Ranked: Our Top 10 ETFs


The following is a list of our top 10 ETFs that have over $100 million in assets under management (AUM), and that are not leveraged.

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Market Outlook: United States: Best of Breed in 2015


What a year for the market in 2014! It was so good that it seems there is general consensus that 2015 cannot be very good. No longer does the market wonder “if” the Federal Reserve will raise rate.

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Get This Tech Veteran’s Stock at a Discount


This company specializes in IT management software to help manage mainframe, cloud, and mobile environments. At its current price, this company is attractive even if it fails to grow, and it makes our Most Attractive stocks list for March.

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10 Items Affecting the Valuations of Prominent Companies


We’ve compiled a “top 10″ list of the companies with the largest adjustments to their valuations. Some adjustments represent senior claims to equity holders that reduce economic book value and shareholder value while others are assets that we expect to be accretive to shareholder value.

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Hot Stock Commentary: Oracle Corporation (ORCL)


Oracle Corporation (ORCL) is our hot stock this week and earns an Attractive rating.

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What We’re Reading This Morning — September 19, 2014


Why is no one skeptical about Alibaba’s accounting?

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All Cap Blend Style

BW Final-3rd

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

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How To Avoid the Worst Sector ETFs

BW Final-3rd

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

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10 Wonderful Companies That Are Bad Stocks


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

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Danger Zone: Workday (WDAY)


Momentum was the only thing supporting WDAY’s stock, and now that the momentum is gone, look out below.

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Danger Zone: Callidus Software (CALD)


Compared to its competitors, CALD has less scale, inferior profitability metrics, and fishy accounting to boot. The stock’s valuation is so high that our DCF model can hardly make sense of it. The stock seems to be trading largely on the hopes of an acquisition.

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Danger Zone: salesforce.com (CRM)


There are too many competitors out there for CRM to grow revenue and expand margins simultaneously to the extent that the market valuation already implies. Too much downside risk is in this stock.

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Outstanding Employee Stock Options – Valuation Adjustment


Without careful footnotes research, investors would never know the amount of employee stock options that decrease the amount of future cash flow available to shareholders by diluting the value of existing shares.

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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.

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Why I’m Bullish And We Are Not In a Bubble


I believe the US economy is undergoing a restructuring where we, as a society, are becoming radically more productive. I think that we are entering a new economic paradigm of productivity in both our corporate and labor markets. In this new paradigm, we achieve enough gains in productivity to offset the inflationary forces of QE.

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Investment Style Rankings For ETFs & Mutual Funds


No fund style earns better than a Neutral rating at the beginning of the second quarter of 2013. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

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Buy Oracle And Capitalize On Big Data Discount


Take advantage of the cloud and the fact that ORCL is the cheapest it has been in 14 years.

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How to Find the Best Style Mutual Funds


Finding the best mutual funds is an increasingly difficult task in a world with so many mutual funds. Investors cannot trust mutual fund labels or names. They do not tell you enough about what you are getting when you buy a mutual fund.

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

Breakdown T6

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

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Best & Worst ETFs & Mutual Funds: 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. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 146 mutual funds in the Information Technology sector as of October 9, 2012.

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