Most Attractive Stocks Model Portfolio: April 2017

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

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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?

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The Power Of Quantifying Market Expectations

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.

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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.

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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 recovered this week, but a repeat of the 26% gain in 2013 doesn’t appear to be in the cards. Long-Term Bullish Last May I wrote…

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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.

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Danger Zone 6/24/13: REITs

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

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

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

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How To Find the Best Style ETFs

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

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How To Find the Best Style ETFs

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.

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How To Find the Best Style ETFs

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

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Best & Worst ETFs and Mutual Funds: Large Cap Blend Style

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 1,046 mutual funds in the Large Cap Blend style as of October 12, 2012.

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Fundamental Research for ETFs & Mutual Funds: Look Out Morningstar

Ever wondered what it would be like to evaluate funds and ETFs with the same rigor that you can evaluate individual stocks – that is exactly what we deliver in the our Mutual Fund Rating and ETF Reports. Samples provided

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