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Apr 17, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Value: $50

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.
Apr 17, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Blend: $50

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.
Apr 16, 2014

Best & Worst ETFs & Mutual Funds: All Cap Growth: $50

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.
Apr 16, 2014

Best & Worst ETFs & Mutual Funds: All Cap Value: $50

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.
Apr 16, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Blend: $50

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 16, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Growth: $50

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.
Apr 14, 2014

Best & Worst ETFs & Mutual Funds: All Cap Blend: $50

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.
Apr 14, 2014

Danger Zone: Workday (WDAY)

Stock Picks and Pans

Apr 11, 2014

Best & Worst ETFs & Mutual Funds: Utilities: $50

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 11, 2014

Investment Style Rankings For ETFs & Mutual Funds: $50

Identifying Low Costs and Quality Holdings

  • 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.
Apr 11, 2014

Rating Breakdown by Style: $50

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
Apr 9, 2014

Best & Worst ETFs & Mutual Funds: Materials: $50

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 9, 2014

Best & Worst ETFs & Mutual Funds: Telecom: $50

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.
Apr 9, 2014

New Stocks Make Most Attractive/Dangerous Lists For April

Stock Picks and Pans

Apr 9, 2014

Proof Is In Performance Thru 1Q14

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

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

Support.com Inc. (SPRT)

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

Apr 9, 2014

The Chubb Corp (CB)

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

Apr 9, 2014

Digital Realty Trust, Inc. (DLR)

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

Apr 9, 2014

First Citizens Banc Corp (FCZA)

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

Apr 8, 2014

Best & Worst ETFs & Mutual Funds: Energy: $50

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 8, 2014

Best & Worst ETFs & Mutual Funds: Health Care: $50

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.
Apr 8, 2014

Best & Worst ETFs & Mutual Funds: Industrials: $50

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 4, 2014

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector: $50

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 4, 2014

Best & Worst ETFs & Mutual Funds: Financials: $50

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 3, 2014

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector: $50

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 3, 2014

Johnson and Johnson is a Safe Pick in a Dangerous Market

Stock Picks and Pans

Apr 3, 2014

Rating Breakdown By Sector: $50

Identifying Low Costs and Quality Holdings

  • Best & Worst ETFs and Mutual Funds in each Sector by: Predictive Rating, Portfolio Management Rating, Total Annual Costs Rating
  • Ratings are based on rigorous analysis of the profitability and valuation of each fund's holdings
  • Our rating system is forward-looking and does not rely on past performance
Apr 2, 2014

Most Attractive Stocks For April 2014: $125

20 Large/Mid Cap and 20 Small Cap Stocks

  • 27 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 (+2.3%) outperformed the S&P 500 (-0.1%) last month.
  • Figure 1 shows the 27 stocks that outperformed from March'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.
Apr 2, 2014

Netflix (NFLX): Even More Dangerous

Stock Picks and Pans

Apr 2, 2014

Most Dangerous Stocks For April 2014: $125

20 Large/Mid Cap and 20 Small Cap Stocks

  • 28 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 (-1.0%) fell more than the S&P 500 (-0.1%) and outperformed as a short portfolio last month.
  • Figure 1 shows the 26 stocks from March'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.
Apr 1, 2014

Danger Zone: Value Investors

Stock Picks and Pans

Apr 1, 2014

Sector Rankings For ETFs & Mutual Funds: $50

Identifying Low Costs and Quality Holdings

  • 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.
Mar 28, 2014

NOPAT Adjustment: Foreign Exchange Loss

Diligence Pays

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

Danger Zone: Dunkin Brands Group (DNKN)

Stock Picks and Pans

Mar 17, 2014

Danger Zone: Tuesday Morning (TUES)

Stock Picks and Pans

Mar 12, 2014

New Stocks Make Most Attractive/Dangerous Lists For March

Stock Picks and Pans

Mar 12, 2014

Rambus Inc. (RMBS)

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

Mar 12, 2014

Validus Holdings, Ltd. (VR)

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

Mar 12, 2014

Costamare Inc. (CMRE)

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

Mar 12, 2014

LaSalle Hotel Properties (LHO)

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

Mar 10, 2014

Are Investors Wishing Upon Their Stars

ETF and Mutual Fund Research

Mar 5, 2014

Most Attractive Stocks For March 2014: $125

20 Large/Mid Cap and 20 Small Cap Stocks

  • 29 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 (+5.2%) underperformed the S&P 500 (+5.4%) last month.
  • Figure 1 shows the 12 stocks that outperformed from February'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.
Mar 5, 2014

Most Dangerous Stocks For March 2014: $125

20 Large/Mid Cap and 20 Small Cap Stocks

  • 35 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 (+5.4%) rose more than the S&P 500 (+5.4%) and underperformed as a short portfolio last month.
  • Figure 1 shows the 25 stocks from February'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.
Mar 3, 2014

Danger Zone: AOL (AOL)

Stock Picks and Pans

Feb 27, 2014

Danger Zone: Comcast (CMCSA)

Stock Picks and Pans

Feb 27, 2014

New Constructs Initiates Coverage of Facebook (FB) at Neutral

Stock Picks and Pans

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

Amdocs Offers Great Value

Stock Picks and Pans

Feb 19, 2014

Danger Zone: Small Cap Value Investors

Identifying Low Costs and Quality Holdings

Feb 19, 2014

How to Avoid the Worst Style Mutual Funds: $50

Mutual Fund Picks and Pans

Feb 18, 2014

AutoZone: The Best Bet In Automotive Retail

Stock Picks and Pans

Feb 18, 2014

How to Avoid the Worst Sector Mutual Funds: $50

Mutual Fund 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

How to Avoid the Worst Style ETFs: $50

ETF 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 11, 2014

How to Avoid the Worst Sector ETFs: $50

ETF Picks And Pans

Feb 10, 2014

Danger Zone: Callidus Software (CALD)

Stock Picks and Pans

Feb 7, 2014

How to Find the Best Style ETFs: $50

ETF 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

Feb 6, 2014

How to Find the Best Sector ETFs: $50

ETF Picks And Pans

Feb 5, 2014

Low Cost Funds Dupe Investors: 1Q14: $50

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.
Feb 5, 2014

Most Attractive Stocks For February 2014: $125

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 Most Attractive Stocks portfolio (-5.0%) outperformed the S&P 500 (-5.2%) last month.
  • Figure 1 shows the 23 stocks that outperformed from January's report.
  • Most Attractive Stocks have high and rising returns on capital (ROIC) and low market expectations for future profits.
Feb 5, 2014

Most Dangerous Stocks For February 2014: $125

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 Dangerous Stocks (-5.8%) fell more than the S&P 500 (-5.2%) and outperformed as a short portfolio last month.
  • Figure 1 shows the 23 stocks from January's report that outperformed as shorts.
  • Most Dangerous Stocks have misleading earnings, which means reported earnings are rising while true economic earnings are declining.
Jan 31, 2014

Best & Worst ETFs & Mutual Funds: Small Cap Growth Style: $50

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.
Jan 31, 2014

Best & Worst ETFs & Mutual Funds: Small Cap Value Style: $50

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.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Blend Style: $50

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.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Growth Style: $50

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.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Mid Cap Value Style: $50

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.
Jan 30, 2014

Best & Worst ETFs & Mutual Funds: Small Cap Blend Style: $50

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.
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 29, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Growth Style: $50

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.
Jan 29, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Value Style: $50

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.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: All Cap Blend Style: $50

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.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: All Cap Growth Style: $50

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.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: All Cap Value Style: $50

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.
Jan 28, 2014

Best & Worst ETFs & Mutual Funds: Large Cap Blend Style: $50

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.
Jan 28, 2014

Rating Breakdown By Style: $50

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
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 23, 2014

Investment Style Rankings For ETFs & Mutual Funds: $50

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.
Jan 22, 2014

Best & Worst ETFs & Mutual Funds: Materials Sector: $50

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 22, 2014

Best & Worst ETFs & Mutual Funds: Telecom Sector: $50

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 22, 2014

Best & Worst ETFs & Mutual Funds: Utilities Sector: $50

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 17, 2014

Best & Worst ETFs & Mutual Funds: Health Care Sector

Identifying Low Costs and Quality Holdings

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

Best & Worst ETFs & Mutual Funds: Information Technology Sector

Identifying Low Costs and Quality Holdings

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

Best & Worst ETFs & Mutual Funds: Industrials Sector

Identifying Low Costs and Quality Holdings

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

Best & Worst ETFs & Mutual Funds: Energy Sector

Identifying Low Costs and Quality Holdings

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

Best & Worst ETFs & Mutual Funds: Financials Sector

Identifying Low Costs and Quality Holdings

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

CF Industries Holdings, Inc. (CF)

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

Jan 16, 2014

Sanderson Farms, Inc. (SAFM)

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

Jan 16, 2014

Carpenter Technology Corp (CRS)

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

Jan 16, 2014

Oxford Industries, Inc. (OXM)

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

Jan 15, 2014

Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

Identifying Low Costs and Quality Holdings

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

Best & Worst ETFs & Mutual Funds: Consumer Staple Sector

Identifying Low Costs and Quality Holdings

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

New Stocks Make Most Attractive/Dangerous Lists For January

Stock Picks and Pans

Jan 15, 2014

Rating Breakdown By Sector

Identifying Low Costs and Quality Holdings

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

Danger Zone: Navistar (NAV)

Stock Picks and Pans

Jan 10, 2014

Proof Is In Performance Thru 4Q13

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

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

Sector Rankings Report

Identifying Low Costs and Quality Holdings

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

Danger Zone: NetSuite (N)

Stock Picks and Pans

Jan 8, 2014

Most Attractive Stocks For January 2014

20 Large/Mid Cap and 20 Small Cap Stocks

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

Most Dangerous Stocks For January 2014

20 Large/Mid Cap and 20 Small Cap Stocks

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

Danger Zone: Salesforce.com

Stock Picks and Pans

Dec 16, 2013

The Naughty and Nice List For Retail ETFs

ETF Picks And Pans

Dec 12, 2013

New Stocks Make Most Attractive/Dangerous Lists For December

Stock Picks and Pans

Dec 12, 2013

Assurant Inc. (AIZ)

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

Dec 12, 2013

KKR Financial Holdings LLC (KFN)

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

Dec 12, 2013

Belden Inc. (BDC)

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

Dec 12, 2013

Move Inc. (MOVE)

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

Dec 10, 2013

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

Stock Picks and Pans

Dec 5, 2013

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

Stock Picks and Pans

Dec 4, 2013

Most Attractive Stocks For December 2013

20 Large/Mid Cap and 20 Small Cap Stocks

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

Most Dangerous Stocks For December 2013

20 Large/Mid Cap and 20 Small Cap Stocks

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

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

Stock Picks and Pans

Nov 19, 2013

Buy Intel and Profit From Market Fear

Stock Picks and Pans

Nov 19, 2013

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

Stock Picks and Pans