Danger Zone: Overstock.com (OSTK)

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With negative profitability, rising costs, and an overvalued stock price, Overstock (OSTK) is on October’s Most Dangerous Stocks list and is in the Danger Zone this week. Could OSTK be the next victim of the retail market?

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Large Cap Blend Style 4Q16: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 4Q16 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style

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Danger Zone: Mattress Firm (MFRM)

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This week’s Danger Zone pick is down 32% year to date, but it is not a good value and carries high downside risk. Unsustainable revenue growth, destructive acquisitions, and declining profits land Mattress Firm (MFRM) in the Danger Zone.

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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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10 Stocks To Get You Through A Bear Market

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We’ve put together a list of ten stocks that could continue to earn strong returns even if the market turns bearish. These stocks have three things in common

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The Best and Worst of the Consumer Staples Sector 1Q16

The Consumer Staples sector ranks first out of the ten sectors as detailed in our 1Q16 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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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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10 Land Mines From New FASB Rule For Off-Balance Sheet Debt

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Last week, the Financial Accounting Standards Board (FASB) voted to update standards on operating lease accounting that would force companies to record as much as $2 trillion worth of lease obligations on their balance sheets.

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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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This Longtime American Retailer Deserves Your Attention

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Some believe the best implementation of ecommerce solutions will ultimately win the retail battle. Others believe online stores, such as Amazon, have simply accelerated the inevitable extinction of the brick and mortar store. However, this week we’re taking a look into a brick and mortar company that also has a strong online presence and shows signs of improvement.

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No Need to Play Chicken With This Stock

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This company’s products can be seen in grocery stores, restaurants, and fast food eateries. The company is vertically integrated across the entire production process, from production to marketing to distribution, giving it tight controls on safety and quality. Today we’re talking about chicken.

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The Best Large Cap Value Stocks in the Market

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The Large Cap Value style ranks second out of the 12 styles for the first quarter of 2015 and receives our Neutral rating. The Large Cap Value style as a whole outperformed the Russell 3000 in 2014

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The Stocks Should Be a Staple In Your Porftolio

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The Consumer Staples sector ranks first out of the 10 sectors for the first quarter of 2015 and receives our Very Attractive rating. The Consumer Discretionary sector as a whole outperformed the S&P 500 in 2014, rising 15% to the S&P’s 12%

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1Q15 Sector Ratings for ETFs & Mutual Funds

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

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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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Big Value Opportunity In Liberty Tax

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Liberty Tax (TAX: $34/share) has carved out a successful niche as the discount option for tax return preparation. Despite its significantly smaller scale and brand awareness compared to competitors such as H&R Block (HRB) and Intuit (INTU), TAX still earns a comparable return on invested capital (ROIC). The beauty here is that the market values TAX at a considerable discount to HRB and INTU.

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Sector Rankings For ETFs & Mutual Funds

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At the beginning of the third quarter of 2014, only the Consumer Staples sector earns an Attractive-or-better rating.

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