October 19, 20220Comments

Steady Income in a Volatile Market

Our forward-looking research found an ETF filled with companies that generate steady cash flows and have undervalued stock prices.

by Matt Shuler, Investment Analyst II

March 22, 20210Comments

A Fund Methodology That Adds Value

This fund follows a methodology that leads it to allocate heavily to Attractive-or-better rated stocks.

by Matt Shuler, Investment Analyst II

July 6, 20200Comments

Earnings Distortion Scorecard: Calendar 2Q20 Earnings Season Preview

Our 2Q20 quarterly review of which companies are most likely to beat or miss earnings estimates based on abnormally low or high earnings distortion.

by Matt Shuler, Investment Analyst II

May 11, 20200Comments

The Hidden Dangers of Passive Investing

We believe that passive investing has become a sufficiently crowded trade that indexers will see lower returns than fundamentally rigorous active investors over the next few years.

by Kyle Guske II, Senior Investment Analyst, MBA

April 6, 20200Comments

Earnings Distortion Scorecard: Calendar 1Q20 Earnings Season Preview

Get-up-to date information regarding a stock’s earnings release date and its earnings distortion score on the likelihood of beating or missing consensus expectations.

by Kyle Guske II, Senior Investment Analyst, MBA

December 19, 20190Comments

Earnings Distortion Scorecard: Calendar 4Q19 Earnings Season Preview

Get-up-to date information regarding a stock’s earnings release date and its earnings distortion score on the likelihood of beating or missing consensus expectations.

by Kyle Guske II, Senior Investment Analyst, MBA

May 20, 20192Comments

Market Outlook: Avoid Small Cap Growth

Investors need diligence more than ever to help them avoid stocks with misleading growth.

by Sam McBride

May 30, 20180Comments

This ETF Lives up to Its Name

Leveraging our Robo-Analyst technology, which analyzes the holdings of all 7,908 ETFs and mutual funds under coverage, we found this ETF with high quality holdings that should appeal to sophisticated value investors.

by Kyle Guske II, Senior Investment Analyst, MBA

April 23, 20182Comments

Don’t Believe the Hype About this “AI Powered” ETF

This ETF’s label capitalizes on the growing interest in Artificial Intelligence by a portfolio selected by AI, but its holdings show little differentiation from the market, and its methodology is a black box.

by Sam McBride

March 26, 20180Comments

Danger Zone: “Value Stocks” That Are Actually Expensive

This week, we highlight three companies that look cheap based on P/E ratios but actually have significant growth expectations implied by their valuations.

by Sam McBride

April 5, 20170Comments

Most Attractive Stocks Model Portfolio: April 2017

Gold Members and higher can access April's 40 Most Attractive Stocks as of Wednesday, April 5.

by Kyle Guske II, Senior Investment Analyst, MBA

August 12, 20161Comments

Are Utilities In A Bubble?

Could these traditionally safe stocks be dangerously overvalued and setting up for a crash? And if so, how should investors manage their portfolios to mitigate this risk?

by Sam McBride

April 13, 20160Comments

The Power Of Expectations Investing

Sometimes, even the most well recognized experts make shockingly bad predictions. No one truly knows (legally) what the market is going to do next, and the risk involved in that uncertainty is what creates the potential for significant returns.

by Sam McBride

January 12, 20160Comments

Finding Safe Investments In A Dangerous Market Webinar

While trading fads come and go, good fundamental research is required to fulfill your fiduciary duties to your clients and yourself. Without it, realize it or not, you take significant risk that the numbers you use to make a decision are not correct.

by Kyle Guske II, Senior Investment Analyst, MBA

January 30, 20140Comments

Our Outlook For Stocks in 2014

The bull market received a bit of a scare last week as the S&P 500 fell almost 3%, the biggest single week loss since 2012. The market seems to have

by David Trainer, Founder & CEO

November 26, 20130Comments

Danger Zone: Momentum Investors and the Financial Sector

As regulators dole out punishments that fit the crimes, they are finally closing many of the illegal trading loopholes that have driven so much of Wall Street profits over the past decade.

by David Trainer, Founder & CEO

June 24, 20130Comments

Danger Zone 6/24/13: REITs

Even with this recent price drop, the current valuations of REITs look disconnected from their fundamentals.

by David Trainer, Founder & CEO

June 11, 20130Comments

Danger Zone 6/10/13: “Passive” Investors

Passive investors are in the Danger Zone for not recognizing that they are actually active investors.

by David Trainer, Founder & CEO

May 24, 20130Comments

How To Find the Best Style ETFs: May 2013

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. May 2013.

by David Trainer, Founder & CEO

March 14, 20130Comments

How To Find the Best Style ETFs: March 2013

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. Only a careful analysis of an ETF's holdings can allow investors to find the best ETFs for each style.

by David Trainer, Founder & CEO

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