January 12, 20150Comments

David Trainer on Why Investors Should Ignore Rising Equity Price Correlations

CEO David Trainer discusses the most recent jump in equity price correlations from 58% to 83% among 10 sectors in the S&P.

by David Trainer, Founder & CEO

January 9, 20150Comments

Our Take on the Jobs Report and What it Means for Investors

CEO David Trainer discusses the latest jobs report and what it means for investors.

by David Trainer, Founder & CEO

January 8, 20150Comments

On the Fed Why Wall Street Loves Volatility

This week, CEO David Trainer discusses the general whipsaw action of the markets we've been seeing over the last few months and more recently, the last few days.

by David Trainer, Founder & CEO

December 22, 20140Comments

Should Value Investors Look Forward to a Correction?

It seems the noise surrounding a potential correction in the market is growing louder as each day passes. With the S&P 500, NASDAQ, and Dow Jones all reaching new highs almost daily, one has to wonder when (or if) a large downturn will occur. A correction often brings stock prices back to reality, creating the perfect entry point for you to buy excellent companies at reasonable prices.

by Kyle Guske II, Senior Investment Analyst, MBA

December 5, 20140Comments

Stock Market Outlook: Any Claus for Concern?

What’s in store for the rest of the year?

by Andre Rouillard

August 15, 20140Comments

Silver Unmoved by Geopolitical Crisis

Gold prices are still on the rise as tensions in Ukraine and Iraq show no signs of slowing down. However, the precious white metal isn't showing the same trend as gold's prices.

by William Nixon

July 7, 20140Comments

How are These 19th Century Companies Doing Today?

Trading stocks sometimes feels like a very modern phenomenon, so it’s easy to forget that some of the companies we’re investing in go back a century or more.

by David Trainer, Founder & CEO

May 23, 20140Comments

How To Avoid Wall Street Groupthink

Doing your own fundamental analysis can be hard work, but it is worth it. Listening to the buzz on Wall Street only tells you what has outperformed, doing your own research can tell you what will outperform.

by David Trainer, Founder & CEO

February 25, 20140Comments

New Constructs Initiates Facebook (FB) Coverage At Neutral

Last week, Facebook (FB) filed its second annual report as a publicly traded company, which allows us to initiate coverage. The company’s strong return on invested capital (ROIC) and profit growth offset the stock’s expensive valuation (~$70/share) to earn our Neutral rating.

by David Trainer, Founder & CEO

January 30, 20140Comments

Our Outlook For Stocks in 2014

The bull market received a bit of a scare last week as the S&P 500 fell almost 3%, the biggest single week loss since 2012. The market seems to have

by David Trainer, Founder & CEO

January 29, 20140Comments

Morningstar’s Ratings Are Not The Final Word

Morningstar’s research can be helpful, but we believe our in-depth analysis of ETF and mutual fund holdings gives our ratings a superior predictive value, and results back up our claim.

by David Trainer, Founder & CEO

November 1, 20130Comments

“Why Wall Street Hates Admitting Wrongdoing”

Any admission of guilt exposes the guilty party to liabilities for offenses against other parties.

by David Trainer, Founder & CEO

October 30, 20130Comments

My Presentation For Vanderbilt’s Managerial Studies Visiting Executive Program

Today, I had the pleasure of meeting with a very smart and attentive group of Vanderbilt undergrads as part of the Managerial Studies Visiting Executive Program.

by David Trainer, Founder & CEO

September 10, 20130Comments

Discussing FASB’s Lease Proposal

On August 27th, I met with my fellow members of the FASB’s Investor Advisory Committee (IAC) to discuss the proposed treatment of operating leases on the balance sheet by the Financial Accounting Standards Board (FASB).

by David Trainer, Founder & CEO

August 9, 20130Comments

GURU and the Rise of Quality Holdings Research

The recent popularity of the Global X Top Guru Holdings Index ETF (GURU) is a testament to the fact that investors are realizing the importance of a fund's holdings above all else.

by David Trainer, Founder & CEO

August 7, 20130Comments

How To Protect Yourself From Wall Street Insiders

Recent revelations about the illegalities of information flows at expert networks and hedge funds like SAC Capital signal, I hope, a long overdue decline in amoral activities that Wall Street insiders have exploited for decades to score outsized riches while the average investor is often left holding the bag.

by David Trainer, Founder & CEO

July 31, 20130Comments

Don’t Bet on Luck: Active Management Underperforms

Trying to pick the next manager to get hot is not investing. It’s gambling, and the odds are heavily stacked against you. There is no substitute for good due diligence.

by David Trainer, Founder & CEO

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

May 30, 20130Comments

Interview With Former FASB Chairman Robert Herz

As the Chairman of the Financial Accounting Standards Board, or FASB, from 2002 to 2010, Robert Herz has had a much larger influence on financial markets than the average investor appreciates.

by David Trainer, Founder & CEO

May 21, 20131Comments

Why I’m Bullish And We Are Not In a Bubble

I believe the US economy is undergoing a restructuring where we, as a society, are becoming radically more productive. I think that we are entering a new economic paradigm of productivity in both our corporate and labor markets. In this new paradigm, we achieve enough gains in productivity to offset the inflationary forces of QE.

by David Trainer, Founder & CEO

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