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Danger Zone

May 20, 20137Comments

Danger Zone 5/20/2013: Amazon.com (AMZN)

The belief that Internet retail is or will be more profitable than traditional retail is untrue. Amazon is in a competitive, low margin business that cannot justify the profit growth implied in its valuation.
by David Trainer, Founder & CEO
May 14, 201375Comments

Danger Zone 5/13/2013: Apple Inc. (AAPL)

Too many investors are looking at AAPL through the rear view mirror and assume that its sky-high profits and return on invested capital (ROIC) are sustainable. As I detail in my CNBC interview, Apple is not cheap and investors should not underestimate the impact of losing Steve Jobs.
by David Trainer, Founder & CEO
May 6, 20130Comments

Danger Zone 5/6/2013: Charles Schwab Corp (SCHW)

Schwab (SCHW) is in the Danger Zone this week. It also gets my Very Dangerous ratings and is on May's Most Dangerous stocks list.
by David Trainer, Founder & CEO
April 29, 20130Comments

Danger Zone 4/29/2013: Financial Sector ETFs and Mutual Funds

Financials sector ETFs and Mutual Funds are in the Danger Zone this week. The Financials sector ranks last out of the ten sectors in my Sector Rankings for ETFs and Mutual Funds Report. The funds in this sector consistently hold poor stocks and charge investors high fees.
by David Trainer, Founder & CEO
April 22, 20130Comments

Danger Zone 4/22/2013: Sears Holdings (SHLD)

SHLD combines three themes that I have discussed in recent Danger Zone posts: overvaluation due to expectations of a construction rebound, hidden liabilities undermining a company’s financial strength, and online retailing making bricks-and-mortar stores obsolete.
by David Trainer, Founder & CEO
April 15, 20130Comments

Danger Zone 4/15/2013: Stanley Black & Decker (SWK)

Unrealistically high valuation and hidden liabilities outweigh the over-hyped benefits of the growth potential in commercial and residential construction to SWK.
by David Trainer, Founder & CEO
April 8, 20130Comments

Danger Zone 4/8/13: Williams Companies (WMB)

This stock is a great example of another Wall Street trap to avoid: investing based on “sector” theme and following the crowd.
by David Trainer, Founder & CEO
April 1, 20130Comments

Danger Zone 4/1/13: Express Scripts, Inc. (ESRX)

We closed this position on February 24, 2015. A copy of the associated Position Update report is here. Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life
by David Trainer, Founder & CEO
March 27, 20130Comments

Danger Zone 3/26/13: PowerShares S&P SmallCap Consumer Staples Portfolio (PSCC)

Despite the Consumer Staples Sector being ranked #1 in my Sector Rankings for ETFs and Mutual Funds report, PSCC is one of the worst sector ETFs I cover.
by David Trainer, Founder & CEO
March 18, 20130Comments

Danger Zone 3/18/2013: Ventas Inc. (VTR)

Ventas Inc. (VTR) is in the Danger Zone this week.
by David Trainer, Founder & CEO
New Constructs
March 12, 20130Comments

Danger Zone 3/11/2013: Praxair Inc. (PX)

Praxair Inc. (PX) is in the Danger Zone this week. Another example of the high-low fallacy masking overpayment for cash flows with rising EPS.
by David Trainer, Founder & CEO
New Constructs
March 4, 20130Comments

Danger Zone 3/4/2013: Wilmington Small Cap Growth Fund (ARPAX)

Wilmington Funds: Wilmington Small Cap Growth Fund (ARPAX) is in the Danger Zone this week. Deceptively high costs coupled with poor holdings make it difficult to expect this mutual fund to make money for investors.
by David Trainer, Founder & CEO
March 4, 20130Comments

Top Stock Picks: 2012 in Review

Everyone wants diligence. The problem is that diligence is expensive. I make diligence cost-effective. See how my research paid off for clients last year.
by David Trainer, Founder & CEO
February 25, 20130Comments

Danger Zone 2/25/2013: Small-cap Value ETFs & Mutual Funds

Small-cap value ETFs and mutual funds are in the Danger Zone this week due to poor holdings and high total annual costs.
by David Trainer, Founder & CEO
February 19, 20130Comments

Danger Zone 2/18/2013: Zale Corporation (ZLC)

Zale Corporation (ZLC) is in the Danger Zone this week.
by David Trainer, Founder & CEO
February 12, 20131Comments

Danger Zone 2/11/2013: Energy Sector

Investors who want exposure to this sector should buy a basket of Attractive-or-better rated stocks and avoid paying undeserved fees. Get the list of my top 20 Energy stocks to build your own portfolio.
by David Trainer, Founder & CEO
February 4, 20130Comments

Danger Zone 2/4/2013: Office Max Inc. (OMX)

Office Max Inc. (OMX) is in the Danger Zone this week. Poor capital allocation decisions and the rise of online vendors put Office Max in a precarious position.
by David Trainer, Founder & CEO
New Constructs
January 28, 20130Comments

Danger Zone 1/28/2013: Rydex Series Fund: Utilities Fund (RYUTX)

Rydex Sries Fund: Utilities Fund (RYUTX) is in the Danger Zone this week. Its holdings are too poor to overcome the handicap of its prohibitively high costs.
by David Trainer, Founder & CEO
New Constructs
January 21, 20131Comments

Danger Zone 1/21/2013: Carpenter Technology (CRS)

Carpenter Technology (CRS) makes it into the Danger Zone this week due to misleading acquisition accounting.
by David Trainer, Founder & CEO
New Constructs
January 14, 20130Comments

Danger Zone 1/14/2013: Fulton Financial Corp. (FULT)

Check out my lastest Danger Zone interview with Chuck Jaffe of MarketWach.com.
by David Trainer, Founder & CEO
« Older Articles Newer Articles »

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