122Comments

Eastman Kodak (EK) Will Go Bankrupt

After accounting for its underfunded retirement obligations, Eastman Kodak’s net market value is about -$3.50 per share.

by David Trainer, Founder & CEO

December 13, 20110Comments

Own These Stocks If You Must Be Long

Not everyone has the luxury of or stomach for being net short as I recommended in my last article. So, I offer some of my top picks for those that must be long.

by David Trainer, Founder & CEO

December 13, 20110Comments

Interview on Fox Business: Intel Is Great Buy

Click here to see my interview on Fox Business yesterday.

by David Trainer, Founder & CEO

December 8, 20111Comments

Abbott Labs (ABT): Neutral Risk Reward Rating – for Ask Matt Readers

Click here for a free copy of our report on ABT.

by David Trainer, Founder & CEO

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