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Danger Zone 11/4/13: XBRL (eXtensible Business Reporting Language)

Monday, November 4th, 2013 Screen shot 2013-11-03 at 11.53.47 PM

The potential utility of XBRL as a tool for regulators to fight fraud and investors to better analyze companies makes its numerous flaws that much more of a shame. I can only hope that the SEC realizes the value of XBRL and makes a commitment to ensuring the accuracy and validity of XBRL data.

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How To Find the Best Style ETFs

Thursday, December 13th, 2012 HowFindBestStyleETFs

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

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How To Avoid The Worst ETFs

Tuesday, October 16th, 2012 HowAvoidWorstETFsFig1

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.

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Free report for Ask Matt, Exxon Mobil (XOM) – Very Attractive Rating

Tuesday, August 14th, 2012 Free report for Ask Matt, Exxon Mobil (XOM) – Very Attractive Rating

Exxon was my Stock Pick of the Week last week. Here is an excerpt from my article: “Buying Exxon Mobil (XOM) now is one of the easiest calls in the market these days…”

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Slow & Steady Wins The Race: Buy XOM

Tuesday, August 7th, 2012 Fig2_XOM_SPOW

Sometimes, picking stocks is easy if you focus on the basic principles of cash flows, valuation and competitive advantage.

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Best & Worst ETFs and Mutual Funds: All-cap Blend Style

Tuesday, July 17th, 2012 AllCapBlend1

The all-cap blend style ranks third out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 33 ETFs and 669 mutual funds in the all-cap blend style as of July 17, 2012.

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Best & Worst ETFs & Mutual Funds: Energy Sector

Friday, April 20th, 2012 EnergyFig1

The Energy sector ranks seventh out of the ten sectors as detailed in my sector roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 20 ETFs and 89 mutual funds in the Energy sector as of April 17, 2012.

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Forensic Accounting Says Avoid Energy & Financial Stocks

Tuesday, November 15th, 2011 Figure1

As one financial scandal follows another, it seems the good guys are having a tougher time catching the bad guys. Recent revelations about MF Global’s ponzi scheme are another reminder of how our regulatory and oversight systems seem to let whales pass through their net.

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Cutting Thru the Smoke in the Energy Sector

Tuesday, November 8th, 2011 EnergyFigure1

Two of the three stocks added to our large/mid cap Most Dangerous stocks list for November are from the energy sector. Those stocks are Energy XXI (Bermuda) Ltd. (EXXI) and Superior Energy Services (SPN) – both get my very dangerous rating as do all of the Most Dangerous stocks.
All of the energy sec­tor ETFs get a dan­ger­ous rat­ing, which means you should sell them.

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Large-Cap Value Has 36 Aliases in ETF World

Monday, October 10th, 2011 Figure1_largeCap

There are 36 “large cap value” ETFs. Per Figure 1, these 36 ETFs have drastically different stock holdings and, therefore, allocations. The lowest number of holdings is 30 while the highest is 1178.
How do investors pick the ETF that will deliver the best performance?

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Lots Of Ugly in Energy ETFs

Thursday, May 5th, 2011 Figure1

We recommend investors avoid all energy sector ETFs. We found no ETFs in the sector that offer investors attractive investment merit and acceptable structural integrity. We also rate the investment merit of the top-9 energy sector ETFs.

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