Stock Picking Grades for Large Cap Value Style Fund Managers

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This report shows how well Large Cap Value ETFs and mutual fund managers pick stocks.

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Cheap Funds Dupe Investors – 3Q2014

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Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.

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Danger Zone: Utility Funds

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Utility sector ETFs and mutual funds are in the Danger Zone this week.

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Sector Rankings For ETFs & Mutual Funds

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For the second quarter of 2014, only three sectors manage to even earn a Neutral rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

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Asset Write-Downs Hidden In Operating Earnings – NOPAT Adjustment

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Asset write-downs are unusual charges that don’t appear on the income statement because they are bundled in other line items. Without careful footnotes research, investors would never know that these non-recurring items distort operating earnings by overstating core-operating costs.

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Sector Rankings For ETFs & Mutual Funds

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At the beginning of the first quarter of 2013, only the Consumer Staples Sector earns an Attractive rating.

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