Large Cap Value Style 3Q16: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q16 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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Danger Zone: FireEye Inc. (FEYE)

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Many investors saw the recent price decline as a time to buy, and the stock is up 30% since mid-May. With shares now greatly overvalued plus large profit losses and strong competition, FireEye (FEYE) is this week’s Danger Zone pick.

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Danger Zone: Imperva Inc. (IMPV)

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This week’s Danger Zone pick has since rebounded and might have investors thinking now is the time to buy. Unfortunately, the fundamentals of this company reveal a different story. Growing losses, misleading non-GAAP metrics, and significant competition land Imperva Inc. (IMPV) in the Danger Zone this week.

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Danger Zone: Cornerstone OnDemand (CSOD)

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Companies with long histories of profit losses often attempt to sell investors on their plans to “reach scale.” But, what happens when a company reaches scale and profits remain elusive? Profitless since going public, Cornerstone OnDemand (CSOD) lands in the Danger Zone this week.

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Open Letter to Larry Ellison: How To Boost Oracle’s Value By $65 Billion

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Thesis: Management can boost the market value of ORCL in the amounts provided by aligning the firm’s strategy and performance compensation with real cash flows or what we call return on invested capital.

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Danger Zone: Pure Storage (PSTG)

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This week’s Danger Zone hones in on another IPO from 2015 that may have been one of the last to capitalize on the easy money in the market. Post IPO, we believe it won’t take long for investors to realize this company is bleeding cash, has no profits, and faces stiff competition moving forward.

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Danger Zone: ServiceNow (NOW)

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Just when we think the market is becoming more rational and beginning to focus on fundamentals again we find a stock that proves that idea wrong. Once again, we’ve identified a business that fails to generate profits, uses “adjusted” metrics as “better representations of business”, and who’s stock price is up over 200% since late 2012. ServiceNow (NOW) is in the Danger Zone this week.

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Danger Zone: Proofpoint Inc. (PFPT)

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As hacks or data breaches seem to occur almost daily, the cyber security sector is receiving significant attention across the globe. When we focus on fundamentals and cut through the “sector theme” noise, we find some weak links in the cyber security industry. This week’s Danger Zone is one of those weak links.

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Long Idea: Qualcomm (QCOM)

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Much like our recent Long Idea on General Motors (GM), this week’s long idea is a company that has excellent fundamentals but poor technicals. Long-term investors should be licking their chops as this stock offers a 9% yield (dividend plus share buybacks) in addition to meaningful capital appreciation potential. This week’s Long Idea is Qualcomm Inc.

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The Best and Worst of the Information Technology Sector 4Q15

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

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Long Idea: NVIDIA Corporation (NVDA)

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Operating in a highly competitive market can put a harsh spotlight on particular companies. Sometimes this spotlight is warranted; sometimes it is not. This week we’re recognizing a leader in the PC market and a company that has ample growth opportunities. These opportunities appear to be unrecognized by the market, and we see significant upside for the stock.

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New Stocks on Most Attractive and Most Dangerous Lists: August 2015

Our Most Attractive Stocks (-1.9%) underperformed the S&P 500 (+0.8%) last month. Our Most Dangerous Stocks (-4.3%) outperformed the S&P 500 (-0.8%) last month.

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The Best and Worst of the All Cap Blend Style

The All Cap Blend style ranks third out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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A Quality Stock in a Frothy Market

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It feels as if the longer interest rates remain depressed, the crazier company valuations become. As investors scramble to find returns in this stretched market, some are turning to IPOs, private equity, and other risky, often speculative investments. This makes finding quality stocks even harder.

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Best Stocks in the Dow Jones Industrial Average

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Last week, we wrote about the riskiest stocks in the Dow Jones Industrial Average. We thought we’d be remiss to not mention our favorite stocks in the index as well. Not all of the blue chips are created equal, and the following are what we consider to be the most attractive investment opportunities in the Dow at the moment.

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Stock Picking Grades for All Cap Growth Style Fund Managers

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Large Cap Blend Style

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The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

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Update: Intel Earnings

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In my most recent article, I said that modest growth over the next 15 years makes Intel worth ~$41 share today, and this earnings report strengthens my belief in that fair value estimate.

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Recovering PC Market Makes Intel Still A Buy

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INTC is still a good stock for a value investor, but it’s not as great as it was eight months ago.

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10 Wonderful Companies That Are Bad Stocks

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Sometimes, a great company can actually be a risky stock when it gets significantly overvalued.

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