MO – Hidden Gems and Red Flags in the Stock Market

Tag Archives: MO

How To Avoid the Worst Sector ETFs

March 14, 2013 – 3:30 pm

Picking from the multitude of sector ETFs is a daunting task.

By David Trainer | Posted in ETF Research | Also tagged free ETF screener, free mutual fund screener, PLD, Prologis Inc, PSCC, PSCE, PXN, ROM, RXL, SCHH, stock screener, The Altria Group, UGE, USD, UXI, VDC, vgt, VIS, VNQ, VOX, XBI, XHB, XLU, XME, XTN | Comments (0)

See How Diligence Paid In 2012

March 4, 2013 – 2:21 pm

Everyone wants diligence. The problem is that diligence is expensive. I make diligence cost-effective. See how my research paid off for clients last year.

By David Trainer | Posted in Stock Picks and Pans | Also tagged Alria Group, Amgen, AMGN, Boston Properties, BXP, Cisco Systems, CSCO, Digital Realty, DLR, IDCC, InterDigital, Intersil Corporation, ISIL, Networks Interactive, PLUG, Plug Power, REFR, Reseerch Frontiers, SNI, WDC, Western Digital, Western National Refining, WNR | Comments (0)

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, JPM, Materials Select Sector SPDR, TDIV, Technology Select Sector SPDR, Utilities Select Sector SPDR, XLB, XLE, xlk, XLU, XLV | Comments (0)

Best & Worst Style ETFs & Mutual Funds

July 16, 2012 – 3:25 pm

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

By David Trainer | Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans | Also tagged Altria Group, BKPSX, C, Citigroup, etf screener, GMO Trust: GMO Quality Fund, GQLOX, mutual fund screener, Philip Morris International, PM, ProFunds: Banks UltraSector ProFund, stock screener | Comments (0)

Best & Worst ETFs and Mutual Funds: All-cap Value

May 1, 2012 – 7:49 am

The all-cap value style ranks sixth 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 two ETFs and 285 mutual funds in the all-cap value style as of April 24, 2012.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Also tagged ABMAX, Altria Group Inc, American Beacon Funds: American Beacon Mid-Cap Value Fund, ESS, Essex Property Trust Inc., FAB, First Trust Multi Cap Value AlphaDEX Fund, FNSIX, FundVantage Trust: Formula Investing US Value Select Fund | Comments (0)

Get Off the SBUX Bandwagon Before It Crashes

March 12, 2012 – 7:56 am

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.

By David Trainer | Posted in Stock Picks and Pans | Also tagged BAGL, CBOU, CHAIX, CHASX, etf screener, FDLSX, fund screener, GMCR, GS, HD, KFT, Kraft, LLY, MCD, McDonalds, MMM, MS, PEET, PEJ, POLIX, POLRX, RIMM, SBUX, SMLVX, SMVMX, starbucks, stock screener | Comments (0)

Smoking Out the Truth: Buy MO

February 28, 2012 – 9:12 am

As discussed in “The Real Earnings Season Starts Now”, annual reports are the best source for developing investment ideas. I provided my clients with dozens of insights in 2011 that delivered impressive returns, and I continue that trend with my recommendation of MO.

By David Trainer | Posted in Stock Picks and Pans | Also tagged Altria, cigarrettes, Consumer Staples Select Sector SPDR, Dreman Contrarian Funds: Dreman High Opportunity Fund, DRLLX, DWS Value Series, FCD, Focus Morningstar Consumer Defensive Index ETF, hidden charges, ICLEX, ICON Funds: ICON Consumer Staples Fund, Inc: DWS Strategic Value Fund, KDHIX, NOPAT, tobacco, Vanguard Consumer Staples ETF, Vanguard World Funds: Vanguard Consumer Staples Index Fund, VCSAX, VDC, XLP | Comments (0)

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.
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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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