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What We’re Reading This Morning — August 27, 2014

Wednesday, August 27th, 2014 512px-Ackerman_farmer

Active vs. passive management — Is that the real question?

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See How Diligence Paid In 2011

Monday, April 30th, 2012 dreamstimefree_6271799_handHoldingLightBulb

Everyone wants diligence. Few will ever turn it down. The problem is that diligence is expensive. New Constructs makes diligence cost-effective.

Read More vs New Constructs = Hype vs Substance

Thursday, March 1st, 2012 vs New Constructs = Hype vs Substance

When I ran across the recent article “270,033 pages later, a chance to catch our breath…”, I could not help but admire’s marketing moxy.
The article provides a count of the number of pages of 10-K filings that have poured in during the real earnings season. It also highlight a couple of the largest filings. At first glance, it is easy for one to assume that all of the 270,033 pages were also analyzed.

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The Real Earnings Season Begins Now

Friday, February 17th, 2012 The Real Earnings Season Begins Now

Nearly all of the invest­ing world ignores 10-K sea­son. 10-Ks contain the most important financial information that companies provide all year.

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Best and Worst Funds: Consumer Staples Sector

Monday, January 30th, 2012 ConsStapl5

Consumer Staples is one of my top-ranked sectors. As detailed here, only it and the Information Technology sector get my Attractive rating. Sector ratings, like fund ratings, are based on aggre­ga­tion of my rat­ings for each of the stocks.

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RIMM’s Stock Offers A Free Option On a Comeback

Tuesday, June 14th, 2011 Figure1_RIMM

Yes, RIMM is losing market share and fast. Yes, RIMM’s Blackberry Playbook tablet is a dud. Yes, the stock has been a stinker recently. And yes, none of what I wrote at the beginning of this article would matter if the stock were not super cheap.

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Lorillard’s Profits Require No Smoke and Mirrors

Tuesday, May 24th, 2011 Figure 1_Lorillard

I am not a smoker or tobacco user, and I do not like to be around smokers. However, that prejudice does not blind me from the fact that Lorillard, Inc. (LO) is a “very attractive” stock. I recommend investors buy it as well as the following ETFs because of their large allocations to LO and their attractive-or-better investment ratings…

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