Stocks To Hold Through A Bear Market

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It’s time to look beyond technical price movements, earnings estimates, or analyst opinions. The reconciliation between cash flows and valuations has arrived. The market is beginning to distinguish between those companies that earn a quality ROIC and those that do not.

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High ROIC Stocks Outperformed in 2008

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What do these companies have in common? They are the only surviving S&P 500 stocks to rise 10% or more in 2008. In the midst of a collapsing market and the subsequent damage, these seven stocks made good money for investors.

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How To Avoid Dividend Traps

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Don’t get burned buying a stock without business operations that cannot support the dividend. Chasing yield could leave you holding the bag once dividends get cut and share prices fall. Find out how to avoid these traps in this week’s webinar “ How To Avoid Dividend Traps.”

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Buy The Dip: Wal-Mart Stores (WMT)

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In late August, we wrote that Wal-Mart shares were a bargain and today’s overreaction to management’s guidance presents an even better buying opportunity.

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4Q15 Sector Ratings for ETFs & Mutual Funds

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At the beginning of the fourth quarter of 2015, only the Consumer Staples sector earns an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each sector.

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A Retail Giant Positioning for Future Profit Growth

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Retailers have been under attack in recent years but not by the online competitors that may first come to mind. Instead, retailers have been under attack from Wall Street analysts who can’t wait to bury the next traditional retail business.

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Sector Rankings For ETFs & Mutual Funds

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

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Sector Rankings For ETFs & Mutual Funds

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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.

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No Progress From Amazon in 2013

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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.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

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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…

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How To Avoid the Worst Sector ETFs

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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.

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Sector Rankings For ETFs & Mutual Funds

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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.

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How to Avoid the Worst Style ETFs

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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.

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Wal-Mart: Still Offering Great Value

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

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

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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.

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

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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.

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Top Stock Picks: 2011 In Reivew

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

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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.

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The Real Earnings Season Begins Now

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

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

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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.

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