A Small Cap Fund Not Worth Your Time

Our Robo-Analyst technology helps investors navigate this high-risk style by sifting through the holdings of all 1495 Small Cap ETFs and mutual funds. Through this diligence, we identified a potentially dangerous fund that traditional, backward-looking fund research may overlook.

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Podcast: Why Pegasystems is in the Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Pegasystems Inc. (PEGA).

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No Recipe for Success: Low Margins in a Competitive Industry

This stock’s valuation has not adjusted to reflect new competitive pressures or the rapidly deteriorating fundamentals.

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Podcast: Why the Danger Zone is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: The Danger Zone Itself and our Focus List (Short) Model Portfolio.

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Podcast: Why Diebold Nixdorf is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Diebold Nixdorf (DBD).

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Acquiring Revenue Can Quickly Destroy Shareholder Value

This firm moved to bolster its position within its market by acquiring a competitor in 2016, but it paid too high a price. The expected synergies from the deal have not come to fruition and the profitability of the combined firm has fallen instead of rising.

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Podcast: Why Morningstar is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Morningstar (MORN).

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Danger Zone: Morningstar’s Dominance Harms Investors

We believe that Morningstar’s size and stronghold on the rating industry do not always serve investors’ best interests as much as perceived.

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Podcast: Why PDF Solutions is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: PDF Solutions (PDFS).

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TrueCar Has Further to Fall

We warned investors in August that TrueCar’s (TRUE) flawed business model would lead to slower growth and further losses in the future.

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A Troubling Trend: Falling Profits in a Growing Market

The disconnect between fundamentals and valuation, coupled with a weak competitive position, and misaligned executive incentives land this firm in the Danger Zone.

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Podcast: Why the BlackRock High Equity Income Fund is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: The BlackRock High Equity Income Fund (BMECX).

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Closing Danger Zone Pick: Acadia Healthcare (ACHC)

We still don’t recommend the stock to investors, but it no longer has the unbalanced risk/reward profile it once did.

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A Potential Landmine in Large Cap Value Funds

This Fund stands out as a one to avoid within the Large Cap Value style, especially for investors lured by the “equity income” label. It ranks near the bottom of 966 Large Cap Value style ETFs and Mutual Funds under coverage.

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Podcast: Why The Ultimate Software Group is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: The Ultimate Software Group (ULTI).

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Market Share Matters Little When Profits Are Disappearing

The risk/reward proposition for investors looks unfavorable due to a combination of industry lagging profitability, alarming expense growth, poorly-aligned executive compensation incentives, and high market-implied expectations for future profits.

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Podcast: Why This Real Estate Fund is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Neuberger Berman Real Estate Fund (NREAX).

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A Fund to Avoid in the Newly Rated Real Estate Sector

The Real Estate sector is filled with potential pitfalls and a deeper level of diligence reveals that some of these funds are worse than others.

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Netflix’s Price Increase Signals Original Content Isn’t Enough

We believe the price increase signifies that Netflix’s competitive advantage has been wiped away. In order to justify its massive original content budget, it must raise prices if it is to ever meet the expectations implied by its stock price.

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Podcast: Why Dentsply Sirona is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Dentsply Sirona (XRAY).

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