February 7, 20250Comments

Watch our Earnings Recap on Amazon, Eli Lilly, ConocoPhillips, Fortinet, and Affirm

David Trainer breaks down the earnings reports of Amazon, Eli Lilly, ConocoPhillips, Fortinet, and Affirm in real-time.

by Hakan Salt, Associate Investment Analyst

October 19, 20200Comments

On Benzinga’s PreMarket Prep to Discuss 3Q20 Earnings Season

We joined Benzinga's PreMarket Prep on October 14, 2020 to discuss some of the stocks featured in our Earnings Distortion Scorecard and what to expect during the 3Q20 earnings season.

by Kyle Guske II, Senior Investment Analyst, MBA

October 19, 20200Comments

Earnings Distortion Scorecard: Week of 10/26/20-10/30/20

For the week of 10/26/20-10/30/20, we focus on the Earnings Distortion Scores for 203 companies.

by Kyle Guske II, Senior Investment Analyst, MBA

April 22, 20200Comments

On Benzinga’s PreMarket Prep to Discuss 1Q20 Earnings Season

We joined Benzinga's PreMarket Prep on April 22, 2020 to discuss the 1Q20 earnings season thus far.

by Kyle Guske II, Senior Investment Analyst, MBA

April 13, 20200Comments

Earnings Distortion Scorecard: Week of 4/20/20-4/24/20

For the week of 4/20/20-4/24/20, we focus on the Earnings Distortion Scores for 129 companies.

by Kyle Guske II, Senior Investment Analyst, MBA

January 20, 20200Comments

Earnings Distortion Scorecard: Week of 1/27/20-1/31/20

For the week of 1/27/20-1/31/20, we focus on the Earnings Distortion scores for 127 companies.

by Sam McBride

April 19, 20160Comments

The Best and Worst of the Health Care Sector 2Q16

The Health Care sector ranks seventh out of the ten sectors as detailed in our 2Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.

by Kyle Guske II, Senior Investment Analyst, MBA

October 22, 20140Comments

Stock Picking Grades for All Cap Blend Style Fund Managers

This report shows how well All Cap Blend ETFs and mutual fund managers pick stocks.

by David Trainer, Founder & CEO

September 4, 20140Comments

Health Care Sector

The Health Care sector ranks sixth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

by David Trainer, Founder & CEO

August 18, 20140Comments

How To Avoid the Worst Style ETFs

Picking from the multitude of style ETFs is a daunting task.

by David Trainer, Founder & CEO

July 7, 20140Comments

How are These 19th Century Companies Doing Today?

Trading stocks sometimes feels like a very modern phenomenon, so it’s easy to forget that some of the companies we’re investing in go back a century or more.

by David Trainer, Founder & CEO

April 16, 20140Comments

Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

This report identifies the best ETFs and mutual funds based on the quality of their holdings and their costs.

by David Trainer, Founder & CEO

April 11, 20140Comments

Health Care Sector

The Health Care sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

by David Trainer, Founder & CEO

November 1, 20130Comments

Cheap Funds Dupe Investors – 4Q2013

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is

by David Trainer, Founder & CEO

July 18, 20130Comments

Best & Worst ETFs and Mutual Funds: All Cap Value Style

he All Cap Value style ranks sixth 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 two ETFs and 249 mutual funds in the All Cap Value style as of July 17, 2013.

by David Trainer, Founder & CEO

April 30, 20120Comments

Top Stock Picks: 2011 In Review

Everyone wants diligence. Few will ever turn it down. The problem is that diligence is expensive. New Constructs makes diligence cost-effective.

by David Trainer, Founder & CEO

March 12, 20120Comments

Get Off the SBUX Bandwagon Before It Crashes

Be wary of advice from the bandwagon riders. They care more about getting more people in the bandwagon than anything else. The Starbucks (SBUX) bandwagon is a big one. I am not on it.

by David Trainer, Founder & CEO

March 1, 20120Comments

footnoted.org vs New Constructs = Hype vs Substance

When I ran across the recent article "270,033 pages later, a chance to catch our breath…", I could not help but admire footnoted.org's marketing moxy. The article provides a count of the number of pages of 10-K filings that have poured in during the real earnings season. It also highlight a couple of the largest filings. At first glance, it is easy for one to assume that all of the 270,033 pages were also analyzed.

by David Trainer, Founder & CEO

February 17, 20124Comments

The Real Earnings Season Begins Now

Nearly all of the investing world ignores 10-K season. 10-Ks contain the most important financial information that companies provide all year.

by David Trainer, Founder & CEO

November 22, 20110Comments

ETFs vs Mutual Funds: The Winner Is…

The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.

by David Trainer, Founder & CEO

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