February – 2013 – Hidden Gems and Red Flags in the Stock Market

Monthly Archives: February 2013

Danger Zone 2/25/2013: Small-cap Value ETFs & Mutual Funds

February 25, 2013 – 11:40 am

Small-cap value ETFs and mutual funds are in the Danger Zone this week due to poor holdings and high total annual costs.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged Everest Re Group Ltd, Lexmark International, LXK, MLPSX, ProFunds: Mid-Cap Value ProFund, ProShares Ultra Russell2000 Value, RE, Sovran Self Storage, SSS, UVT | Comments (0)

1Q Best & Worst ETFs & Mutual Funds – by Style – Recap

February 22, 2013 – 4:10 pm

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged fund styles, Rating Breakdown, sector recap, Style Rankings, style recap, Style Series | Comments (0)

Low-Cost Funds Dupe Investors – 1Q13

February 21, 2013 – 9:09 am

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged 5-star kiss of death, Accenture PLC, Advisers Investment Trust: Independent Franchise Partners US Equity Fund, free ETF screener, free mutual fund screener, free stock screener, IFPUX, iShares FTSE NAREIT Retail Index Fund, O, portfolio management rating, Predictive Fund Ratings, Realty Income Corp, RTL, Total Annual Costs rating | Comments (0)

Best & Worst ETFs and Mutual Funds: Small-cap Value Style

February 19, 2013 – 10:29 am

The small-cap value style ranks last out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 13 ETFs and 269 mutual funds in the small-cap value style as of February 13th, 2013.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged DES, free ETF screener, free mutual fund screener, free stock screener, fund styles, Lexmark International Inc., LXK, MLPSX, ProFunds: Mid-Cap Value ProFund, ProShares Ultra Russell2000 Value, Sovran Self Storage Inc, SSS, Style Rankings, UVT, Westcore Trust: Westcore Small-Cap Value Fund, WisdomTree SmallCap Dividend Fund, WISVX | Comments (0)

Danger Zone 2/18/2013: Zale Corporation (ZLC)

February 19, 2013 – 10:02 am

Zale Corporation (ZLC) is in the Danger Zone this week.

By David Trainer | Posted in Stock Picks and Pans | Tagged hidden management failures, write-downs, write-offs, Zale Corporation, Zales, ZLC | Comments (0)

Best & Worst ETFs and Mutual Funds: Small-cap Blend Style

February 14, 2013 – 9:43 am

The small-cap blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 21 ETFs and 648 mutual funds in the small-cap blend style as of February 13th, 2013.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged free ETF screener, free mutual fund screener, free stock screener, fund styles, IJR, iShares Core S&P Small-Cap ETF, iShares Russell Microcap Index Fund, IWC, JOSB, Joseph A. Bank Clothiers, Pacific Advisors Fund INc: Small Cap Value Fund, PASMX, PXQSX, Style Rankings, UCBI, United Community Banks Inc, Virtus Equity Trust: Virtus Quality Small-Cap Fund | Comments (0)

Best & Worst ETFs and Mutual Funds: Mid-cap Value Style

February 14, 2013 – 9:42 am

The mid-cap value style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 196 mutual funds in the mid-cap value style as of February 12th, 2013.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged AYDAX, EZM, free ETF screener, free mutual fund screener, fund styles, IM Investment Funds : Invesco Endeavor Fund, LEA, Lear Corporation, Marshall Funds Inc d/b/a BMO Funds: BMO Mid-Cap Value Fund, MRVIX, PFG, Principal Financial Group, ProShares Ultra Russell MidCap Value, Style Rankings, UVU, WisdomTree MidCap Earnings Fund | Comments (0)

Best & Worst ETFs and Mutual Funds: Mid-cap Blend Style

February 14, 2013 – 9:40 am

The mid-cap blend style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 17 ETFs and 332 mutual funds in the mid-cap blend style as of February 8th, 2013.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged EQIX, Equinix Inc, FLR, Fluor Corporation, free ETF screener, free mutual fund screener, free stock screener, fund styles, iShares Morningstar Mid Core Index Fund, JKG, JMRMX, JPMorgan Trust I: JPMorgan Mid Cap Core Fund, Pacific Advisors Fund Inc: Mid Cap Value Fund, PAMVX, Vanguard Extended Market ETF, VXF | Comments (0)

Best & Worst ETFs and Mutual Funds: Small-cap Growth Style

February 13, 2013 – 2:47 pm

The small-cap growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 477 mutual funds in the small-cap growth style as of February 8th, 2013.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged ASCGX, BKE, ETFs and mutual funds, Forum Funds: Adams Harkness Small Cap Growth Fund, free ETF screener, free mutual fund screener, free stock screener, fund styles, Kodiak Oil & Gas Corp, KOG, NBGIX, Neuberger Berman Equity Funds: Neuberger Berman Genesis Fund, ProShares Ultra Russell2000 Growth, SLYG, SPDR S&P 600 Small Cap Growth ETF, Style Rankings, The Buckle Inc, UKK | Comments (0)

Best & Worst ETFs and Mutual Funds: All-cap Value Style

February 13, 2013 – 2:45 pm

The all-cap value style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of two ETFs and 270 mutual funds in the all-cap value style as of February 7th, 2013.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Tagged BEAM, BEAM Inc., etf screener, ETFs and mutual funds, F, FAB, Fairholme Funds Inc: Fairholme Fund, FAIRX, First Trust Multi Cap Value AlphaDEX Fund, Ford Motor Company, free ETF screener, free stock screener, fund styles, Homestead Funds Inc: Value Fund, HOVLX, iShares Russell 3000 Value, IWW, mutual fund screener, Style Rankings | 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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