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Asset Write-Downs – Invested Capital Adjustment

Monday, July 22nd, 2013 AWDF1

For debt investors, which GAAP was primarily designed for, write-downs are analytically helpful. They provide a more accurate assessment of the liquidation value of a company’s assets. For equity investors, on the other hand, write-downs are not helpful because they distort the return on invested capital (ROIC) of a company.

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Danger Zone 7/22/13: EPIQ Systems (EPIQ)

Monday, July 22nd, 2013 EPIQ_F1

EPIQ Systems (EPIQ) is in the Danger Zone this week. The legal technology solutions provider has misleadingly high reported earnings due to a funny accounting rule. Analysts and investors looking at reported earnings have assigned unreasonably high expectations to EPIQ.

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

Friday, July 19th, 2013 midcapgrowth5

The Mid 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 Neutral rating, which is based on aggregation of ratings of 10 ETFs and 360 mutual funds in the Mid Cap Growth style as of July 16, 2013.

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

Friday, July 19th, 2013 midcapblend5

The Mid Cap Blend 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 16 ETFs and 321 mutual funds in the Mid Cap Blend style as of July 18, 2013.

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

Thursday, July 18th, 2013 ACVF1

he All Cap Value 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 two ETFs and 249 mutual funds in the All Cap Value style as of July 17, 2013.

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

Thursday, July 18th, 2013 allcapgrowth5

The All Cap Growth style ranks fifth 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 both ETFs and 449 mutual funds in the All Cap Growth style as of July 16, 2013.

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

Wednesday, July 17th, 2013 largecapgrowth5

The Large Cap Growth style ranks fourth 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 23 ETFs and 685 mutual funds in the Large Cap Growth style as of July 12, 2013.

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

Wednesday, July 17th, 2013 allcapblend5

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 36 ETFs and 704 mutual funds in the All Cap Blend style as of July 12, 2013.

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Best & Worst ETFs and Mutual Funds: Large Cap Value Style

Tuesday, July 16th, 2013 largecapvalue5

The Large Cap Value style ranks second 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 42 ETFs and 772 mutual funds in the Large Cap Value style as of July 11, 2013.

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

Tuesday, July 16th, 2013 largecapblend5

The Large Cap Blend style ranks first 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 31 ETFs and 955 mutual funds in the Large Cap Blend style as of July 11, 2013.

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

Tuesday, July 16th, 2013 SB4

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 & Mutual Funds

Monday, July 15th, 2013 SRF1

No fund style earns better than a Neutral rating going into 3Q13. 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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FASB/IASB Considers Adopting Revised Rules for Operating Lease Accounting

Monday, July 15th, 2013 FASB/IASB Considers Adopting Revised Rules for Operating Lease Accounting

We applaud the Financial Accounting Standards Board’s (FASB) latest proposal to change the way leases are reported. The new rules would make only the shortest-term operating leases exempt from being recorded on the balance sheet.

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3Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

Monday, July 15th, 2013 3Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best &… Read more >>

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Best & Worst ETFs & Mutual Funds: Energy Sector

Monday, July 15th, 2013 energy5

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 63 mutual funds in the Energy sector as of July 10, 2013.

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Best & Worst ETFs & Mutual Funds: Telecom Sector

Monday, July 15th, 2013 telecom5

The Telecom 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 4 ETFs and 13 mutual funds in the Telecom sector as of July 10, 2013.

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Best & Worst ETFs & Mutual Funds: Utilities Sector

Monday, July 15th, 2013 utilities5

he Utilities 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 8 ETFs and 33 mutual funds in the Utilities sector as of July 10, 2013.

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Best & Worst ETFs & Mutual Funds: Financials Sector

Monday, July 15th, 2013 financials5

The Financials 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 44 ETFs and 234 mutual funds in the Financials sector as of July 10, 2013.

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Danger Zone 7/15/13: Stein Mart (SMRT)

Monday, July 15th, 2013 SMRTexhibit

Stein Mart (SMRT) is in the Danger Zone this week and earns my Very Dangerous rating. Hidden items in its filings artificially boost earnings growth and mask significant liabilities.

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Best & Worst ETFs & Mutual Funds: Materials Sector

Friday, July 12th, 2013 MF1

The Materials 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 10 ETFs and 15 mutual funds in the Materials sector as of July 9, 2013.

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