How Price to Book Misleads Investors
Investors that still rely on P/B (including anyone in a value index fund) are in the Danger Zone.
Sam McBride
SHLD
Sam McBride
Position Close Update: Sears Holdings (SHLD)
Sears officially filed bankruptcy and as a result, we are closing this position since the downside left in SHLD is limited.
Kyle Guske II, Senior Investment Analyst, MBA
Worst Offenders: Pension Discount Rates
This report red flags the firms with the most underfunded pensions and the most aggressive discount rate assumptions for future benefit obligations.
Sam McBride
Podcast: Why Sears Was Originally in the Danger Zone
In a replay of the original Danger Zone podcast, CEO David Trainer sits down with Chuck Jaffe of Money Life to talk about our Danger Zone pick: Sears Holdings (SHLD).
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Revisiting Two Prior Danger Zone Picks
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our two prior Danger Zone picks: Valeant (VRX) and Sears Holdings (SHLD).
Kyle Guske II, Senior Investment Analyst, MBA
Successful Danger Zone Pick Continues to Outperform
Since our original Danger Zone report and being added to our Focus List – Short Model Portfolio, this stock has significantly outperformed as a short position.
Kyle Guske II, Senior Investment Analyst, MBA
Consumer Discretionary Sector 3Q16: Best and Worst
The Consumer Discretionary sector ranks second out of the ten sectors as detailed in our 3Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
Don’t Get Snowed In By These Blizzard Stocks
Beyond the absurdity of basing investment decisions on a temporary weather event, these recommendations can be harmful to investors because they involve some stocks with very shaky fundamentals at a time when market volatility makes investing in strong businesses all the more important.
Sam McBride
The Best and Worst of the All Cap Blend Style 4Q15
The All Cap Blend style ranks third out of the twelve fund styles as detailed in 4Q15. Last quarter, the All Cap Blend style ranked third as well. It gets our Neutral rating.
Thaxston McKee
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.
David Trainer, Founder & CEO
Carl Icahn May Be Fighting A Losing Battle With Family Dollar
Icahn might be able to engineer a sale to DG or someone else that will earn himself and other shareholders a quick profit, but unlocking long-term value will be a much more difficult task.
David Trainer, Founder & CEO
Danger Zone: Tuesday Morning (TUES)
Any brick and mortar retailer carries some risk in this environment, but investors who really want exposure to this sector should look for higher quality companies than TUES. Other retailers have superior profitability metrics, better branding and e-commerce capabilities, and a cheaper valuation. The only reason to touch TUES is to short it.
David Trainer, Founder & CEO
New Stocks Make Most Attractive/Dangerous Lists For February
Our Most Attractive stocks have high and rising return on invested capital (ROIC) and low price to economic book value ratios. Most Dangerous stocks have misleading earnings and long growth appreciation periods implied in their market valuations.
David Trainer, Founder & CEO
How We Protected Clients From Blowups in 2013
Our proprietary technology and patented systems allow us to find these red flags so that clients can avoid blowups or even get aggressive and short the stocks to make even more money.
David Trainer, Founder & CEO
New Stocks Make Most Attractive/Dangerous Lists For January
Our Most Attractive and Most Dangerous stocks for January were made available to the public at midnight on Wednesday. December saw some strong performances from our picks, led by small-cap KKR Financial Holdings (KFN),
David Trainer, Founder & CEO
Non-Operating Tax Adjustment – NOPAT Adjustment
Without removing the tax impact of non-operating items, one still gets distorted picture of a company’s operating profitability.
David Trainer, Founder & CEO
Best & Worst ETFs & Mutual Funds April 2013: Consumer Discretionary Sector
The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 16 ETFs and 27 mutual funds in the Consumer Discretionary sector as of April 18, 2013.
David Trainer, Founder & CEO
Danger Zone 4/22/2013: Sears Holdings (SHLD)
SHLD combines three themes that I have discussed in recent Danger Zone posts: overvaluation due to expectations of a construction rebound, hidden liabilities undermining a company’s financial strength, and online retailing making bricks-and-mortar stores obsolete.
David Trainer, Founder & CEO