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Diligence Institute

Highlights From New Constructs Investment Research

How To Find the Best Sector ETFs

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

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How to Find the Best Style ETFs

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

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Unconsolidated Subsidiary Assets – Valuation Adjustment

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Investors who ignore unconsolidated subsidiary assets are not getting a true picture of the cash available to be returned to shareholders. By adding unconsolidated subsidiary assets one can better understand the value of the stock to shareholders. Diligence pays.

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Non-Operating Unconsolidated Subsidiaries—Invested Capital Adjustment

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This report is one of a series on the adjustments we make to convert GAAP data to economic earnings. This report focuses on an adjustment we make to convert the reported balance sheet assets into invested capital.

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How to Avoid the Worst Sector Mutual Funds

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Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 234 different mutual funds, and there are at least 632 mutual funds across all sectors.

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How To Find the Best Style ETFs

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

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Get Off the SBUX Bandwagon Before It Crashes

Get Off the SBUX Bandwagon Before It Crashes

Be wary of advice from the bandwagon riders. They care more about getting more people in the bandwagon than anything else.
The Starbucks (SBUX) bandwagon is a big one. I am not on it.

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Best and Worst Funds: Industrials Sector

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The Industrials sector ranks sixth out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating, which, like my fund ratings, is based on aggre­ga­tion of stock rat­ings for each of 430+ companies in the sector.

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Don’t Employ Any Industrial Sector ETFs

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We recommend avoid or sell all industrial sector ETFs. We also rate the investment merit of the top six industrial sector ETFs.

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