GE
Pension Net Funded Status – Valuation Adjustment
Companies with underfunded pensions will likely need to divert a greater amount of future cash flows away from shareholders to make up the funding gap. An accurate analysis of shareholder value should include the net funded status of pensions.
David Trainer, Founder & CEO
Accumulated Goodwill Amortization and Unrecorded Goodwill – NOPAT Adjustment
Converting GAAP data into economic earnings should be part of every investor’s diligence process. Performing detailed analysis of footnotes and the MD&A is part of fulfilling fiduciary responsibilities.
David Trainer, Founder & CEO
Accumulated Other Comprehensive Income Removed from Invested Capital – NOPAT Adjustment
Reported assets don’t tell the whole story of the capital invested in a business. Accounting rules provide numerous loopholes that companies can exploit to hide balance sheet issues and obscure the true amount of capital invested in a business.
David Trainer, Founder & CEO
The Danger Zone Pick: 11/26/12
General Electric (GE) is in the DangerZone today.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds: Large-cap Value Style
The large-cap value style ranks fourth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on an aggregation of the ratings of 38 ETFs and 744 mutual funds in the large-cap value style as of July 17, 2012.
David Trainer, Founder & CEO
Best and Worst Funds: Large Cap Blend Style
The Large Cap Blend investment style ranks first out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 1222 funds in the style.
David Trainer, Founder & CEO
Forensic Accounting Says Avoid Energy & Financial Stocks
As one financial scandal follows another, it seems the good guys are having a tougher time catching the bad guys. Recent revelations about MF Global’s ponzi scheme are another reminder of how our regulatory and oversight systems seem to let whales pass through their net.
David Trainer, Founder & CEO
General Electric (GE) Neutral Risk/Reward Rating for Ask Matt Readers
Here is a free copy of our report on GE for Ask Matt readers. This report provides details behind Matt’s analysis of GE in his recent article in USA Today. Click here for our report: General Electric (GE) Neutral Risk/Reward Rating.
David Trainer, Founder & CEO