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Wal-Mart: Still Offering Great Value

Tuesday, June 4th, 2013 WMT_Fig1

Wal-Mart’s stock has done well since we first opened a position in June 2011, but it is still significantly undervalued.

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Samples of my reports on stocks, ETFs and mutual funds

Wednesday, April 10th, 2013 Samples of my reports on stocks, ETFs and mutual funds

Free samples of my reports on stocks, ETFs and mutual funds so you can see what we provide

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ETF Pair Trade to Maximize Gains in the Consumer Staples Sector

Thursday, April 4th, 2013 ETF Pair Trade to Maximize Gains in the Consumer Staples Sector

The consumer staples sector may be a less volatile sector than most, but that does not mean it is immune to market volatility. Buying XLP and shorting PSCC (or PBJ) puts investors in a position to profit no matter which way the sector goes.

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

Monday, January 28th, 2013 RatingBreakdown_Fig5

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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Cheap Funds Dupe Investors – 4Q2012

Monday, October 22nd, 2012 LowCostsDupeFig1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on fund holdings enables investors to find funds with high quality holdings – AND – low fees.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Tuesday, October 9th, 2012 ConsumerStaplesFig1

The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector rankings for ETFs and mutual funds. It gets my Attractive rating, which is based on an aggregation of the ratings of 9 ETFs and 9 mutual funds in the Consumer Staples sector as of October 9, 2012. Reports on the best & worst ETFs and mutual funds in every sector and style are here.

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A Value Investor’s Classic: Phillip Morris (PM)

Tuesday, August 28th, 2012 SPOW_PM_fig1

My last recommendation was new to the value-investing club (see Buy CSCO: A Treat For Value Investors). This week, I bring back a classic value stock: Phillip Morris (PM).

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Wednesday, July 11th, 2012 COnsumerStaples1

The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector roadmap. It is the only sector to earn my Attractive rating, which is based on aggregation of ratings of ten ETFs and nine mutual funds in the Consumer Staples sector as of July 10, 2012.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Tuesday, April 17th, 2012 ConsumerStaplesFig1

The Consumer Staples sector ranks first out of the ten sectors as detailed in my sector roadmap. It gets my Attractive rating, which is based on the aggregation of my ratings for 10 Consumer Staples ETFs and 9 Consumer Staples mutual funds as of April 12, 2012. Reports on the best & worst ETFs and mutual funds in every sector and style are on my blog and MarketWatch’s Trading Deck.

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Smoking Out the Truth: Buy MO

Tuesday, February 28th, 2012 Smoking Out the Truth: Buy MO

As discussed in “The Real Earnings Season Starts Now”, annual reports are the best source for developing investment ideas. I provided my clients with dozens of insights in 2011 that delivered impressive returns, and I continue that trend with my recommendation of MO.

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3Q11 Sector ETF Rankings: Chips and Dips Rise To The Top

Friday, July 15th, 2011 dreamstimefree_310726_upGraph

The consumer staples and information technology sectors are tops among the ten major sectors. Both get our “attractive” rating. Our Sector Roadmap report ranks and rates all of the 10 sectors. It also benchmarks all sectors against the S&P 500, which gets our “neutral” rating and the Russell 2000, which gets our “dangerous” rating.

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Blue-Light Special: Wal-Mart Stock

Tuesday, June 28th, 2011 Wal-Mart's Economic book value

If you are looking for a good, safe stock in this volatile market, Wal-Mart is one of the best.

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