JPM – Hidden Gems and Red Flags in the Stock Market

Tag Archives: JPM

How To Find the Best Sector ETFs

November 30, 2012 – 4:07 pm

Finding the best ETFs is an increasingly difficult task in a world where a new ETF seems to be born every 10 seconds.

By David Trainer | Posted in ETF Research | Also tagged Altria Group, BAC, Bank of America, C, Citigroup, Energy Select Sector SPDR, First Trust NASDAQ Technology Dividend Index Fund, Health Care Select Sector SPDR, JNJ, Johnson & Johnson, JP Morgan, Materials Select Sector SPDR, MO, TDIV, Technology Select Sector SPDR, Utilities Select Sector SPDR, XLB, XLE, xlk, XLU, XLV | Comments (0)

Best and Worst Funds: Financials Sector

February 6, 2012 – 10:37 am

The Financials sector ranks last out of the ten major sectors as detailed in our sector roadmap. It gets my Dangerous rating, which, like my fund ratings, is based on aggregation of stock ratings for each of 563 companies in the sector. The Financials sector is the bottom of the sector barrel.

By David Trainer | Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans | Also tagged C, CB, Chubb, Citigroup, DAREX, FAS 159, IAK, JP Morgan, KBWB, KBWD, KBWP, PowerShares KBW Bank Portfolio, PowerShares KBW Property & Casualty Insurance Portfolio, REM, RREIX, RYBKX, RYREX, SFAS NO 159, SFPAX, SOAXX | Comments (0)

Sector Roadmap For Best and Worst Funds

January 24, 2012 – 11:06 am

For those investors interested in rigorous research, I offer my roadmap to the best stocks and funds in the market by sector. The full sector roadmap is here.

By David Trainer | Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans | Also tagged ALL, AXP, best & worst funds, best & worst stocks, C, CCI, ERX, EVX, FBTAX, FSHOX, GASFX, GOOG, ICCCX, ICTEX, INTC, ITB, KBWP, LTL, ORCL, Predictive Fund Ratings, PRMTX, RHS, RYH, RYUIX, S, sector roadmap, SOAAX, WAG, WEGAX, WMT, WSTAX, XLB, XLI, XME | Comments (0)

Forensic Accounting Says Avoid Energy & Financial Stocks

November 15, 2011 – 11:15 am

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.

By David Trainer | Posted in General Market Comments, Stock Picks and Pans | Also tagged accounting earnings, accounting loopholes, AIG, American International Group, Annaly Capital Management, AT&T, Avalon Bay, AVB, BAC, Bank of America, C, Capital One Financial, Chevron, Citigroup, CME, CME Group, COF, ConocoPhillips, COP, CVX, Devon Energy, DVN, economci earnings, El Paso Corp, EP, EQR, Equity Residential, Exxon MObil, GE, General Electric, JP Morgan, NLY, Pioneer Natural Resources, PXD, T, VNO, Vornado Realty, Well Fargo, WFC, XOM | Comments (0)

ETF Shoppers: Accounting Trickery At Its Worst In Financial Sector

October 18, 2011 – 9:23 am

There are 25 financial sector ETFs. Per Figure 1, these 25 ETFs have drastically different stock holdings and, therefore, allocations. The lowest number of holdings is 24 while the highest is 496.
For starters, investors interested in the financial sector cannot expect many good investment options given that the sector gets my “dangerous” rating and ranks ninth out of the ten sectors that make up the economy. Details are in our sector roadmap report.

By David Trainer | Posted in ETF Research, General Market Comments, Stock Picks and Pans | Also tagged BAC, Bank of America, C, Citigroup, Direxion Daily Financial Bull 3X Shares, FAS, FFL, Financial Select Sector SPDR, First Trust Financials AlphaDEX Fund, First Trust NASDAQ ABA Community Bank Index Fund, Focus Morningstar Financial Services Index ETF, FXO, IAI, IAK, IAT, iShares Dow Jones U.S. Broker-Dealers Index Fund, iShares Dow Jones U.S. Financial Sector Index Fund, iShares Dow Jones U.S. Financial Services Index Fund, iShares Dow Jones U.S. Insurance Index Fund, iShares Dow Jones U.S. Regional Banks Index Fund, iShares FTSE NAREIT Mortgage REITs Index Fund, IYF, IYG, JP Morgan, KBE, KBWP, KCE, KIE, KME, KRE, KRU, PFI, PIC, PJB, PowerShares Dynamic Banking, PowerShares Dynamic Financial, PowerShares Dynamic Insurance, PowerShares KBW Property & Casualty Insurance Portfolio, ProShares Ultra Financials, ProShares Ultra KBW Regional Banking, QABA, REM, RevenueShares Financials Sector Fund, RWW, Rydex S&P Equal Weight Financial ETF, RYF, SPDR KBW Bank ETF, SPDR KBW Capital Markets ETF, SPDR KBW Insurance ETF, SPDR KBW Mortgage Finance ETF, SPDR KBW Regional Banking ETF, UYG, Vanguard Financials ETF, VFH, XLF | Comments (4)

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

July 15, 2011 – 10:05 am

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.

By David Trainer | Posted in ETF Research | Also tagged AAPL, Apple, C, Citigroup, Consumer Staples Select Sector SPDR, Direxion Daily Technology Bull 3X Shares, GOOG, Google, IAT, iShares Dow Jones U.S. Regional Banks Index Fund, JPMorgan Chase, KBE, Phillip Morris, PM, predictive ETF rating, ProShares Ultra Technology, RHS, ROM, Russell 2000 rating, Rydex S&P Equal Weight Consumer Staples ETF, S&P 500 rating, SPDR KBW Bank ETF, STI, SunTrsut Banks, TYH, US Bancorp, USB, Wal-Mart, WMT, XLP | Comments (0)

Sell Morgan Stanley Before It Sells You Down the River

May 3, 2011 – 12:10 pm

When Morgan Stanley (MS) started in 1935, there were around fifteen employees. For 2010, the company reported 62,542 employees. Bigger is not always better. And for big, publicly-traded companies, big tends to be worse especially when it comes to financial reporting.

By David Trainer | Posted in Stock Picks and Pans | Also tagged BAC, Bank of America, C, Citigroup, Dangerous Rating, economic earnings, Financial Sector, Glass-Steagal Act, Goldman Sachs, GS, Henry Paulson, Inside Job movie, JP Morgan, Merrill Lynch, Morgan Stanley, MS, Robert Rubin | Comments (5)

Stock Pick of the Week
Sell Apple (AAPL)
Apple's 270% return on invested capital (ROIC) is not sustainable. With no groundbreaking innovation on the horizon, Apple's ROIC, and its stock price, should decline to a level closer to its competitors.
Reports
From New Constructs

Proof Is In Performance: Jan 2005 - Mar 2013
	Since Inception	2013 YTD
Most Attractive	80%	5%
Most Dangerous	-42%	-8%
Most Attractive/Dangerous	56%	-3%
S&P 500	32%	6%

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