July 14, 20150Comments

The Best and Worst of the All Cap Value Style

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

by Max Lee

July 7, 20153Comments

Ignore the Hype: Splunk Remains Overvalued

In early 2012, Splunk Inc. burst onto the scene with one of the biggest IPOs of the year. Since then, the stock price has ridden the hype and is up more than 320%. This price increase should raise serious concerns for astute investors.

by Max Lee

June 23, 20150Comments

High Revenue Growth Masks Problems at Demandware

Demandware IPO’d in 2012 based on plans to create shareholder value by providing e-commerce platforms for retailers and brands worldwide. So far, the plan is not working as the company’s profits have declined. Paradoxically, the stock price has climbed over 140% since its IPO. The stock is dangerously overvalued and earns a place in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

June 17, 20150Comments

Stock Picking Grades for Style Fund Managers – 2Q15

This report shows how well style ETFs and mutual fund managers pick stocks.

by Max Lee

May 20, 20150Comments

Growing With These Large Cap Growth Investments

The Large Cap Growth style ranks fourth out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

March 26, 20153Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

March 18, 20150Comments

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.

by David Trainer, Founder & CEO

March 17, 20151Comments

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.

by Andre Rouillard

March 12, 20153Comments

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.

by Andre Rouillard

December 23, 20141Comments

Hot Stock Commentary: Oracle Corporation (ORCL)

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

by Kyle Guske II, Senior Investment Analyst, MBA

September 10, 20140Comments

All Cap Blend Style

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.

by David Trainer, Founder & CEO

August 15, 20140Comments

How To Avoid the Worst Sector ETFs

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

by David Trainer, Founder & CEO

June 17, 20140Comments

10 Wonderful Companies That Are Bad Stocks

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

by David Trainer, Founder & CEO

April 14, 20140Comments

Danger Zone: Workday (WDAY)

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

by David Trainer, Founder & CEO

February 10, 20140Comments

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.

by David Trainer, Founder & CEO

December 16, 20130Comments

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.

by David Trainer, Founder & CEO

August 13, 20130Comments

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.

by David Trainer, Founder & CEO

June 3, 20130Comments

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.

by David Trainer, Founder & CEO

May 21, 20131Comments

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.

by David Trainer, Founder & CEO

May 1, 20130Comments

2Q13 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.

by David Trainer, Founder & CEO

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