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Telecom Services Sector

Tuesday, July 22nd, 2014 BW Final-3rd

The Telecom Services sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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What We’re Reading this Morning — July 22, 2014

Tuesday, July 22nd, 2014 5395824572_413c638fbb_z

A few picks from around the web.

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Materials Sector

Monday, July 21st, 2014 BW Final-3rd

The Materials sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Information Technology Sector

Monday, July 21st, 2014 BW Final-3rd

The Information Technology sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Industrials Sector

Monday, July 21st, 2014 BW Final-3rd

The Industrials sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report.

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Danger Zone: Stocks With Most Misleading Non-GAAP Earnings

Monday, July 21st, 2014 3508252914_73e09af9d3_z

Companies usually pitch these alternative metrics as “supplementary” data to help investors get a “better” view of the profitability of the business. Instead, we see red flags, not a better view.

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What We’re Reading this Morning — July 21, 2014

Monday, July 21st, 2014 5395824572_413c638fbb_z

A few picks from around the web.

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What We’re Reading this Morning — July 18, 2014

Friday, July 18th, 2014 5395824572_413c638fbb_z

A few picks from around the web.

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Health Care Sector

Thursday, July 17th, 2014 BW Final-3rd

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 Neutral rating, which is based on aggregation of ratings of 22 ETFs and 82 mutual funds in the Health Care sector as of July 14, 2014.

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Financials Sector

Thursday, July 17th, 2014 BW Final-3rd

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 46 ETFs and 232 mutual funds in the Financials sector as of July 15, 2014.

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Energy Sector

Thursday, July 17th, 2014 BW Final-3rd

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 20 ETFs and 94 mutual funds in the Energy sector as July 17, 2014.

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Consumer Staples Sector

Thursday, July 17th, 2014 BW Final-3rd

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 Very Attractive rating, which is based on aggregation of ratings of 10 ETFs and 15 mutual funds in the Consumer Staples sector as of July 17, 2014.

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What We’re Reading this Morning — July 17, 2014

Thursday, July 17th, 2014 5395824572_413c638fbb_z

A few picks from around the web.

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AOL Just Lost Its Yahoo Bailout

Wednesday, July 16th, 2014 images

Yahoo’s (YHOO) CEO Marissa Mayer and its M&A chief Jackie Reses have both crushed speculation that Yahoo would buy AOL (AOL: ~$39/share) with its cash from the Alibaba IPO. Mayer reportedly told Re/code that an AOL acquisition would be “small, unexciting, uninspiring, and backward-looking.”

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Update: Intel Earnings

Wednesday, July 16th, 2014 6675870523_bf9cec5f1d_m

In my most recent article, I said that modest growth over the next 15 years makes Intel worth ~$41 share today, and this earnings report strengthens my belief in that fair value estimate.

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A Private Takeover Would Be Good For PetSmart

Wednesday, July 16th, 2014 13754913915_45476d8886_z

A privately held PetSmart could create more value than the present version of the company.

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Consumer Discretionary Sector

Wednesday, July 16th, 2014 BW Final-3rd

The Consumer Discretionary 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 21 mutual funds in the Consumer Discretionary sector as of July 9, 2014.

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

Monday, July 14th, 2014 BW Final-3rd

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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Investing in the Kitchen

Monday, July 14th, 2014 5405403890_6e004b5cff_m

Figure 1 compares 10 companies that make common kitchen products on the basis of return on invested capital (ROIC) and price to economic book value (PEBV).

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Danger Zone 7/14/14

Monday, July 14th, 2014 3508252914_73e09af9d3_z

This week’s Danger Zone pick features a consumer goods company with inflated earnings growth and an unrealistic valuation.
All New… Read more >>

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