What We’re Reading This Morning — August 27, 2014

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Active vs. passive management — Is that the real question?

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Top Stock Picks: 2011 In Reivew

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

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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.

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The Real Earnings Season Begins Now

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

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Best and Worst Funds: Consumer Staples Sector

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Consumer Staples is one of my top-ranked sectors. As detailed here, only it and the Information Technology sector get my Attractive rating. Sector ratings, like fund ratings, are based on aggre­ga­tion of my rat­ings for each of the stocks.

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RIMM’s Stock Offers A Free Option On a Comeback

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Yes, RIMM is losing market share and fast. Yes, RIMM’s Blackberry Playbook tablet is a dud. Yes, the stock has been a stinker recently. And yes, none of what I wrote at the beginning of this article would matter if the stock were not super cheap.

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Lorillard’s Profits Require No Smoke and Mirrors

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I am not a smoker or tobacco user, and I do not like to be around smokers. However, that prejudice does not blind me from the fact that Lorillard, Inc. (LO) is a “very attractive” stock. I recommend investors buy it as well as the following ETFs because of their large allocations to LO and their attractive-or-better investment ratings…

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