David Trainer | TalkMarkets | Page 34
CEO of New Constructs, LLC.
New Constructs leverages reliable fundamental data to provide unconflicted insights into the fundamentals and valuation of private and public businesses. Combining human expertise with cutting-edge machine learning (ML) technologies (more

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Mid Cap Growth Style: Best & Worst ETFs And Mutual Funds
The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 375 mutual funds in the Mid Cap Growth style.
Large Cap Value Style: Best And Worst ETFs And Mutual Funds
The Large Cap Value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 49 ETFs and 854 mutual funds in the Large Cap Value style.
More Pain To Come For LinkedIn
We put LinkedIn (LNKD: ~$175/share) in the Danger Zone last August when it was valued at $240/share. Despite its 30% decline since, we remain bearish on the stock. LNKD’s 2013 Form 10-K revealed that many of the issues we identified have worsened.
Large Cap Growth Style: Best And Worst ETFs
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 24 ETFs and 667 mutual funds in the Large Cap Growth style.
All Cap Value Style: Best And Worst ETFs
The All Cap Value style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 243 mutual funds in the All Cap Value style.
Large Cap Blend Style: Best And Worst ETFs
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 963 mutual funds in the Large Cap Blend style.
All Cap Growth Style: Best And Worst ETFs
The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 2 ETFs and 463 mutual funds in the All Cap Growth style.
All Cap Blend Style: Best And Worst ETFs And Mutual Funds
The All Cap Blend style ranks third out of the twelve fund styles. It gets my Neutral rating, which is based on aggregation of ratings of 37 ETFs and 763 mutual funds in the All Cap Blend style as of April 10, 2014.
Rating Breakdown: Best & Worst ETFs & Mutual Funds By Style
This report identifies the best ETFs and mutual funds based on the quality of their holdings and their costs. 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.
Aspen Board Right To Turn Down Endurance’s Offer
Endurance Specialty Holdings (ENH) made a $3.2 billion takeover bid for Aspen Insurance Holdings (AHL) on Monday. After months of fruitless negotiations, ENH attempted to bypass AHL’s management and reach out to shareholders directly. We think ENH’s offer undervalues the stock.
Danger Zone: Workday (WDAY)
We’ve made no secret about our bearishness on certain cloud stocks. Over the past several months, we’ve featured Callidus (CALD), Netsuite (N), Salesforce (CRM), and Tangoe (TNGO) in the Danger Zone.
Health Care Sector
The Health Care sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 22 ETFs and 82 mutual funds in the Health Care sector as of April 4, 2014.
Financials Sector
The Financials sector ranks ninth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating.
Sector Rankings For ETFs & Mutual Funds
For the second quarter of 2014, only three sectors manage to even earn a Neutral rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.
Netflix (NFLX): Even More Dangerous
In November of last year, Netflix (NFLX: ~$355/share) landed in the Danger Zone after rising 363% year-to-date on promising quarterly results and much media hype. The stock rose rapidly for a while after our pick but has come back down nearly 20% in the past month.
Johnson & Johnson Is A Safe Pick In A Dangerous Market
As I wrote earlier this year, I’m long-term bullish on this market, but stretched valuations in certain parts of the market, like cloud stocks and social media stocks, are at major risk of blowing up.
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