At best, Rydex offers a more expensive, lower quality portfolio than what investors can get from other ETFs or mutual funds. At worst, Rydex poses significant risk of diminishing investors’ wealth.
This Midwestern savings and mortgage bank has been consistently unprofitable since the financial crisis, yet accounting distortions allowed the company to report a sizeable profit last year.
Insiders are getting out of this stock, and you should too. LNKD has slowing growth, low profits, and little market momentum left to prop up the price.
In November of last year, Netflix (NFLX: ~$355/share) landed in the Danger Zone after rising 363% year-to-date on promising quarterly results and much media hype. The stock rose rapidly for a while after our pick but has come back down nearly 20% in the past month.
Value investing is a tried and tested approach that has worked wonders for investors in the past. However, in today's world, executing this strategy can be a daunting task, given the complexity of the annual reports that companies file. Even professional investors have a tough time understanding the profitability and valuation of companies due to the lengthy and convoluted filings they receive. With stocks becoming more volatile and earnings estimates less precise, investors could be misled into thinking they're making a wise investment when, in fact, there's another side to the coin they've not seen.
DNKN’s illusory growth in accounting earnings has driven the stock up nearly 40% while the S&P 500 is up only about 20% over the past year. Our diligence reveals that while reported earnings are up, DNKN’s economic earnings are in decline. Future growth expectations are overblown as well because the company’s plans to expand outside of the Northeast pit it against formidable, entrenched competitors.
Any brick and mortar retailer carries some risk in this environment, but investors who really want exposure to this sector should look for higher quality companies than TUES. Other retailers have superior profitability metrics, better branding and e-commerce capabilities, and a cheaper valuation. The only reason to touch TUES is to short it.
The Time Warner deal is a smokescreen for the fact that Comcast faces many problems to which it does not have an answer. The market already understands that CMCSA has overpaid, which is why the stock is down 5% since the acquisition was announced. And the price will drop further as the market catches on to the larger competitive issues that Comcast faces.
Over a third of all Small Cap Value stocks earn a Neutral-or-better rating, but 98% of all funds in this style earn a Dangerous-or-worse rating. Fund managers are doing a poor job of allocating to good-quality stocks.
Compared to its competitors, CALD has less scale, inferior profitability metrics, and fishy accounting to boot. The stock’s valuation is so high that our DCF model can hardly make sense of it. The stock seems to be trading largely on the hopes of an acquisition.
Amazon (AMZN: $356/share) filed its annual Form 10-K last week. Our analysts have picked through the financial footnotes and fine print. 2013 results reinforce my bearish thesis from May of 2013 that AMZN’s valuation implies a more unrealistic level of growth and profitability than investors realize.
Investors beware: Angie's List may be on the rise but the bounce is nothing more than a dead cat. Quantitative Analytics Analyst, David Trainer, highlights Angie's Lists flawed business model, weak growth projections and the fact that insiders keep selling shares. Analysts might see "value" in the company but research shows that growth is slowing, and such growth as there is, is misleading with Customer feedback disappearing behind advertisers' payments. As new competitors move fast into the market, Analysts warn that Patricia Arquette's portrayal of the NGO's inspiring founder shouldn't blind investors to the harsh realities of Angie's List's poor business performance.
Specialty chemicals producer Ashland Inc. (ASH) is in the Danger Zone this week. Those that consider ASH a “value” stock are mistaken. The stock is cheap by traditional metrics such as price to earnings, but a closer look reveals the value to be an illusion.
Apple cannot have pricing power and market share at the same time. No one can for an extended period of time. The problem with AAPL is that it is priced for the company to achieve market share penetration and growth at high prices. The reality is that the quality of Apple products versus competitors is declining. Prices will have to come down just to maintain market share.
Our proprietary technology and patented systems allow us to find these red flags so that clients can avoid blowups or even get aggressive and short the stocks to make even more money.