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Diligence Institute

Highlights From New Constructs Investment Research

How To Avoid the Worst Style ETFs

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Picking from the multitude of style ETFs is a daunting task. In any given style there may be as many as 48 different ETFs, and there are at least 236 ETFs across all styles.

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AutoZone: The Best Bet In Automotive Retail

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This year’s unusually cold winter has been a source of frustration for drivers, but it has been a boon for… Read more >>

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How To Avoid the Worst Sector ETFs

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Picking from the multitude of sector ETFs is a daunting task. In any given sector there may be as many as 45 different ETFs, and there are at least 183 ETFs across all sectors.

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New Stocks Make Most Attractive/Dangerous Lists For February

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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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How To Find the Best Style ETFs

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Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.

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How To Find the Best Sector ETFs

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Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.

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Danger Zone: Callidus Software (CALD)

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Compared to its competitors, CALD has less scale, inferior profitability metrics, and fishy accounting to boot. The stock’s valuation is so high that our DCF model can hardly make sense of it. The stock seems to be trading largely on the hopes of an acquisition.

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Low-Cost Funds Dupe Investors – 1Q2014

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Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success.

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1Q Best & Worst ETFs and Mutual Funds — By Style — Recap

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Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 4Q reports on Style funds.

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No Progress From Amazon in 2013

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Amazon (AMZN: $356/share) filed its annual Form 10-K last week. Our analysts have picked through the financial footnotes and fine print. 2013 results reinforce my bearish thesis from May of 2013 that AMZN’s valuation implies a more unrealistic level of growth and profitability than investors realize.

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Small Cap Value Style

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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 15 ETFs and 263 mutual funds in the Small Cap Value style as of January 30, 2014.

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February’s Most DANGEROUS Stocks Available to Subscribers Today

February’s Most DANGEROUS Stocks Available to Subscribers Today

Paying customers can access February’s 40 Most Dangerous Stocks as of Wednesday, February 5. We provide 20 large/mid cap names… Read more >>

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February’s Most Attractive Stocks Available to Subscribers Today

February’s Most Attractive Stocks Available to Subscribers Today

Paying customers can access February’s 40 Most Attractive Stocks as of Wednesday, February 5. We provide 20 large/mid cap names… Read more >>

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Small Cap Growth Style

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The Small Cap Growth 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 11 ETFs and 437 mutual funds in the Small Cap Growth style as of January 30, 2014.

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Small Cap Blend Style

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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 24 ETFs and 624 mutual funds in the Small Cap Blend style as of January 29, 2014.

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Mid Cap Value Style

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The Mid Cap Value style ranks tenth out of the twelve 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 11 ETFs and 184 mutual funds in the Mid Cap Value style as of January 28th, 2014.

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Mid Cap Growth Style

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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 Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 356 mutual funds in the Mid Cap Growth style as of January 29, 2014.

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Mid Cap Blend Style

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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 336 mutual funds in the Mid Cap Blend style as of January 28, 2014

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Danger Zone: Energy Sector Funds

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Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life and MarketWatch.com.
Energy sector ETFs and mutual… Read more >>

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Large Cap Value Style

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The Large Cap Value 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 49 ETFs and 807 mutual funds in the Large Cap Value style as of January 28, 2014.

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