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
- Safest Dividend Yields: Model Portfolio Update: 7/21/17
- Be on the lookout for our individual Style ratings for ETF & Mutual Funds
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.