Danger Zone: Workday (WDAY)
Momentum was the only thing supporting WDAY’s stock, and now that the momentum is gone, look out below.
David Trainer, Founder & CEO
IBM
David Trainer, Founder & CEO
Information Technology Sector
The Information Technology sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.
David Trainer, Founder & CEO
Large Cap Blend Style
The Large Cap Blend style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 886 mutual funds in the Large Cap Blend style as of January 27, 2014.
David Trainer, Founder & CEO
Danger Zone 10/21/13: Tangoe (TNGO)
TNGO checks all the marks of a Wall Street rollup scheme. Beating earnings estimates by a penny for share every quarter? Check. Constant acquisitions to keep the top line growing? Check. Shady management rewarding itself with massive stock options? Check.
David Trainer, Founder & CEO
Unconsolidated Subsidiary Assets – Valuation Adjustment
Investors who ignore unconsolidated subsidiary assets are not getting a true picture of the cash available to be returned to shareholders. By adding unconsolidated subsidiary assets one can better understand the value of the stock to shareholders. Diligence pays.
David Trainer, Founder & CEO
Non-Operating Unconsolidated Subsidiaries—Invested Capital Adjustment
This report is one of a series on the adjustments we make to convert GAAP data to economic earnings. This report focuses on an adjustment we make to convert the reported balance sheet assets into invested capital.
David Trainer, Founder & CEO
Accumulated Goodwill Amortization & Unrecorded Goodwill – NOPAT Adjustment
Understanding NOPAT Adjustments - Accumulated Goodwill Amortization and Unrecorded Goodwill
David Trainer, Founder & CEO
How to Find the Best Style ETFs
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.
David Trainer, Founder & CEO
AOCI 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
Best & Worst ETFs & Mutual Funds July 2013: Information Technology Sector
The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 155 mutual funds in the Information Technology sector as of July 8, 2013.
David Trainer, Founder & CEO
Danger Zone 6/3/2013: Perma-Bears and Bubble Alarmists
I am optimistic about the U.S. economy and I don’t believe we are in bubble. Too many investors and economists are looking at the economy the wrong way.
David Trainer, Founder & CEO
How To Avoid the Worst Sector ETFs: May 2013
Picking from the multitude of sector ETFs is a daunting task. In any given sector there may be as many as 43 different ETFs, and there are at least 171 ETFs across all sectors.
David Trainer, Founder & CEO
Buy Accenture (ACN): Profiting Off Others’ Innovations
No matter what time range I review, Accenture’s history attests to the quality of its management and business model.
David Trainer, Founder & CEO
Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style (May 2013)
This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs.
David Trainer, Founder & CEO
How To Find the Best Style ETFs: March 2013
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. Only a careful analysis of an ETF's holdings can allow investors to find the best ETFs for each style.
David Trainer, Founder & CEO
Best & Worst ETFs & Mutual Funds January 2013: Information Technology Sector
The Information Technology sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 157 mutual funds in the Information Technology sector as of January 24th, 2013.
David Trainer, Founder & CEO
How To Find the Best Style ETFs: December 2012
Finding the best ETFs is an increasingly difficult task in a world with so many ETFs to choose from.
David Trainer, Founder & CEO
Best & Worst ETFs and Mutual Funds July 2012: 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 & Worst ETFs & Mutual Funds: Technology Sector
The Information Technology sector ranks 3rd out of the ten sectors as detailed in my sector roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 28 ETFs and 151 mutual funds in the Information Technology sector as of April 16th, 2012.
David Trainer, Founder & CEO
Stock Pick of the Week: Sell/Short Integrated Device Technology, Inc. (IDTI)- Very Dangerous Rating
Of the 561 technology stocks we cover, IDTI is one of the 77 that get our “very dangerous” rating and one of the few that make our most dangerous stocks list for January. The tech sector is tricky because there are several large-cap excellent stocks (MSFT, ADI and AAPL) that make the sector look very good and offer good hiding for some “very dangerous” smaller-cap stocks such as IDTI.
David Trainer, Founder & CEO