January 17, 2012 – 11:06 am
In an increasingly challenging market, Intel [s: INTC] is one of the safest investments with compelling upside potential. That’s right, investors get to have their cake and eat it too – at least for now.
By David Trainer
|
Posted in Stock Picks and Pans
|
Also tagged ACEHX, free fund screener, INTC, Intel, Market Vectors Semiconductor ETF, Predictive Fund Ratings, ProShares Ultra Semiconductors, Rydex Series Funds: Electronics Fund, RYSIX, SMH, Van Kampen Exchange Fund
|
December 13, 2011 – 10:15 am
Not everyone has the luxury of or stomach for being net short as I recommended in my last article.
So, I offer some of my top picks for those that must be long.
By David Trainer
|
Posted in Stock Picks and Pans
|
Also tagged ADI, Analog Devices, BMY, Bristol Myers Squibb, FDSAX, Inc: Focused Dividend Strategy Portfolio, iShares PHLX SOX Semiconductor Sector Index Fund, Kla-Tencor, KLAC, Mutual Fund Series Trust: Catalyst Strategic Value Fund, PKW, PowerShares Buyback Achievers, ProShares Ultra Semiconductors, Royce Fund: Royce Special Equity Multi-Cap Fund, RSEMX, SOXX, STVCX, SunAmerica Focused Series
|
October 7, 2011 – 10:36 am
Having too many choices can be intimidating. And there are definitely lots of choices when it comes to ETFs. For example, in the equity market alone, there 30+ technology sector ETFs, or 35 ‘large cap value’ and 20 financial ETFs. A very healthy selection abounds for every category of ETF.
The problem is that these ETFs are not made the same even though they may be in the same category. There are major differences in methodologies between funds, which results in drastically different holdings even within a given sector. See Figure 1.
By David Trainer
|
Posted in ETF Research
|
Also tagged AAPL, acn, Direxion Daily Semiconductor Bull 3x Shares, Direxion Daily Technology Bull 3X Shares, FDN, First Trust DJ Internet Index Fund, First Trust ISE Cloud Computing Index Fund, First Trust NASDAQ-100-Technology Sector Index Fund, First Trust Technology AlphaDEX Fund, Focus Morningstar Technology Index ETF, FTQ, FXL, GOOG, IGM, IGN, IGV, iShares Dow Jones U.S. Technology Index Fund, iShares Goldman Sachs Technology Index Fund, iShares PHLX SOX Semiconductor Sector Index Fund, iShares S&P North American Technology-Multimedia Networking Index Fund, iShares S&P North American Technology-Software Index Fund, IYW, MSFT, MTK, New Constructs. predictive ratings for ETF, ORCL, PNQI, PowerShares Dynamic Networking, PowerShares Dynamic Semiconductors, PowerShares Dynamic Software, PowerShares Dynamic Technology, PowerShares Nasdaq Internet Portfolio, ProShares Ultra Semiconductors, ProShares Ultra Technology, PSCT PowerShares S&P SmallCap Information Technology Portfolio, PSI, PSJ, PTF, PXQ, QTEC, RIMM, ROM, Rydex S&P Equal Weight Technology ETF, RYT, SKYY, SOXL, SOXX, SPDR MS Technology, SPDR S&P Semiconductor ETF, Technology Select Sector SPDR, TYH, Vanguard Information Tech ETF, vgt, xlk, XSD
|
September 27, 2011 – 9:14 am
Most of my research and publishing tends to focus on companies manipulating accounting rules to make their reported earnings look better than the real economic cash flows of their business.
It is unfortunately rare that I find a company whose economic earnings are outpacing the reported accounting results and whose stock is cheap.
One such company is Lam Research (LRCX – very attractive rating). One of September’s most attractive stocks, LRCX offers investors hidden value.
By David Trainer
|
Posted in Stock Picks and Pans
|
Also tagged economic earnings, ETF predictive rating, excess cash, First Trust NASDAQ-100-Technology Sector Index Fund, Lam Research, LRCX, NOPAT, ProShares Ultra Semiconductors, QTEX, ROIC, Very Attractive Rating
|