Too many investors are looking at AAPL through the rear view mirror and assume that its sky-high profits and return on invested capital (ROIC) are sustainable. As I detail in my CNBC interview, Apple is not cheap and investors should not underestimate the impact of losing Steve Jobs.
By David Trainer
|
Posted in Stock Picks and Pans
|
Also tagged AAPL, BBRY, Blackberry, consumer electronics, DELL, GOOG, Google, iphone, Microsoft, Motorola, MSFT, MSI, return on invested capital, ROIC
|
Picking from the multitude of style ETFs is a daunting task. We are here to make it simpler and smarter.
By David Trainer
|
Posted in ETF Research
|
Also tagged AAPL, Amazon, AMZN, DAL, DDM, Delta Airlines, FWDD, GOOG, Google, Microsoft, MSFT, pensions, SCHB, SCHD, SCHX, TQQQ, TTFS, UDOW, underfunding, VIOO, VIOV, VOE, VONV, VOO, VOT, VTI, VTWG, VTWO, VTWV, VXF, WXSP
|
January 29, 2013 – 2:39 pm
The Energy 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 20 ETFs and 73 mutual funds in the Energy sector as of January 25th, 2013.
By David Trainer
|
Posted in ETF Research, Mutual Fund Research
|
Also tagged AAPL, Cabot Oil & Gas Corp, COG, DIG, Exxon Mobil Corp, FCG, FNRFX, free ETF screener, free mutual fuind screener, FSESX, FSNGX, GASL, ICEEX, ICENX, IENIX, IGNWX, IRGNX, IYE, OIH, PBW, PSCE, QCLN, SBMBX, SPEBX, SSGDX, SSGPX, SSGRX, VDE, XLE, XOM
|
November 12, 2012 – 9:49 am
JPMorgan Trust II: JPMorgan Large Cap Growth Fund (OLGAX) is in the Danger Zone this week.
October 16, 2012 – 3:37 am
The focus of this article is investing risk or the relative investment potential of the ETF. This risk is much more difficult to asses because it requires researching the investment potential of the ETFs holdings.
By David Trainer
|
Posted in ETF Research
|
Also tagged AAPL, Exxon MObil, FCG, First Trust Large Cap Growth AlphaDEX Fund, FTC, FXN, IEO, IEZ, IWF, JKE, OIH, PBW, PWB, PXI, PXJ, QLD, QQQ, RPG, SCHG, TQQQ, Vanguard S&P 500 Growth ETF, VOOG, VUG, XES, XOM, XOP
|
September 27, 2012 – 12:26 pm
In my recent interview, Fox Business’ David Asman digs into the details of what makes a good stock in the current market environment.
August 14, 2012 – 9:15 am
Seldom do value investors get a chance to have their cake and eat it too. And that is exactly what we have with Cisco (CSCO) stock.
As I wrote in “Don’t Be Fooled: Get Short Now”, the euro is not that different from Enron, WorldCom or the Madoff fund. All of these organizations were able to pretend they were profitable or solvent long after they were insolvent.
Now markets are finally acknowledging the intractability of the Euro debacle.
By David Trainer
|
Posted in General Market Comments, Stock Picks and Pans
|
Also tagged 270% ROIC, AAPL, ConocoPhillips, COP, DAL, Delta Airlines, Exxon, low interest rates undermine growth, pension liabilities, US Steel, X, XOM
|
I have a pair trade (i.e. long/short) ETF strategy for investors who want to maximize upside potential and minimize downside risk in Technology stocks.
By David Trainer
|
Posted in ETF Research, Stock Picks and Pans
|
Also tagged AAPL, Amazon.com, AMZN, ETF long/short strategy, ETF pair trade, FDN, First Trust DJ Internet Index Fund, free ETF screener, fund screener, PowerShares Lux Nanotech Portfolio, PXN, stock screener, tech sector ETFs, Technolgy ETFs, Technology Select Sector SPDR, xlk
|
I discuss my market outlook and top stock picks in this interview today.
In general, I think most of the… Read more >>