WMT – Hidden Gems and Red Flags in the Stock Market

Tag Archives: WMT

Danger Zone 4/22/2013: Sears Holdings (SHLD)

April 22, 2013 – 9:20 am

SHLD combines three themes that I have discussed in recent Danger Zone posts: overvaluation due to expectations of a construction rebound, hidden liabilities undermining a company’s financial strength, and online retailing making bricks-and-mortar stores obsolete.

By David Trainer | Posted in Stock Picks and Pans | Also tagged CHOEX, Chou America Mutual Funds: Chou Opportunity Fund, Fairholme Funds, FAIRX, HD, hidden management failures, Home Depots, Sears, SHLD, Wal-Marts | Comments (0)

Sector Rankings For ETFs & Mutual Funds

April 11, 2013 – 11:40 am

At the outset of the second quarter of 2013, only a single sector earns an Attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Also tagged 2Q13, best and worst, free ETF screener, free mutual fund screener, portfolio management, predictive ratings, RYREX, sector rankings, Ventas, VTR, WalMart, XLP | Comments (0)

Best & Worst ETFs and Mutual Funds: Large-cap Blend Style

July 17, 2012 – 12:23 pm

The large-cap blend style ranks second 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 40 ETFs and 1127 mutual funds in the large-cap blend style as of July 17, 2012.

By David Trainer | Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans | Also tagged BAC, Bank of America Corp, DAAVX, Dunham Funds: Dunham Loss Averse Equity Income Fund, etf screener, fund screener, GMO Trust: GMO Quality Fund, GQLOX, PowerShares S&P 500 High Beta Portfolio, PowerShares S&P 500 High Quality Portfolio, SPHB, SPHQ, stock screener, Wal-Mart Stores | Comments (0)

Definition: Price-To-EBV, or Price to Economic Book Value ratio

June 18, 2012 – 8:59 am

The difference between the stock price and Economic Book Value (EBV) of s stock measures the difference between the market’s expectation for future profits and the no-growth value of the stock.

By David Trainer | Posted in Investing 101 | Also tagged EBV, economic book value, NOPAT, price to economic book value ratio, price-to-EBV, price-to-economic-book value, Wal-Mart | Comments (0)

See How Diligence Paid In 2011

April 30, 2012 – 1:57 pm

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

By David Trainer | Posted in General Market Comments | Also tagged 10-K, American Airlines, annual report, C, Citigroup, Eastman Kodak, Financial Footnotes, Inetl, INTC, Lam Research, LLY, LO, Lorillard, LRCX, Morgan Stanley, MS, PFG, Principal Financial Group, VHC, VirnetX Holdings, Wal-Mart, Wlu Lilly, Zumiez, ZUMZ | Comments (0)

Roadmap to the Best & Worst Sectors for Funds 2Q12

April 17, 2012 – 6:48 am

Only one sector, Consumer Staples, earns my Attractive rating. See Figure 1 for my ranking of all ten sectors. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each each sector.

By David Trainer | Posted in ETF Research, Mutual Fund Research | Also tagged etf screener, fund ratings, fund screener, Guggenheim Investment Real Estate Fund, ICLEX, ICON Funds: ICON Consumer Staples Fund, Predictive Fund Ratings, RYREX, Simon Property Group Inc, SPG, stock screener, Wal-Mart Stores | Comments (0)

footnoted.org vs New Constructs = Hype vs Substance

March 1, 2012 – 3:05 pm

When I ran across the recent article “270,033 pages later, a chance to catch our breath…”, I could not help but admire footnoted.org’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.

By David Trainer | Posted in Decoding Propaganda | Also tagged C, Citigroup, Eastman Kodak, Eli Lilly, Financial Footnotes, footnoted.org, INTC, Intel, Lam Research, LLY, LO, Lorillard, LRCX, Morgan Stanley, MS, PFG, Principal Financial Group, The Real Earnings Season, VHC, VirnetX Holdings, Wal-Mart, Zumiez, ZUMZ | Comments (0)

The Real Earnings Season Begins Now

February 17, 2012 – 9:43 am

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

By David Trainer | Posted in Decoding Propaganda, Stock Picks and Pans | Also tagged 10-K, American Airlines, annual report, C, Citigroup, Eastman Kodak, Financial Footnotes, Inetl, INTC, Lam Research, LLY, LO, Lorillard, LRCX, Morgan Stanley, MS, PFG, Principal Financial Group, VHC, VirnetX Holdings, Wal-Mart, Wlu Lilly, Zumiez, ZUMZ | Comments (4)

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, JPM, KBWP, LTL, ORCL, Predictive Fund Ratings, PRMTX, RHS, RYH, RYUIX, S, sector roadmap, SOAAX, WAG, WEGAX, WSTAX, XLB, XLI, XME | Comments (0)

ETFs vs Mutual Funds: The Winner Is…

November 22, 2011 – 2:08 pm

The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.

By David Trainer | Posted in Mutual Fund Research, Stock Picks and Pans | Also tagged ALV, asset allocation rating, BKPIX, CPB, CRM Mutual Fund Trust: CRM All Cap Value Fund, CRMEX, DELL, DISH, DO, ETFs, FCX, FDSAX, Forum Funds: Payson Total Return Fund, FRX, GILD, GIS, GPS, Hennessy Funds Trust: Hennessy Cornerstone Large Growth Fund, HFLGX, Inc: Focused Dividend Strategy Portfolio, INTC, iShares MSCI USA Minimum Volatility dIndex Fund, LLY, LRCX, MSFT, mutual funds, NEM, PBFDX, PEOFX, Pioneer Equity Opportunity Fund, PKW, portfolio management rating, PowerShares Buyback Achievers, ProFunds: Banks UltraSector ProFund, Rydex Dynamic Funds: Russell 2000 2x Strategy Fund, Rydex Series Funds: Russell 2000 1.5x Strategy Fund, RYMKX, RYRSX, stock ratings, SunAmerica Focused Series, total annual costs, TXN, UNH, USMV | 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.
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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