Reports and Newsletters: Free Reports

Top Stock Picks - Company Valuation Reports - Investment Perspectives

Free stock investment reports on individual stocks and other topics related to business valuation, financial regulatory reform, and Hidden Gems and Red Flags. Learn more about financial investment strategies based on economic earnings and discounted cash flow analyses that leverage critical data we unearth from Financial Footnotes. Learn how our patented Research Platform drives the success of our newsletters for the Most Attractive and Most Dangerous Stocks.

Apr 14, 2014

Danger Zone: Workday (WDAY)

Stock Picks and Pans

Apr 9, 2014

New Stocks Make Most Attractive/Dangerous Lists For April

Stock Picks and Pans

Apr 9, 2014

Proof Is In Performance Thru 1Q14

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our large cap long strategy beat the S&P 500 by 4% YTD.
  • Our large and small cap long strategy beat the S&P 500 and Russell 2000 by 2%.
  • Our large cap long/short strategy beat the Risk-Free Rate by 2%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
Apr 9, 2014

Support.com Inc. (SPRT)

FREE Company Valuation Report - April 2014 Most ATTRACTIVE Small Cap Stock

Apr 9, 2014

The Chubb Corp (CB)

FREE Company Valuation Report - April 2014 Most ATTRACTIVE Large Cap Stock

Apr 9, 2014

Digital Realty Trust, Inc. (DLR)

FREE Company Valuation Report - April 2014 Most DANGEROUS Large Cap Stock

Apr 9, 2014

First Citizens Banc Corp (FCZA)

FREE Company Valuation Report - April 2014 Most DANGEROUS Small Cap Stock

Apr 3, 2014

Johnson and Johnson is a Safe Pick in a Dangerous Market

Stock Picks and Pans

Apr 2, 2014

Netflix (NFLX): Even More Dangerous

Stock Picks and Pans

Apr 1, 2014

Danger Zone: Value Investors

Stock Picks and Pans

Mar 28, 2014

NOPAT Adjustment: Foreign Exchange Loss

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to reported earnings should be part of the diligence process for every investor.
  • Determining net operating profit after tax requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find foreign currency exchange losses.
Mar 25, 2014

Danger Zone: Dunkin Brands Group (DNKN)

Stock Picks and Pans

Mar 17, 2014

Danger Zone: Tuesday Morning (TUES)

Stock Picks and Pans

Mar 12, 2014

New Stocks Make Most Attractive/Dangerous Lists For March

Stock Picks and Pans

Mar 12, 2014

Rambus Inc. (RMBS)

FREE Company Valuation Report - March 2014 Most ATTRACTIVE Small Cap Stock

Mar 12, 2014

Validus Holdings, Ltd. (VR)

FREE Company Valuation Report - March 2014 Most ATTRACTIVE Large Cap Stock

Mar 12, 2014

Costamare Inc. (CMRE)

FREE Company Valuation Report - March 2014 Most DANGEROUS Small Cap Stock

Mar 12, 2014

LaSalle Hotel Properties (LHO)

FREE Company Valuation Report - March 2014 Most DANGEROUS Large Cap Stock

Mar 10, 2014

Are Investors Wishing Upon Their Stars

ETF and Mutual Fund Research

Mar 3, 2014

Danger Zone: AOL (AOL)

Stock Picks and Pans

Feb 27, 2014

Danger Zone: Comcast (CMCSA)

Stock Picks and Pans

Feb 27, 2014

New Constructs Initiates Coverage of Facebook (FB) at Neutral

Stock Picks and Pans

  • Facebook is a great company, but not a good stock.
  • Huge growth expectations embedded in the valuation counteract the company's strong fundamentals.
  • Wall Street is overly bullish on the stock and ignoring the risks.
Feb 19, 2014

Amdocs Offers Great Value

Stock Picks and Pans

Feb 19, 2014

Danger Zone: Small Cap Value Investors

Identifying Low Costs and Quality Holdings

Feb 18, 2014

AutoZone: The Best Bet In Automotive Retail

Stock Picks and Pans

Feb 13, 2014

How to Find the Best Sector Mutual Funds

Mutual Fund Picks and Pans

Feb 13, 2014

How to Find the Best Style Mutual Funds

Mutual Fund Picks and Pans

Feb 12, 2014

New Stocks Make Most Attractive/Dangerous Lists For February

Stock Picks and Pans

Feb 12, 2014

Garmin Ltd. (GRMN)

FREE Company Valuation Report - February 2014 Most ATTRACTIVE Large Cap Stock

Feb 12, 2014

Global Cash Access Holdings, Inc. (GCA)

FREE Company Valuation Report - February 2014 Most ATTRACTIVE Small Cap Stock

Feb 12, 2014

Charter Financial Corp (CHFN)

FREE Company Valuation Report - February 2014 Most DANGEROUS Small Cap Stock

Feb 12, 2014

Southwest Airlines Company (LUV)

FREE Company Valuation Report - February 2014 Most DANGEROUS Large Cap Stock

Feb 10, 2014

Danger Zone: Callidus Software (CALD)

Stock Picks and Pans

Feb 7, 2014

No Progress From Amazon in 2013

Stock Picks and Pans

Feb 6, 2014

Danger Zone: Energy Sector Funds

ETF Picks And Pans

Jan 30, 2014

Don't Trust the Dead Cat Bounce in Angie's List

Stock Picks and Pans

Jan 30, 2014

Our Outlook For Stocks in 2014

General Market Comments

Jan 27, 2014

Danger Zone: Ashland (ASH)

Stock Picks and Pans

Jan 27, 2014

How We Made Clients Money in 2013

Proof Is In Performance

Jan 27, 2014

How We Protected Clients From Blowups in 2013

Proof Is In Performance

Jan 24, 2014

Apple's Declining Advantage is Undeniable

Stock Picks and Pans

Jan 17, 2014

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Health Care Sector.
  • Distribution of all Health Care Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 17, 2014

Best & Worst ETFs & Mutual Funds: Information Technology Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Information Technology Sector.
  • Distribution of all Information Technology Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 17, 2014

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 16, 2014

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 16, 2014

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 16, 2014

CF Industries Holdings, Inc. (CF)

FREE Company Valuation Report - January 2014 Most ATTRACTIVE Large Cap Stock

Jan 16, 2014

Sanderson Farms, Inc. (SAFM)

FREE Company Valuation Report - January 2014 Most ATTRACTIVE Small Cap Stock

Jan 16, 2014

Carpenter Technology Corp (CRS)

FREE Company Valuation Report - January 2014 Most DANGEROUS Large Cap Stock

Jan 16, 2014

Oxford Industries, Inc. (OXM)

FREE Company Valuation Report - January 2014 Most DANGEROUS Small Cap Stock

Jan 15, 2014

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Distribution of all Consumer Discretionary Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 15, 2014

Best & Worst ETFs & Mutual Funds: Consumer Staple Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staple Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 15, 2014

New Stocks Make Most Attractive/Dangerous Lists For January

Stock Picks and Pans

Jan 15, 2014

Rating Breakdown By Sector

Identifying Low Costs and Quality Holdings

  • Best & Worst ETFs and Mutual Funds in each Sector by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Jan 13, 2014

Danger Zone: Navistar (NAV)

Stock Picks and Pans

Jan 10, 2014

Proof Is In Performance Thru 4Q13

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our small cap long strategy beat the Russell 2000 by 8% YTD.
  • Our large and small cap long strategy beat the S&P 500 and Russell 2000 by 4%.
  • Our small cap long/short strategy beat the Risk-Free Rate by 3%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
Jan 10, 2014

Sector Rankings Report

Identifying Low Costs and Quality Holdings

  • Select Type Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 8, 2014

Danger Zone: NetSuite (N)

Stock Picks and Pans

Jan 8, 2014

Most Attractive Stocks For January 2014

20 Large/Mid Cap and 20 Small Cap Stocks

  • 12 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+0.9%) underperformed the S&P 500 (+1.9%) last month.
  • Figure 1 shows the 17 stocks that outperformed from December's report.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
Jan 8, 2014

Most Dangerous Stocks For January 2014

20 Large/Mid Cap and 20 Small Cap Stocks

  • 11 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+2.3%) rose more than the S&P 500 (+1.9%) and underperformed as a short portfolio last month.
  • Figure 1 shows the 17 stocks from December's report that outperformed as shorts.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
Dec 16, 2013

Danger Zone: Salesforce.com

Stock Picks and Pans

Dec 16, 2013

The Naughty and Nice List For Retail ETFs

ETF Picks And Pans

Dec 12, 2013

New Stocks Make Most Attractive/Dangerous Lists For December

Stock Picks and Pans

Dec 12, 2013

Assurant Inc. (AIZ)

FREE Company Valuation Report - December 2013 Most ATTRACTIVE Large Cap Stock

Dec 12, 2013

KKR Financial Holdings LLC (KFN)

FREE Company Valuation Report - December 2013 Most ATTRACTIVE Small Cap Stock

Dec 12, 2013

Belden Inc. (BDC)

FREE Company Valuation Report - December 2013 Most DANGEROUS Large Cap Stock

Dec 12, 2013

Move Inc. (MOVE)

FREE Company Valuation Report - December 2013 Most DANGEROUS Small Cap Stock

Dec 10, 2013

Danger Zone 12/10/13: Electronic Arts (EA)

Stock Picks and Pans

Dec 5, 2013

Danger Zone 12/5/13: Move, Inc (MOVE)

Stock Picks and Pans

Dec 4, 2013

Most Attractive Stocks For December 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 11 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+3.3%) outperformed the S&P 500 (+1.9%) last month.
  • Figure 1 shows the 22 stocks that outperformed from November's report.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Dec 4, 2013

Most Dangerous Stocks For December 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 12 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+0.5%) rose less than the S&P 500 (+1.9%) and outperformed as a short portfolio last month.
  • Figure 1 shows the 20 stocks from November's report that outperformed as shorts.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Nov 26, 2013

Danger Zone 11/26/13: Momentum Investors and the Financial Sector

Stock Picks and Pans

Nov 19, 2013

Buy Intel and Profit From Market Fear

Stock Picks and Pans

Nov 19, 2013

Danger Zone 11/19/13: Netflix (NFLX)

Stock Picks and Pans

Nov 12, 2013

New Stocks Make Most Attractive/Dangerous Lists For November

Stock Picks and Pans

Nov 11, 2013

Danger Zone 11/11/13: Small Cap Value Funds

ETF and Mutual Fund Research

Nov 11, 2013

How To Avoid the Worst Style Mutual Funds

Identifying Low Costs and Quality Holdings

Nov 11, 2013

CF Industries Holdings, Inc. (CF)

FREE Company Valuation Report - November 2013 Most ATTRACTIVE Large Cap Stock

Nov 11, 2013

John B. Sanfilippo & Son, Inc. (JBSS)

FREE Company Valuation Report - November 2013 Most ATTRACTIVE Small Cap Stock

Nov 11, 2013

ACCO Brands Corp (ACCO)

FREE Company Valuation Report - November 2013 Most DANGEROUS Small Cap Stock

Nov 11, 2013

Electronic Arts, Inc. (EA)

FREE Company Valuation Report - November 2013 Most DANGEROUS Large Cap Stock

Nov 5, 2013

How To Find the Best Style Mutual Funds

Identifying Low Costs and Quality Holdings

Nov 4, 2013

Danger Zone 11/4/13: XBRL (eXtensible Business Reporting Language)

General Market Comments

Nov 4, 2013

How To Avoid the Worst Sector Mutual Funds

Identifying Low Costs and Quality Holdings

Nov 4, 2013

Most Attractive Stocks For November 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 13 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.7%) underperformed the S&P 500 (+3.7%) last month.
  • Figure 1 shows the 22 stocks that outperformed from October's report.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
Nov 4, 2013

Most Dangerous Stocks For November 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-1.0%) fell while the S&P 500 rose (+3.7%) and outperformed as a short portfolio last month.
  • Figure 1 shows the 29 stocks from October's report that outperformed as shorts.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
Nov 1, 2013

How To Avoid the Worst Style ETFs

Identifying Low Costs and Quality Holdings

Nov 1, 2013

How To Find the Best Sector Mutual Funds

Identifying Low Costs and Quality Holdings

Oct 31, 2013

How To Avoid the Worst Sector ETFs

Identifying Low Costs and Quality Holdings

Oct 31, 2013

How to Find the Best Style ETFs

Identifying Low Costs and Quality Holdings

Oct 29, 2013

How To Find the Best Sector ETFs

Identifying Low Costs and Quality Holdings

Oct 29, 2013

Low-Cost Funds Dupe Investors: 4Q13

Identifying Low Costs and Quality Holdings

  • Comparison of AUM in funds with attractive holdings versus attractive costs.
  • Distribution of ETFs and Mutual Funds by Predictive Rating and our two component ratings.
  • Commentary on the shortcomings of traditional ETF and Mutual Fund research.
Oct 29, 2013

Proof Is In Performance Thru 3Q13

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our small cap long strategy beat the Russell 2000 by 8% YTD.
  • Our large and small cap long strategy beat the S&P 500 and Russell 2000 by 4%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
Oct 28, 2013

Danger Zone 10/28/13: Consumer Discretionary Mutual Fund Managers and ETF Providers

Identifying Low Costs and Quality Holdings

  • Consumer Discretionary ETFs and mutual funds exhibit the worst stock picking of all 10 sectors.
  • Consumer Discretionary mutual fund managers and ETF providers should put together better portfolios given the quality of the stocks in the sector.
  • Investors in the Consumer Discretionary sector would be better off picking their own stocks.
Oct 24, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Blend

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Blend Style.
  • Distribution of all Small Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 24, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Value

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Value Style.
  • Distribution of all Small Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 23, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Growth

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Growth Style.
  • Distribution of all Small Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Growth Style.
  • Distribution of all Mid Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Value Style.
  • Distribution of all Mid Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 21, 2013

Danger Zone 10/21/13: Tangoe (TNGO)

Stock Picks and Pans

Oct 18, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 18, 2013

Best & Worst ETFs and Mutual Funds: Large Cap Value

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 17, 2013

Best & Worst ETFs & Mutual Funds: Large Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 17, 2013

Best & Worst ETFs and Mutual Funds: All Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 17, 2013

Best & Worst ETFs and Mutual Funds: Large Cap Growth

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 16, 2013

Best & Worst ETFs and Mutual Funds: All Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Growth Style.
  • Distribution of all All Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 15, 2013

Best & Worst ETFs and Mutual Funds: All Cap Blend

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Blend Style.
  • Distribution of all All Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 15, 2013

Most Attractive Stocks For October 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 12 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.7%) underperformed the S&P 500 (+1.7%) last month.
  • Figure 1 shows the 21 stocks that outperformed from September's report.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
Oct 15, 2013

Rating Breakdown By Style

Ratings for Every Style

  • Best & Worst ETFs and Mutual Funds in each select type by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Oct 14, 2013

Danger Zone 10/14/13: Market Vectors Wide Moat ETF (MOAT)

Stock Picks and Pans

Oct 11, 2013

Best & Worst ETFs & Mutual Funds: Utilities Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Utilities Sector.
  • Distribution of all Utilities Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 11, 2013

Investment Style Rankings For Funds

Ratings for Every Style

  • Sector Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 10, 2013

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 10, 2013

Best & Worst ETFs & Mutual Funds: Materials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Materials Sector.
  • Distribution of all Materials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 10, 2013

Best & Worst ETFs & Mutual Funds: Telecom Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Telecom Services Sector.
  • Distribution of all Telecom Services Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2013

Best & Worst ETFs & Mutual Funds: Information Technology

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Information Technology Sector.
  • Distribution of all Information Technology Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2013

Deluxe Corporation (DLX)

FREE Company Valuation Report - October 2013 Most ATTRACTIVE Large Cap Stock

Oct 9, 2013

Pzena Investment Management, Inc. (PZN)

FREE Company Valuation Report - October 2013 Most ATTRACTIVE Small Cap Stock

Oct 9, 2013

Belden Inc. (BDC)

FREE Company Valuation Report - October 2013 Most DANGEROUS Large Cap Stock

Oct 9, 2013

Omnicell Inc. (OMCL)

FREE Company Valuation Report - October 2013 Most DANGEROUS Small Cap Stock

Oct 8, 2013

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 8, 2013

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 7, 2013

Danger Zone 10/7/13: Utility Sector Funds

Stock Picks and Pans

Oct 4, 2013

Best & Worst ETFs & Mutual Funds: Consumer Discretionary

Identifying Low Costs and Quality Holdings

  • http://www.valuengine.com/rep/searchnc?srchfor=ConsumerDiscretionary
  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 4, 2013

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Health Care Sector.
  • Distribution of all Health Care Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 3, 2013

Best & Worst ETFs & Mutual Funds: Consumer Staples

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staples Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 3, 2013

Rating Breakdown By Sector

Ratings for Every Sector

  • Best & Worst ETFs and Mutual Funds in each select type by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Oct 3, 2013

Sector Rankings For ETFs & Mutual Funds

Ratings for Every Sector

  • Sector Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 2, 2013

Most Dangerous Stocks For October 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+5.0%) rose more than the S&P 500 (+1.7%) and underperformed as a short portfolio last month.
  • Figure 1 shows the 11 stocks from September's report that outperformed as shorts.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
Sep 30, 2013

Danger Zone 9/30/13: Zynga (ZNGA)

Stock Picks and Pans

Sep 23, 2013

Danger Zone 9/23/13: Inner Workings (INWK)

Stock Picks and Pans

Sep 20, 2013

Unconsolidated Subsidiaries-Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find unconsolidated subsidiary assets.
Sep 17, 2013

Danger Zone/9/16/13: E*Trade Babies

General Market Comments

Sep 17, 2013

Unconsolidated Subsidiaries-Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets to shareholder value should be part of the diligence process for every investor
  • Converting to invested capital requires detailed analysis of the financial footnotes
  • Only in the financial footnotes can you find non-operating unconsolidated subsidiaries.
Sep 13, 2013

Danger Zone 9/9/13: Angie's List (ANGI)

Stock Picks and Pans

Sep 13, 2013

Discussing FASB's Lease Proposal

General Market Comments

Sep 13, 2013

New Companies Make Most Attractive/Dangerous Lists

Stock Picks and Pans

Sep 11, 2013

Cisco Systems, Inc. (CSCO)

FREE Company Valuation Report - September 2013 Most ATTRACTIVE Large Cap Stock

Sep 11, 2013

Global Cash Access Holdings, Inc. (GCA)

FREE Company Valuation Report - September 2013 Most ATTRACTIVE Small Cap Stock

Sep 11, 2013

InnerWorkings Inc. (INWK)

FREE Company Valuation Report - September 2013 Most DANGEROUS Small Cap Stock

Sep 11, 2013

JDS Uniphase Corporation (JDSU)

FREE Company Valuation Report - September 2013 Most DANGEROUS Large Cap Stock

Sep 4, 2013

Most Attractive Stocks For September 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-2.6%) outperformed the S&P 500 (-4.5%) last month.
  • Figure 1 shows the 22 stocks that outperformed from August's report.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
Sep 4, 2013

Most Dangerous Stocks For September 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-3.1%) fell less than the S&P 500 (-4.5%) and underperformed as a short portfolio last month.
  • Figure 1 shows the 18 stocks from August's report that outperformed as shorts.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
Sep 3, 2013

Impact of Midyear Acquisitions on Invested Capital - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story
  • Adjusting reported assets to invested capital should part of the diligence process for every investor.
  • Adjusting for invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find the impact of midyear acquisitions.
Aug 30, 2013

Danger Zone 8/30/13: LinkedIn (LNKD)

Stock Picks and Pans

Aug 29, 2013

Reported Net Non-Operating - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the income statement.
  • Only by taking a close look at the income statement can you find non-operating items.
Aug 20, 2013

Discontinued Operations - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find discontinued operations.
Aug 20, 2013

Excess Cash - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find excess cash.
Aug 19, 2013

Danger Zone 8/19/13: Rite Aid (RAD)

Stock Picks and Pans

Aug 19, 2013

Deferred Compensation Assets & Liabilities - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find the net-funded status of deferred compensation plans.
Aug 13, 2013

Adjusted Total Debt - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Calculating shareholder value should be part of the diligence process for every investor.
  • Calculating shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find the disclosures needed to calculate adjusted total debt.
Aug 13, 2013

Net Deferred Tax Assets and Liabilities - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find the true value of deferred tax assets and liabilities.
Aug 13, 2013

Pension Net Funded Status - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find the net-funded status of pensions.
Aug 12, 2013

Danger Zone 8/12/13: Tesla Motors (TSLA)

Stock Picks and Pans

Aug 12, 2013

Minority Interests - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find minority interests.
Aug 12, 2013

Preferred Stock - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Making adjustments to shareholder value should be part of the diligence process for every investor.
  • Determining shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find preferred stock.
Aug 9, 2013

Deluxe Corporation (DLX)

FREE Company Valuation Report - August 2013 Most ATTRACTIVE Large Cap Stock

Aug 9, 2013

MTR Gaming Group, Inc. (MNTG)

FREE Company Valuation Report - August 2013 Most ATTRACTIVE Small Cap Stock

Aug 9, 2013

Bankrate Inc. (RATE)

FREE Company Valuation Report - August 2013 Most DANGEROUS Small Cap Stock

Aug 9, 2013

Williams Companies, Inc. (WMB)

FREE Company Valuation Report - August 2013 Most DANGEROUS Large Cap Stock

Aug 8, 2013

Accumulated Goodwill Amortization - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Adjusting shareholder value for hidden assets and senior claims on cash flow should be part of the diligence process for every investor.
  • Adjusting for shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find accumulated goodwill amortization and unrecorded goodwill.
Aug 8, 2013

How To Protect Yourself From Wall Street Insiders

General Market Comments

  • Insider trading has an extensive history on Wall Street.
  • Investors cannot compete with the resources and connections of the biggest Wall Street traders.
  • Diligence is the key for investors to level the playing field.
  • New Constructs does not make investing easy, but it does make diligence practical.
Aug 8, 2013

Outstanding Employee Stock Options - Valuation Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Adjusting shareholder value for hidden assets and senior claims on cash flow should be part of the diligence process for every investor.
  • Adjusting for shareholder value requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find outstanding employee stock options.
Aug 7, 2013

GURU and the Rise of Quality Holdings

Fund Research

  • The Global X Top Guru Holdings Index ETF (GURU) and its recent popularity indicate the recognition of the importance of a fund's holdings.
  • Celebrity fund managers, low costs, and index labels cannot drive future performance: only quality holdings can.
  • The only way to get quality holdings is with quality research and due diligence.
Aug 6, 2013

Buy Herbalife and Get a Piece of the Good Life

Stock Picks and Pans

Aug 5, 2013

Danger Zone 8/5/13: American Century Capital Small Cap Value Fund (ACSCX)

Mutual Fund Research

Aug 5, 2013

Excess Cash - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Research in the footnotes helps investors discover a company's excess cash.
Aug 2, 2013

Most Attractive Stocks For August 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • Figure 1 shows the 23 stocks that outperformed from July's report.
  • The Most Attractive Stocks portfolio (+5.8%) outperformed the S&P 500 (+4.4%) last month.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Aug 2, 2013

Most Dangerous Stocks For August 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+4.9%) rose more than the S&P 500 (+4.4%) and underperformed as a short portfolio last month.
  • Figure 1 shows the 18 stocks from July's report that outperformed as shorts.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Aug 1, 2013

How to Avoid the Worst Style Mutual Funds

Mutual Fund Picks and Pans

Jul 31, 2013

Deferred Tax Assets and Liabilities - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find the true value of deferred tax assets and liabilities.
Jul 31, 2013

How To Avoid the Worst Sector Mutual Funds

Mutual Fund Picks and Pans

Jul 31, 2013

Overfunded Pension Plan Assets - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find the true net funded status of pension plans.
Jul 30, 2013

Deferred Compensation Assets - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Non-operating deferred compensation assets are buried in the financial footnotes.
Jul 30, 2013

How to Find the Best Sector Mutual Funds

Mutual Fund Picks and Pans

Jul 30, 2013

How to Find the Best Style Mutual Funds

Mutual Fund Picks and Pans

Jul 26, 2013

How to Avoid the Worst Style ETFs

ETF Picks and Pans

Jul 26, 2013

How to Find the Best Style ETFs

ETF Picks and Pans

Jul 25, 2013

How to Avoid the Worst Sector ETFs

ETF Picks and Pans

Jul 22, 2013

Danger Zone 7/22/13: EPIQ Systems (EPIQ)

Danger Zone

Jul 22, 2013

How To Find the Best Sector ETFs

ETF Picks and Pans

Jul 22, 2013

Low-Cost Funds Dupe Investors: 3Q13

Identifying Low Costs and Quality Holdings

  • Comparison of AUM in funds with attractive holdings versus attractive costs.
  • Distribution of ETFs and Mutual Funds by Predictive Rating and our two component ratings.
  • Commentary on the shortcomings of traditional ETF and Mutual Fund research.
Jul 19, 2013

Asset Write-Downs - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find asset write-downs.
Jul 19, 2013

Best & Worst ETFs & Mutual Funds: Small Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Value Style.
  • Distribution of all Small Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 18, 2013

Best & Worst ETFs and Mutual Funds: Mid Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 18, 2013

Best & Worst ETFs and Mutual Funds: Mid Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Value Style.
  • Distribution of all Mid Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 18, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Blend Style.
  • Distribution of all Small Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 17, 2013

Best & Worst ETFs and Mutual Funds: All Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 17, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Growth Style.
  • Distribution of all Small Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 16, 2013

Best & Worst ETFs & Mutual Funds: All Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Growth Style.
  • Distribution of all All Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 16, 2013

Best & Worst ETFs and Mutual Funds: Mid Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Growth Style.
  • Distribution of all Mid Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 15, 2013

Best & Worst ETFs & Mutual Funds: All Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Blend Style.
  • Distribution of all All Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 15, 2013

Best & Worst ETFs & Mutual Funds: Large Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 12, 2013

Best & Worst ETFs and Mutual Funds: Large-cap Value

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 11, 2013

Best & Worst ETFs & Mutual Funds: Large Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 11, 2013

Investment Style Rankings For ETFs & Mutual Funds

Identifying Low Costs and Quality Holdings

  • Investment Style Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 11, 2013

Rating Breakdown: Best & Worst Style ETFs & Mutual Funds

Identifying Low Costs and Quality Holdings

  • Best & Worst ETFs and Mutual Funds in each Style by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Jul 10, 2013

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 10, 2013

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 10, 2013

Best & Worst ETFs & Mutual Funds: Materials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Materials Sector.
  • Distribution of all Materials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 10, 2013

Best & Worst ETFs & Mutual Funds: Telecom Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Telecom Sector.
  • Distribution of all Telecom Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 10, 2013

Best & Worst ETFs & Mutual Funds: Utilities Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Utilities Sector.
  • Distribution of all Utilities Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 10, 2013

Assured Guaranty, Ltd. (AGO)

FREE Company Valuation Report - July 2013 Most ATTRACTIVE Large Cap

Jul 10, 2013

KMG Chemicals, Inc. (KMG)

FREE Company Valuation Report - July 2013 Most ATTRACTIVE Small Cap

Jul 10, 2013

Stein Mart, Inc. (SMRT)

FREE Company Valuation Report - July 2013 Most DANGEROUS Small Cap

Jul 10, 2013

TFS Financial Corp (TFSL)

FREE Company Valuation Report - July 2013 Most DANGEROUS Large Cap

Jul 9, 2013

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Distribution of all Consumer Discretionary Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 9, 2013

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staples Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 9, 2013

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Health Care Sector.
  • Distribution of all Health Care Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 9, 2013

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 9, 2013

Best & Worst ETFs & Mutual Funds: Information Technology Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Information Technology Sector.
  • Distribution of all Information Technology Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 9, 2013

Other Comprehensive Income in Invested Capital - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find other comprehensive income.
Jul 8, 2013

Proof Is In Performance Thru 2Q13

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our Small-Cap Long strategy beat the Russell 2000 by 4% YTD.
  • Our Large- and Small-Cap Long strategy beat the S&P 500 and Russell 2000 by 3%.
  • Our Large-Cap Long/Short strategy beat the Risk-Free Rate by 2%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
Jul 8, 2013

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

Ratings for Every Sector

  • Best & Worst ETFs and Mutual Funds in each select type by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Jul 8, 2013

Sector Rankings For ETFs & Mutual Funds

Ratings for Every Sector

  • Sector Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jul 3, 2013

Discontinued Operations Removed From Invested Capital - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find discontinued operations.
Jul 3, 2013

Most Attractive Stocks for July 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 8 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.9%) outperformed the S&P 500 (+0.4%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
Jul 3, 2013

Most Dangerous Stocks for July 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+3.2%) rose more than the S&P 500 (+0.4%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Jul 1, 2013

Danger Zone 7/1/13: Callaway Golf (ELY)

Danger Zone

Jul 1, 2013

Off-Balance Sheet Debt - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find off-balance sheet debt due to operating leases.
Jun 30, 2013

Off-Balance Sheet Reserves - Invested Capital Adjustment

Diligence Pays

  • Investors cannot trust accounting data to tell them the whole story.
  • Converting reported assets into invested capital should be part of the diligence process for every investor.
  • Converting to invested capital requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find off-balance sheet reserves.
Jun 26, 2013

Employee Stock Option Costs and Goodwill Amortization - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find employee stock option expense and goodwill amortization.
Jun 24, 2013

Danger Zone 6/24/13: REITs

Stock Picks and Pans

Jun 21, 2013

Non-Operating Tax Adjustment - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find and calculate the impact of non-operating taxes.
Jun 20, 2013

Implied Interest For Operating Leases - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find and calculate the implied interest of operating leases.
Jun 19, 2013

Income and Loss from Discontinued Operations - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find income and loss from discontinued operations.
Jun 18, 2013

How to Avoid the Worst Style Mutual Funds

Mutual Fund Picks and Pans

Jun 17, 2013

Danger Zone 6/17/2013: Citigroup (C)

Danger Zone

Jun 12, 2013

Change in Total Reserves - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find change in total reserves.
Jun 12, 2013

How to Find the Best Style Mutual Funds

Mutual Fund Picks and Pans

Jun 12, 2013

Non-Operating Income Hidden in Operating Earnings - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find non-operating income hidden in operating earnings.
Jun 12, 2013

Fly Leasing, Ltd. (FLY)

FREE Company Valuation Report - June 2013 Most ATTRACTIVE Small Cap

Jun 12, 2013

Goldman Sachs Group, Inc. (GS)

FREE Company Valuation Report - June 2013 Most ATTRACTIVE Large Cap

Jun 12, 2013

Belden Inc. (BDC)

FREE Company Valuation Report - June 2013 Most DANGEROUS Large Cap

Jun 12, 2013

TriCo Bancshares (TCBK)

FREE Company Valuation Report - June 2013 Most DANGEROUS Small Cap

Jun 11, 2013

Danger Zone 6/10/2013: 'Passive' Investors

Fund Research

Jun 11, 2013

More Upside From Western Digital (WDC)

Stock Picks and Pans

Jun 10, 2013

Non-Operating Expenses Hidden In Operating Earnings - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find non-operating expenses hidden in operating earnings.
Jun 7, 2013

How to Avoid the Worst Sector Mutual Funds

Mutual Fund Picks and Pans

Jun 6, 2013

Asset Write-Downs Hidden In Operating Earnings - NOPAT Adjustment

Diligence Pays

  • Investors cannot trust accounting earnings to tell them the whole story.
  • Converting accounting earnings into economic earnings should be part of the diligence process for every investor.
  • Converting to economic earnings requires detailed analysis of the financial footnotes.
  • Only in the financial footnotes can you find asset write-downs hidden in operating earnings.
Jun 5, 2013

Most Attractive Stocks for June 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 12 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+5.6%) outperformed the S&P 500 (+2.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Jun 5, 2013

Most Dangerous Stocks for June 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+2.9%) rose more than the S&P 500 (+2.7%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jun 4, 2013

Wal-Mart: Still Offering Great Value

Stock Picks and Pans

Jun 3, 2013

Danger Zone 6/3/2013: Perma-Bears and Bubble Alarmists

Market Outlook

May 31, 2013

How to Find the Best Sector Mutual Funds

Mutual Fund Picks and Pans

May 30, 2013

Interview With Former FASB Chairman Robert Herz

Financial Accounting and Disclosure

May 29, 2013

Index Label Myths

ETF Research

  • Not all "Index" ETFs are the same.
  • ETF indexes are designed to have the most attractive past returns, not to help investors make money in the future.
  • Past performance is not an indicator of future performance. Only quality holdings can drive positive performance.
  • New Constructs leverages diligence on the footnotes of over 3,000 company filings to give investors the best understanding of ETF holdings.
May 23, 2013

How to Avoid the Worst Style ETFs

ETF Picks And Pans

May 23, 2013

The Truth Behind AAPL's Numbers

Stock Picks and Pans

May 22, 2013

How To Find The Best Style ETFs

ETF Picks And Pans

May 21, 2013

Why I’m Bullish And We Are Not In a Bubble

Market Outlook

May 20, 2013

Danger Zone: Amazon.com (AMZN)

Stock Picks and Pans

May 20, 2013

How to Avoid the Worst Sector ETFs

ETF Picks And Pans

May 17, 2013

How to Find the Best Sector ETFs

ETF Picks And Pans

May 16, 2013

Buy Accenture plc (ACN): Profiting Off Others’ Innovations

Stock Picks and Pans

May 16, 2013

How New Constructs’ Research Saw Cisco Systems’ (CSCO) Outperfor

Stock Picks and Pans

May 14, 2013

Danger Zone: Apple Inc. (AAPL)

Stock Picks and Pans

May 14, 2013

Low Cost Funds Dupe Investors: 2Q13

Identifying Low Costs and Quality Holdings

  • Comparison of AUM in funds with attractive holdings versus attractive costs.
  • Distribution of ETFs and Mutual Funds by Predictive Rating and our two component ratings.
  • Commentary on the shortcomings of traditional ETF and Mutual Fund research.
May 9, 2013

Altria Group, Inc. (MO)

FREE Company Valuation Report - May 2013 Most ATTRACTIVE Large Cap Stock

May 9, 2013

Argan Inc. (AGX)

FREE Company Valuation Report - May 2013 Most ATTRACTIVE Small Cap Stock

May 9, 2013

SINA Corporation (SINA)

FREE Company Valuation Report - May 2013 Most DANGEROUS Large Cap Stock

May 9, 2013

Titan International, Inc. (TWI)

FREE Company Valuation Report - May 2013 Most DANGEROUS Small Cap Stock

May 7, 2013

Best & Worst ETFs & Mutual Funds: Small Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Value Style.
  • Distribution of all Small Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 6, 2013

Danger Zone: Charles Schwab Corp (SCHW)

Stock Picks and Pans

May 3, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Growth Style.
  • Distribution of all Mid Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 3, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Value Style.
  • Distribution of all Mid Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 3, 2013

Best & Worst ETFs & Mutual Funds: Small Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Blend Style.
  • Distribution of all Small Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 3, 2013

Best & Worst ETFs & Mutual Funds: Small Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Growth Style.
  • Distribution of all Small Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 2, 2013

Best & Worst ETFs & Mutual Funds: All Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Blend Style.
  • Distribution of all All Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 2, 2013

Best & Worst ETFs & Mutual Funds: All Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Growth Style.
  • Distribution of all All Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 2, 2013

Best & Worst ETFs & Mutual Funds: All Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 2, 2013

Best & Worst ETFs & Mutual Funds: Large Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 2, 2013

Best & Worst ETFs & Mutual Funds: Large Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 2, 2013

Best & Worst ETFs & Mutual Funds: Mid Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
May 2, 2013

Most Attractive Stocks For May 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 8 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+4.4%) outperformed the S&P 500 (+2.8%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
May 2, 2013

Most Dangerous Stocks For May 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+2.8%) rose less than the S&P 500 (+2.8%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Apr 29, 2013

Danger Zone: Financial Sector ETFs and Mutual Funds

ETF & Mutual Fund Picks and Pans

Apr 26, 2013

Best & Worst ETFs & Mutual Funds: Large Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 25, 2013

Investment Style Rankings For ETFs & Mutual Funds

Ratings for Every Investment Style

  • Select Type Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 25, 2013

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

Ratings for Every Investment Style

  • Best & Worst ETFs and Mutual Funds in each Style by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Apr 24, 2013

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 23, 2013

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 23, 2013

Best & Worst ETFs & Mutual Funds: Telecom Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Telecom Services Sector.
  • Distribution of all Telecom Services Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 23, 2013

Best & Worst ETFs & Mutual Funds: Utilities Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Utilities Sector.
  • Distribution of all Utilities Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 22, 2013

Danger Zone: Sears Holdings (SHLD)

Stock Picks and Pans

Apr 18, 2013

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Distribution of all Consumer Discretionary Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 18, 2013

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 18, 2013

Best & Worst ETFs & Mutual Funds: Materials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Materials Sector.
  • Distribution of all Materials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 17, 2013

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

Apr 17, 2013

Best & Worst ETFs & Mutual Funds: Information Technology Sector

Identifying Low Costs and Quality Holdings

Apr 16, 2013

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staples Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Apr 15, 2013

Danger Zone: Stanley Black & Decker (SWK)

Stock Picks and Pans

Apr 12, 2013

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

Ratings for Every Sector

Apr 11, 2013

Proof Is In Performance Thru 1Q13

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our Small-Cap Long strategy (4.8%) beat the Russell 2000 (4.5%) in 1Q13 by 0.3%.
  • Our combined Large- and Small-Cap Short strategy (-7.7%) beat shorting the combined S&P 500 and Russell 2000 (-5.2%) in 1Q13 by 2.5%
  • This strategy (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Apr 11, 2013

Sector Rankings For ETFs & Mutual Funds

Ratings for Every Sector

Apr 10, 2013

How to Avoid the Worst Style Mutual Funds

Mutual Fund Picks and Pans

Apr 10, 2013

Assured Guaranty, Ltd. (AGO)

FREE Company Valuation Report - April 2013 Most ATTRACTIVE Large Cap Stock

Apr 10, 2013

Global Cash Access Holdings, Inc. (GCA)

FREE Company Valuation Report - April 2013 Most ATTRACTIVE Small Cap Stock

Apr 10, 2013

KAR Auction Services, Inc. (KAR)

FREE Company Valuation Report - April 2013 Most DANGEROUS Large Cap Stock

Apr 10, 2013

RTI International Metals, Inc. (RTI)

FREE Company Valuation Report - April 2013 Most DANGEROUS Small Cap Stock

Apr 9, 2013

Danger Zone: Williams Companies (WMB)

Stock Picks and Pans

Apr 9, 2013

Buy Oracle And Capitalize On Big Data Discount (ORCL)

Stock Picks and Pans

Apr 5, 2013

How to Avoid the Worst Sector Mutual Funds

Mutual Fund Picks And Pans

Apr 3, 2013

Most Attractive Stocks For April 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 25 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+2.7%) outperformed the S&P 500 (+2.4%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Apr 3, 2013

Most Dangerous Stocks For April 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 29 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+4.2%) rose more than the S&P 500 (+2.4%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Apr 2, 2013

ETF Pair Trade to Maximize Gains in the Consumer Staples Sector

ETF Picks And Pans

Apr 2, 2013

How To Find the Best Style Mutual Funds

Mutual Fund Picks And Pans

Apr 1, 2013

Danger Zone: Express Scripts, Inc. (ESRX)

Stock Picks and Pans

Mar 27, 2013

How To Find the Best Sector Mutual Funds

Mutual Fund Picks And Pans

Mar 27, 2013

How to Avoid the Worst Style ETFs

ETF Picks And Pans

Mar 27, 2013

Danger Zone: PSCC

ETF Picks and Pans

Mar 20, 2013

Danger Zone: Ventas Inc. (VTR)

Stock Picks and Pans

Mar 14, 2013

How to Avoid the Worst Sector ETFs

ETF Picks And Pans

Mar 12, 2013

How To Find the Best Style ETFs

ETF Picks And Pans

Mar 11, 2013

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

Stock Picks and Pans

Mar 11, 2013

Garmin Ltd. (GRMN)

FREE Company Valuation Report - March 2013 Most ATTRACTIVE Large Cap Stock

Mar 11, 2013

VAALCO Energy, Inc. (EGY)

FREE Company Valuation Report - March 2013 Most ATTRACTIVE Small Cap Stock

Mar 11, 2013

Pebblebrook Hotel Trust (PEB)

FREE Company Valuation Report - March 2013 Most DANGEROUS Small Cap Stock

Mar 11, 2013

Williams Companies, Inc. (WMB)

FREE Company Valuation Report - March 2013 Most DANGEROUS Large Cap Stock

Mar 4, 2013

Danger Zone: Wilmington Small Cap Growth Fund (ARPAX)

Mutual Fund Picks and Pans

Mar 4, 2013

Most Attractive Stocks For March 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 22 new stocks make our March lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+0.8%) underperformed the S&P 500 (+1.3%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Mar 4, 2013

Most Dangerous Stocks For March 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 new stocks make our March lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+1.9%) rose more than the S&P 500 (+1.3%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Feb 28, 2013

How To Find the Best Sector ETFs

ETF Picks And Pans

Feb 25, 2013

Danger Zone: Small Cap Value ETFs & Funds

Stock Picks and Pans

Feb 20, 2013

Danger Zone: Zale Corporation (ZLC)

Stock Picks and Pans

Feb 20, 2013

Low-Cost Funds Dupe Investors

Quality Holdings Drive Performance

  • Comparison of AUM in funds with attractive holdings versus attractive costs.
  • Distribution of ETFs and Mutual Funds by Predictive Rating and our two component ratings.
  • Commentary on the shortcomings of traditional ETF and Mutual Fund research.
Feb 13, 2013

Best & Worst ETFs and Mutual Funds: Mid-cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 13, 2013

Best & Worst ETFs and Mutual Funds: Mid-cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Value Style.
  • Distribution of all Mid Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 13, 2013

Best & Worst ETFs and Mutual Funds: Small-cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Blend Style.
  • Distribution of all Small Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 13, 2013

Best & Worst ETFs and Mutual Funds: Small-cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Value Style.
  • Distribution of all Small Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 12, 2013

Danger Zone: Energy Sector

Stock Picks and Pans

Feb 11, 2013

HealthSouth Corporation (HLS)

FREE Company Valuation Report - February 2013 Most ATTRACTIVE Small Cap Stock

Feb 11, 2013

Air Methods Corp (AIRM)

FREE Company Valuation Report - February 2013 Most DANGEROUS Small Cap Stock

Feb 11, 2013

BRE Properties, Inc. (BRE)

FREE Company Valuation Report - February 2013 Most DANGEROUS Large Cap Stock

Feb 8, 2013

Best & Worst ETFs and Mutual Funds: All-cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 8, 2013

Best & Worst ETFs and Mutual Funds: Small-cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Growth Style.
  • Distribution of all Small Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 7, 2013

Best & Worst ETFs and Mutual Funds: Mid-cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Growth Style.
  • Distribution of all Mid Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 6, 2013

Best & Worst ETFs and Mutual Funds: All-cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Blend Style.
  • Distribution of all All Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 6, 2013

Best & Worst ETFs and Mutual Funds: All-cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Growth Style.
  • Distribution of all All Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 6, 2013

Best & Worst ETFs and Mutual Funds: Large-cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 6, 2013

Danger Zone: Office Max (OMX)

Stock Picks and Pans

Feb 5, 2013

Best & Worst ETFs and Mutual Funds: Large-cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 5, 2013

Best & Worst ETFs and Mutual Funds: Large-cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Feb 4, 2013

Most Attractive Stocks For February 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+3.2%) outperformed the S&P 500 (+2.5%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Feb 4, 2013

Most Dangerous Stocks For February 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 13 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+4.8%) rose more than the S&P 500 (+2.5%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Feb 1, 2013

1Q Best & Worst ETFs & Mutual Funds—by Sector— Recap

Jan 31, 2013

Investment Style Rankings For ETFs & Mutual Funds

Ratings for Every Investment Style

  • Investment Style Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 31, 2013

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

  • Best & Worst ETFs and Mutual Funds in each Style by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Jan 30, 2013

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 30, 2013

Best & Worst ETFs & Mutual Funds: Telecom Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Telecom Services Sector.
  • Distribution of all Telecom Services Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 30, 2013

Best & Worst ETFs & Mutual Funds: Utilities Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Utilities Sector.
  • Distribution of all Utilities Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 29, 2013

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Distribution of all Consumer Discretionary Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 29, 2013

Best & Worst ETFs & Mutual Funds: Materials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Materials Sector.
  • Distribution of all Materials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 25, 2013

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 25, 2013

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 25, 2013

Best & Worst ETFs & Mutual Funds: Information Technology Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Information Technology Sector.
  • Distribution of all Information Technology Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 24, 2013

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staples Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 24, 2013

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Health Care Sector.
  • Distribution of all Health Care Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 23, 2013

Sector Rankings For ETFs & Mutual Funds

Ratings for Every Sector

  • Sector Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Jan 23, 2013

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

  • Best & Worst ETFs and Mutual Funds in each Sector by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Jan 22, 2013

Danger Zone: Carpenter Technology (CRS)

Stock Picks and Pans

Jan 16, 2013

PDL BioPharma, Inc. (PDLI)

FREE Company Valuation Report - January 2013 Most ATTRACTIVE Small Cap Stock

Jan 16, 2013

Sotheby's (BID)

FREE Company Valuation Report - January 2013 Most ATTRACTIVE Large Cap Stock

Jan 16, 2013

Barrett Business Services, Inc. (BBSI)

FREE Company Valuation Report - January 2013 Most DANGEROUS Small Cap Stock

Jan 16, 2013

Susquehanna Bancshares, Inc. (SUSQ)

FREE Company Valuation Report - January 2013 Most DANGEROUS Large Cap Stock

Jan 11, 2013

Proof Is In Performance Thru 4Q12

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our Large-Cap Long strategy (+7.4%) outperformed the S&P 500 in 4Q12 by 6.7%.
  • Our combined Large- and Small-Cap Long strategy (+7.2%) beat the S&P 500 in 4Q12 by just 4.4%.
  • These strategies (and others) have also beaten their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Jan 10, 2013

How To Avoid the Worst Style ETFs - 4Q12

ETF Picks And Pans

Jan 9, 2013

Most Attractive Stocks For January 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 12 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+5.5%) outperformed the S&P 500 (+3.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Jan 9, 2013

Most Dangerous Stocks For January 2013

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+9.8%) rose more than the S&P 500 (+3.7%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Dec 18, 2012

How To Avoid the Worst Sector ETFs - 4Q12

Stock Picks And Pans

Dec 14, 2012

How To Find the Best Style ETFs - 4Q12

Stock Picks And Pans

Dec 12, 2012

Buy What Coach Is Selling (COH)

Stock Picks And Pans

Dec 10, 2012

Agilent Technologies, Inc. (A)

FREE Company Valuation Report - December 2012 Most ATTRACTIVE Large Cap Stock

Dec 10, 2012

American Public Education, Inc. (APEI)

FREE Company Valuation Report - December 2012 Most ATTRACTIVE Small Cap Stock

Dec 10, 2012

Monmouth Real Estate Inv Corp. (MNR)

FREE Company Valuation Report - December 2012 Most DANGEROUS Small Cap Stock

Dec 10, 2012

Rock-Tenn Company (RKT)

FREE Company Valuation Report - December 2012 Most DANGEROUS Large Cap Stock

Dec 5, 2012

Most Attractive Stocks For December 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+2.7%) outperformed the S&P 500 (-0.3%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 5, 2012

Most Dangerous Stocks For December 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 12 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-1.5%) fell more than the S&P 500 (-0.3%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 5, 2012

The Cloud Is Good For Western Digital (WDC)

Stock Picks And Pans

Dec 4, 2012

How To Find The Best Sector ETFs - 4Q12

Stock Picks And Pans

Nov 27, 2012

Tune Into Viacom's Stock (VIAB)

Stock Picks And Pans

Nov 19, 2012

Time To Dig Into McDonalds (MCD)

Stock Picks And Pans

Nov 7, 2012

Credit Acceptance Corp (CACC)

FREE Company Valuation Report - November 2012 Most ATTRACTIVE Large Cap Stock

Nov 7, 2012

VAALCO Energy, Inc. (EGY)

FREE Company Valuation Report - November 2012 Most Attractive Small Cap Stock

Nov 7, 2012

K12 Inc. (LRN)

FREE Company Valuation Report - November 2012 Most DANGEROUS Small Cap Stock

Nov 7, 2012

Principal Financial Group, Inc. (PFG)

FREE Company Valuation Report - November 2012 Most DANGEROUS Large Cap Stock

Nov 2, 2012

Most Attractive Stocks For November 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-3.1%) underperformed the S&P 500 (-2.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Nov 2, 2012

Most Dangerous Stocks For November 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-1.3%) fell less than the S&P 500 (-2.7%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Oct 26, 2012

How To Avoid The Worst ETFs

Methodology: Best & Worst ETFs and Mutual Funds

Oct 22, 2012

Best & Worst ETFs and Mutual Funds: Mid-cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Blend Style.
  • Distribution of all Mid Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2012

Best & Worst ETFs and Mutual Funds: Mid-cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Value Style.
  • Distribution of all Mid Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2012

Best & Worst ETFs and Mutual Funds: Small-cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Blend Style.
  • Distribution of all Small Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2012

Best & Worst ETFs and Mutual Funds: Small-cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Value Style.
  • Distribution of all Small Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 22, 2012

Low-Cost Funds Dupe Investors - 4Q2012

Quality Holdings Drive Performance

  • Comparison of AUM in funds with attractive holdings versus attractive costs.
  • Distribution of ETFs and Mutual Funds by Predictive Rating and our two component ratings.
  • Commentary on the shortcomings of traditional ETF and Mutual Fund research.
Oct 19, 2012

Best & Worst ETFs and Mutual Funds: All-cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Value Style.
  • Distribution of all All Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 19, 2012

Best & Worst ETFs and Mutual Funds: Small-cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Small Cap Growth Style.
  • Distribution of all Small Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 18, 2012

Best & Worst ETFs and Mutual Funds: All Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Blend Style.
  • Distribution of all All Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 18, 2012

Best & Worst ETFs and Mutual Funds: All-cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the All Cap Growth Style.
  • Distribution of all All Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 18, 2012

Best & Worst ETFs and Mutual Funds: Large Cap Value Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Value Style.
  • Distribution of all Large Cap Value Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 18, 2012

Best & Worst ETFs and Mutual Funds: Mid Cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Mid Cap Growth Style.
  • Distribution of all Mid Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 12, 2012

Best & Worst ETFs and Mutual Funds: Large Cap Blend Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Blend Style.
  • Distribution of all Large Cap Blend Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 12, 2012

Best & Worst ETFs and Mutual Funds: Large-cap Growth Style

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Large Cap Growth Style.
  • Distribution of all Large Cap Growth Style ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 12, 2012

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

  • Best & Worst ETFs and Mutual Funds in each Style by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Oct 11, 2012

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Financials Sector.
  • Distribution of all Financials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 11, 2012

Best & Worst ETFs & Mutual Funds: Telecom Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Telecom Services Sector.
  • Distribution of all Telecom Services Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 11, 2012

Best & Worst ETFs & Mutual Funds: Utilities Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Utilities Sector.
  • Distribution of all Utilities Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 11, 2012

Investment Style Rankings For ETFs & Mutual Funds

Ratings for Every Investment Style

  • Investment Style Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 10, 2012

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Discretionary Sector.
  • Distribution of all Consumer Discretionary Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 10, 2012

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Energy Sector.
  • Distribution of all Energy Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 10, 2012

Best & Worst ETFs & Mutual Funds: Materials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Materials Sector.
  • Distribution of all Materials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2012

Best & Worst ETF & Mutual Funds: Consumer Staples Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Consumer Staples Sector.
  • Distribution of all Consumer Staples Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2012

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Health Care Sector.
  • Distribution of all Health Care Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2012

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Industrials Sector.
  • Distribution of all Industrials Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2012

Best & Worst ETFs & Mutual Funds: Information Technology Sector

Identifying Low Costs and Quality Holdings

  • Lists of the Best and Worst ETFs and Mutual Funds in the Information Technology Sector.
  • Distribution of all Information Technology Sector ETFs and Mutual Funds across our Predictive Rating Scale.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2012

How To Find the Best ETFs

Stock Picks and Pans

Oct 9, 2012

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

  • Best & Worst ETFs and Mutual Funds in each Sector by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 9, 2012

Sector Rankings For ETFs & Mutual Funds

  • Sector Ratings and Rankings for ETFs and Mutual Funds.
  • Distribution of ETFs and Mutual Funds by Predictive Rating.
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings.
  • Our rating system is forward-looking and does not rely on past performance.
Oct 8, 2012

Proof Is In Performance Thru 3Q12

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our large cap short strategy beat the short S&P 500 by 1% YTD.
  • Since inception, all of the Most Attractive and Most Dangerous Stocks strategies beat their benchmarks.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Oct 8, 2012

NL Industries Inc. (NL)

FREE Company Valuation Report - October 2012 Most ATTRACTIVE Small Cap Stock

Oct 8, 2012

Diamondrock Hospitality Co. (DRH)

FREE Company Valuation Report - October 2012 Most DANGEROUS Small Cap Stock

Oct 8, 2012

Simon Property Group Inc. (SPG)

FREE Company Valuation Report - October 2012 Most DANGEROUS Large Cap Stock

Oct 4, 2012

I Hate the Guts of this ETF: Sell URE

Stock Picks and Pans

Oct 4, 2012

Cisco Systems Inc. (CSCO)

FREE Company Valuation Report - October 2012 Most ATTRACTIVE Large Cap Stock

Oct 3, 2012

Most Attractive Stocks For October 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 10 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-0.2%) underperformed the S&P 500 (+0.9%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Oct 3, 2012

Most Dangerous Stocks For October 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+0.7%) rose less than the S&P 500 (+0.9%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Oct 2, 2012

Valuation Is On Steroids: Sell Life Time Fitness

Stock Picks And Pans

Sep 18, 2012

Don't Trust Con Ed's Dividend

Stock Picks And Pans

Sep 12, 2012

Beware The "Earnings Accretion" Mirage

Stock Picks And Pans

Sep 6, 2012

Most Attractive Stocks For September 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 13 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+4.6%) outperformed the S&P 500 (+2.9%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Sep 6, 2012

Most Dangerous Stocks For September 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+5.8%) rose more than the S&P 500 (+2.9%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Sep 6, 2012

Digital River, Inc. (DRIV)

FREE Company Valuation Report - September 2012 Most ATTRACTIVE Small Cap Stock

Sep 6, 2012

Sotheby's (BID)

FREE Company Valuation Report - September 2012 Most ATTRACTIVE Large Cap Stock

Sep 6, 2012

Carpenter Technology Corp (CRS)

FREE Company Valuation Report - September 2012 Most DANGEROUS Large Cap Stock

Sep 6, 2012

LIN Television Corp (TVL)

FREE Company Valuation Report - September 2012 Most DANGEROUS Small Cap Stock

Aug 30, 2012

A Value Investor's Classic: Phillip Morris (PM)

Stock Picks And Pans

Aug 14, 2012

Buy CSCO: A Treat For Value Investors

Stock Picks And Pans

Aug 7, 2012

Slow & Steady Wins The Race: Buy XOM

Stock Picks And Pans

Aug 7, 2012

Sotheby's (BID)

FREE Company Valuation Report - August 2012 Most ATTRACTIVE Small Cap Stock

Aug 7, 2012

Varian Medical Systems, Inc. (VAR)

FREE Company Valuation Report - August 2012 Most ATTRACTIVE Large Cap Stock

Aug 7, 2012

California Water Service Group (CWT)

FREE Company Valuation Report - August 2012 Most DANGEROUS Small Cap Stock

Aug 7, 2012

Royal Gold, Inc. (RGLD)

FREE Company Valuation Report - August 2012 Most DANGEROUS Large Cap Stock

Aug 6, 2012

Risk Gets Lighter, Opportunity Gets Bigger: Buy WTW

Stock Picks And Pans

Aug 2, 2012

Most Attractive Stocks For August 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 11 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-3.5%) underperformed the S&P 500 (+0.4%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Aug 2, 2012

Most Dangerous Stocks For August 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-1.6%) fell while the S&P 500 rose (+0.4%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jul 31, 2012

Make Money By Losing Weight: Buy WTW

Stock Picks And Pans

Jul 20, 2012

Best & Worst Mid-cap Value ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 20, 2012

Best & Worst Small-cap Value ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 20, 2012

Low-Cost Funds Dupe Investors 3Q12

Quality Holdings Drive Performance

Jul 19, 2012

Best & Worst Mid-cap Blend ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 19, 2012

Best & Worst Small-cap Blend ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 19, 2012

Best & Worst Small-cap Growth ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 18, 2012

Best & Worst All-cap Growth ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 18, 2012

Best & Worst All-cap Value ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 18, 2012

Best & Worst Mid-cap Growth ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 17, 2012

Best & Worst All-cap Blend ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 17, 2012

Best & Worst Large-cap Blend ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 17, 2012

Best & Worst Large-cap Value ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 16, 2012

Best & Worst Large-cap Growth ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 16, 2012

Roadmap: Best & Worst Style ETFs & Mutual Funds 3Q12

Ratings for Every Investment Style

Jul 16, 2012

The Best & Worst ETFs and Mutual Funds by Style 3Q12

Jul 13, 2012

Best & Worst Financials ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 13, 2012

Best & Worst Telecom ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 13, 2012

Best & Worst Utilities ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 12, 2012

Best & Worst Cons. Disc. ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 12, 2012

Best & Worst Cons. Staples ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 12, 2012

Best & Worst Energy ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 12, 2012

Best & Worst Health Care ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 12, 2012

Best & Worst Industrials ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 12, 2012

Best & Worst Info Tech ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 12, 2012

Best & Worst Materials ETFs and Mutual Funds 3Q12

Identifying Low Costs and Quality Holdings

Jul 11, 2012

Best & Worst ETFs & Mutual Funds by Sector 3Q12

Jul 10, 2012

Proof Is In Performance Thru 2Q12

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Since inception, all of the Most Attractive and Most Dangerous Stocks strategies beat their benchmarks.
  • Figure 1 shows our top strategies since inception in Jan 05.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Jul 10, 2012

Roadmap: Best & Worst Sector ETFs & Mutual Funds 3Q12

Ratings For Every Sector

Jul 9, 2012

Pro-Dex Inc. (PDEX)

FREE Company Valuation Report - July 2012 Most ATTRACTIVE Small Cap Stock

Jul 9, 2012

Western Refining, Inc. (WNR)

FREE Company Valuation Report - July 2012 Most ATTRACTIVE Large Cap Stock

Jul 9, 2012

Haverty Furniture Companies, Inc. (HVT)

FREE Company Valuation Report - July 2012 Most DANGEROUS Small Cap Stock

Jul 9, 2012

IDACORP Inc. (IDA)

FREE Company Valuation Report - July 2012 Most DANGEROUS Large Cap Stock

Jul 3, 2012

Most Attractive Stocks For July 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 8 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+7.3%) outperformed the S&P 500 (+6.6%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jul 3, 2012

Most Dangerous Stocks For July 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 3 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+9.4%) rose more than the S&P 500 (+6.6%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jun 20, 2012

US Steel (X) At Risk of Pension Pressure

Stock Picks And Pans

Jun 12, 2012

Penions Weigh On Goodyear (GT) Stock Potential

Stock Picks And Pans

Jun 12, 2012

Amtech Systems, Inc (ASYS)

FREE Company Valuation Report - June 2012 Most Attractive Small Cap Stock

Jun 12, 2012

Sotheby's (BID)

FREE Company Valuation Report - June 2012 Most Attractive Large Cap Stock

Jun 12, 2012

8x8 Inc. (EGHT)

FREE Company Valuation Report - June 2012 Most Dangerous Small Cap Stock

Jun 12, 2012

BRE Properties, Inc. (BRE)

FREE Company Valuation Report - June 2012 Most Dangerous Large Cap Stock

Jun 6, 2012

Premium Stock Pick: Pension Accounting Trick Boost EPS

  • Pensions are underfunded by $5.2 billion, 1.5x market cap.
  • Low margin business depends on booming economy to pay off liabilities.
  • Equity holders are at end of long line of claims on future cash flows.
  • Stock valuation does not reflect staggering off-balance-sheet liabilities.
Jun 6, 2012

Premium Stock Pick: Pensions Could Sink Stock If Economy Drags

  • Cash payments required to fund pensions could sink the company.
  • Pensions are underfunded by $3.7 billion, 1.5x market cap.
  • Low margin business depends on booming economy.
  • Equity holders are at end of long line of claims on future cash flows.
Jun 4, 2012

Most Attractive Stocks For June 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-8.8%) underperformed the S&P 500 (-6.6%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Jun 4, 2012

Most Dangerous Stocks For June 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-8.3%) fell more than the S&P 500 (-6.6%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Jun 1, 2012

Why Is S&P Raising Its Outlook On Delta (DAL)

Stock Picks And Pans

May 11, 2012

ETF Pair Trade To Navigate Shifty Tech Stocks

Stock & Fund Picks

May 11, 2012

Maximize Profits In The Energy Sector

Stock & Fund Picks

May 10, 2012

Premium Stock Picks: Short Delta Airlines (DAL)

Pension Accounting Tricks Artificially Boost EPS

  • Abnormal pension accounting assumptions lower pension costs.
  • Pensions are underfunded by $14.1 billion.
  • Equity Value further depressed by $8.2 billion in off balance sheet debt.
  • Stock already expensive: at $11.17/share, the company has to grow its after-tax cash flow (NOPAT) by 10% compounded annually for 21 years.
May 8, 2012

Low-Cost Funds Dupe Investors

Quality Holdings Drive Performance

May 7, 2012

NL Industries, Inc. (NL)

FREE Company Valuation Report - May 2012 Most ATTRACTIVE Small Cap Stock

May 7, 2012

Zebra Technologies Corp (ZBRA)

FREE Company Valuation Report - May 2012 Most ATTRACTIVE Large Cap Stock

May 7, 2012

Citigroup Inc. (C)

FREE Company Valuation Report - May 2012 Most DANGEROUS Large Cap Stock

May 7, 2012

Pendrell Corporation (PCO)

FREE Company Valuation Report - May 2012 Most DANGEROUS Small Cap Stock

May 2, 2012

Most Attractive Stocks For May 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-0.5%) underperformed the S&P 500 (-0.1%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
May 2, 2012

Most Dangerous Stocks For May 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 2 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+1.8%) rose while the S&P 500 fell (-0.1%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
May 2, 2012

Best & Worst Mid-cap Value ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

May 2, 2012

Best & Worst Small-cap Value ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

May 1, 2012

Best & Worst Mid-cap Blend ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

May 1, 2012

Best & Worst Mid-cap Growth ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

May 1, 2012

Best & Worst Small-cap Blend ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

May 1, 2012

Best & Worst Small-cap Growth ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 24, 2012

Best & Worst All-cap Blend ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 24, 2012

Best & Worst All-cap Growth ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 24, 2012

Best & Worst All-cap Value ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 24, 2012

Best & Worst Large-cap Blend ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 24, 2012

Best & Worst Large-cap Growth ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 24, 2012

Best & Worst Large-cap Value ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 23, 2012

Roadmap: Best & Worst Style ETFs & Mutual Funds 2Q12

Ratings for Every Investment Style

Apr 23, 2012

The Best & Worst ETFs and Mutual Funds by Style 2Q12

Apr 18, 2012

Best & Worst Financials ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 17, 2012

Best & Worst Energy ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 17, 2012

Best & Worst Telecom ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 17, 2012

Best & Worst Utilities ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 16, 2012

Best & Worst Cons. Disc. ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 16, 2012

Best & Worst Industrials ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 16, 2012

Best & Worst Info Tech ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 16, 2012

Best & Worst Materials ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 13, 2012

Roadmap to the Best & Worst Sector ETFs and Mutual Funds 2Q12

Ratings For Every Sector

Apr 13, 2012

The Best & Worst ETFs and Mutual Funds by Sector 2Q12

Apr 13, 2012

Best & Worst Health Care ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 12, 2012

Best & Worst Cons. Staples ETFs and Mutual Funds 2Q12

Identifying Low Costs and Quality Holdings

Apr 11, 2012

Proof Is In Performance Thru 1Q12

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our large cap short strategy beat the short S&P 500 by 2% YTD.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 1%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Apr 9, 2012

Ballantyne Strong, Inc. (BTN)

FREE Company Valuation Report - April 2012 Most ATTRACTIVE Small Cap Stock

Apr 9, 2012

Warner Chilcott Plc (WCRX)

FREE Company Valuation Report - April 2012 Most ATTRACTIVE Large Cap Stock

Apr 9, 2012

Susquehanna Bancshares, Inc. (SUSQ)

FREE Company Valuation Report - April 2012 Most DANGEROUS Small Cap Stock

Apr 9, 2012

ViaSat Inc. (VSAT)

FREE Company Valuation Report - April 2012 Most DANGEROUS Large Cap Stock

Apr 7, 2012

How To Avoid The Worst ETFs

Fund Picks And Pans

Apr 4, 2012

Most Attractive Stocks For April 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 13 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+5.5%) outperformed the S&P 500 (+3.6%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Apr 4, 2012

Most Dangerous Stocks For April 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 18 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+5.4%) rose more than the S&P 500 (+3.6%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Mar 30, 2012

How To Find The Best ETFs

Fund Picks And Pans

Mar 27, 2012

Front Run Buffett: Buy SNI

Stock Picks And Pans

Mar 21, 2012

Traditional Fund Ratings Flaws Should Not Be Tolerated

Stock Picks And Pans

Mar 20, 2012

Most Attractive ETFs For March

Stock Picks And Pans

Mar 13, 2012

Most Dangerous ETFs for March

Stock Picks And Pans

Mar 12, 2012

Get Off The SBUX Bandwagon Before It Crashes

Stock Picks And Pans

Mar 7, 2012

CF Industries Holdings, Inc. (CF)

FREE Company Valuation Report - March 2012 Most ATTRACTIVE Large Cap Stock

Mar 7, 2012

PDL BioPharma, Inc. (PDLI)

FREE Company Valuation Report - March 2012 Most ATTRACTIVE Small Cap Stock

Mar 7, 2012

Digital Realty Trust, Inc. (DLR)

FREE Company Valuation Report - March 2012 Most DANGEROUS Large Cap Stock

Mar 7, 2012

ViaSat Inc. (VSAT)

FREE Company Valuation Report - March 2012 Most DANGEROUS Small Cap Stock

Mar 5, 2012

Sell BAC: Management Is Running Out Of Gimmicks

Stock Picks And Pans

Mar 2, 2012

Most Attractive Stocks For March 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 new stocks make our March lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-5.3%) underperformed the S&P 500 (+1.5%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Mar 2, 2012

Most Dangerous Stocks For March 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 new stocks make our March lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-0.7%) fell while the S&P 500 rose (+1.5%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Feb 28, 2012

Smoking Out The Truth: Buy MO

Stock Picks And Pans

Feb 17, 2012

Real Earnings Season Begins Now

Stock Picks And Pans

Feb 15, 2012

Cheap Funds Dupe Investors

Quality Holdings Drive Performance

Feb 15, 2012

The Best and Worst Consumer Discretionary Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Consumer Staples Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Energy Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Financials Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Health Care Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Industrials Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Info Tech Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Materials Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Telecom Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Utilities Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

Roadmap to the Best & Worst Fund Investment Styles 1Q12

Ratings for Every Investment Style

Feb 15, 2012

The Best and Worst Investment Style Funds 1Q12

Feb 15, 2012

The Best and Worst All-Cap Blend Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst All-Cap Growth Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst All-Cap Value Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Large-Cap Blend Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Large-Cap Growth Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Large-Cap Value Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Mid-Cap Blend Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Mid-Cap Growth Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Mid-Cap Value Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Small-Cap Blend Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Small-Cap Growth Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 15, 2012

The Best and Worst Small-Cap Value Funds 1Q12

Identifying Low Costs and Quality Holdings

Feb 8, 2012

ITT Educational Services Inc. (ESI)

FREE Company Valuation Report - February 2012 Most ATTRACTIVE Large Cap Stock

Feb 8, 2012

Cabela's Inc. (CAB)

FREE Company Valuation Report - January 2012 Most DANGEROUS Small Cap Stock

Feb 8, 2012

Pro-Dex Inc. (PDEX)

FREE Company Valuation Report - February 2012 Most ATTRACTIVE Small Cap Stock

Feb 8, 2012

Service Corporation International (SCI)

FREE Company Valuation Report - February 2012 Most DANGEROUS Large Cap Stock

Feb 3, 2012

Most Attractive Stocks For February 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+9.7%) outperformed the S&P 500 (+3.6%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Feb 3, 2012

Most Dangerous Stocks For February 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+5.4%) rose more than the S&P 500 (+3.6%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jan 20, 2012

Sector Allocation Roadmap 1Q12

Predictive Ratings to Maximize Performance

  • Our Sector ETF Roadmap report provides ratings for every sector, the S&P 500, and the Russell 2000.
  • Ever wonder what it would be like to evaluate sectors with the same rigor as individual stocks - that is exactly what we deliver.
  • Given the success of our Rating system for individual stocks, we believe its application to sectors will also help investors make more informed decisions.
Jan 11, 2012

Proof Is In Performance Thru 4Q11

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our small cap short strategy beat the short Russell 2000 by 20% YTD.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 11%.
  • Our small cap long/short strategy beat the Risk-Free Rate by 6%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Jan 11, 2012

Applied Materials, Inc. (AMAT)

FREE Company Valuation Report - January 2012 Most ATTRACTIVE Large Cap Stock

Jan 11, 2012

Astex Pharm (ASTX)

FREE Company Valuation Report - January 2012 Most ATTRACTIVE Small Cap Stock

Jan 11, 2012

Affiliated Managers Group, Inc. (AMG)

FREE Company Valuation Report - January 2012 Most DANGEROUS Large Cap Stock

Jan 11, 2012

ICG Group Inc (ICGE)

FREE Company Valuation Report - January 2012 Most DANGEROUS Small Cap Stock

Jan 6, 2012

Most Attractive Stocks For January 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.1%) underperformed the S&P 500 (+2.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jan 6, 2012

Most Dangerous Stocks For January 2012

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-0.3%) fell while the S&P 500 rose (+2.7%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 14, 2011

Safest Harbors In A Stormy Market

Stock & Fund Picks

Dec 8, 2011

Don't Be Fooled: The Euro Will Take Us All Down

Stock & Fund Picks

Dec 7, 2011

Medicis Pharmaceutical Corp (MRX)

FREE Company Valuation Report - December 2011 Most ATTRACTIVE Small Cap Stock

Dec 7, 2011

TRW Automotive Holdings Corp (TRW)

FREE Company Valuation Report - December 2011 Most ATTRACTIVE Large Cap Stock

Dec 7, 2011

AerCap Holdings N.V. (AER)

FREE Company Valuation Report - December 2011 Most DANGEROUS Small Cap Stock

Dec 7, 2011

Nuance Communications, Inc. (NUAN)

FREE Company Valuation Report - December 2011 Most DANGEROUS Large Cap Stock

Dec 2, 2011

Most Attractive Stocks For December 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-0.6%) underperformed the S&P 500 (+0.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 2, 2011

Most Dangerous Stocks For December 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+0.2%) rose less than the S&P 500 (+0.7%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Nov 30, 2011

Short VMware (VMW) As Hedge For Euro Recession

Stock Picks And Pans

Nov 23, 2011

ETF vs Mutual Funds: The Winner Is...

Stock Picks and Pans

Nov 16, 2011

Forensic Analysis: Avoid Energy & Financial Stocks

Stock Picks And Pans

Nov 9, 2011

Cutting Thru the Smoke in the Energy Sector

Stock Picks And Pans

Nov 7, 2011

AVX Corporation (AVX)

FREE Company Valuation Report - November 2011 Most ATTRACTIVE Large Cap Stock

Nov 7, 2011

InterDigital Inc. (IDCC)

FREE Company Valuation Report - November 2011 Most ATTRACTIVE Small Cap Stock

Nov 7, 2011

Genesee & Wyoming, Inc. (GWR)

FREE Company Valuation Report - November 2011 Most DANGEROUS Large Cap Stock

Nov 7, 2011

ViaSat Inc. (VSAT)

FREE Company Valuation Report - November 2011 Most DANGEROUS Small Cap Stock

Nov 2, 2011

Most Attractive Stocks For November 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+9.3%) underperformed the S&P 500 (+9.6%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Nov 2, 2011

Most Dangerous Stocks For November 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+14.2%) rose more than the S&P 500 (+9.6%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Nov 2, 2011

Utility Sector: Check the Ingredients Before Buying

Stock Picks And Pans

Nov 1, 2011

Feels Like 1999 All Over Again

Stock Picks And Pans

Oct 19, 2011

ETF Shoppers: Accounting Trickery Worst In Financial Sector

Stock Picks And Pans

Oct 14, 2011

Proof Is In Performance Thru 3Q11

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our small cap short strategy beat the short Russell 2000 by 19% YTD.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 13%.
  • Our large cap long/short strategy beat the Risk-Free Rate by 12%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Oct 11, 2011

Large-Cap Value Has 36 Aliases in ETF World

Stock Picks And Pans

Oct 10, 2011

InterDigital Inc. (IDCC)

FREE Company Valuation Report - October 2011 Most ATTRACTIVE Large Cap Stock

Oct 10, 2011

POZEN Inc. (POZN)

FREE Company Valuation Report - October 2011 Most ATTRACTIVE Small Cap Stock

Oct 10, 2011

American Express Company (AXP)

FREE Company Valuation Report - October 2011 Most DANGEROUS Large Cap Stock

Oct 10, 2011

iGo Inc. (IGOI)

FREE Company Valuation Report - October 2011 Most DANGEROUS Small Cap Stock

Oct 7, 2011

Sector ETF Roadmap 4Q11

Predictive Ratings to Maximize Performance

  • Our Sector ETF Roadmap report provides ratings for every sector, the S&P 500, and the Russell 2000.
  • Ever wondered what it would be like to evaluate sectors with the same rigor as individual stocks - that is exactly what we deliver.
  • Given the success of our Rating system for individual stocks, we believe its application to sectors will also help investors make more informed decisions.
Oct 7, 2011

Russell 2000 Index ETFs 4Q11

Ratings of Investment Merit

  • Russell 2000 ETFs have Dangerous Overall Predictive Ratings because the index offers more downside risk than upside potential.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our analysis is based on aggregation of models for companies in the Russell 2000 and weighted according to the ETFs' allocations to those companies.
Oct 7, 2011

S&P 500 Index ETFs 4Q11

Ratings of Investment Merit

  • S&P 500 ETFs have Neutral Overall Predictive Ratings because the index offers upside potential that is fairly balanced with downside risk.
  • This research enables investors to analyze funds as they analyze stocks
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our analysis is based on aggregation of models for companies in the S&P 500 and weighted according to the ETFs' allocations to those companies.
Oct 7, 2011

The Best & Worst Consumer Discretionary Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 17 Consumer Discretionary sector ETFs.
  • We benchmark individual ETFs against the entire Consumer Discretionary sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-raked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocation to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Consumer Staples Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 10 Consumer Staples sector ETFs.
  • We benchmark individual ETFs against the entire Consumer Staples sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock ratings system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Financials Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 25 Financials sector ETFs.
  • We benchmark individual ETFs against the entire Financials sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Health Care Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 21 Health Care sector ETFs.
  • We benchmark individual ETFs against the entire Health Care sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocation to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Industrials Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 17 Industrials sector ETFs.
  • We benchmark individual ETFs against the entire Industrials sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETTs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Materials Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 10 Materials sector ETFs.
  • We benchmark individual ETFs against the entire Materials sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Technology Sector ETFs 4Q11

Ratings of Investment Merit

  • We provided predictive ratings for 26 Technology sector ETFs.
  • We benchmark individual ETFs against the entire Technology sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Telecom Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 5 Telecommunication Services sector ETFs.
  • We benchmark individual ETFs against the entire Telecommunication Services sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 7, 2011

The Best & Worst Utilities Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide ratings for 9 Utilities sector ETFs.
  • We benchmark individual ETFs against the entire Utilities sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 7, 2011

The Best and Worst Energy Sector ETFs 4Q11

Ratings of Investment Merit

  • We provide predictive ratings for 15 Energy sector ETFs.
  • We benchmark individual ETFs against the entire Energy sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Oct 5, 2011

Most Attractive Stocks For October 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 10 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-9.0%) underperformed the S&P 500 (-6.4%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Oct 5, 2011

Most Dangerous Stocks For October 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-12.3%) fell more than the S&P 500 (-6.4%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Oct 5, 2011

Sell Starbucks - Still A Bad Stock

Stock Picks And Pans

Sep 29, 2011

Starbucks Corporation (SBUX)

FREE Company Valuation Report

Sep 28, 2011

Buy Lam Research: More Value Than Meets the Eye

Stock Picks And Pans

Sep 14, 2011

Sell Baker Hughes Before The Stock Goes Up In Fumes

Stock Picks And Pans

Sep 9, 2011

Should Directors Ignore Those One-Time Items?

Stock Picks And Pans

Sep 7, 2011

Amtech Systems, Inc. (ASYS)

FREE Company Valuation Report - September 2011 Most ATTRACTIVE Small Cap Stock

Sep 7, 2011

Teradyne Inc. (TER)

FREE Company Valuation Report - September 2011 Most ATTRACTIVE Large Cap Stock

Sep 7, 2011

Martin Marietta Materials, Inc. (MLM)

FREE Company Valuation Report - September 2011 Most DANGEROUS Large Cap Stock

Sep 7, 2011

VirnetX Holding Corp (VHC)

FREE Company Valuation Report - September 2011 Most DANGEROUS Small Cap Stock

Sep 2, 2011

Most Attractive Stocks For September 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 11 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-5.2%) underperformed the S&P 500 (-3.3%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Sep 2, 2011

Most Dangerous Stocks For September 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-11.4%) fell more than the S&P 500 (-3.3%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Aug 31, 2011

Buy Clorox: Management Focused On Shareholder Value

Stock Picks And Pans

Aug 24, 2011

Fed’s Bazooka: Final Policy Firepower in Jackson Hole

Stock Picks And Pans

Aug 18, 2011

S&P's Downgrade Did Us a Favor

Stock Picks And Pans

Aug 17, 2011

Financial Sector ETFs Are A Risky Gamble

Stock Picks And Pans

Aug 10, 2011

Don't Fall For the Market Headfake

Stock Picks And Pans

Aug 8, 2011

Corning Inc. (GLW)

FREE Company Valuation Report - August 2011 Most ATTRACTIVE Large Cap Stock

Aug 8, 2011

Emerson Radio Corp (MSN)

FREE Company Valuation Report - August 2011 Most ATTRACTIVE Small Cap Stock

Aug 8, 2011

ICG Group Inc (ICGE)

FREE Company Valuation Report - August 2011 Most DANGEROUS Small Cap Stock

Aug 8, 2011

Principal Financial Group, Inc. (PFG)

FREE Company Valuation Report - August 2011 Most DANGEROUS Large Cap Stock

Aug 3, 2011

Energy Sector ETFs Could Incinerate Your Savings

Stock Picks And Pans

Aug 3, 2011

Most Attractive Stocks For August 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-4.4%) underperformed the S&P 500 (-3.9%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Aug 3, 2011

Most Dangerous Stocks For August 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-2.3%) fell less than the S&P 500 (-3.9%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jul 27, 2011

Avoid Utility Sector ETFs

Stock Picks And Pans

Jul 20, 2011

Proof Is In Performance Thru 2Q11

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our small cap short strategy beat the short Russell 2000 by 10% YTD.
  • Our small cap long/short strategy beat the Risk-Free Rate by 4%.
  • Our large and small cap short strategy beat the short S&P 500 and Russell 2000 by 4%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Jul 20, 2011

Sell Starwood Before FASB Closes Loophole To Boost EPS

Stock Picks And Pans

Jul 20, 2011

Tech Sector ETF Rankings

Stock Picks And Pans

Jul 18, 2011

Sector ETF Rankings: Chips and Dips Rise To The Top

Stock Picks And Pans

Jul 15, 2011

Sector ETF Roadmap 2Q11

Risk/Reward Ratings for Every Sector, the S&P 500, and the Russell 2000

  • Our Sector ETF Roadmap report provides ratings for every sector, the S&P 500, and the Russell 2000.
  • Ever wondered what it would be like to evaluate sectors with the same rigor as individual stocks - that is exactly what we deliver.
  • Given the success of our Rating system for individual stocks, we believe its application to sectors will also help investors make more informed decisions.
Jul 15, 2011

S&P 500 Index ETFs

Ratings of Investment Merit

  • S&P 500 ETFs have Neutral Overall Risk/Reward Ratings because the index offers upside potential that is fairly balanced with downside risk.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our analysis is based on aggregation of models for companies in the S&P 500 and weighted according to the ETFs' allocations to those companies.
Jul 15, 2011

Russell 2000 Index ETFs

Ratings of Investment Merit

  • Russell 2000 ETFs have Dangerous Overall Risk/Reward Ratings because the index offers more downside risk than upside potential.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our analysis is based on aggregation of models for companies in the Russell 2000 and weighted according to the ETFs' allocations to those companies.
Jul 15, 2011

The Best & Worst Consumer Discretionary Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 17 Consumer Discretionary sector ETFs.
  • We benchmark individual ETFs against the entire Consumer Discretionary sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-raked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocation to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Consumer Staples Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 10 Consumer Staples sector ETFs.
  • We benchmark individual ETFs against the entire Consumer Staples sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock ratings system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Energy Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 17 Energy sector ETFs.
  • We benchmark individual ETFs against the entire Energy sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Financials Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 26 Financials sector ETFs.
  • We benchmark individual ETFs against the entire Financials sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Health Care Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 20 Health Care sector ETFs.
  • We benchmark individual ETFs against the entire Health Care sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocation to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Industrials Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 16 Industrials sector ETFs.
  • We benchmark individual ETFs against the entire Industrials sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETTs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Materials Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 10 Materials sector ETFs.
  • We benchmark individual ETFs against the entire Materials sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Technology Sector ETFs

Ratings of Investment Merit

  • We provided predictive ratings for 25 Technology sector ETFs.
  • We benchmark individual ETFs against the entire Technology sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Telecom Sector ETFs

Ratings of Investment Merit

  • We provide predictive ratings for 5 Telecommunication Services sector ETFs.
  • We benchmark individual ETFs against the entire Telecommunication Services sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 15, 2011

The Best & Worst Utilities Sector ETFs

Ratings of Investment Merit

  • We provide ratings for 9 Utilities sector ETFs.
  • We benchmark individual ETFs against the entire Utilities sector and the S&P 500.
  • This research enables investors to analyze funds as they analyze stocks.
  • We offer custom and enhanced ETFs based on our top-ranked stock rating system.
  • Our ETF analysis is based on aggregation of models for companies held by the fund and weighted according to the fund's allocations to those companies, excluding cash.
Jul 1, 2011

Most Attractive Stocks For July 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.7%) outperformed the S&P 500 (+1.6%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jul 1, 2011

Most Dangerous Stocks For July 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+0.5%) rose less than the S&P 500 (+1.6%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jul 1, 2011

Analog Devices, Inc. (ADI)

FREE Company Valuation Report - July 2011 Most ATTRACTIVE Large Cap Stock

Jul 1, 2011

Highway Holdings, Ltd. (HIHO)

FREE Company Valuation Report - July 2011 Most ATTRACTIVE Small Cap Stock

Jul 1, 2011

Capital One Financial Corp (COF)

FREE Company Valuation Report - July 2011 Most DANGEROUS Large Cap Stock

Jul 1, 2011

Fox Chase Bancorp, Inc. (FXCB)

FREE Company Valuation Report - July 2011 Most DANGEROUS Small Cap Stock

Jun 29, 2011

Wal-Mart's Stock Is A Terrific Bargain

Stock Picks And Pans

Jun 23, 2011

PowerShares Leads The Most Attractive ETFs

Stock Picks And Pans

Jun 15, 2011

RIMM's Stock Offers A Free Option On a Comeback

Stock Picks And Pans

Jun 8, 2011

Forest Laboratories, Inc. (FRX)

FREE Company Valuation Report - June 2011 Most ATTRACTIVE Large Cap Stock

Jun 8, 2011

InterDigital Inc. (IDCC)

FREE Company Valuation Report - June 2011 Most ATTRACTIVE Small Cap Stock

Jun 8, 2011

Kindred Healthcare, Inc. (KND)

FREE Company Valuation Report - June 2011 Most DANGEROUS Small Cap Stock

Jun 8, 2011

Martin Marietta Materials, Inc. (MLM)

FREE Company Valuation Report - June 2011 Most DANGEROUS Large Cap Stock

Jun 7, 2011

More Downside Than Meets The Eye for Finisar

Stock Picks And Pans

Jun 3, 2011

Most Attractive Stocks For June 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 8 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-1.0%) outperformed the S&P 500 (-2.4%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jun 3, 2011

Most Dangerous Stocks For June 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-0.1%) fell less than the S&P 500 (-2.4%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
May 24, 2011

Lorillard's Profits Require No Smoke and Mirrors

Stock Picks And Pans

May 18, 2011

Sell Citigroup Before The House of Cards Folds

Stock Picks And Pans

May 18, 2011

Sell Morgan Stanley Before It Sells You Down the River

Stock Picks And Pans

May 11, 2011

A Little Good In Telecom Sector ETFs

Telecom Sector ETFs

May 11, 2011

Bad And Ugly Industrials Sector ETFs

Industrials Sector ETFs

May 11, 2011

Bad and Ugly In Materials Sector ETFs

Materials Sector ETFs

May 11, 2011

Bad and Ugly Utility Sector ETFs

Utility Sector ETFs

May 11, 2011

Lots of Ugly In Energy Sector ETFs

Energy Sector ETFs

May 11, 2011

Mainly Just Good In Health Care Sector ETFs

Health Care Sector ETFs

May 11, 2011

Many Tasty Choices in Consumer Staples Sector ETFs

Consumer Staples Sector ETFs

May 11, 2011

Nothing But Ugly Financials Sector ETFs

Financials Sector ETFs

May 11, 2011

Show Discretion When Choosing Cons. Disc. Sector ETFs

Consumer Discretionary Sector ETFs

May 11, 2011

The Good, Bad and Ugly In Tech Sector ETFs

Info Tech Sector ETFs

May 10, 2011

Proof Is In Performance Thru 1Q11

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our small cap short strategy beat the short Russell 2000 by 5% in the first quarter.
  • Our large cap long strategy beat the S&P 500 by 2%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
May 9, 2011

Credit Acceptance Corp (CACC)

FREE Company Valuation Report - May 2011 Most ATTRACTIVE Large Cap Stock

May 9, 2011

Finisar Corporation (FNSR)

FREE Company Valuation Report - May 2011 Most DANGEROUS Large Cap Stock

May 9, 2011

Hollywood Media Corp (HOLL)

FREE Company Valuation Report - May 2011 Most DANGEROUS Small Cap Stock

May 9, 2011

MKS Instruments, Inc. (MKSI)

FREE Company Valuation Report - May 2011 Most ATTRACTIVE Small Cap Stock

May 4, 2011

Most Attractive Stocks for May 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 11 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-0.1%) underperformed the S&P 500 (+2.2%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
May 4, 2011

Most Dangerous Stocks for May 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 3 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-0.1%) fell while the S&P 500 rose (+2.2%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Apr 28, 2011

The Good, Bad and Ugly in Tech Sector ETFs

Tech Sector ETFs

  • Stock Pick of the Week: the Best and Worst ETFs
Apr 21, 2011

Sector ETF Roadmap

Risk/Reward Ratings for Every Sector, the S&P 500, and Russell 2000

  • Updated report that reflects recent decline in stock prices.
  • Our Sector ETF Roadmap report provides ratings for every sector, the S&P 500, and Russell 2000.
  • Ever wondered what it would be like to evaluate sectors with the same rigor as individual stocks - that is exactly what we deliver.
  • Given the success of our Rating system for individual stocks, we believe its application to sectors will also help investors make more informed decisions.
Apr 21, 2011

The Best & Worst Consumer Discretionary Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 6 Consumer Discretionary sector ETFs.
  • We benchmark the individual ETFs against the entire Consumer Discretionary sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 21, 2011

The Best & Worst Consumer Staples Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 5 Consumer Staples sector ETFs.
  • We benchmark the individual ETFs against the entire Consumer Staples sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 21, 2011

The Best & Worst Energy Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 9 Energy sector ETFs.
  • We benchmark the individual ETFs against the entire Energy sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 21, 2011

The Best & Worst Financials Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 9 Financials sector ETFs.
  • We benchmark the individual ETFs against the entire Financials sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 21, 2011

The Best & Worst Industrials Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 6 Industrials sector ETFs.
  • We benchmark the individual ETFs against the entire Industrials sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 21, 2011

The Best & Worst Materials Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 6 Materials sector ETFs.
  • We benchmark the individual ETFs against the entire Materials sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 21, 2011

The Best & Worst Telecom Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 3 Telecom sector ETFs.
  • We benchmark the individual ETFs against the entire Telecom sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 21, 2011

The Best & Worst Utilities Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 5 Utilities sector ETFs.
  • We benchmark the individual ETFs against the entire Utilities sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 14, 2011

Sector ETF Roadmap

Risk/Reward Ratings for Every Sector ETF, the S&P 500, and Russell 2000

  • Our Sector ETF Roadmap report provides ratings for every sector, the S&P 500, and Russell 2000.
  • Ever wondered what it would be like to evaluate sectors with the same rigor as individual stocks - that is exactly what we deliver.
  • Given the success of our Rating system for individual stocks, we believe its application to sectors will also help investors make more informed decisions.
Apr 14, 2011

The Best & Worst Health Care Sector ETFs

Structural Integrity - and - Investment Merits

  • We rate the investment merit of the top 9 Health Care sector ETFs.
  • We benchmark the individual ETFs against the entire Health Care sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 12, 2011

The Best & Worst Information Technology Sector ETFs

Information Technology Sector ETF Recommendations

  • We rate the investment merit of the top 12 Tech sector ETFs.
  • We benchmark the individual ETF ratings against the entire Tech sector and the S&P 500.
  • Our ratings enable investors to analyze ETFs in the same way they analyze stocks.
  • We can apply our top-ranked stock ratings to any ETF, mutual fund, or portfolio.
  • Our ETF/fund analysis is based on aggregation of models for companies held by the fund and weighted according to the fund’s allocations to those companies, excluding cash.
Apr 6, 2011

Allied World Assurance Co Holdings, Ltd. (AWH)

FREE Company Valuation Report - April 2011 Most ATTRACTIVE Large Cap Stock

Apr 6, 2011

China Integrated Energy, Inc. (CBEH)

FREE Company Valuation Report - April 2011 Most ATTRACTIVE Small Cap Stock

Apr 6, 2011

Allied Nevada Gold Corp (ANV)

FREE Company Valuation Report - April 2011 Most DANGEROUS Large Cap Stock

Apr 6, 2011

PowerSecure International, Inc. (POWR)

FREE Company Valuation Report - April 2011 Most DANGEROUS Small Cap Stock

Apr 1, 2011

Most Attractive Stocks For April 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 17 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.9%) outperformed the S&P 500 (+1.3%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Apr 1, 2011

Most Dangerous Stocks For April 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+2.2%) rose more than the S&P 500 (+1.3%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms. See our website for details.
Mar 7, 2011

China Education Alliance Inc (CEU)

FREE Company Valuation Report - March 2011 Most ATTRACTIVE Small Cap Stock

Mar 7, 2011

ITT Educational Services Inc. (ESI)

FREE Company Valuation Report - March 2011 Most ATTRACTIVE Large Cap Stock

Mar 7, 2011

Kindred Healthcare, Inc. (KND)

FREE Company Valuation Report - March 2011 Most DANGEROUS Small Cap Stock

Mar 7, 2011

Ryder System, Inc. (R)

FREE Company Valuation Report - March 2011 Most DANGEROUS Large Cap Stock

Mar 2, 2011

Most Attractive Stocks For March 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 new stocks make our March lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+0.2%) underperformed the S&P 500 (+1.8%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Mar 2, 2011

Most Dangerous Stocks For March 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 new stocks make our March lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+3.7%) rose more than the S&P 500 (+1.8%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Feb 28, 2011

Red Flag: Hidden One-Time Items

Raising Red Flags on Distorted Earnings

  • Hidden one-time charges/income can mislead investors by artificially decreasing/increasing GAAP earnings.
  • Accounting rules allow companies to include one-time charges/income as part of their normal operating earnings.
  • We found 13,000+ one-time items buried in normal line items like “Cost of Sales” by studying the Footnotes of 10-K filings.
  • Companies concealed over $41 billion in one-time items during the last reported fiscal year.
  • 162 S&P 500 companies report earnings that are distorted by hidden one-time items in their most recent fiscal year.
Feb 28, 2011

Red Flag: Hidden One-Time Items Premium Report

Raising Red Flags on Distorted Earnings

  • Hidden one-time charges/income can mislead investors by artificially decreasing/increasing GAAP earnings.
  • Accounting rules allow companies to include one-time charges/income as part of their normal operating earnings.
  • We found 13,000+ one-time items buried in normal line items like “Cost of Sales” by studying the Footnotes of 10-K filings.
  • Companies concealed over $41 billion in one-time items during the last reported fiscal year.
  • 162 S&P 500 companies report earnings that are distorted by hidden one-time items in their most recent fiscal year.
Feb 8, 2011

Discover Financial Services (DFS)

FREE Company Valuation Report - February 2011 Most ATTRACTIVE Large Cap Stock

Feb 8, 2011

Hatteras Financial Corp (HTS)

FREE Company Valuation Report - February 2011 Most ATTRACTIVE Small Cap Stock

Feb 8, 2011

Energy XXI (Bermuda), Ltd. (EXXI)

FREE Company Valuation Report - February 2011 Most DANGEROUS Small Cap Stock

Feb 8, 2011

TriQuint Semiconductor, Inc. (TQNT)

FREE Company Valuation Report - February 2011 Most DANGEROUS Large Cap Stock

Feb 2, 2011

Most Attractive Stocks For February 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+0.2%) underperformed the S&P 500 (+0.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Feb 2, 2011

Most Dangerous Stocks For February 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 8 new stocks make our February lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+0.5%) rose less than the S&P 500 (+0.7%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jan 26, 2011

Proof Is In Performance Thru 4Q10

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Our top 3 strategies in 2010 beat their benchmarks in 2010.
  • Our small cap Long strategy beat the Russell 2000 by 14%.
  • Our large & small cap Long strategy beat the combo of S&P 500 and Russell 2000 by 11%.
  • Our small cap Long/Short strategy beat the risk-free rate by 10%.
  • These strategies (and others) beat their benchmarks by much more since inception in January 2005.
  • Barron’s consistently ranks our stock-picking as amongst the best of the major research firms.
Jan 20, 2011

Red Flag: Asset Write-Downs

Raising Red Flags on Value Destruction

  • Beware of companies with artificially high profits based on asset write-downs. Their stocks could collapse.
  • Write-downs reveal management incompetence. They result from asset values falling below book values.
  • Only 53 of the current S&P 500 companies have no write-downs. The other S&P 500 companies wrote down more than $920 billion. Buy our premium report for the complete list of S&P 500 companies with no write-downs and the 150 top offenders.
  • 137 companies have written down more than $1 for each dollar on their balance sheets. Buy our premium report for the complete list of companies.
  • Asset write-downs are hard to find and require expertise in Financial Footnotes to identify. They go by a wide variety of code names as shown on Page 2.
  • Appendix A shows how we unearth write-downs buried in the Financial Footnotes.
  • Asset write-downs cause accounting earnings to be an unreliable measure of corporate profitability.
  • We reverse all accounting distortions, including over 43,000 asset-write downs, to reveal the true economic profitability of over 3,000 companies.
Jan 20, 2011

Red Flag: Asset Write-Downs Premium Report

Raising Red Flags on Value Destruction

  • Beware of companies with artificially high profits based on asset write-downs. Their stocks could collapse.
  • Write-downs reveal management incompetence. They result from asset values falling below book values.
  • Only 53 of the current S&P 500 companies have no write-downs. See Appendix C. The other S&P 500 companies wrote down more than $920 billion.
  • 137 companies have written down more than $1 for each dollar on their balance sheets. See Appendix D.
  • Asset write-downs are hard to find and require expertise in Financial Footnotes to identify. They go by a wide variety of code names as shown on Page 2.
  • Appendix A shows how we unearth write-downs buried in the Financial Footnotes.
  • Asset write-downs cause accounting earnings to be an unreliable measure of corporate profitability.
  • We reverse all accounting distortions, including over 43,000 asset-write downs, to reveal the true economic profitability of over 3,000 companies.
Jan 10, 2011

Emerson Radio (MSN)

FREE Company Valuation Report - January 2011 Most ATTRACTIVE Small Cap Stock

Jan 10, 2011

Seagate Tech (STX)

FREE Company Valuation Report - January 2011 Most ATTRACTIVE Large Cap Stock

Jan 10, 2011

Fundtech Corp (FNDT)

FREE Company Valuation Report - January 2011 Most DANGEROUS Small Cap Stock

Jan 10, 2011

Onyx Pharmaceuticals (ONXX)

FREE Company Valuation Report - January 2011 Most DANGEROUS Large Cap Stock

Jan 5, 2011

Most Attractive Stocks For January 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+6.8%) outperformed the S&P 500 (+4.1%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jan 5, 2011

Most Dangerous Stocks For January 2011

20 Large/Mid Cap and 20 Small Cap Stocks

  • 10 new stocks make our January lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+5.5%) rose more than the S&P 500 (+4.1%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 17, 2010

BlackRock Large Cap Value Inv A (MDLVX)

Premium Mutual Fund Rating Report

  • New Constructs Initiates Research Coverage of Mutual Funds
  • Our recommendation of MDLVX incorporates assessments of the Overall Risk/Reward Rating of the fund's holdings as well its expenses and fees.
  • This reports offers unrivaled insights into the profitability and valuation of mutual funds' holdings.
  • Learn the Risk/Reward Ratings of the mutual funds' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to mutual funds will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 17, 2010

Putnam Investors A (PINVX)

Premium Mutual Fund Rating Report

  • New Constructs Initiates Research Coverage of Mutual Funds
  • Our recommendation of PINVX incorporates assessments of the Overall Risk/Reward Rating of the fund's holdings as well its expenses and fees.
  • This reports offers unrivaled insights into the profitability and valuation of mutual funds' holdings.
  • Learn the Risk/Reward Ratings of the mutual funds' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to mutual funds will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 17, 2010

Thrivent Large Cap Stock A (AALGX)

Premium Mutual Fund Rating Report

  • New Constructs Initiates Research Coverage of Mutual Funds
  • Our recommendation of AALGX incorporates assessments of the Overall Risk/Reward Rating of the fund's holdings as well its expenses and fees.
  • This reports offers unrivaled insights into the profitability and valuation of mutual funds' holdings.
  • Learn the Risk/Reward Ratings of the mutual funds' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to mutual funds will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Consumer Discretionary ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Consumer Discretionary ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Consumer Discretionary ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Energy ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Energy ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Energy ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Financials ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Financials ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Financials ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Health Care ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Health Care ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Health Care ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Industrials ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to the Industrials ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Industrials ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Information Technology ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Information Technology ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Information Technology ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Materials ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Materials ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Materials ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Russell 2000 ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Russell 2000 ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Russell 2000 ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 13, 2010

Telecommunication Services ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to Telecommunication Services ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Telecommunication Services ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 11, 2010

Consumer Staples ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to the Consumer Staples ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Consumer Staples ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 11, 2010

S&P 500 ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to S&P 500 ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of S&P 500 ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 11, 2010

Utilities ETFs

US Equity ETF Risk/Reward Rating and Analysis

  • Learn our recommendation and strategy for investors requiring exposure to the Utilities ETFs.
  • This reports offers unrivaled insights into the profitability and valuation of Utilities ETFs.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst Wall Street research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 8, 2010

ETF Strategic Roadmap

Risk/Reward Ratings for Every Sector ETF, the S&P 500, and Russell 2000

  • Our ETF Strategic Roadmap report provides ratings for every sector ETF, the S&P 500, and Russell 2000, and makes recommendations for ETF investors.
  • Ever wondered what it would be like to evaluate ETFs with the same rigor as individual stocks - that is exactly what we deliver.
  • Learn the Risk/Reward Ratings of the ETFs' holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to ETFs will also help investors make more informed decisions.
  • Barron's recently highlighted our stock-picking as #1 amongst all research firms.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 6, 2010

Legg Mason Cap Mgmt Value Trust (LMVTX) Free Report

FREE Mutual Fund Rating Report

  • New Constructs Initiates Research Coverage of Mutual Funds
  • Our first report released to the public is on Legg Mason Cap Mgmt Value Trust (LMVTX).
  • Ever wondered what it would be like to evaluate funds with the same rigor as individual stocks - that is exactly what we deliver.
  • The premium version of this report shows the Risk/Reward Ratings of the funds holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to mutual funds will also help investors make more informed decisions.
Dec 6, 2010

Oshkosh Corp (OSK)

FREE Company Valuation Report - December 2010 Most ATTRACTIVE Large Cap Stock

Dec 6, 2010

Safe Bulkers Inc (SB)

FREE Company Valuation Report - December 2010 Most ATTRACTIVE Small Cap Stock

Dec 6, 2010

Equity One Inc (EQY)

FREE Company Valuation Report - December 2010 Most DANGEROUS Small Cap Stock

Dec 6, 2010

Raymond James Financial (RJF)

FREE Company Valuation Report - December 2010 Most DANGEROUS Large Cap Stock

Dec 3, 2010

Legg Mason Cap Mgmt Value Trust (LMVTX) Premium Report

Premium Mutual Fund Rating Report

  • New Constructs Initiates Research Coverage of Mutual Funds
  • Our first report released to the public is on Legg Mason Cap Mgmt Value Trust (LMVTX).
  • Ever wondered what it would be like to evaluate funds with the same rigor as individual stocks - that is exactly what we deliver.
  • Learn the Risk/Reward Ratings of the funds holdings as well as how capital is allocated on a Risk/Reward basis.
  • Given the success of our Rating system for individual stocks, we believe its application to mutual funds will also help investors make more informed decisions.
  • To increase exposure to our ETF/Fund diligence and research tools, we are offering this aged report at a highly reduced price.
Dec 2, 2010

Most Attractive Stocks For December 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-1.2%) outperformed the S&P 500 (-1.5%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Dec 2, 2010

Most Dangerous Stocks For December 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our December lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+3.6%) rose while the S&P 500 fell (-1.5%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Nov 5, 2010

Apollo Group Inc (APOL)

FREE Company Valuation Report - November 2010 Most ATTRACTIVE Large Cap Stock

Nov 5, 2010

MedQuist Inc (MEDQ)

FREE Company Valuation Report - November 2010 Most ATTRACTIVE Small Cap Stock

Nov 5, 2010

NYSE Euronext Inc (NYX)

FREE Company Valuation Report - November 2010 Most DANGEROUS Large Cap Stock

Nov 5, 2010

Northern Oil and Gas Inc (NOG)

FREE Company Valuation Report - November 2010 Most DANGEROUS Small Cap Stock

Nov 3, 2010

Most Attractive Stocks For November 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+2.8%) outperformed the S&P 500 (+2.1%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Nov 3, 2010

Most Dangerous Stocks For November 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our November lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+4.5%) rose more than the S&P 500 (+2.1%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Oct 28, 2010

Red Flag: Alternative Fuel Mixture Credit Windfall

Raising Red Flags on Misleading Earnings

  • The Alternative Fuel Mixture Credit (AFMC) Windfall is non-recurring income in the Paper Products Industry that can mask poor economic earnings with record-breaking accounting earnings.
  • 16 companies reported an AFMC Windfall in 2009, averaging 8% of revenues and 161% of pre-tax income.
  • Disclosure of the AFMC Windfall is highly inconsistent. Two companies received a failing grade.
  • One company used aggressive and misleading accounting for the AFMC Windfall.
Oct 28, 2010

Red Flag: Alternative Fuel Mixture Credit Windfall Premium

Raising Red Flags on Misleading Earnings

  • The Alternative Fuel Mixture Credit (AFMC) Windfall is non-recurring income in the Paper Products Industry that can mask poor economic earnings with record-breaking accounting earnings.
  • 16 companies reported an AFMC Windfall in 2009, averaging 8% of revenues and 161% of pre-tax income. See Figure 1.
  • Disclosure of the AFMC Windfall is highly inconsistent. Two companies received a failing grade. See Figure 4.
  • One company used aggressive and misleading accounting for the AFMC Windfall.
Oct 20, 2010

Red Flag: Off-Balance Sheet Debt

Raising Red Flags on Misleading Earnings

  • Over 2,900 companies have misleading earnings due to off-balance sheet debt.
  • We analyze operating lease data in the Financial Footnotes of 50,000+ filings to determine off-balance sheet debt.
  • The 10 S&P 500 companies with the most off-balance sheet operating leases are shown in Figure 1.
  • Over $765 billion of income-producing assets and debt are hidden in the Financial Footnotes in the last fiscal year.
Oct 20, 2010

Red Flag: Off-Balance Sheet Debt Premium Report

Raising Red Flags on Misleading Earnings

  • Over 2,900 companies have misleading earnings due to off-balance sheet debt.
  • The 10 S&P 500 companies with the most off-balance sheet debt as a percent of total assets are shown in Figure 1.
  • Over $509 billion of debt is buried in the Financial Footnotes of the S&P 500 in the last fiscal year.
  • The 100 companies with the most misleading earnings due to operating leases are in the Appendices
  • Appendix A reveals 21 companies that have more off-balance sheet debt than reported total assets.
  • Appendix B reveals 40 companies whose market value is less than off-balance sheet debt.
Oct 15, 2010

New Constructs Client Presentation - 3Q10 Perf

Basics on New Constructs

Oct 11, 2010

Proof Is In Performance Thru 3Q10

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • The Long/Short strategy in Figure 1 earns 80.5% from April 2006 thru September 2010, beating the Risk-Free Rate by 70.2%.
  • Figure 1’s Long/Short strategy also outperformed the S&P 500 (down 10.5%) by 91% and the Russell 2000 (down 9.4%) by 89.9% from April 2006 thru September 2010.
  • Barron’s and Institutional Investor Magazine highlighted our stock-picking as best amongst all research firms.
Oct 8, 2010

Arch Capital Group Ltd (ACGL)

FREE Company Valuation Report - October 2010 Most ATTRACTIVE Large Cap Stock

Oct 8, 2010

Emerson Radio (MSN)

FREE Company Valuation Report - October 2010 Most ATTRACTIVE Small Cap Stock

Oct 8, 2010

Finisar Corp (FNSR)

FREE Company Valuation Report - October 2010 Most DANGEROUS Small Cap Stock

Oct 8, 2010

Rackspace Hosting Inc (RAX)

FREE Company Valuation Report - October 2010 Most DANGEROUS Large Cap Stock

Oct 6, 2010

Most Attractive Stocks For October 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+7.1%) outperformed the S&P 500 (+4.3%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Oct 6, 2010

Most Dangerous Stocks For October 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our October lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+2.6%) rose less than the S&P 500 (+4.3%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Sep 7, 2010

A-Power Energy (APWR)

FREE Company Valuation Report - September 2010 Most ATTRACTIVE Small Cap Stock

Sep 7, 2010

Seagate Tech (STX)

FREE Company Valuation Report - September 2010 Most ATTRACTIVE Large Cap Stock

Sep 7, 2010

AerCap Holdings N. V. (AER)

FREE Company Valuation Report - September 2010 Most DANGEROUS Small Cap Stock

Sep 7, 2010

CONSOL Energy Inc (CNX)

FREE Company Valuation Report - September 2010 Most DANGEROUS Large Cap Stock

Sep 2, 2010

Most Attractive Stocks For September 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 11 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-4.4%) outperformed the S&P 500 (-6.3%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Sep 2, 2010

Most Dangerous Stocks For September 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our September lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-5.8%) fell less than the S&P 500 (-6.3%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Aug 20, 2010

Sandridge Energy Inc (SD)

Free Company Valuation Report - August 2010

Aug 5, 2010

Global Payments Inc. (GPN)

FREE Company Valuation Report - August 2010 Most ATTRACTIVE Large Cap Stock

Aug 5, 2010

Icon Plc Ads (ICLR)

FREE Company Valuation Report - August 2010 Most ATTRACTIVE Small Cap Stock

Aug 5, 2010

AutoNation Inc. (AN)

FREE Company Valuation Report - August 2010 Most DANGEROUS Large Cap Stock

Aug 5, 2010

Finisar Corp (FNSR)

FREE Company Valuation Report - August 2010 Most DANGEROUS Small Cap Stock

Aug 3, 2010

Most Attractive Stocks for August 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 3 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+6.9%) underperformed the S&P 500 (+7.7%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Aug 3, 2010

Most Dangerous Stocks for August 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 6 new stocks make our August lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (+10.5%) rose more than the S&P 500 (+7.7%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jul 29, 2010

Decoding Wall Street Propaganda

Learn How To Find The True Value of Companies

  • Wall Street firms are in the business of selling stock not good research.
  • Good research is in conflict with their investment banking business, which makes all the profits of the bank while research departments are pure cost centers.
  • The depth and breadth of New Constructs’ research represents a Paradigm Shift in equity research.
  • Our patented research system enables us to read, analyze and model the impact of data from the Financial Footnotes for 3000+ companies.
  • No other research firm offers investors as complete or rigorous research on the profitability and valuation of companies.
Jul 26, 2010

Proof Is In Performance Thru 2Q10

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • The Long/Short strategy in Figure 1 earns 81.7% from April 2006 thru June 2010, beating the Risk-Free Rate by 71.4%.
  • Figure 1’s Long/Short strategy also outperformed the S&P 500 (down 21.1%) by 102.8% and the Russell 2000 (down 20.8%) by 102.5% from April 2006 thru June 2010.
  • Barron’s and Institutional Investor Magazine highlighted our stock-picking as best amongst all research firms.
Jul 7, 2010

Myriad Genetics Inc (MYGN)

FREE Company Valuation Report - July 2010 Most ATTRACTIVE Small Cap Stock

Jul 7, 2010

Xilinx Inc (XLNX)

FREE Company Valuation Report - July 2010 Most ATTRACTIVE Large Cap Stock

Jul 7, 2010

Akamai Technologies Inc (AKAM)

FREE Company Valuation Report - July 2010 Most DANGEROUS Large Cap Stock

Jul 7, 2010

USEC Inc (USU)

FREE Company Valuation Report - July 2010 Most DANGEROUS Small Cap Stock

Jul 2, 2010

Most Attractive Stocks for July 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 7 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-3.6%) outperformed the S&P 500 (-6.2%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jul 2, 2010

Most Dangerous Stocks for July 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our July lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-9.7%) fell more than the S&P 500 (-6.2%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jun 17, 2010

Tuesday Morning (TUES) Dangerous Rating

Report referenced in the recent Dow Jones article

  • Here's the report with the data mentioned in the recent Dow Jones article.
  • See Appendices 2, 3, 5 and 6 to see how TUES' off-balance sheet debt affects the profitability of the business.
Jun 4, 2010

Gap Inc (GPS)

FREE Company Valuation Report - June 2010 Most ATTRACTIVE Large Cap Stock

Jun 4, 2010

Tessera Technologies Inc. (TSRA)

FREE Company Valuation Report - June 2010 Most ATTRACTIVE Small Cap Stock

Jun 4, 2010

Dick's Sporting Good Inc (DKS)

FREE Company Valuation Report - June 2010 Most DANGEROUS Large Cap Stock

Jun 4, 2010

Integrated Device Technology (IDTI)

FREE Company Valuation Report - June 2010 Most DANGEROUS Small Cap Stock

Jun 2, 2010

Most Attractive Stocks for June 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 9 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (-1.6%) outperformed the S&P 500 (-7.2%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Jun 2, 2010

Most Dangerous Stocks for June 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 11 new stocks make our June lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks (-9.8%) fell more than the S&P 500 (-7.2%) and outperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
May 25, 2010

Sirius XM Radio (SIRI) - Dangerous Rating

as reported in the TheStreet.com article:

  • This free report contains full details on how reported earnings differ from economic earnings and cash flow.
  • All details on our DCF analysis and valuation model are in the report.
  • All of our reports provide the same details on each of the 3000 companies we cover.
May 14, 2010

Letter to Senator Corker - Requesting A Meeting

First letter to Senator Corker

May 13, 2010

Follow-Up Letter to Senator Corker

Second letter to Senator Corker to follow up on our meeting

May 13, 2010

Presentation to Senator Corker, the SEC, FDIC, COP and PCAOB

Details on how New Constructs helps restore integrity of the markets

May 6, 2010

Lubrizol Corp (LZ)

FREE Company Valuation Report - May 2010 Most ATTRACTIVE Large Cap Stock

May 6, 2010

USA Mobility Inc (USMO)

FREE Company Valuation Report - May 2010 Most ATTRACTIVE Small Cap Stock

May 6, 2010

NYSE Euronext Inc (NYX)

FREE Company Valuation Report - May 2010 Most DANGEROUS Large Cap Stock

May 6, 2010

Stage Stores Inc (SSI)

FREE Company Valuation Report - May 2010 Most DANGEROUS Small Cap Stock

May 5, 2010

Proof Is In Performance Thru 1Q10

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • The Long/Short strategy in Figure 1 earns 57.1% from April 2006 thru Mar 2010, beating the Risk-Free Rate by 46.9%.
  • Figure 1’s Long/Short strategy also outperformed the S&P 500 (down 8.3%) by 65.4% and the Russell 2000 (down 7.7%) by 64.8% from April 2006 thru March 2010.
  • Barron’s and Institutional Investor Magazine highlighted our stock-picking as best amongst all research firms.
May 4, 2010

Most Attractive Stocks for May 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 5 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+1.2%) outperformed the S&P 500 (-0.2%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
May 4, 2010

Most Dangerous Stocks for May 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 4 new stocks make our May lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Dangerous Stocks portfolio (+0.6%) rose while the S&P 500 fell (-0.2%) and underperformed as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Apr 22, 2010

New York Times (NYT)

FREE Report with Data References in Recent BusinessWeek article

  • Details behind the BusinessWeek article referencing our analysis of New York Time (NYT).
  • See details on the $1 billion in write-offs referenced in the article.
  • See details on how the write-offs affect profitability even though they are not reflected accurately in reported earnings. See Appendices 2,3,4 and 5.
Apr 14, 2010

Corporate Disclosure Transgressions

Report Delivered To Senate Banking Committee in Oct 2009

  • The purpose of the report is to show Congress all the ways that companies obfuscate their profitability and manage earnings
  • These Disclosure Transgressions will remain largely undeterred until investors hold companies accountable.
  • Financial Regulatory reform should focus first on ensuring investors are able to access accurate information in the capital markets before adding more regulatory bureaucracy.
  • We believe markets can self-regulate very effectively when investors are adequately informed.
Apr 8, 2010

LEAP WIRELESS INTL INC (LEAP)

FREE Company Valuation Report - for MarketWatch Stupid Investment of the Week

  • See Appendices 2, 3 and 5 for details on how LEAP's off-balance sheet debt affects profitability.
Apr 6, 2010

Most Attractive Stocks for April 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Most Attractive Stocks portfolio (+4.8%) underperformed the S&P 500 (+5.3%) last month.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Apr 6, 2010

Most Dangerous Stocks for April 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 25 new stocks make our April lists.
  • FREE Company Valuation Reports for 2 of the new stocks are in the Free Archive on our website.
  • The Dangerous Stocks portfolio (+4.3%) outperformed the S&P 500 (+5.3%) as a short portfolio last month.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
  • Barron's recently highlighted our stock-picking as amongst the best of all Wall Street firms.
Apr 6, 2010

IMPAC Mortgage Inc (IMPM)

FREE Company Valuation Report - April 2010 Most ATTRACTIVE Small Cap Stock

Apr 6, 2010

Lexmark Intl Inc (LXK)

FREE Company Valuation Report - April 2010 Most ATTRACTIVE Large Cap Stock

Apr 6, 2010

Massey Energy Co (MEE)

FREE Company Valuation Report - April 2010 Most DANGEROUS Large Cap Stock

Apr 6, 2010

RTI Bioligics (RTIX)

FREE Company Valuation Report - April 2010 Most DANGEROUS Small Cap Stock

Mar 2, 2010

Most Attractive Stocks for March 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 15 stocks from last month's report rose more than the S&P 500 (+1.4%). 21 stocks had positive gains.
  • 19 new stocks make our March lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Mar 2, 2010

Most Dangerous Stocks for March 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from last month's report underperformed the S&P500 (+1.4%). 17 stocks had negative returns.
  • 21 new stocks make our March lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Feb 2, 2010

Most Attractive Stocks for February 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 26 stocks from last month's report rose more than the S&P 500 (-5.2%). 11 stocks had positive gains.
  • 8 new stocks make our February lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Feb 2, 2010

Most Dangerous Stocks for February 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from last month's report underperformed the S&P 500 (-5.2%). 30 stocks had negative returns.
  • 6 new stocks make our February lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jan 27, 2010

Proof Is In Performance Thru 4Q09

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • The Long/Short strategy in Figure 1 earns 61.1% from April 2006 thru Dec 2009, beating the Risk-Free Rate by 50.9%.
  • Figure 1’s Long/Short strategy also outperformed the S&P 500 (down 12.5%) by 73.6% and the Russell 2000 (down 15.3%) by 76.4% from April 2006 thru December 2009.
  • Barron’s and Institutional Investor Magazine highlighted our stock-picking as best amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
Jan 5, 2010

Most Attractive Stocks for January 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 29 stocks from last month's report rose more than the S&P 500 (+0.6%). 29 stocks had positive gains.
  • 14 new stocks make our January lists.
  • Note: we modified our FCF Yield Rating. It is based on a single year instead of the 2-year average.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jan 5, 2010

Most Dangerous Stocks for January 2010

20 Large/Mid Cap and 20 Small Cap Stocks

  • 8 stocks from last month's report underperformed the S&P 500 (+0.6%). 8 stocks had negative returns.
  • 8 new stocks make our January lists.
  • Note: we modified our FCF Yield Rating. It is based on a single year instead of the 2-year average.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Dec 9, 2009

Dish Network A (DISH)

On our December 2009 Most ATTRACTIVE Stocks list - Large Cap

Dec 9, 2009

W&T Offshore Inc (WTI)

On our December 2009 Most ATTRACTIVE Stocks list - Small Cap

Dec 9, 2009

Wells Fargo & Co. (WFC)

Neutral Rating

Dec 9, 2009

Extra Space Storage Inc (EXR)

On our December 2009 Most DANGEROUS Stocks list - Small Cap

Dec 9, 2009

Red Hat Inc (RHT)

On our December 2009 Most DANGEROUS Stocks list - Large Cap

Dec 2, 2009

Most Attractive Stocks for December 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • New lower price ($50) for our Most Attractive report.
  • 19 stocks from last month's report rose more than the S&P500 (+4.8%). 28 stocks had positive gains.
  • 12 new stocks make our December lists.
  • Most Attractive Stocks have high and rising returns on capital(ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Dec 2, 2009

Most Dangerous Stocks for December 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • New lower price ($50) for our Most Dangerous report.
  • 29 stocks from last month's report underperformed the S&P 500 (+4.8%). 19 stocks had negative returns.
  • 12 new stocks make our December lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Nov 4, 2009

Most Attractive Stocks for November 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • New lower price ($50) for our Most Attractive report.
  • 13 stocks from last month's report rose more than the S&P500 (+1.3%). 13 stocks had positive gains.
  • 7 new stocks make our November lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Nov 4, 2009

Most Dangerous Stocks for November 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • New lower price ($50) for our Most Dangerous report.
  • 26 stocks from last month's report underperformed the S&P500 (+1.3%). 20 stocks had negative returns.
  • 9 new stocks make our November lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Oct 22, 2009

Proof Is In Performance Thru 3Q09

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 63.2% from April 2006 thru Sept 2009, beating the Risk-Free Rate by 53.0%.
  • Figure 1's Long/Short strategy also outperformed the S&P 500 (down 20.5%) by 83.7% and the Russell 3000 (down 22.8%) by 86.0% from April 2006 thru September 2009.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
Oct 2, 2009

Most Dangerous Stocks for October 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from last month's report underperformed the S&P500 (+5.9%). 11 stocks had negative returns.
  • 6 new stocks make our October lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Oct 2, 2009

Most Attractive Stocks for October 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 17 stocks from last month's report rose more than the S&P 500 (+5.9%). 29 stocks had positive gains.
  • 9 new stocks make our October lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Sep 2, 2009

Most Attractive Stocks for September 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report rose more than the S&P 500 (+1.5%). 21 stocks had positive gains.
  • 4 new stocks make our September lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Sep 2, 2009

Most Dangerous Stocks for September 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from last month's report underperformed the S&P 500 (+1.5%). 18 stocks had negative returns.
  • 7 new stocks make our September lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Aug 5, 2009

Most Attractive Stocks for August 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 23 stocks from last month's report rose more than the S&P 500 (+8.6%). 36 stocks had positive gains.
  • 7 new stocks make our August lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Aug 5, 2009

Most Dangerous Stocks for August 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 30 stocks from last month’s report underperformed the S&P 500 (+8.6%). 6 stocks had negative returns.
  • 7 new stocks make our August lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jul 21, 2009

Proof Is In Performance Thru 2Q09

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 51.7% from April 2006 thru June 2009, beating the Risk-Free Rate by 41.6%.
  • Figure 1's Long/Short strategy also outperformed the S&P 500 (down 28.7%) by 80.4% and the Russell 3000 (down 31.6%) by 83.3% from April 2006 thru June 2009.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
Jul 2, 2009

Most Attractive Stocks for July 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 stocks from last month's report rose more than the S&P 500 (-2.7%). 17 stocks had positive gains.
  • 6 new stocks make our July lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jul 2, 2009

Most Dangerous Stocks for July 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report underperformed the S&P 500 (-2.7%). 20 stocks had negative returns.
  • 5 new stocks make our July lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jun 3, 2009

Most Attractive Stocks for June 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 stocks from last month's report rose more than the S&P 500 (+4.3%). 27 stocks had positive gains.
  • 3 new stocks make our June lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jun 3, 2009

Most Dangerous Stocks for June 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 25 stocks from last month's report underperformed the S&P 500 (+4.3%). 16 stocks had negative returns.
  • 7 new stocks make our June lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
May 7, 2009

Proof Is In Performance Thru 1Q09

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 43.5% from April 2006 thru March 2009, beating the Risk-Free Rate by 32.4%.
  • Figure 1's Long/Short strategy has also outperformed the relevant market index by approx. 83.7% in a challenging period despite being dollar neutral.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
May 6, 2009

Most Attractive Stocks for May 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 25 stocks from last month's report rose more than the S&P 500 (+11.9%). 36 stocks had positive gains.
  • 10 new stocks make our May lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
May 6, 2009

Most Dangerous Stocks for May 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 23 stocks from last month's report underperformed the S&P500 (+11.9%). 12 stocks had negative returns.
  • 7 new stocks make our May lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Apr 2, 2009

Most Attractive Stocks for April 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 stocks from last month's report rose more than the S&P500 (+14.6%). 38 stocks had positive gains.
  • 17 new stocks make our April lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Apr 2, 2009

Most Dangerous Stocks for April 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 17 stocks from last month's report underperformed the S&P 500 (+14.6%). 5 stocks had negative returns.
  • 28 new stocks make our April lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Mar 3, 2009

Most Attractive Stocks for March 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report rose more than the S&P 500 (-16.4%). 6 stocks had positive gains.
  • 28 new stocks make our March lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Mar 3, 2009

Most Dangerous Stocks for March 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from last month's report underperformed the S&P 500 (-16.4%). 33 stocks had negative returns.
  • 24 new stocks make our March lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Feb 3, 2009

Most Attractive Stocks for February 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 22 stocks from last month's report rose more than the S&P500 (-9.0%). 8 stocks had positive gains.
  • 7 new stocks make our February lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show February's 40 Most Attractive Stocks. Figure 5 shows the performance of January's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Feb 3, 2009

Most Dangerous Stocks for February 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 17 stocks from last month's report underperformed the S&P500 (-9.0%). 28 stocks had negative returns.
  • 6 new stocks make our February lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show February's 40 Most Dangerous Stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jan 15, 2009

Proof Is In Performance Thru 4Q08

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 38.3% from April 2006 thru Dec 2008, beating the Risk-Free Rate by 28.3%.
  • Figure 1's Long/Short strategy has also outperformed the relevant market index by approximately 70.3% in a challenging period despite being dollar neutral.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
Jan 6, 2009

Most Attractive Stocks for January 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 34 stocks from last month's report rose more than the S&P 500 (+6.5%). 39 stocks had positive gains.
  • 9 new stocks make our January lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jan 6, 2009

Most Dangerous Stocks for January 2009

20 Large/Mid Cap and 20 Small Cap Stocks

  • 18 stocks from last month's report underperformed the S&P 500 (+6.5%). 6 stocks had negative returns.
  • 8 new stocks make our January lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Dec 2, 2008

Most Attractive Stocks for December 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 10 stocks from last month's report rose more than the S&P 500 (-15.5%). 6 stocks had positive gains. See Figure 1 below.
  • 10 new stocks make our December lists. See Figure 3 below.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show December's 40 Most Attractive Stocks. Figure 5 shows the performance of November's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Dec 2, 2008

Most Dangerous Stocks for December 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 26 stocks from last month's report underperformed the S&P 500 (-15.5%). 37 stocks had negative returns. See Figure 1 below.
  • 10 new stocks make our December lists. See Figure 3 below.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show December's 40 Most Dangerous Stocks. Figure 5 shows the performance of November's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Nov 3, 2008

Most Attractive Stocks for November 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 15 stocks from last month's report rose more than the S&P 500 (-16.6%). 3 stocks had positive gains.
  • 16 new stocks make our November lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Nov 3, 2008

Most Dangerous Stocks for November 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 24 stocks from last month's report underperformed the S&P 500 (-16.6%). 36 stocks had negative returns.
  • 11 new stocks make our November lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Oct 27, 2008

Proof Is In Performance Thru 3Q08

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 27.1% from April 2006 thru Sept 2008, beating the Risk-Free Rate by 17.2%.
  • Figure 1's Long/Short strategy has also outperformed the relevant market index by approx. 37.5% in a challenging period despite being dollar neutral.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included in report.
Oct 1, 2008

Most Attractive Stocks for October 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 18 stocks from last month's report rose more than the S&P 500 (-8.6%). 6 stocks had positive gains.
  • 9 new stocks make our October lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Oct 1, 2008

Most Dangerous Stocks for October 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from last month’s report underperformed the S&P 500 (-8.6%). 28 stocks had negative returns.
  • 8 new stocks make our October lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Sep 3, 2008

Most Attractive Stocks for September 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 27 stocks from last month's report rose more than the S&P 500 (-0.6%). 26 stocks had positive gains.
  • 14 new stocks make our September lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Sep 3, 2008

Most Dangerous Stocks for September 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 22 stocks from last month's report underperformed the S&P 500 (-0.6%). 23 stocks had negative returns.
  • 17 new stocks make our September lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Aug 28, 2008

Proof Is In Performance Thru 2Q08

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 19.2% from April 2006 thru June 2008, beating the Risk-Free Rate by 9.7%.
  • Figure 1's Long/Short strategy has also outperformed the relevant market index by approx. 24.8% in a challenging period despite being net dollar neutral.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
Aug 5, 2008

Most Attractive Stocks for August 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 26 stocks from last month's report rose more than the S&P 500 (-1.9%). 21 stocks had positive gains.
  • 12 new stocks make our August lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Aug 5, 2008

Most Dangerous Stocks for August 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 stocks from last month's report underperformed the S&P 500 (-1.9%). 17 stocks had negative returns.
  • 10 new stocks make our August lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jul 8, 2008

Most Attractive Stocks for July 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 10 stocks from last month's report rose more than the S&P 500 (-9.1%). 4 stocks had positive gains.
  • 6 new stocks make our July lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jul 8, 2008

Most Dangerous Stocks for July 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 23 stocks from last month?s report underperformed the S&P 500 (-9.1%). 36 stocks had negative returns.
  • 9 new stocks make our July lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jun 3, 2008

Most Attractive Stocks for June 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 26 stocks from last month's report rose more than the S&P 500 (-2.3%). 19 stocks had positive gains.
  • 11 new stocks make our June lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jun 3, 2008

Most Dangerous Stocks for June 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from last month's report underperformed the S&P 500 (-2.3%). 26 stocks had negative returns.
  • 16 new stocks make our June lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
May 6, 2008

Most Attractive Stocks for May 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 15 stocks from last month's report rose more than the S&P 500 (+2.7%). 16 stocks had positive gains.
  • 11 new stocks make our May lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
May 6, 2008

Most Dangerous Stocks for May 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from last month's report underperformed the S&P500 (+2.7%). 17 stocks had negative returns. See Figure 1below.
  • 21 new stocks make our May lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Apr 1, 2008

Most Attractive Stocks for April 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report rose more than the S&P 500 (-0.3%). 16 stocks had positive gains.
  • 14 new stocks make our April lists.
  • The Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
Apr 1, 2008

Most Dangerous Stocks for April 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from last month's report underperformed the S&P 500 (-0.3%). 20 stocks had negative returns.
  • 24 new stocks make our April lists.
  • The Most Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
Mar 11, 2008

Proof Is In Performance Thru December 2007

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 17.8% from April,2006 through December, 2007, beating the risk-free rate by 9.3%.
  • Figure 1 shows that Long/Short strategy has outperformed the relevant market index by approx (17.7% in a turbulent period).
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
Mar 4, 2008

Most Attractive Stocks for March 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from last month's report rose more than the S&P 500 (-0.4%). 19 stocks had positive gains.
  • 25 new stocks make our March lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Mar 4, 2008

Most Dangerous Stocks for March 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 31 stocks from last month's report underperformed the S&P 500 (-0.4%). 32 stocks had negative returns.
  • 23 new stocks make our March lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Feb 5, 2008

Most Attractive Stocks for February 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 30 stocks from last month's report rose more than the S&P 500 (-0.7%). 27 stocks had positive gains.
  • 8 new stocks make our February lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Feb 5, 2008

Most Dangerous Stocks for February 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 15 stocks from last month's report underperformed the S&P500 (-0.7%). 16 stocks had negative returns.
  • 4 new stocks make our February lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jan 8, 2008

Most Attractive Stocks for January 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 stocks from last month's report rose more than the S&P 500 (-3.2%). 15 stocks had positive gains.
  • 9 new stocks make our January lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jan 8, 2008

Most Dangerous Stocks for January 2008

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report underperformed the S&P 500 (-3.2%). 27 stocks had negative returns.
  • 5 new stocks make our January lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Dec 4, 2007

Most Attractive Stocks for December 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 18 stocks from last month's report out-performed the S&P 500 (-2.0%). 13 stocks had positive gains.
  • 4 new stocks make our December lists.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show December's 40 Most Attractive Stocks. Figure 5 shows the performance of November's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Dec 4, 2007

Most Dangerous Stocks for December 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 23 stocks from last month?s report underperformed the S&P 500 (-2.0%). 29 stocks had negative returns.
  • 9 new stocks make our December lists.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show December's 40 Most Dangerous Stocks. Figure 5 shows the performance of November's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Nov 5, 2007

Most Attractive Stocks for November 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 13 stocks from last month's report rose more than the S&P 500 (-2.4%). 8 stocks had positive gains.
  • 12 new stocks make our November lists.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show November's 40 Most Attractive stocks. Figure 5 shows the performance of October's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Nov 5, 2007

Most Dangerous Stocks for November 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from last month?s report underperformed the S&P 500 (-2.4%). 23 stocks had negative returns.
  • 6 new stocks make our November lists.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show November's 40 Most Dangerous stocks. Figure 5 shows the performance of October's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Oct 2, 2007

Most Attractive Stocks for October 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 23 stocks from last month's report rose more than the S&P 500 (+5.1%). 29 stocks had positive gains. See Figure 1.
  • 7 new stocks make our October lists. See Figure 3.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show October's 40 Most Attractive stocks. Figure 5 shows the performance of September's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Oct 2, 2007

Most Dangerous Stocks for October 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 stocks from last months report underperformed the S&P 500 (+5.1%). 15 stocks had negative returns. See Figure 1.
  • 8 new stocks make our October lists. See Figure 3.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show October's 40 Most Dangerous stocks. Figure 5 shows the performance of September's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Sep 25, 2007

Proof Is In Performance Thru August 2007

Most Attractive (Long) & Most Dangerous (Short) Stocks

  • The Most Attractive and Most Dangerous Stocks reports offer multiple strategies to outperform in good and bad markets.
  • Both our Long and our Short strategies contribute to the excess returns. These strategies also work for both Large and Small Cap stocks. See Appendix 4 for details.
  • The Long/Short strategy in Figure 1 earns 22.7% from April, 2006 thru August, 2007, beating the risk-free rate by 15.5%.
  • Figure 1s Long/Short strategy has also outperformed the relevant market index by approx. 13.6% in an appreciating (and turbulent) period despite being net dollar neutral.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
  • Detailed explanations of our Most Attractive and Most Dangerous Stock selection methodologies are included.
Sep 5, 2007

Most Attractive Stocks for September 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report rose more than the S&P 500 (+1.2%). 19 stocks had positive gains. See Figure 1 below.
  • 7 new stocks make our September lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
  • Figures 6 and 7 show September's 40 Most Attractive stocks. Figure 5 shows the performance of August's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Sep 5, 2007

Most Dangerous Stocks for September 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 25 stocks from last months report underperformed the S&P 500 (+1.2%). 20 stocks had negative returns. See Figure 1 below.
  • 6 new stocks make our September lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show September's 40 Most Dangerous stocks. Figure 5 shows the performance of August's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Aug 2, 2007

Most Attractive Stocks for August 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 stocks from last month's report rose more than the S&P 500 (-4.8%). 7 stocks had positive gains. See Figure 1 below.
  • 10 new stocks make our August lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show August's 40 Most Attractive stocks. Figure 5 shows the performance of July's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Aug 2, 2007

Most Dangerous Stocks for August 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 27 stocks from last months report underperformed the S&P 500 (-4.8%). 35 stocks had negative returns. See Figure 1 below.
  • 8 new stocks make our August lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show August's 40 Most Dangerous stocks. Figure 5 shows the performance of July's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jul 3, 2007

Most Attractive Stocks for July 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 18 stocks from last month's report rose more than the S&P 500 (-1.3%). 11 stocks had positive gains. See Figure 1 below.
  • 8 new stocks make our July lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show July's 40 Most Attractive stocks. Figure 5 shows the performance of June's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jul 3, 2007

Most Dangerous Stocks for July 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 22 stocks from last months report underperformed the S&P 500 (-1.3%). 26 stocks had negative returns. See Figure 1 below.
  • 5 new stocks make our July lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show July's 40 Most Dangerous stocks. Figure 5 shows the performance of June's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jun 4, 2007

Most Attractive Stocks for June 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 24 stocks from Mays report rose more than the S&P 500 (+3.4%). 35 stocks had positive gains. See Figure 1 below.
  • 10 new stocks make our June lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' or Attractive Risk/Reward Rating.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show June's 40 Most Attractive stocks. Figure 5 shows the performance of May's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Jun 4, 2007

Most Dangerous Stocks for June 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 21 stocks from last months report underperformed the S&P 500 (+3.4%). 12 stocks had negative returns. See Figure 1 below.
  • 9 new stocks make our June lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show June's 40 Most Dangerous stocks. Figure 5 shows the performance of May's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
May 1, 2007

Most Attractive Stocks for May 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 18 stocks from last month's report rose more than the S&P 500 (+4.1%). 33 stocks had positive gains. See Figure 1 below.
  • 5 new stocks make our May lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show May's 40 Most Attractive stocks. Figure 5 shows the performance of April's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
May 1, 2007

Most Dangerous Stocks for May 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 29 stocks from last months report underperformed the S&P 500 (+4.06%). 15 stocks had negative returns. See Figure 1 below.
  • 8 new stocks make our May lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show May's 40 Most Dangerous stocks. Figure 5 shows the performance of April's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Apr 3, 2007

Most Attractive Stocks for April 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 18 stocks from last month's report rose more than the S&P 500 (+1.52%). 21 stocks had positive gains. See Figure 1 below.
  • 19 new stocks make our April lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show April's 40 Most Attractive stocks. Figure 5 shows the performance of March's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Apr 3, 2007

Most Dangerous Stocks for April 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 23 stocks from last months report underperformed the S&P 500 (+1.52%). 16 stocks had negative returns. See Figure 1 below.
  • 22 new stocks make our April lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show April's 40 Most Dangerous stocks. Figure 5 shows the performance of March's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Mar 2, 2007

Most Attractive Stocks for March 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 23 stocks from last month's report rose more than the S&P 500 (-2.18%). 18 stocks had positive gains. See Figure 1 below.
  • 28 new stocks make our March lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 6 and 7 show March's 40 Most Attractive stocks. Figure 5 shows the performance of February's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Mar 2, 2007

Most Dangerous Stocks for March 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report underperformed the S&P 500 (-2.18%). 25 stocks had negative returns. See Figure 116 stocks from last month's report underperformed the S&P 500 (-2.18%). 25 stocks had negative returns. See Figure 1 below.
  • 20 new stocks make our March lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 6 and 7 show March's 40 Most Dangerous stocks. Figure 5 shows the performance of February's stocks.
  • Institutional Investor Magazine highlighted our stock-picking ability as #1 amongst all research firms.
Feb 1, 2007

Most Attractive Stocks for February 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 28 stocks from last month's report rose more than the S&P 500 (+1.85%). 30 stocks had positive gains. See Figure 1 below.
  • 15 new stocks make our January lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Feb 1, 2007

Most Dangerous Stocks for February 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from last months report underperformed the S&P 500 (+1.85%). 17 stocks had negative returns. See Figure 1 below.
  • 23 new stocks make our January lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Jan 9, 2007

Most Attractive Stocks for January 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last month's report rose more than the S&P 500 (+1.15%). 18 stocks had positive gains. See Figure 1 below.
  • 7 new stocks make our January lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Jan 9, 2007

Most Dangerous Stocks for January 2007

20 Large/Mid Cap and 20 Small Cap Stocks

  • 24 stocks from last months report underperformed the S&P 500 (+1.2%). 18 stocks had negative returns. See Figure 1 below.
  • 16 new stocks make our January lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Dec 1, 2006

Most Attractive Stocks for December 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from last month's report rose more than the S&P 500 (+1.5%). 26 stocks had positive gains. See Figure 1 below.
  • 9 new stocks make our December lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Dec 1, 2006

Most Dangerous Stocks for December 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 16 stocks from last months report underperformed the S&P 500 (+1.5%). 13 stocks had negative returns. See Figure 1 below.
  • 9 new stocks make our December lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Nov 6, 2006

Most Attractive Stocks for November 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 27 stocks from last month's report rose more than the S&P 500 (+2.48%). 31 stocks had positive gains. See Figure 1 below.
  • 14 new stocks make our November lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' or Attractive rating, the best scores in our Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Nov 6, 2006

Most Dangerous Stocks for November 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from last month's report underperformed the S&P 500 (+2.48%). 16 stocks had negative returns. See Figure 1 below.
  • 22 new stocks make our November lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Oct 3, 2006

Most Attractive Stocks for October 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 22 companies rose since our last report. 19 companies beat the S&P 500 (+1.5%). See Table 1 below.
  • 7 new stocks make our October lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Oct 3, 2006

Most Dangerous Stocks for October 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 17 companies declined since our last report. 18 companies beat the S&P 500 (+1.55%). See Table 1 below.
  • 24 new stocks make our October lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October, 2005, article.
Sep 5, 2006

Most Attractive Stocks for September 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 13 stocks from last month's report rose more than the S&P500 (+2%) in the last month. See Figure 1 below.
  • 13 new stocks make our September lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Sep 5, 2006

Most Dangerous Stocks for September 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 10 stocks from last month's report declined in the last month while the S&P 500 rose 2%. See Figure 1 below.
  • 20 new stocks make our September lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Aug 22, 2006

Recession-Proof Stocks from New Constructs

Solid Investment Ideas, as seen on Squawk Box

  • We present three "Recession-Proof" stocks that we believe will appreciate even if the economy goes into recession.
  • These three stocks have target prices that offers as much as 40% upside.
  • To make our "Recession-Proof" list, stocks must have valuations that already assume we are in a recession.
  • We specifically design our valuation models to identify stocks whose market valuations imply that their cash flows will drastically decrease.
  • Our analysis is based on studying SEC disclosures in 20,000+ annual reports for 3,000+ companies.
  • For more information on how to find "Recession-Proof" stocks, go to www.newconstructs.com to access our reports and models on 3,000+ companies.
Aug 7, 2006

Most Attractive Stocks for August 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 17 stocks from July's report rose more than the S&P500 (+0.7%) in the last month. See Figure 1 below.
  • 8 new stocks make our August lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Aug 7, 2006

Most Dangerous Stocks for August 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 19 stocks from July's report dropped at least 1% in the last month while the S&P 500 rose 0.7%. See Figure 1 below.
  • 18 new stocks make our August lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Jul 24, 2006

The Common Thread in Option Expense Scandals

How We Identified High-Risk Stocks Before They Blew Up

  • This report provides a warning list of stocks that share a key Common Thread with companies under investigation.
  • All companies now under investigation made option grants that resulted in unreported expense equal to at least 5% of revenues or 13% of earnings sometime in the past 5 years.
  • See Figures 1-4 for stocks not under investigation, BUT had unreported options expense greater than those already under investigation during the past 5 years.
  • Our analysis of 20,000+ option grants for 3000+ companies reveals unreported options expenses over the past 8 years.
  • There are 1162 companies whose annual option grants in the past 5 years result in an unreported expense equal to 25% or more of revenues or 50% or more of earnings.
  • For more information on how option grants affect profits, go to www.newconstructs.com to access our reports and models on over 3000 companies.
  • Many of the stocks listed in this report are the most likely targets of potential SEC or Justice Department inquiry.
  • These companies' stocks are at the greatest risk of declining because of regulatory inquiry, earnings restatement, or earnings disappointments.
Jul 20, 2006

Who Has The Most Off-Balance-Sheet Debt?

Our Study Shows Who Suffers Most If FASB Changes Lease Rules

  • Nearly 650 companies have off-balance-sheet debt equal to 5% or more of their market capitalization.
  • Our study reveals the Net Present Value of the operating lease obligations for over 2500 stocks.
  • This report provides a list of the companies with the most off-balance-sheet debt. See Figures 1 and 2.
  • Our analysis is based on studying operating lease disclosures in 20,000+ annual reports for 3000+ companies.
  • If FASB forces operating leases onto corporate balance sheets, Continental Airlines and Borders may suffer most. See Figure 2.
  • For more information on how off-balance sheet debt affects companies, go to www.newconstructs.com to access our reports and models on over 3000 companies.
  • Figure 3 on page 4 shows the Top 100 companies with the most off-balance-sheet financing.
Jul 6, 2006

Most Attractive Stocks for July 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 22 stocks from June's report rose more than the S&P500 (+0.6%) in the last month. See Figure 1 below.
  • 5 new stocks make our July lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Jul 6, 2006

Most Dangerous Stocks for July 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 17 stocks from June's report dropped at least 1% in the last month while the S&P 500 rose 0.6%. See Figure 1 below.
  • 11 new stocks make our July lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Jun 5, 2006

Most Attractive Stocks for June 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from May's report rose more than the S&P500 (-4.5%) in the last month. See Figure 1 below.
  • 6 new stocks make our June lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Jun 5, 2006

Most Dangerous Stocks for June 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 33 stocks from May's report dropped at least 1% in the last month. 23 stocks dropped more than the S&P 500 (-4.5%). See Figure 1 below.
  • 7 new stocks make our June lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
May 9, 2006

Most Attractive Stocks for May 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 26 stocks from April's report rose more than the S&P500 (+2.3%) in the last month. See Figure 1 below.
  • 16 new stocks make our May lists. See Figure 3 below.
  • All of our Most Attractive Stocks have a 'Very Attractive' rating, the best score in our Risk/Reward Rating system.
  • Very Attractive stocks have high and rising returns on capital (ROIC) and low expectations for future profits.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
May 9, 2006

Most Dangerous Stocks for May 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 25 stocks from April's report declined at least 1% in the last month while the S&P500 rose +2.3%. See Figure 1 below.
  • 18 new stocks make our May lists. See Figure 3 below.
  • All of our Most Dangerous Stocks have a 'Very Dangerous' rating, the worst score in our Risk/Reward Rating system.
  • Very Dangerous Stocks have Misleading Earnings, which means reported earnings are rising while economic earnings and ROIC are declining.
  • Figures 5 and 6 on pages 6 and 7 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
May 3, 2006

Top 300 Option Expense Offenders

Past Expenses Are Signs of Earnings Pain to Come

  • Beware companies with heavy options expenses in the past. There are over 100 companies whose unreported option expense reduces profit margins by 25% or more.
  • Companies will eventually have to pay the price of their options sins even if they report good first quarter results.
  • Analyzing past option expenses helps investors prepare for the impact of options expensing on reported earnings.
  • This report lists 300 companies whose earnings could be impacted worst when they report option expenses.
  • We provide options expense analysis for over 3000 companies for up to ten years of history.
  • We also outline the loopholes that companies can exploit to understate option expenses reported in earnings.
  • This report ranks options grants for large and small cap companies via: (1) % of revenue, (2) % of Net Income, (3) gross $ amount, (4) % increase and (5) $ increase.
Apr 9, 2006

Most Attractive Stocks for April 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 20 stocks from March's report rose more than the S&P500 (+0.5%) in the last month. See Figure 1 below.
  • Most of the stocks in this month's report are new because we updated our Most Attractive Stocks selection methodology
  • We have more directly aligned our Most Attractive Stocks selection methodology with our Risk/Reward Rating System.
  • All stocks on our Most Attractive list now must have a 'Very Attractive' rating, which is our best Overall rating.
  • Our Risk/Reward Rating system grades 3000+ stocks according to a 5-point scale.
  • A detailed explanation of our Risk/Reward Rating system is included in the report.
  • Figures 3 and 4 on pages 5 and 6 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Apr 9, 2006

Most Dangerous Stocks for April 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • 14 stocks from March's report declined at least 1% in the last month. See Figure 1 below.
  • Most of the stocks in this month's report are new because we updated our Most Dangerous Stocks selection methodology
  • We have more directly aligned our Most Dangerous Stocks selection methodology with our Risk/Reward Rating System.
  • All stocks on our Most Dangerous Lists now must have a 'Very Dangerous' rating, which is our worst Overall rating.
  • Our Risk/Reward Rating system grades 3000+ stocks according to a 5-point scale.
  • A detailed explanation of our Risk/Reward Rating system is included in this report.
  • Figures 3 and 4 on pages 5 and 6 show this month's stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Mar 3, 2006

Most Attractive Stocks for March 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price gains in the past month move 5 stocks off the lists: PPG (10%), ACF (6%), MRK (4%), TCB (4%) and HAMP (3%).
  • Figure 1 details all additions and deletions to the list. Figure 2 highlights 8 stocks with price gains greater than 5% that remain on the list.
  • Figures 3 and 4 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Mar 3, 2006

Most Dangerous Stocks for March 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price decreases in the past month move 2 stocks off the lists: VRNT (-4%) and KWK (-21%).
  • Figure 1 in the attached report details all additions and deletions to the lists.
  • Figure 2 highlights 2 stocks with price drops greater than 5% that remain on the list.
  • Figures 3 and 4 show the 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling.
  • Pages 2-4 explain our stock selection methodology.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Feb 9, 2006

S&P 500: Neutral Risk/Reward Score

Economic Earnings and Financial Expectations for the Index

  • An Overall Neutral Risk/Reward Score means the Index does not have particularly Dangerous or Attractive Profitability or Valuation characteristics.
  • Figure 1 summarizes the five factors that comprise our Neutral assessment. Figure 1 provides key insights into the profitability and valuation of the S&P 500.
  • "Rising EP" means that economic earnings are positive and rising.
  • The S&P 500 market-weighted average ROIC ranks in the 2nd Quintile.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • This report provides key benchmarks from the S&P 500 for analyzing the unique profitability and valuation metrics offered by New Constructs for over 3400 stocks.
Feb 9, 2006

Russell 1000: Neutral Risk/Reward Score

Economic Earnings and Financial Expectations for the Index

  • An Overall Neutral Risk/Reward Score means the Index does not have particularly Dangerous or Attractive Profitability or Valuation characteristics.
  • Figure 1 summarizes the five factors that comprise our Neutral rating and provides key insights into the profitability and valuation of the Russell 1000.
  • Versus the S&P 500, the valuation of the Russell 1000 is slightly higher. The economic performance and growth of the two indices are inline.
  • "Rising EP" means that economic earnings are positive and rising.
  • The Russell 1000 market-weighted average ROIC ranks in the 2nd Quintile.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • This report provides key benchmarks from the Russell 1000 for analyzing the unique profitability and valuation metrics offered by New Constructs for over 3000 stocks.
Feb 9, 2006

Consumer Discretionary: Dangerous Risk/Reward

Assessing Economic Earnings and Market Expectations

  • Overall Dangerous Risk/Reward means the Sector offers more downside risk than upside potential, in our opinion.
  • The Consumer Discretionary Sector is Dangerous because its valuation implies future financial performance that is significantly greater than its historical performance.
  • Consumer Discretionary is one of two sectors to have a Dangerous Risk/Reward score in our system.
  • 3 Very Attractive Stocks in the Consumer Discretionary Sector: F, MVL and RSH.
  • Figure 1 summarizes the five factors that comprise our Dangerous score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Neutral" means that economic EPS are negative but rising. The Sector's ROIC ranks in the 3rd Quintile.
  • This report represents an aggregation of one hundred sixty-one companies from the Russell 1000 in the Consumer Discretionary Sector.
Feb 9, 2006

Consumer Staples: Downgrade to Neutral

Assessing Economic Earnings and Market Expectations

  • We downgraded the Consumer Staples Sector to Neutral from an Attractive rating.
  • Overall Neutral Risk/Reward means the Sector offers approximately equal upside potential and downside risk.
  • Consumer Staples one of eight sectors to achieve a Neutral Risk/Reward score in our system.
  • There are 6 Very Attractive Stocks in the Consumer Staples Sector. The top 2 are MO and UST.
  • Figure 1 summarizes the five factors that comprise our Neutral score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising, and the Sector's ROIC ranks in the 2nd Quintile.
  • This report represents an aggregation of forty-seven companies from the Russell 1000 in the Sector.
Feb 9, 2006

Energy Sector: Downgrade to Neutral

Assessing Economic Earnings and Market Expectations

  • We downgraded the Energy Sector to Neutral from an Attractive rating.
  • Overall Neutral Risk/Reward means the Sector offers approximately equal upside potential and downside risk.
  • Energy is one of eight sectors to achieve a Neutral Risk/Reward score in our system.
  • There are 6 Very Attractive Stocks in the Energy Sector. The top 2 are TSO and XOM.
  • Figure 1 summarizes the five factors that comprise our Neutral score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising, and the Sector's ROIC ranks in the 2nd Quintile.
  • This report represents an aggregation of fifty-three companies from the Russell 1000 in the Energy Sector.
Feb 9, 2006

Financials Sector: Neutral Risk/Reward

Assessing Economic Earnings and Market Expectations

  • Overall Neutral Risk/Reward means the Sector offers approximately equal upside potential and downside risk, in our opinion.
  • Financials is one of eight sectors to have a Neutral Risk/Reward score in our system.
  • There are 9 Very Attractive Stocks in the Financials Sector. The top 2 are TMK and PCL.
  • Figure 1 summarizes the five factors that comprise our Neutral score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Positive EP" means that economic and reported EPS are positive, and the Sector's ROIC ranks in the 2nd Quintile.
  • This report represents an aggregation of two hundred six companies from the Russell 1000 in the Financials Sector.
Feb 9, 2006

Health Care Sector: Neutral Risk/Reward

Assessing Economic Earnings and Market Expectations

  • Overall Neutral Risk/Reward means the Sector offers approximately equal upside potential and downside risk, in our opinion.
  • Health Care is one of eight sectors to have a Neutral Risk/Reward score in our system.
  • There is one Very Attractive Stock in the Health Care Sector: MRK.
  • Figure 1 summarizes the five factors that comprise our Neutral score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising. The Sector's ROIC ranks in the 2nd Quintile.
  • This report represents an aggregation of ninety-seven companies from the Russell 1000 in the Health Care Sector.
Feb 9, 2006

Industrials Sector: Neutral Risk/Reward

Assessing Economic Earnings and Market Expectations

  • Overall Neutral Risk/Reward means the Sector offers approximately equal upside potential and downside risk, in our opinion.
  • Industrials is one of eight sectors to have a Neutral Risk/Reward score in our system.
  • 3 Very Attractive Stocks in the Industrials Sector: NVR, OSG and SVM.
  • Figure 1 summarizes the five factors that comprise our Neutral score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising, and the Sector's ROIC ranks in the 3rd Quintile.
  • This report represents an aggregation of one hundred eighteen Industrial Sector companies from the Russell 1000.
Feb 9, 2006

Info. Tech. Sector: Neutral Risk/Reward

Assessing Economic Earnings and Market Expectations

  • Overall Neutral Risk/Reward means the Sector approximately equal upside potential and downside risk, in our opinion.
  • Information Technology is one of eight sectors to achieve a Neutral Risk/Reward score in our system.
  • 2 Attractive Stocks in the Information Technology Sector: FSIV and LXK.
  • Figure 1 summarizes the five factors that comprise our Neutral score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising, and the Sector's ROIC ranks in the Top Quintile.
  • This report represents an aggregation of one hundred thirty-three companies from the Russell 1000 in the Information Technology Sector.
Feb 9, 2006

Materials Sector: Downgrade to Neutral

Assessing Economic Earnings and Market Expectations

  • We downgraded the Materials Sector to Neutral from an Attractive rating.
  • Overall Neutral Risk/Reward means the Sector offers approximately equal upside potential and downside risk.
  • Materials is one of eight sectors to have a Neutral Risk/Reward score in our system.
  • 4 Very Attractive Stocks in the Materials Sector: LPX, NUE, VHI and X.
  • Figure 1 summarizes the five factors that comprise our Attractive score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising, and the Sector's ROIC ranks in the 3rd Quintile.
  • This report represents an aggregation of fifty-two companies from the Russell 1000 in the Materials Sector.
Feb 9, 2006

Telecom Sector: Downgrade to Dangerous

Assessing Economic Earnings and Market Expectations

  • We downgraded the Telecom Services Sector to Dangerous from a Neutral rating.
  • Overall Dangerous Risk/Reward means the Sector has less upside potential than downside risk, in our opinion.
  • Telecommunication Services is one of two sectors to achieve a Dangerous Risk/Reward score in our system.
  • 2 Attractive Stocks in the Telecommunication Services Sector: AT and CTL.
  • Figure 1 summarizes the five factors that comprise our Dangerous score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Neutral" EP means that economic EPS are negative but rising, and the Sector's ROIC ranks in the Bottom Quintile.
  • This report represents an aggregation of fifteen companies from the Russell 1000 in the Telecom. Sector.
Feb 9, 2006

Utilities Sector: Upgrade to Neutral Rating

Assessing Economic Earnings and Market Expectations

  • We upgraded the Utilities Sector to Neutral from a Dangerous rating.
  • Overall Neutral Risk/Reward means the Sector offers approximately equal downside risk and upside potential, in our opinion.
  • Utilities is one of eight sectors to achieve a Neutral Risk/Reward score in our system.
  • One Very Attractive Stock in the Utilities Sector: CNP
  • Figure 1 summarizes the five factors that comprise our Dangerous score and provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Neutral" EP means that economic EPS are negative but rising. The Sector's ROIC ranks in the 4th Quintile.
  • This report represents an aggregation of sixty-one companies from the Russell 1000 in the Utilities Sector.
Feb 8, 2006

Most Attractive Stocks for February 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price gains in the past month move 3 stocks off the lists: CLF (5%), FRD (19%) and CRS (9%).
  • Figure 1 details all additions and deletions to the list.
  • Figure 2 highlights 5 stocks with price gains greater than 5% that remain on the list.
  • Figures 3 and 4 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stock selection methodology.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking on October 11, 2005.
Feb 8, 2006

Most Dangerous Stocks for February 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price decreases in the past month move 4 stocks off the lists: HPQ (-5%), AGE (-3%), FLDR (-13%) and DTAS (-2%).
  • Figure 1 details all additions and deletions to the list.
  • Figure 2 highlights 7 stocks with price drops greater than 5% that remain on the list.
  • Figures 3 and 4 show the 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Pages 2-4 explain our stock selection methodology.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking on October 11, 2005.
Feb 2, 2006

Sector Roadmap for Equity Asset Allocation

1st Quarter, 2006, Update of Aggregation Analysis

  • There are no Attractive Sectors in the market, in our opinion. There are 2 Dangerous and 8 Neutral Sectors.
  • Materials, Energy and Consumer Staples Sectors moved from an Attractive to a Neutral rating due to higher market valuation.
  • Telecom Services Sector moved from Neutral to Dangerous due to declining ROIC and Free Cash Flow Yield.
  • Utilities Sector moved from Dangerous to Neutral due to a lower valuation.
  • Consumer Discretionary remains a Dangerous Sector.
  • The S&P 500 and Russell 1000 keep a Neutral Rating.
  • Detailed analyses on each sector, the S&P500 and the Russell 1000 are available to subscribers.
Jan 13, 2006

Most Attractive Stocks for January 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price gains in the past month move 6 stocks off the lists: USG (18%), ADM (9%), PCU (4%), CYBE (15%), GFR (12%) and OMG (5%).
  • Figure 1 in the attached report details all additions and deletions to the list.
  • Figures 3 and 4 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking amongst ALL research firms in an October 11th, 2005 article.
Jan 13, 2006

Most Dangerous Stocks for January 2006

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price decreases in the past month move 3 stocks off the lists: BYD (-3%), ADP (-2%) and SIVBE (-4%).
  • Figure 1 in the attached report details all additions and deletions to the lists.
  • Figures 3 and 4 show the 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking amongst ALL research firms on October 11th, 2005.
Dec 5, 2005

Most Attractive Stocks for December 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price gains in the past month move 5 stocks off the lists: MWD (8%), AMG (1%), ELNK (7%), HAMP (4%) and RHB (2%).
  • Figure 1 details all additions and deletions.
  • Figure 2 highlights stocks with meaningful price gains that remain on the list.
  • Figures 3 and 4 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stock selection methodology.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Dec 5, 2005

Most Dangerous Stocks for December 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price increases in the past month move one stock off the lists: SYKE (-5%).
  • Figure 1 details all additions and deletions.
  • Figure 2 highlights stocks with meaningful price drops that remain on the list.
  • Figures 3 and 4 show the 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling.
  • Pages 2-4 explain our Most Dangerous Stocks selection methodology.
  • Institutional Investor Magazine highlighted our #1 ranking for stock-picking in an October 11th article.
Nov 9, 2005

Most Attractive Stocks for November 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price gains in the past month move 10 stocks off the lists: LRCX (up 21%), SAFC (7%), ACN (6%), HUBB (3%), TWI (28%), ASCEF (22%), TONE (11%), PLFE (5%), MRD (3%) and CAO (2%).
  • 5 new large cap and 6 new small cap stocks make the November Most Attractive Lists.
  • Figure 1 details all additions and deletions.
  • Our Most Attractive stocks have rising ROICs, combined with low expectations for future cash flows and current Free-Cash-Flow Yields greater than 5%.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stock selection methodology.
Nov 9, 2005

Most Dangerous Stocks for November 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price drops in the past month move 4 stocks off the lists: CCC (-31%), PKTR (-30%), KEYW (-17%) and LG (-8%).
  • One new large cap and 5 new small cap stocks make the November Most Dangerous Lists.
  • Details on all additions and deletions to the lists are in Figure 1 and Appendix 1. Figures 2 and 3 show the 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling.
  • Pages 2-4 in the attached report explain our Most Dangerous Stocks selection methodology.
Oct 11, 2005

Sector Roadmap for Equity Asset Allocation

4th Quarter, 2005, Aggregation Analysis Update

  • The Consumer Staples Sector moved from Neutral to Attractive due to improving profit margins.
  • The Industrials and Telecom Services Sectors moved from Dangerous to Neutral ratings due to declines in valuation.
  • The Utilities Sector moved from Neutral to Dangerous due to an increase in valuation and decline in profit margins.
  • Energy and Materials remain Attractive Sectors. Consumer Discretionary remain a Dangerous Sector.
  • Detailed summaries for each sector and index are provided in the full report available via the document link below.
  • Figure 1 in the report ranks all 10 Sectors and compares them to the Russell 1000 and S&P 500.
  • Please contact us for detailed reports on any of the sectors or indices highlighted in this report.
Oct 3, 2005

Most Attractive Stocks for October 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price gains in the past month push 5 stocks off the lists: BSC (up 11%), CNF (5%), NL (38%), CLF (25%) and ATAC (13%).
  • 2 new large cap and 5 new small cap stocks make the October Most Attractive lists.
  • Figure 1 in the attached report details all additions and deletions.
  • Our Most Attractive stocks have rising ROICs, low expectations for future cash flows and current Free-Cash-Flow Yields greater than 5%.
  • Figures 2 and 3 in the attached report provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stock selection methodology.
Oct 3, 2005

Most Dangerous Stocks for October 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: price drops in the past month push 3 stocks off the lists: EDMC (- 4%), CRAI (-11%), and LAD (-2%).
  • 3 new large cap and 5 new small cap stocks make the October Most Dangerous lists.
  • Details on all additions and deletions to the lists are in Figure 1 and Appendix 1 in the attached report. Figures 2 and 3 show the 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling.
  • Pages 2-4 in the attached report explain our Most Dangerous Stocks selection methodology.
Sep 9, 2005

Most Attractive Stocks for September 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlights: material price appreciation in August pushed the following stocks off our lists: USG (up 31%), HSII (15%), BHO (3%), and EFD (3%).
  • 3 new large cap and 7 new small cap stocks make the September Most Attractive lists.
  • Figure 1 and Appendix 1, in the attached report, detail all additions and deletions for the September Most Dangerous lists.
  • Our Most Attractive stocks have rising ROICs, low expectations for future cash flows and current Free-Cash-Flow Yields greater than 5%.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stock selection methodology.
Sep 9, 2005

Most Dangerous Stocks for September 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Key Highlight: material price decline in past month pushed CNT (down 4%) off our lists.
  • 2 new large cap and 1 new small cap stocks make the September Most Dangerous lists.
  • Details on all additions and deletions to the lists are in Figure 1 and Appendix 1 in the attached report.
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling.
  • Our Most Dangerous Stocks are also EXPENSIVE, which means market expectations for future cash profits are substantially greater than historical cash profits.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Pages 2-4 explain our Most Dangerous Stocks selection methodology.
Aug 29, 2005

Helping Solve the Options Problems

Closing the Reporting Loopholes for Option Expensing

  • We solve the analytical problems caused by companies that exploit the SEC's leniency regarding option expensing
  • We implement FAS 123 consistently and accurately across 3400+ companies for up to 9 years of history
  • Option grants cause two problems: (1) many companies do not report an expense for option grants and (2) companies value the grants inconsistently
  • We provide a truer representation of the economic costs of issuing options as compensation than required by GAAP for 3400+ companies and up to 9 years of history
  • We provide 100% visibility into the impact of option grants by presenting an accurate option expense along with all of the assumptions used to derive the expense
  • Figure 1 highlights ten firms whose earnings suffer the most when options expenses are appropriately recognized
Aug 5, 2005

Most Attractive Stocks for August 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Attractive Stocks provide unique investment ideas generated by our analysis of SEC filings, especially the Notes to the Financial Statements, for over 3400 companies.
  • 3 new stocks make our August Large Cap list.
  • 4 new stocks make our August Small Cap list.
  • Figure 1, in the attached report, lists the tickers added to and deleted from our Large and Small Cap Lists. Appendix 1 details the reasons behind each addition and deletion.
  • Our Most Attractive Stocks have RISING ROICs, which means the economics of the businesses are improving.
  • Our Most Attractive stocks are also very cheap, with low expectations for future cash flows and current Free-Cash-Flow Yields greater than 5%.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stocks selection methodology.
Aug 5, 2005

Most Dangerous Stocks for August 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Dangerous Stocks provide unique investment ideas generated by our analysis of SEC filings, especially the Notes to the Financial Statements, for over 3400 companies.
  • 1 new stock makes our August Large Cap list.
  • 4 new stocks make our August Small Cap list.
  • Figure 1, in the attached report, lists the tickers added to and deleted from our Large and Small Cap Lists. Appendix 1 details the reasons behind each addition and deletion.
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling.
  • We identify the most expensive stocks by looking for stocks with the highest expectations for future cash profits versus true, historical profits.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Pages 2-4 explain our Most Dangerous Stocks selection methodology.
Jul 24, 2005

Don't Trust the Reported Option Expenses

SEC and FASB Provide Loopholes To Lower Options Expense

  • Though requiring companies to report option expenses, FASB and the SEC have offered Corporate America a loophole to soften the blow to the bottom line.
  • Current accounting rules allow companies to lower option costs by simply altering - without explanation - the assumptions that drive their option pricing models.
  • Heavy option issuers, such as Juniper and Molson Coors, are exploiting the loophole to reduce ESO expenses considerably. See Figure 1 for details.
  • The only way to assess the legitimacy of option costs is to analyze details from the Notes to the Financial Statements.
  • As detailed in the July 25th edition of Forbes Magazine, New Constructs is the ONLY research firm that culls all important option (and other important) data from.
  • Figure 1 highlights five (of 200+) firms that exploited the loophole to boost pro forma EPS the most. Figure 2 in the report shows there are 200+ companies doing.
Jul 8, 2005

Most Attractive Stocks for July 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Attractive Stocks provide investors with unique investment ideas generated by our forensic analysis of 10K filings for over 3000 companies.
  • 3 new stocks make our July Large Cap list because price appreciation pushed 2 others off the list. 1 stock was eliminated as a new 10K revealed a drop in ROIC.
  • 8 new stocks make our July Small Cap list because price appreciation pushed 8 others off the list.
  • Our Most Attractive Stocks have RISING ROICs, which means the economics of the businesses are improving.
  • Our Most Attractive stocks are also very cheap, with low expectations for future cash flows and Free-Cash-Flow Yields greater than 5%.
  • Figure 1 in the attached report shows the 10 Most Attractive Large Cap Stocks for July.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stocks selection methodology.
Jul 8, 2005

Most Dangerous Stocks for July 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Dangerous Stocks provide investors with unique investment ideas generated by our forensic analysis of 10K filings for over 3000 companies
  • 3 new stocks make our July Large Cap list. Price appreciation elevated 2 stocks to Most Dangerous status. 1 companys recent 10K reflected a Most Dangerous profit decline
  • 3 new stocks make our July Small Cap list. Price appreciation elevated 1 stock to Most Dangerous status. 2 stocks are recent additions to coverage
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling
  • We identify the most expensive stocks by looking for stocks with the highest expectations for future cash profits versus true, historical profits
  • Figure 1 in the attached report shows the 10 Most Dangerous Large Cap Stocks for July
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Dangerous stocks
  • Pages 2-4 explain our Most Dangerous Stocks selection methodology
Jun 13, 2005

Roadmap for Portfolio Asset Allocation

Aggregation Analysis: S&P 500, Russell 1000 and All Sectors

  • This report enables more informed decisions for sector- based investment strategies and asset allocation.
  • The Energy and Materials sectors have Attractive ratings.
  • Consumer Discretionary, Industrials, and Telecom Services sectors have Dangerous ratings.
  • The Materials Sector moved from Dangerous to Attractive due to improvement in its ROIC and decline in valuation.
  • The Information Technology Sector moved from Dangerous to Neutral due to improvement in its ROIC.
  • Telecom Services moved from Neutral to Dangerous due to decline in its Free Cash Flow Yield.
  • All other sectors have a Neutral Risk/Reward rating, which is in line with the S&P 500 and the Russell 1000.
  • Detailed summaries, including an overview of the Most Attractive and Dangerous stocks, for each sector follow.
Jun 6, 2005

Most Attractive Stocks for June 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Attractive Stocks provide investors with unique investment ideas generated by our rigorous analysis of 10K filings for over 3000 companies.
  • 5 new stocks make our June Large Cap list because price appreciation in the past few weeks pushed 5 others off the list.
  • 6 new stocks make our June Small Cap list because price appreciation pushed 5 others off the list. 1 stock was eliminated as a new 10K revealed a drop in ROIC.
  • Our Most Attractive Stocks have RISING ROICs, which means the economics of the business are improving.
  • Our Most Attractive stocks are also very cheap, with low expectations for future cash flows and Free-Cash- Flow Yields greater than 5%.
  • Figure 1 shows the 10 Most Attractive Large Cap Stocks for June.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Attractive stocks.
  • Pages 2-4 explain our Most Attractive stocks selection methodology.
Jun 6, 2005

Most Dangerous Stocks for June 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Dangerous Stocks provide investors with unique investment ideas generated by our forensic analysis of 10K filings for over 3000 companies.
  • 4 new stocks make our June Large Cap list as recent price appreciation elevated them to more dangerous ranking than 4 companies on the May list.
  • 3 new stocks make our June Small Cap list after price decreases took 3 others off the list.
  • Our Most Dangerous Stocks have MISLEADING EARNINGS, which means reported profits are positive and rising while actual profits are negative and falling.
  • We identify the most expensive stocks by looking for stocks with the highest expectations for future cash profits versus true, historical profits.
  • Figure 1 shows the 10 Most Dangerous Large Cap Stocks for June.
  • Figures 2 and 3 provide the full list of 20 Large Cap and 20 Small Cap Dangerous stocks.
  • Pages 2-4 explain our Most Dangerous Stocks selection methodology.
May 10, 2005

Most Attractive Stocks for May 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Attractive Stocks provide investors with unique investment ideas generated by our rigorous analysis of 10K filings for over 3000 companies.
  • Our detailed forensic accounting analysis scours the Notes to the Financial Statements to reverse window- dressing of reported earnings and assess true profits.
  • We also identify the cheapest stocks by looking for stocks with the lowest expectations for future cash flows and a Free-Cash-Flow Yields greater than 5%.
  • Figure 1 shows a subset of our Most Attractive Stocks for May.
  • Figures 2 and 3 provide the full list of 20 Large Cap and Small Cap Attractive stocks.
  • Pages 2-4 explain our Attractive stock selection methodology.
  • Our May Most Attractive Stocks classifications are based on the freshest 10K data available to the market for the entire Russell 3000.
May 10, 2005

Most Dangerous Stocks for May 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Dangerous Stocks provide investors with unique investment ideas generated by our rigorous analysis of 10K filings for over 3000 companies.
  • Our detailed forensic accounting analysis scours the Notes to the Financial Statements to reverse window-dressing of reported earnings and assess true profits.
  • We also identify the most expensive stocks by looking for stocks with the highest expectations for future cash profits versus true, historical profits.
  • Figure 1 shows a subset of our Most Dangerous Stocks for May.
  • Our May Most Dangerous Stocks are based on the freshest financial data available to the market for the entire Russell 3000.
  • Contact us for a copy of the full report and/or details on which companies were added/dropped this month.
  • The full report includes a list of and all the details behind our 20 Most Dangerous Large/Mid Cap and Small Cap stocks.
May 10, 2005

Proof Is In Performance Thru April 2005

Methodology for Measuring the Portfolios' Performances

  • This note outlines how we track performance of our Most Attractive and Dangerous stocks portfolios.
  • Our April reports represent the beginning of the 2005 Attractive and Dangerous portfolios and will include stocks from reports published through March 2006.
  • The 2004 portfolios include stocks from prior reports.
  • Cumulative performance of the portfolios assumes Most Attractive and Most Dangerous portfolios are updated monthly when a new report is published.
  • Our first Most Attractive (+19%) and Dangerous (+1%) reports from September continue to perform very well versus the S&P 500 (+4%). See Figure 1. Past performance is not indicative of future performance.
  • The cumulative performance is strong for Attractive stocks (+10%), but weaker for the Dangerous (+10%) versus the S&P 500 (+4%). See Figure 2.
  • The April and May Attractive and Dangerous Stocks reflect the most recent (FYE 2004) corporate financial data for our 3000-company coverage universe.
Apr 11, 2005

Most Attractive Stocks for April 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • The April Most Attractive Stocks list reflects the most recent (FYE 2004) corporate financial data for our 3000-company coverage universe.
  • The top 5 stocks in our Large/Mid Cap Stocks List are: ACF, LPX, MWD, MEL and CNF. Each has a Free-Cash-Flow Yield greater than 15%.
  • The top 5 stocks in our Small Cap Stocks List are: GFR, OTL, BDY, TRMK, and NAFC. Each has a Free-Cash-Flow Yield greater than 15%.
  • Due to the improving profitability of companies formerly not on the list (reflected in 2004 FYE data), a meaningful change in its composition is expected.
  • Rigorous back-testing has shown that stocks with a 2-Year average Free-Cash-Flow Yield greater than 10% substantially outperform the market and peers.
  • Our 20 Most Attractive Large/Mid Cap Stocks are on page 4, and the 20 Most Attractive Small Cap Stocks are on page 5 of the report.
Apr 11, 2005

Most Dangerous Stocks for April 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • Our Most Dangerous Stocks lists change considerably in April after our analysis of over 2500 new 10Ks.
  • As shown in Figure 1 below, our Most Dangerous stocks are under-performing the market over the past seven months.
  • Our April Most Dangerous Stocks are based on the freshest financial data available to the market for the entire Russell 3000.
  • Dangerous Stocks have Misleading Earnings, declining ROICs, and very EXPENSIVE Valuations.
  • Please contact us for a copy of the report.
  • The full report includes a list of and all the details behind our 20 Most Dangerous Large/Mid Cap and Small Cap stocks.
Mar 20, 2005

What You Don't Know Can Hurt Performance

Why The Notes to the Financial Statements Are Important

  • Reported earnings can be misleading because they omit important financial facts found only in the Notes.
  • Analyzing the Notes can improve stock picking as shown by the performance of our Most Attractive (+16%) and Most Dangerous (+1%) Stocks vs the S&P (+7%).
  • We analyze the Notes to the Financial Statements and use that insight to provide reports for over 3000 stocks.
  • This report highlights companies with the most misleading earnings based on adjustments made using data from the Notes to the Financial Statements.
  • Analyzing the Notes enables us to calculate economic earnings, potentially a more accurate measure of profits.
  • Economic earnings are based primarily on the spread between ROIC and WACC, aka the Economic Profit Margin.
  • Empirical evidence shows that Economic Profit Margins explain over 60% of the differences in the market valuation of companies in the S&P 500.
  • The results in this report are based on 2003 10Ks. To learn results from 2004 10Ks, please contact us. We have already processed over 800 10Ks filed since March 1st.
Feb 28, 2005

40 Most Attractive Stocks for March 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • The September Most Attractive Large/Mid Cap Stocks (+16%) have meaningfully out-performed the S&P 500 (+7%) over the past 6 months. See Figure 1.
  • 5 new Large/Mid-Cap stocks make our Most Attractive list. The top 5 are: S, HAS, BOH, UST, and OKE. Each has a Free-Cash-Flow Yield greater than 10%.
  • 4 new Small-Cap stocks make our Most Attractive list.
  • The top 5 are: GTIV, WRNC, OTL, UHAL, and ASPT.
  • Each has a Free-Cash-Flow Yield greater than 20%.
  • Rigorous back-testing has shown that stocks with a 2-Year average Free-Cash-Flow Yield greater than 10% substantially outperform the market and peers.
  • Attractive stocks have strong cash flow and improving Returns on Invested Capital.
  • Our 20 Most Attractive Large/Mid Cap Stocks are on page 4, and the 20 Most Attractive Small Cap Stocks are on page 5.
Feb 28, 2005

40 Most Dangerous Stocks for March 2005

20 Large/Mid Cap and 20 Small Cap Stocks

  • The September Most Dangerous Large/Mid Cap Stocks (+1%) have meaningfully under-performed the S&P 500 (+7%) over the past 6 months. See Figure 1.
  • 1 new Large/Mid-Cap stocks make our Most Dangerous list for March. The top 5 are: STN, IVGN, DNA, EDMC, and BA.
  • 4 new Small-Cap stocks make our Most Dangerous list.
  • The top 5 are: CWTR, JLL, AMHC, COKE, and BONT.
  • Despite reporting positive GAAP earnings and GAAP earnings growth, these companies have negative and declining economic earnings.
  • Our 20 Most Dangerous Large/Mid Cap Stocks are on page 4, and the 20 Most Dangerous Small Cap Stocks are on page 5.
  • A detailed description of how we identify the Most Dangerous Stocks is on pages 2 and 3.
Feb 21, 2005

All Sectors: Risk/Reward Comparisons

A Road Map for Sector Strategies and Portfolio Allocation

  • This report provides a summary of our investment Risk/Reward analysis for all ten sectors in the market as well as comparisons to the S&P 500 and Russell 1000.
  • Consumer Staples and Energy are the only sectors to achieve an Attractive Risk/Reward rating in our system.
  • Information Technology, Consumer Discretionary, Industrials, and Materials sectors have a Dangerous rating.
  • All other sectors have a Neutral Risk/Reward ranking, which is in line with the S&P 500 and the Russell 1000.
  • Detailed summaries, including an overview of the Most Attractive and Dangerous stocks, for each sector follow.
  • Aggregation analyses are based on summing all company models for a given sector or index into an aggregate model.
Feb 18, 2005

Consumer Staples: Attractive Risk/Reward

Assessing Economic Earnings and Market Expectations

  • Overall Attractive Risk/Reward means the Sector offers more upside potential than downside risk, in our opinion.
  • With a valuation that implies reasonable expectations for future cash flow, rising economic profits suggest the Sector has less downside risk versus upside potential.
  • Consumer Staples and Energy are the only sectors to achieve an Attractive Risk/Reward score in our system.
  • There are 12 Very Attractive Stocks in the Consumer Staples Sector. The top 2 are UST and HNZ.
  • Figure 1 summarizes the five factors that comprise our Attractive score. Figure 1 provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising, and the Sectors ROIC ranks in the 2nd Quintile.
  • This report represents an aggregation of fifty companies from the Russell 1000 in the Consumer Staples Sector.
Feb 18, 2005

Energy Sector: Attractive Risk/Reward

Assessing Economic Earnings and Market Expectations

  • Overall Attractive Risk/Reward means the Sector offers more upside potential than downside risk, in our opinion.
  • With a valuation that implies reasonable expectations for future cash flow, rising economic profits suggest the Sector has less downside risk versus upside potential.
  • Energy and Consumer Staples are the only sectors to achieve an Attractive Risk/Reward score in our system.
  • There are 6 Very Attractive Stocks in the Energy Sector. The top 2 are ASH and KMG.
  • Figure 1 summarizes the five factors that comprise our Attractive score. Figure 1 provides key insights into the profitability and valuation of the Sector.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • "Rising EP" means that economic EPS are positive and rising, and the Sectors ROIC ranks in the 3 rd Quintile.
  • This report represents an aggregation of forty-eight companies from the Russell 1000 in the Energy Sector.
Feb 17, 2005

S&P 500 Neutral Risk/Reward Score

Economic Earnings and Financial Expectations for the Index

  • An Overall Neutral Risk/Reward Score means the Index does not have particularly Dangerous or Attractive Profitability or Valuation characteristics.
  • Figure 1 summarizes the five factors that comprise our Neutral assessment. Figure 1 provides key insights into the profitability and valuation of the S&P 500.
  • In our opinion, the S&P 500 offers neutral downside risk versus upside potential because its valuation implies reasonable future financial performance versus historical.
  • "Neutral EP" means that economic earnings are negative but following the same trend as reported GAAP EPS.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the body of the report.
  • This report provides key benchmarks from the S&P 500 for analyzing the unique profitability and valuation metrics offered by New Constructs for over 3000 stocks.
  • The analyses in this report are derived from the individual economic earnings and valuation models we have for every company in the index.
Feb 17, 2005

Russell 1000 Neutral Risk/Reward Score

Economic Earnings and Financial Expectations for the Index

  • An Overall Neutral Risk/Reward Score means the Index does not have particularly Dangerous or Attractive Profitability or Valuation characteristics.
  • Figure 1 summarizes the five factors that comprise our Neutral assessment. Figure 1 provides key insights into the profitability and valuation of the Russell 1000.
  • Versus the S&P 500, the valuation of the Russell 1000 is materially higher, implying greater risk. The economic performance and growth of the two indices are inline.
  • In our opinion, the Russell 1000 offers neutral downside risk versus upside potential because its valuation implies reasonable future financial performance versus historical.
  • "Neutral EP" means that economic earnings are negative but following the same trend as reported GAAP EPS.
  • Detailed definitions and explanations of each criterion in Figure 1 are provided in the report.
  • This report provides key benchmarks from the Russell 1000 for analyzing the unique profitability and valuation metrics offered by New Constructs for over 3000 stocks.
Feb 3, 2005

Most Attractive Stocks for February 2005

Large/Mid Cap and Small Cap Stocks

  • Our 20 Most Attractive Stocks have greater upside potential than downside risk because of: Cheap Valuations, Strong Economics, and Hidden Value.
  • 4 new Large/Mid-Cap stocks make our Most Attractive list. The top 5 are: S, HAS, BOH, UST, and PNC. Each has a Free-Cash-Flow Yield greater than 12%.
  • 5 new Small-Cap stocks make our Most Attractive list. The top 5 are: GTIV, BDG, WRNC, OTL, and ITLA. Each has a Free-Cash-Flow Yield greater than 20%.
  • Rigorous back-testing has shown that stocks with a 2-Year average Free-Cash-Flow Yield greater than 10% substantially outperform the market and peers.
  • These stocks have low risk because their valuations reflect low expectations for future economic profit growth while historical economic profit growth is solid.
  • Attractive stocks have strong cash flow and improving Returns on Invested Capital.
  • Our 20 Most Attractive Stocks list for February featuring Large and Mid-Cap Stocks is on page 4 and the list featuring Small-Cap Stocks is on page 5.
  • A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3.
Feb 3, 2005

Most Dangerous Stocks for February 2005

Large/Mid Cap and Small Cap Stocks

  • Our 20 Most Dangerous Stocks have greater downside risk than upside potential because of: Expensive Valuations, Poor Economics, and Misleading Earnings.
  • 3 new Large/Mid-Cap stocks make our Most Dangerous list for February. The top 5 are: STN, IVGN. DNA, EDMC, and UVN.
  • 3 new Small-Cap stocks make our Most Dangerous list. The top 5 are: CWTR, COKE, JLL, AMHC, and BONT.
  • These stocks are risky investments because their valuations imply future financial performance far greater than what the companies have achieved historically.
  • Despite reporting positive GAAP earnings and GAAP earnings growth, these companies have negative and declining economic earnings.
  • Our economic measures overcome accounting distortions to provide investors with an unadulterated analysis of the underlying economics of businesses.
  • Our 20 Most Dangerous Stocks list for February featuring Large and Mid-Cap Stocks is on page 4 and the list featuring Small-Cap Stocks is on page 5.
  • A detailed description of how we identify the Most Dangerous Stocks is on pages 2 and 3.
Jan 11, 2005

Most Attractive Large Cap Stocks for January 2005

Large and Mid-Cap (Greater than $2 billion market value)

  • Our 20 Most Attractive Stocks have greater upsidepotential that downside risk because of: Cheap Valuations, Strong Economics, and Hidden Value.
  • 9 new stocks make our 20 Most Attractive list in JanuaryThe top 5 Most Attractive are: SFI, HAS, BOH, UST and PNC. Each has a Free-Cash-Flow Yield greater than 13%.
  • Rigorous back-testing has shown that stocks with a 2-Year average Free-Cash-Flow Yield greater than 10% substantially outperform the market and peers.
  • These stocks have low risk because their valuations reflect low expectations for future economic profit growth while historical economic profit growth is solid.
  • If accounting measures of profitability can be unreliable, then so can the valuation metrics that rely on them.
  • Our 20 Most Attractive Stocks for January are listed on page 4.
  • A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3.
Jan 11, 2005

Most Dangerous Large Cap Stocks for January 2005

Large and Mid-Cap (Greater than $2 billion market value)

  • Our 20 Most Dangerous Stocks have greater downside risk than upside potential because of: Expensive Valuations, Poor Economics, and Misleading Earnings.
  • 3 new stocks make our 20 Most Dangerous list for January. The top 5 Most Dangerous stocks are: STN, IVGN, DNA, UVN, and EDMC.
  • These stocks are risky investments because their valuations imply future financial performance far greaterthan what the companies have achieved historically.
  • Despite reporting positive GAAP earnings and GAAP earnings growth, these companies have negative and declining economic earnings.
  • If accounting measures of profitability can be unreliable, then so can the valuation metrics that rely on them.
  • Our economic measures overcome accounting distortions to provide investors with an unadulterated analysis of the underlying economics of businesses.
  • Our Top 20 Most Dangerous Stocks for January are listed on page 4.
  • A detailed description of how we identify the Most Dangerous Stocks is on pages 2 and 3.
Jan 11, 2005

Most Attractive Small Cap Stocks for January 2005

Small Cap (Less than $2 billion market value)

  • Our 20 Most Attractive Stocks have greater upside potential that downside risk because of: Cheap Valuations, Strong Economics, and Hidden Value.
  • The top 5 Most Attractive Small-Cap stocks are: GTIV, BDG, OTL, ITLA and SIE. Each has a Free-Cash-Flow Yield greater than 20%.
  • Rigorous back-testing has shown that stocks with a 2-Year average Free-Cash-Flow Yield greater than 10% substantially outperform the market and peers.
  • These stocks have low risk because their valuations reflect low expectations for future economic profit growth while historical economic profit growth is solid.
  • If accounting measures of profitability can be unreliable, then so can the valuation metrics that rely on them.
  • Our 20 Most Attractive Stocks for January are listed on page 4.
  • A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3.
Jan 11, 2005

Most Dangerous Small Cap Stocks for January 2005

Small-Cap (Less than $2 billion market value)

  • Our 20 Most Dangerous Stocks have greater downside risk than upside potential because of: Expensive Valuations, Poor Economics, and Misleading Earnings.
  • The top 5 Most Dangerous small-cap stocks are: COKE, AMHC, ANSI, JLL, and BONT.
  • These stocks are risky investments because their valuations imply future financial performance far greater than what the companies have achieved historically.
  • Despite reporting positive GAAP earnings and GAAP earnings growth, these companies have negative and declin