Monthly Archives: February 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.

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.

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.

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.

Best and Worst Funds: Small-cap Blend Style

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.

Best and Worst Funds: Mid-cap Value Style

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.

Best and Worst Funds: Small-cap Growth Style

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.

Best and Worst Funds: Small-cap Value Style

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.

Best and Worst Funds: Mid-cap Blend Style

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

Best and Worst Funds: All-cap Growth Style

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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