Wal-Mart: Still Offering Great Value

WMT_Fig1

Wal-Mart’s stock has done well since we first opened a position in June 2011, but it is still significantly undervalued.

Continue Reading →

Samples of my reports on stocks, ETFs and mutual funds

Free samples of my reports on stocks, ETFs and mutual funds so you can see what we provide

Continue Reading →

ETF Pair Trade to Maximize Gains in the Consumer Staples Sector

149919624_3fc03c6b02_m

The consumer staples sector may be a less volatile sector than most, but that does not mean it is immune to market volatility. Buying XLP and shorting PSCC (or PBJ) puts investors in a position to profit no matter which way the sector goes.

Continue Reading →

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

RatingBreakdown_Fig5

This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.

Continue Reading →

Cheap Funds Dupe Investors – 4Q2012

LowCostsDupeFig1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on fund holdings enables investors to find funds with high quality holdings – AND – low fees.

Continue Reading →

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Best & Worst blank

The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector rankings for ETFs and mutual funds. It gets my Attractive rating, which is based on an aggregation of the ratings of 9 ETFs and 9 mutual funds in the Consumer Staples sector as of October 9, 2012. Reports on the best & worst ETFs and mutual funds in every sector and style are here.

Continue Reading →

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

SPOW_PM_fig1

My last recommendation was new to the value-investing club (see Buy CSCO: A Treat For Value Investors). This week, I bring back a classic value stock: Phillip Morris (PM).

Continue Reading →

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Best & Worst blank

The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector roadmap. It is the only sector to earn my Attractive rating, which is based on aggregation of ratings of ten ETFs and nine mutual funds in the Consumer Staples sector as of July 10, 2012.

Continue Reading →

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Best & Worst blank

The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector roadmap. It gets my Attractive rating, which is based on the aggregation of my ratings for 10 Consumer Staples ETFs and 9 Consumer Staples mutual funds as of April 12, 2012. Reports on the best & worst ETFs and mutual funds in every sector and style are on my blog and MarketWatch’s Trading Deck.

Continue Reading →

Smoking Out the Truth: Buy MO

As discussed in “The Real Earnings Season Starts Now”, annual reports are the best source for developing investment ideas. I provided my clients with dozens of insights in 2011 that delivered impressive returns, and I continue that trend with my recommendation of MO.

Continue Reading →

3Q11 Sector ETF Rankings: Chips and Dips Rise To The Top

Best & Worst blank

The consumer staples and information technology sectors are tops among the ten major sectors. Both get our “attractive” rating. Our Sector Roadmap report ranks and rates all of the 10 sectors. It also benchmarks all sectors against the S&P 500, which gets our “neutral” rating and the Russell 2000, which gets our “dangerous” rating.

Continue Reading →

Blue-Light Special: Wal-Mart Stock

Wal-Mart's Economic book value

If you are looking for a good, safe stock in this volatile market, Wal-Mart is one of the best.

Continue Reading →