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How We Made Clients Money in 2013

Wednesday, January 22nd, 2014 How We Made Clients Money in 2013

ll too often we find significant data hidden in the footnotes that changes the valuation model for a company. Our more complete models help investors identify the stocks that are significantly undervalued.

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

Thursday, February 14th, 2013 SCBG2

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 21 ETFs and 648 mutual funds in the small-cap blend style as of February 13th, 2013.

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