3Q16 Sector Ratings For ETFs & Mutual Funds

bw4q15

At the beginning of the third quarter of 2016, no sectors earn an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each sector.

Continue Reading →

The Best and Worst of the Utilities Sector 4Q15

utilities4q15_featureimage

The Utilities sector ranks fifth out of the ten sectors as detailed in our 4Q15 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Utilities sector ranked eighth. It gets our Neutral rating.

Continue Reading →

Wall Street Analysts Find Themselves in the Danger Zone

DangerZone_WallStAnalaysts_featuredimage

The cat is out of the bag. CFOs admit that they manipulate accounting rules to “misrepresent earnings”. They also say that Wall Street analysts play along. This week we’re putting Wall Street analysts in the Danger Zone.

Continue Reading →

Stock Picking Grades for Large Cap Value Style Fund Managers

BW_Final-4q14

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

Continue Reading →

Cheap Funds Dupe Investors – 3Q2014

BW Final-3rd

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.

Continue Reading →

Danger Zone: Utility Funds

3508252914_73e09af9d3_z

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

Continue Reading →

Sector Rankings For ETFs & Mutual Funds

Best & Worst blank

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.

Continue Reading →

Asset Write-Downs Hidden In Operating Earnings – NOPAT Adjustment

AWDIO

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.

Continue Reading →

Sector Rankings For ETFs & Mutual Funds

Best & Worst blank

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

Continue Reading →