Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future. Yet, traditional fund research focuses only on low fees and past performance.
Posted in ETF Research, Mutual Fund Research
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Tagged 5-star kiss of death, BDBD, Boulder Brands, John Bogle, less than 1% of managers generate alpha, PG, POAGX, portfolio management, PRIMECAP Odyssey Agressive Growth Fund, Proctor & Gamble Company, Vanguard Consumer Staples ETF, VDC
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Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available.
If you bought Cisco Systems Inc (CSCO) last August when I recommended it to investors, or when I recommended it again in January, or any time between May 10, 2012 and now when the stock has had my Very Attractive rating, then today has been a good day for you.
No matter what time range I review, Accenture’s history attests to the quality of its management and business model.
Posted in Stock Picks and Pans
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Tagged AAPL, Accenture PLC, acn, Apple Inc., cloud computing, digital marketing, disruptive innovation, Global Business Services, human capital, IBM, IFPUX, The Innovator's Dilemma
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The Small-cap Value style ranks twelfth 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 14 ETFs and 276 mutual funds in the Small-cap Value style as of May 3, 2013.
Posted in ETF Research, Mutual Fund Research
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Tagged ACSCX, BPOP, cheap funds dupe investors, DES, EES, ESPAX, free ETF screener, free mutual fund screener, free stock screener, IJS, IWN, KDSIX, MXCAX, Popular Inc, PSLAX, PSLMX, PXSV, RZV, SLYV, Style Rankings, TSLCX, TSLIX, UVT, VBR, VTWV, WISVX, World Acceptance Corp, WRLD, WTSVX
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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 22 ETFs and 643 mutual funds in the Small-cap Blend style as of May 3, 2013.
Posted in ETF Research, Mutual Fund Research
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Tagged ASCQX, BIRMX, cheap funds dupe investors, EWRS, free ETF screener, free mutual fund screener, free stock screener, FYX, IJR, IWC, JKJ, MMEAX, PASMX, PQSCX, PXQSX, PZI, RYRRX, SANM, Sanmina Corp, SCHA, SLPSX, SLY, SSSIX, Style Rankings, TER, Teradyne Inc., URTY, UWM, VVPSX
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The Small-cap Growth 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 10 ETFs and 432 mutual funds in the Small-cap Growth style as of May 3, 2013.
Posted in ETF Research, Mutual Fund Research
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Tagged ASCGX, free ETF screener, free mutual fund screener, free stock screener, FYC, IJT, InnerWorkings Inc, INWK, IWO, JCPAX, JCPCX, JKK), NBGEX, NBGIX, NRGSX, NSKAX, NSNAX, PKSFX, Plantronics, PLT, SLYG, VBK, VTWG
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My interview on CNBC this morning discussing my analysis of Apple Inc. (AAPL) can be seen here.
Too many investors are looking at AAPL through the rear view mirror and assume that its sky-high profits and return on invested capital (ROIC) are sustainable. As I detail in my CNBC interview, Apple is not cheap and investors should not underestimate the impact of losing Steve Jobs.
Posted in Stock Picks and Pans
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Tagged AAPL, Apple, BBRY, Blackberry, consumer electronics, DELL, GOOG, Google, iphone, Microsoft, Motorola, MSFT, MSI, return on invested capital, ROIC
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The Mid-cap Value 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 12 ETFs and 189 mutual funds in the Mid-cap Value style as of May 3, 2013.
Posted in ETF Research, Mutual Fund Research
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Tagged ATDAX, ATDBX, ATDCX, cheap funds dupe investors, COV, Covidien plc, DON, EchoStar Corporation, EZM, FNK, free ETF screener, free mutual fund screener, free stock screener, GETGX, IIVAX, IJJ, IVOV, IWS, JKI, MAIMX, MDYV, MRVEX, MRVIX, PXMV, RFV, SATS, Style Rankings, UVU, VEVIX, VEVYX, VOE
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