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Smoking Out the Truth: Buy MO

Tuesday, February 28th, 2012 Smoking Out the Truth: Buy MO

As discussed in “The Real Earnings Season Starts Now”, annual reports are the best source for developing investment ideas. I provided my clients with dozens of insights in 2011 that delivered impressive returns, and I continue that trend with my recommendation of MO.

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Top Fund-Indsutry Expert: New Constructs’ Predictive Ratings Are Gaining Following

Tuesday, February 28th, 2012 Top Fund-Indsutry Expert: New Constructs’ Predictive Ratings Are Gaining Following

Competition for Lipper and Morningstar is “heating up” according to fund-industry expert Chuck Jaffe. Research based on past performance is losing favor as investor recognize its lack of rigor and value.

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Fox Business News: “The Real Earnings Season”

Friday, February 17th, 2012 Fox Business News: “The Real Earnings Season”

Fox Business News features my focus on the Real Earnings Season that is overlooked by most everyone in the market.

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The Real Earnings Season Begins Now

Friday, February 17th, 2012 The Real Earnings Season Begins Now

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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Best and Worst Funds: Small-cap Blend Style

Thursday, February 16th, 2012 SmallCapBlend5

The small-cap blend style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 681 small-cap blend funds as of Feb 14th 2012.

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Best and Worst Funds: Mid-cap Value Style

Thursday, February 16th, 2012 MidCapValue1

The mid-cap value style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 239 mid-cap value funds as of Feb 14th 2012.

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Best and Worst Funds: Small-cap Growth Style

Thursday, February 16th, 2012 SmallCapGrowth1

The small-cap growth style ranks ninth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 486 small-cap growth funds as of Feb 13th 2012.

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Best and Worst Funds: Small-cap Value Style

Thursday, February 16th, 2012 SmallCapValue1

The small-cap value style ranks last out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 327 small-cap value funds as of Feb 15th 2012.

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Best and Worst Funds: Mid-cap Blend Style

Thursday, February 16th, 2012 MidCapBlend3

The mid-cap blend style ranks eighth out of the twelve fund styles as detailed in my style roadmap. It gets… Read more >>

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Best and Worst Funds: All-cap Growth Style

Thursday, February 16th, 2012 AllCapGrowth1

The all-cap growth investment style ranks fifth out of the twelve fund styles as detailed in style roadmap. It gets my Neutral rating, which is based on aggre­gation of my ratings on 465 all-cap growth funds.

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Best and Worst Funds: All-cap Value Style

Thursday, February 16th, 2012 AllCapValue1

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggre­gation of fund ratings of 288 all-cap value funds.

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Best and Worst Funds: Mid-cap Growth Style

Wednesday, February 15th, 2012 MidCapGrowth1

The mid-cap growth style ranks seventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggre­gation of fund ratings of 396 mid-cap growth funds as of February 9, 2012.

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Best and Worst Funds: Large Cap Value Style

Tuesday, February 14th, 2012 LargeCapValue1

The large cap value investment style ranks fourth out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggre­gation of fund ratings of all 821 funds in the style. Articles on all style and sector funds are here.

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Best and Worst Funds: Large Cap Growth Style

Tuesday, February 14th, 2012 LargeCapGrowth5

The large cap growth investment style ranks third out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggre­gation of fund ratings of all 771 funds in the style.

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Best and Worst Funds: All Cap Blend Style

Tuesday, February 14th, 2012 AllCapBlend

The All Cap Blend investment style ranks second out of the twelve investment styles as detailed in our style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 661 funds in the style.

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Low Fund Fees Snare Investors

Monday, February 13th, 2012 duped1

Investors are good at picking funds with low costs. They are not good at picking funds with good stocks. Both are required to maximize opportunity for success.

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Best and Worst Funds: Large Cap Blend Style

Friday, February 10th, 2012 largeCapBlend1

The Large Cap Blend investment style ranks first out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 1222 funds in the style.

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Roadmap to the Best and Worst Fund Styles

Friday, February 10th, 2012 BWfundStyles2

There are no Attractive-rated investment styles. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. Fund managers are… Read more >>

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Best and Worst Style Funds

Monday, February 6th, 2012 BWfundStyles1

The best funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

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Best and Worst Funds: Financials Sector

Monday, February 6th, 2012 Financials1

The Financials sector ranks last out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggre­ga­tion of stock rat­ings for each of 563 companies in the sector. The Financials sector is the bottom of the sector barrel.

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