ICYMI: 2 Updated Model Portfolios & Kitces Features Our Guide On How Fiduciaries Show Due Diligence
Platinum Members and higher can access January’s Safest Dividend Yields Model Portfolio as of Friday, January 20.
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Bottomline Technologies (EPAY).
Many people throughout the industry are still unclear as to how the fiduciary rule should be implemented. This uncertainty, at least In part, is behind many industry groups working hard to delay—or even scrap entirely—its implementation.
Our op/ed was published recently in MarketWatch. The article explained why the Labor Department still has to define the hardest part of the new fiduciary rule.
Our Exec Comp Aligned With ROIC Model Portfolio (-0.7%) underperformed the S&P 500 (+0.2%) last month. Since inception, this model portfolio is up 22% while the S&P 500 is up 9%.
The Financials sector ranks fourth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
The Energy sector ranks last out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
The Consumer Staples sector ranks first out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.
The Department of Labor’s fiduciary rule is under fire again. Essentially, those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly to work with their business model.
Red flags appear when a firm sacrifices profitability to join the cloud and transitions to a business model with negative margins. Add in significant competition and an overvalued stock price and investors should be running for the hills.
New Long Idea, Top Stock Picks and Special Offer Inside
Platinum Members and higher can access January’s Executive Compensation Aligned With ROIC Model Portfolio as of Friday, January 13.
On Thursday (01/12/17), Michael Rapoport of The Wall Street Journal interviewed CEO David Trainer regarding the metrics investors should be looking for during earnings season and which metrics are deceiving.
Monday marked the unofficial start of “earnings season.” Then, once all the craziness has died down, the real earnings season—10-K filing season—will begin.
Our Danger Zone reports aim to identify those firms that, when looking below the surface, have struggling businesses and highly overvalued stock prices. However, the thesis does not always play out as we expect.
In addition to our Dynamic Data Screener, clients also get direct access to our database via our 1-Click Report offering. See how it all works in this video.
Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum
Our Most Attractive Stocks (+5.5%) outperformed the S&P 500 (+2.2%) last month. 13 out of the 40 Most Dangerous stocks outperformed the S&P 500 in December.
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