February 14, 20120Comments

Best and Worst Funds: Large Cap Value Style

The large cap value investment style ranks fourth out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 821 funds in the style. Articles on all style and sector funds are here.

by David Trainer, Founder & CEO

February 14, 20120Comments

Best and Worst Funds: Large Cap Growth Style

The large cap growth investment style ranks third out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 771 funds in the style.

by David Trainer, Founder & CEO

February 14, 20120Comments

Best and Worst Funds: All Cap Blend Style

The All Cap Blend investment style ranks second out of the twelve investment styles as detailed in our style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 661 funds in the style.

by David Trainer, Founder & CEO

February 10, 20124Comments

Best and Worst Funds: Large Cap Blend Style

The Large Cap Blend investment style ranks first out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 1222 funds in the style.

by David Trainer, Founder & CEO

February 10, 20120Comments

Roadmap to the Best and Worst Fund Styles

There are no Attractive-rated investment styles. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. Fund managers are simply not picking stocks well. More details in my article

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Style Funds

The best funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Financials Sector

The Financials sector ranks last out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 563 companies in the sector. The Financials sector is the bottom of the sector barrel.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Telecom Services Sector

The Telecom Services sector ranks ninth out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 41 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Utilities Sector

The Utilities sector ranks eighth out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 86 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Energy Sector

The Energy sector ranks seventh out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based primarily on aggregation of stock ratings for each of the 191 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Materials Sector

The Materials sector ranks fifth out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating, which, like my fund ratings, is based on aggregation of stock ratings for each of about 150 companies in the sector.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Health Care Sector

The Health Care sector ranks third out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating.

by David Trainer, Founder & CEO

February 6, 20120Comments

Best and Worst Funds: Industrials Sector

The Industrials sector ranks sixth out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 430+ companies in the sector.

by David Trainer, Founder & CEO

February 3, 20120Comments

Best and Worst Funds: Consumer Discretionary Sector

The Consumer Discretionary sector ranks fourth out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating, which, like my fund ratings, is based on aggregation of stock ratings for each of the 470+ companies in the sector.

by David Trainer, Founder & CEO

January 30, 20120Comments

Best and Worst Funds: Consumer Staples Sector

Consumer Staples is one of my top-ranked sectors. As detailed here, only it and the Information Technology sector get my Attractive rating. Sector ratings, like fund ratings, are based on aggregation of my ratings for each of the stocks.

by David Trainer, Founder & CEO

January 30, 20121Comments

Best and Worst Funds: Information Technology Sector

Information Technology is my top-ranked sector. As detailed here, only it and the Consumer Staples sector get my Attractive rating. Sector ratings, like fund ratings, are based on aggregation of

by David Trainer, Founder & CEO

January 24, 20120Comments

Sector Roadmap For Best and Worst Funds

For those investors interested in rigorous research, I offer my roadmap to the best stocks and funds in the market by sector. The full sector roadmap is here.

by David Trainer, Founder & CEO

January 20, 20120Comments

Sector Allocation Roadmap – 1Q12

We recommend investors buy funds from the Consumer Staples and Information Technology sectors, though any sector can have Attractive-or- better-rated funds based on their holdings.

by David Trainer, Founder & CEO

November 15, 20110Comments

Forensic Accounting Says Avoid Energy & Financial Stocks

As one financial scandal follows another, it seems the good guys are having a tougher time catching the bad guys. Recent revelations about MF Global’s ponzi scheme are another reminder of how our regulatory and oversight systems seem to let whales pass through their net.

by David Trainer, Founder & CEO

November 8, 20110Comments

Cutting Thru the Smoke in the Energy Sector

Two of the three stocks added to our large/mid cap Most Dangerous stocks list for November are from the energy sector. Those stocks are Energy XXI (Bermuda) Ltd. (EXXI) and Superior Energy Services (SPN) – both get my very dangerous rating as do all of the Most Dangerous stocks. All of the energy sector ETFs get a dangerous rating, which means you should sell them.

by David Trainer, Founder & CEO

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