Free stock investment reports on individual stocks and other topics related to business valuation, financial regulatory reform, and
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success of our newsletters for the Most Attractive and Most Dangerous Stocks.
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
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 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
New Stocks Make Most Attractive/Dangerous Lists For January
Stock Picks and Pans
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 8, 2014
Danger Zone: NetSuite (N)
Stock Picks and Pans
Dec 16, 2013
Danger Zone: Salesforce.com
Stock 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 IÂ’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 OthersÂ’ Innovations
Stock Picks and Pans
May 16, 2013
How New ConstructsÂ’ Research Saw Cisco SystemsÂ’ (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.
- BarronÂ’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.
- BarronÂ’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.
- BarronÂ’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.
- BarronÂ’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.
- BarronÂ’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.
- BarronÂ’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.
- BarronÂ’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
FedÂ’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.
- BarronÂ’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.
- BarronÂ’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 fundÂ’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 fundÂ’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 fundÂ’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 fundÂ’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 fundÂ’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 fundÂ’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 fundÂ’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 fundÂ’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 fundÂ’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 fundÂ’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.
- BarronÂ’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 1Â’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.
- BarronÂ’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 ConstructsÂ’ 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 1Â’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.
- BarronÂ’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 1Â’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.
- BarronÂ’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 1Â’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.
- BarronÂ’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 monthÂ’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 monthÂ’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 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.
Dec 3, 2004
December 2004's 20 Most Attractive Stocks
Stocks with Low Risk and Strong Upside Potential
- Our 20 Most Attractive Stocks have: Cheap Valuations, Strong Economics, and Hidden Value.
- 11 new stocks make our 20 Most Attractive list in December as we introduce a new criterion: 2-Year Average Free-Cash-Flow Yield.
- We suggest readers leverage our 'Cash Is King.....When Measured Accurately' report to read how our model portfolio based on FCF Yields < 10% strongly outperforms key benchmarks.
- 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.
- Top 5 Most Attractive are: BOH, CBSS, CRE, FCX, and FITB. Each has a Free-Cash-Flow Yield greater than 15%.
- 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 December are listed on page 4.
- A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3.
Dec 3, 2004
December 2004's 20 Most Dangerous Stocks
Stocks with the Greatest Risk of Downside
- Our 20 Most Dangerous Stocks have: Expensive Valuations, Poor Economics, and Misleading Earnings.
- 6 new stocks make our 20 Most Dangerous list for November. The top 5 Most Dangerous stocks are: STN, DNA, UVN, EDMC, and BA.
- We suggest readers leverage our 'Setting the Benchmarks for the S&P 500' report to compare the metrics for the individual companies in this report to the benchmark metrics in the S&P 500 report.
- 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.
- 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 November are listed on page 4.
Nov 30, 2004
Cash Is King ... When Measured Accurately
Back-testing Shows Our Free-Cash-Flow-Yield Outperforms
- Rigorous back-testing shows that companies with a FreeCash-Flow Yield greater than 10% have consistently outperformed the S&P 500 and peers by a wide margin.
- This report shows better data may improve stock picking.
- Over 5 years, our Model Portfolio (+215%) substantially outperformed the SP 500 (-27%). After removing survivor bias, our Model Portfolio (+96%) still bested the market.
- We believe our Model Portfolios superior results are driven by our more accurate measure of Free Cash Flow (FCF), which leverages data from Notes to the Financials.
- Our back-testing process is very simple. We buy stocks with a Free-Cash-Flow Yield averaging at least 10% for a minimum of 2 years. We hold these stocks for one year.
- Figures 1 and 2 compare the rebalanced performance of our Model Portfolio versus the S&P 500 over 5 years.
- Figure 4 shows the FCF and the FCF Yield for the S&P 500 over the past 5 years. Figure 6 shows the Russell 1000 companies with a 5-year average FCF Yield greater than 10%.
Nov 9, 2004
November 2004's 20 Most Attractive Stocks
Stocks with Low Risk and Strong Upside Potential
- Our 20 Most Attractive Stocks have: Cheap Valuations, Strong Economics, and Hidden Value.
- 14 new stocks make our 20 Most Attractive list in November as we introduce a new criterion: Free-Cash-Flow Yield.
- Rigorous back-testing of our Free-Cash-Flow Yield metric has shown that stocks with a yield greater than 10% substantially outperform the market and peers.
- Top 5 Most Attractive are: LPX, MVL, TMK, CRE, and MI. Each has a Free-Cash-Flow Yield greater than 10%.
- 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 November are listed on page 4 of the report available from the link below.
- A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3 of the report.
Nov 9, 2004
November 2004's 20 Most Dangerous Stocks
Stocks with the Greatest Risk of Downside
- Our 20 Most Dangerous Stocks have: Expensive Valuations, Poor Economics, and Misleading Earnings.
- 6 new stocks make our 20 Most Dangerous list for November. The top 5 Most Dangerous stocks are: STN, DNA, UVN, EDMC, and BA.
- We suggest readers leverage our 'Setting the Benchmarks for the S&P 500' report to compare the metrics for the individual companies in this report to the benchmark metrics in the S&P 500 report.
- 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.
- 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 November are listed on page 4.
Nov 8, 2004
Setting the Benchmarks for the S&P 500
Analyzing the Economic Earnings and Future Cash Flow Expectations for the Index
- This report provides benchmarks from the S&P 500 for analyzing the unique profitability and valuation metrics offered by New Constructs for over 3000 stocks.
- Over the past five years, economic earnings have been negative while reported earnings have been positive for the index. In the last fiscal year, both have trended up.
- We believe the S&P 500 looks fairly valued when comparing the future performance expectations embedded in its price to historical performance.
- Trading at 1,128 means the market expects the S&P 500, in aggregate, to grow revenues annually at 7% and achieve an economic profit margin of 9% for the next 24 years.
- The analyses in this report are derived from the individual economic earnings and valuation models we have for every company in the index.
- New Constructs aims to rectify all accounting distortions in GAAP financial statements to provide investors with a truer measure of the economic earnings of companies.
- The results in this report reflect recent updates to our assumptions for the Equity Risk Premium and Risk-Free Rate used for calculating the cost of equity capital.
Oct 5, 2004
10 Most Attractive Health Care Stocks
Stocks with Low Risk and Strong Upside Potential
- Our 10 Most Attractive Stocks in the Health Care Sector have: Cheap Valuations, Strong Economics, and HiddenValue.
- The top 5 Most Attractive are: UNH, PHS, WYE, RCI, and JNJ.
- These stocks have low risk because their valuations reflect low expectations for future economic profit growth while historical economic profit growth is solid.
- The Price-to-Earnings ratios of these stocks are relatively high and, we believe, are misleading.
- If accounting measures of profitability can be unreliable, then so can the valuation metrics that rely on them.
- Our 10 Most Attractive Stocks in Health Care are listed on page 4 of the report.
- A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3 of the report.
Oct 5, 2004
10 Most Dangerous Stocks in Health Care
Stocks with the Greatest Risk of Downside
- Our 10 Most Dangerous Stocks in the Health Care Sector have: Expensive Valuations, Poor Economics, and Misleading Earnings.
- The top 5 Most Dangerous are: DNA, VAR, CHIR, FSH and PPDI.
- 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, these companies have negative 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 10 Most Dangerous Stocks in the Health Care Sector are listed on page 4 of the report.
- A detailed description of how we identify the Most Dangerous Stocks is on pages 2 and 3 of the report.
Oct 5, 2004
10 Most Dangerous Technology Stocks
Stocks with the Greatest Risk of Downside
- Our 10 Most Dangerous Stocks in the Information Technology Sector have: Expensive Valuations, Poor Economics, and Misleading Earnings.
- The top 5 Most Dangerous are: MFE, MCHP, HRS, PSFT, and NCR.
- 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, 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 10 Most Dangerous Stocks in the Information Technology Sector are listed on page 4 of this report.
- A detailed description of how we identify the Most Dangerous Stocks is on pages 2 and 3 of this report.
Oct 4, 2004
October 2004's 20 Most Attractive Stocks
Stocks with Low Risk and Strong Upside Potential
- Our 20 Most Attractive Stocks have: Cheap Valuations, Strong Economics, and Hidden Value.
- 3 new stocks make our 20 Most Attractive list in October. The top 5 are: ECL, GNTX, GGP, UNH, PEP.
- These stocks have low risk because their valuations reflect low expectations for future economic profit growth while historical economic profit growth is solid.
- These stocks have hidden value because their economic EPS growth exceeds their GAAP EPS growth.
- The Price-to-Earnings ratios of these stocks are relatively high and, we believe, are misleading.
- If accounting measures of profitability can be unreliable, then so can the valuation metrics that rely on them.
- Our 20 Most Attractive Stocks for October are listed on page 4 of the report available from the link below.
- A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3 of the report.
Oct 4, 2004
October 2004's 20 Most Dangerous Stocks
Stocks with the Greatest Risk of Downside
- Our 20 Most Dangerous Stocks have: Expensive Valuations, Poor Economics, and Misleading Earnings.
- 5 new stocks make our 20 Most Dangerous list in October. The top 5 are: BA, AXP, XRX, CPN and UVN.
- 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.
- 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 October are listed on page 4.
- A detailed description of how we identify the Most Dangerous Stocks is on pages 2 and 3 of the report.
Sep 10, 2004
September 2004's 20 Most Attractive Stocks
Stocks with Low Risk and Strong Upside Potential
- Our 20 Most Attractive Stocks have: Cheap Valuations, Strong Economics, and Hidden Value.
- 7 new stocks make our 20 Most Attractive list in September. All of the top 5 are new. They are HB, WL, UST, MAY, and CRE.
- These stocks have low risk because their valuations reflect low expectations for future economic profit growth while historical economic profit growth is solid.
- These stocks have hidden value because their economic EPS growth exceeds their GAAP EPS growth.
- The Price-to-Earnings ratios of these stocks are relatively high and, we believe, are misleading.
- If accounting measures of profitability can be unreliable, then so can the valuation metrics that rely on them.
- Our 20 Most Attractive Stocks for September are listed on page 4 of the report available from the link below.
- A detailed description of how we identify the Most Attractive Stocks is on pages 2 and 3 of the report.
Sep 10, 2004
September 2004's 20 Most Dangerous Stocks
Stocks with the Greatest Risk of Downside
- Our 20 Most Dangerous Stocks have: Poor Economics, Expensive Valuations, and Misleading Earnings.
- 10 new stocks make our 20 Most Dangerous list in September. 4 of the top 5 are replaced as well.
- 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.
- 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 September are listed on page 4.
- A detailed description of how we identify the Most Dangerous Stocks is on pages 2 and 3 of the report.
Aug 20, 2004
Will They All Cross the Chasm?
Google, eBay, and Yahoo Share Lofty Valuations
- If GOOG, YHOO and EBAY achieve the revenue growth implied by their valuations, their combined revenues would represent nearly 5% o
