April – 2012 – Hidden Gems and Red Flags in the Stock Market

Monthly Archives: April 2012

See How Diligence Paid In 2011

April 30, 2012 – 1:57 pm

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

By David Trainer | Posted in General Market Comments | Tagged 10-K, American Airlines, annual report, C, Citigroup, Eastman Kodak, Financial Footnotes, Inetl, INTC, Lam Research, LLY, LO, Lorillard, LRCX, Morgan Stanley, MS, PFG, Principal Financial Group, VHC, VirnetX Holdings, Wal-Mart, Wlu Lilly, WMT, Zumiez, ZUMZ | Comments (0)

Best & Worst ETFs and Mutual Funds: All-cap Blend

April 30, 2012 – 1:41 pm

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

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged BKPSX, C, Citigroup Inc., ConocoPhillips, COP, ETF and mutual fund screener, etf screener, EXSP, FDSTX, Guggenheim Wilshire 4500 Completion ETF, Inc: Focused Dividend Strategy Portfolio, mutual fund screeener, PKW, PowerShares Buyback Achievers, ProFunds: Banks ultra Sector ProFund, stock screener, SunAmerica Focused Series | Comments (0)

Best & Worst ETFs and Mutual Funds: Large-cap Growth

April 30, 2012 – 1:37 pm

The large-cap growth style ranks second out of the twelve fund styles as detailed in my style roadmap. It gets… Read more >>

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged AAPL, Apple Inc., Columbia Large-Cap Growth Equity Strategy Fund, EA, Electronic Arts Inc., ETF and mutual fund screener, etf screener, fund screener, iShares Russell Top 200 Growth Index Fund, IWY, JLGAX, Massachusetts Investors Growth Stock Fund, MGTIX, Mutual Fund Series Trust: JAG Large Cap Growth Fund, RWG, stock screener | Comments (0)

Best & Worst ETFs and Mutual Funds: Large-cap Blend

April 30, 2012 – 1:35 pm

The large-cap blend style ranks first out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 40 ETFs and 1193 mutual funds in the large-cap blend style as of April 24, 2012.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged Advisors Series Trust Teberg Fund, BAC, Bank of America Corp, etf screener, GMO Trust: GMO Quality Fund, GQLOX, mutual fund screener, PowerShares S&P 500 High Quality Portfolio, predicitive ETF ratings, RAMVX, Ross Stores Inc., ROST, SPHQ, Starboard Investment Trust: Roumell Opportunistic Value Fund, stock screener, tebrx | Comments (0)

Best & Worst Style ETFs & Mutual Funds

April 30, 2012 – 1:28 pm

The best ETFs and mutual 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.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged BAC, Bank of America Corp, BKPSX, GMO Trust: GMO Quality Fund, GQLOX, JNJ, Johnson & Johnson, Microsoft, MSFT, roFunds: Banks UltraSector ProFund | Comments (0)

Roadmap to the Best & Worst ETF and Mutual Fund Styles

April 25, 2012 – 1:37 pm

None of the fund styles earn a rating better than Neutral. The primary driver behind the Neutral-or-worse ratings is poor… Read more >>

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged etf screener, fund screener, GMO Trust: GMO Quality Fund, GQETX, Intersil Corporation, ISIL, Microsoft, MSFT, stock screener, Touchstone Funds Group Trust: Touchstone Small Cap Value, TVOAX | Comments (0)

Best & Worst ETFs & Mutual Funds: Financials Sector

April 24, 2012 – 8:56 am

The Financials sector ranks last out of the ten sectors as detailed in my sector roadmap. It is the only sector to earn my Very Dangerous rating, which is based on aggregation of ratings of 48 ETFs and 224 mutual funds in the Financials sector as of April 18, 2012.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged AFL, Aflac Inc., etf screener, FNIO, fund screener, Guggenheim Investments Real Estate Fund, iShares FTSE NAREIT Industrial/Office Capped Index Fund, iSharesFTSE NAREIT Mortgage REITs Index Fund, KBWC, PIC, PowerShares Dynamic Insurance, PowerShares KWB Capital Markets Portfolio, REM, RYREX, Simon Property Group, SPDR S&P Capital Markets, SPG, stock screener | Comments (0)

Best & Worst ETFs & Mutual Funds: Telecom Services Sector

April 20, 2012 – 2:51 pm

The Telecom Services sector ranks ninth out of the ten sectors as detailed in my sector roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 5 ETFs and 12 mutual funds in the Telecom sector as of April 17, 2012

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged Akamai Technologies Inc (AKAM), etf screener, FCQ, FSTCX, FTUBX, FTUCX, FTUIX, FTUTX, fund screener, Guggenheim Investments Telecommunications Fund, IYZ, LTL, PRMTX, ProShares Ultra Telecommunication ProShares, RYCSX, RYTLX, stock screener, T Rowe Price Media & Telecommunications Fund, VOX, VTCAX, XTL | Comments (0)

Best & Worst ETFs & Mutual Funds: Utilities Sector

April 20, 2012 – 2:49 pm

The Utilities sector ranks eighth out of the ten sectors as detailed in my sector roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 9 ETFs and 39 mutual funds in the Utilities sector as of April 17, 2012.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged American Century Quantitative Equity Funds, BULIX, etf screener, First Trust Utilities AlphaDEX Fund, FRUAX, FUI, fund screener, Guggenheim Investments Utilities Fund, IDU, PRUAX, RYUIX, UPW, VPU, VUIAX, XLU | Comments (0)

Diligence Matters To Morgan Stanley’s PMI Group

April 20, 2012 – 10:22 am

The advisors in Morgan Stanley Smith Barney’s PMI Group are among the most sophisticated and conscientious that I have ever met. My presentation focused on how New Constructs makes diligence profitable and cost-effective.

By David Trainer | Posted in General Market Comments | Tagged Cost-effective diligence, Look clients in the eye, Morgan Stanley Smith Barney advisors, PMI Group | Comments (0)

Stock Pick of the Week
Sell Apple (AAPL)
Apple's 270% return on invested capital (ROIC) is not sustainable. With no groundbreaking innovation on the horizon, Apple's ROIC, and its stock price, should decline to a level closer to its competitors.
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From New Constructs

Proof Is In Performance: Jan 2005 - Mar 2013
	Since Inception	2013 YTD
Most Attractive	80%	5%
Most Dangerous	-42%	-8%
Most Attractive/Dangerous	56%	-3%
S&P 500	32%	6%

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