January 24, 2012 – 11:06 am
For those investors interested in rigorous research, I offer my roadmap to the best stocks and funds in the market by sector. The full sector roadmap is here.
By David Trainer
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Also posted in ETF Research, Mutual Fund Research
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Tagged ALL, AXP, best & worst funds, best & worst stocks, C, CCI, ERX, EVX, FBTAX, FSHOX, GASFX, GOOG, ICCCX, ICTEX, INTC, ITB, JPM, KBWP, LTL, ORCL, Predictive Fund Ratings, PRMTX, RHS, RYH, RYUIX, S, sector roadmap, SOAAX, WAG, WEGAX, WMT, WSTAX, XLB, XLI, XME
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January 20, 2012 – 3:52 pm
We recommend investors buy funds from the Consumer Staples and Information Technology sectors, though any sector can have Attractive-or- better-rated funds based on their holdings.
January 17, 2012 – 11:06 am
In an increasingly challenging market, Intel [s: INTC] is one of the safest investments with compelling upside potential. That’s right, investors get to have their cake and eat it too – at least for now.
By David Trainer
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Tagged ACEHX, free fund screener, INTC, Intel, Market Vectors Semiconductor ETF, Predictive Fund Ratings, ProShares Ultra Semiconductors, Rydex Series Funds: Electronics Fund, RYSIX, SMH, USD, Van Kampen Exchange Fund
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January 5, 2012 – 11:29 am
After accounting for its underfunded retirement obligations, Eastman Kodak’s net market value is about -$3.50 per share.
By David Trainer
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Tagged DCF, Eastman Kodak Company, EK, Neutral Rating, pension liabilities, pension status, post retirmement liabilities, retirement liabilities, return on plan assets, under funded pension, underfunded status
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December 13, 2011 – 10:15 am
Not everyone has the luxury of or stomach for being net short as I recommended in my last article.
So, I offer some of my top picks for those that must be long.
By David Trainer
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Tagged ADI, Analog Devices, BMY, Bristol Myers Squibb, FDSAX, Inc: Focused Dividend Strategy Portfolio, iShares PHLX SOX Semiconductor Sector Index Fund, Kla-Tencor, KLAC, Mutual Fund Series Trust: Catalyst Strategic Value Fund, PKW, PowerShares Buyback Achievers, ProShares Ultra Semiconductors, Royce Fund: Royce Special Equity Multi-Cap Fund, RSEMX, SOXX, STVCX, SunAmerica Focused Series, USD
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December 13, 2011 – 8:37 am
Click here to see my interview on Fox Business yesterday.
December 8, 2011 – 1:35 pm
Click here for a free copy of our report on ABT.
December 6, 2011 – 10:38 am
Do not be fooled by the recent stock market run-up. Think of it as a set-up for a fall. Investors need to protect their portfolios from the eventual economic decline that will stem from the euro debacle.
By David Trainer
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Tagged CGM Trust: CGM Realty Fund, CGMRX, DLR, FRBAX, John Hancock Investment Trust II: John Hancock Regional Bank Fund, KBWB, PowerShares KBW Bank Portfolio, Predictive Fund Ratings, Saratoga Advantage Trust: Financial Services Portfolio, SFPAX, TMAPX, Touchstone Funds Group Trust: Touchstone Mid Cap Fund, VRX, ZION
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December 2, 2011 – 1:32 pm
Here is the explanation behind why I suggested investors “brace” their portfolio and go net short in my “Don’t be fooled: Get short now” column on MarketWatch.com. In addition, I provide free reports on the stocks and funds I suggest shorting.
November 29, 2011 – 10:56 am
VMW’s valuation has its head in the clouds.
This stock is a great short in most any scenario and is especially attractive in the event of a global economic slowdown led by a recession in Europe.
By David Trainer
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Also posted in General Market Comments
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Tagged Berkshire Focus Fund, Berkshire Funds, BFOCX, Black Oak Emerging Technology Fund, BOGSX, Oak Associates Funds, Oak Associates Funds: Rock Oak Core Growth Fund, PowerShares Dynamic Networking, predictive fund rating methodology, PXQ, RCKSX, VMW, VMware
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