ICYMI: Hidden Trigger for a Flash Crash, Updated Model Portfolios, CNBC Interview & 3Q17 Sector Funds Research

Hidden Trigger for Another (Flash) Crash: Passive Investing

Learn how the lack of diligence in passive investing could trigger a crash. Featured on WealthManagement.com

Exec Comp Aligned with ROIC: Model Portfolio Update

One new stock makes this month’s portfolio. The portfolio is up 21% since inception while the S&P is up 17%.

 New Stocks on Most Attractive/Most Dangerous: Model Portfolio Update

Get a free look at two of the new stocks on this month’s model portfolio.

CNBC Interview: Airlines Are More Efficient Than Ever

See David Trainer on CNBC’s Closing Bell.

Avoid Dangers In Large Cap Funds

This fund’s overvalued holdings and high fees diminish the likelihood that the fund’s recent outperformance will continue

3Q17 Sector Ratings for ETFs & Mutual Funds

See where each sector ranks for the third quarter of 2017.

Consumer Discretionary Sector

See the best and worst rated ETFs and mutual funds.

Consumer Staples Sector

See the best and worst rated ETFs and mutual funds.

Energy Sector

See the best and worst rated ETFs and mutual funds.

Financials Sector

See the best and worst rated ETFs and mutual funds.

Health Care Sector

See the best and worst rated ETFs and mutual funds.

Industrials Sector

See the best and worst rated ETFs and mutual funds.

Information Technology Sector

See the best and worst rated ETFs and mutual funds.

Materials Sector

See the best and worst rated ETFs and mutual funds.

Upcoming Research

Coverage Updates

  • 36: 10-Qs parsed since July 1.
  • 34: 10-Ks parsed since July 1.
  • 171: stocks & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast: Undervalued Auto Parts Stock

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about why investors should take note of this undervalued auto parts stock.

Danger Zone Podcast: Avoid This Large Cap Fund

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about the large cap mutual fund in the Danger Zone pick this past week.

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