What We’re Reading This Morning — November 13, 2014

8536522697_12a795c293_b

What are hedge funds doing about emerging markets?

Continue Reading →

Sector Rankings For ETFs & Mutual Funds

Best & Worst blank

At the beginning of the fourth quarter of 2014, only the Industrials and Consumer Staples sectors earn an Attractive-or-better rating.

Continue Reading →

Sector Rankings For ETFs & Mutual Funds

Best & Worst blank

For the second quarter of 2014, only three sectors manage to even earn a Neutral rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

Continue Reading →

No Progress From Amazon in 2013

6736910191_f79ab3a810

Amazon (AMZN: $356/share) filed its annual Form 10-K last week. Our analysts have picked through the financial footnotes and fine print. 2013 results reinforce my bearish thesis from May of 2013 that AMZN’s valuation implies a more unrealistic level of growth and profitability than investors realize.

Continue Reading →

Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Best & Worst blank

Check out my sector overview on Reuters Insider here. The Consumer Staples sector ranks first 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 10 ETFs and nine mutual funds in the Consumer Staples…

Continue Reading →

How To Avoid the Worst Sector ETFs

Screen shot 2013-11-01 at 3.46.59 PM

Picking from the multitude of sector ETFs is a daunting task. In any given sector there may be as many as 44 different ETFs, and there are at least 183 ETFs across all sectors.

Continue Reading →

Sector Rankings For ETFs & Mutual Funds

Best & Worst blank

At the beginning of the fourth quarter of 2013, only the Consumer Staples sector earns an Attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

Continue Reading →

How to Avoid the Worst Style ETFs

htawsetfs2

Picking from the multitude of style ETFs is a daunting task. There are as many as 42 in any given style and at least 223 ETFs across all styles.

Continue Reading →

Wal-Mart: Still Offering Great Value

WMT_Fig1

Wal-Mart’s stock has done well since we first opened a position in June 2011, but it is still significantly undervalued.

Continue Reading →

Danger Zone 5/20/2013: Amazon.com (AMZN)

AMZNG

The belief that Internet retail is or will be more profitable than traditional retail is untrue. Amazon is in a competitive, low margin business that cannot justify the profit growth implied in its valuation.

Continue Reading →

Definition: Price-To-EBV, or Price to Economic Book Value ratio

PEBV_chart

The difference between the stock price and Economic Book Value (EBV) of s stock measures the difference between the market’s expectation for future profits and the no-growth value of the stock.

Continue Reading →

Top Stock Picks: 2011 In Reivew

application-performance

Everyone wants diligence. Few will ever turn it down. The problem is that diligence is expensive. New Constructs makes diligence cost-effective.

Continue Reading →

footnoted.org vs New Constructs = Hype vs Substance

When I ran across the recent article “270,033 pages later, a chance to catch our breath…”, I could not help but admire footnoted.org’s marketing moxy.
The article provides a count of the number of pages of 10-K filings that have poured in during the real earnings season. It also highlight a couple of the largest filings. At first glance, it is easy for one to assume that all of the 270,033 pages were also analyzed.

Continue Reading →

The Real Earnings Season Begins Now

application-performance

Nearly all of the invest­ing world ignores 10-K sea­son. 10-Ks contain the most important financial information that companies provide all year.

Continue Reading →

3Q11 Sector ETF Rankings: Chips and Dips Rise To The Top

Best & Worst blank

The consumer staples and information technology sectors are tops among the ten major sectors. Both get our “attractive” rating. Our Sector Roadmap report ranks and rates all of the 10 sectors. It also benchmarks all sectors against the S&P 500, which gets our “neutral” rating and the Russell 2000, which gets our “dangerous” rating.

Continue Reading →

Blue-Light Special: Wal-Mart Stock

Wal-Mart's Economic book value

If you are looking for a good, safe stock in this volatile market, Wal-Mart is one of the best.

Continue Reading →

Many Tasty Choices In Consumer Staples Sector ETFs

Best & Worst blank

Select Sector SPDR-Consumer Staples (XLP) is our top pick for consumer staples sector ETFs. XLP is one of four ETFs, out of the 270 we currently cover, to get our very attractive rating. We also rate the investment merit of the top five consumer staple sector ETFs.

Continue Reading →