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Highlights From New Constructs Investment Research

My Latest CNBC Appearance: Bearish on AAPL

My Latest CNBC Appearance: Bearish on AAPL

Here’s my reiteration on my bearish outlook on Apple (AAPL).

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Best & Worst ETFs and Mutual Funds: All Cap Growth Style

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The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 453 mutual funds in the All Cap Growth style as of October 16, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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Best & Worst ETFs and Mutual Funds: All Cap Blend Style

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The All Cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 712 mutual funds in the All Cap Blend style as of October 15th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector and style are here.

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Danger Zone 10/21/13: Tangoe (TNGO)

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TNGO checks all the marks of a Wall Street rollup scheme. Beating earnings estimates by a penny for share every quarter? Check. Constant acquisitions to keep the top line growing? Check. Shady management rewarding itself with massive stock options? Check.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

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This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, 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.

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Investment Style Rankings for ETFs and Mutual Funds

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No fund style earns better than a Neutral rating going into 4Q13. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

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4Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

4Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

This article provides quick access to all our 4Q reports on sector funds.

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Best & Worst ETFs & Mutual Funds: Utilities Sector

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The Utilities sector ranks tenth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of eight ETFs and 33 mutual funds in the Utilities sector as of October 11, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Telecom Sector

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The Telecom sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 4 ETFs and 12 mutual funds in the Telecom sector as of October 10th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Materials Sector

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The Materials sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 15 mutual funds in the Materials sector as of October 10, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Energy Sector

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The Energy sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 18 ETFs and 70 mutual funds in the Energy sector as of October 10, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Danger Zone 10/14/13: Market Vectors Wide Moat ETF (MOAT)

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MOAT is a perfect example of why investors need to do their own diligence.

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Best & Worst ETFs & Mutual Funds: Information Technology Sector

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The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 132 mutual funds in the Information Technology sector as of October 9th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Industrials Sector

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The Industrials sector ranks fourth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 16 ETFs and 18 mutual funds in the Industrials sector as of October 8, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Health Care Sector

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The Health Care sector ranks sixth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 21 ETFs and 71 mutual funds in the Health Care sector as of October 4, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Financials Sector

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The Financials sector ranks ninth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 44 ETFs and 230 mutual funds in the Financials sector as of October 7, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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New Stocks Make Most Attractive/Dangerous Lists

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October sees 13 new stocks make our Most Attractive list and 16 new stocks fall into the Most Dangerous category. Our Most Attractive stocks have high and rising return on invested capital (ROIC) and low price to economic book value ratios. Most Dangerous stocks have misleading earnings and long growth appreciation periods implied in their market valuations.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

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The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Attractive rating, which is based on an aggregation of ratings of eight ETFs and eight mutual funds in the Consumer Staples sector as of October 3, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

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The Consumer Discretionary sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 17 ETFs and 21 mutual funds in the Consumer Discretionary sector as of October 4th, 2013. Prior reports on the best & worst ETFs and mutual funds in every sector are here.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

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This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.

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