Rating Breakdown: Best & Worst ETFs And Mutual Funds By Sector
Article By:
David Trainer
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Tuesday, July 15, 2014 3:47 AM EDT
My top ETFs and mutual funds have high-quality holdings and low costs. As detailed in “Low-cost funds dupe investors”, there are few funds that have both good holdings and low costs.
Lumber Liquidators: The First Of Many Retailers To Disappoint This Quarter
Article By:
Peter George Psaras
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Friday, July 11, 2014 9:54 AM EDT
These early earnings results are clearly showing, we can no longer blame the terrible weather from this past winter as the reason for retailers reporting terrible results. They are doing so because the consumer is feeling the pressure from the excessive debt that they piled up over the last 5 years
Sector Rankings For ETFs And Mutual Funds
Article By:
David Trainer
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Wednesday, July 9, 2014 12:19 PM EDT
At the beginning of the third quarter of 2014, only the Consumer Staples sector earns an Attractive-or-better rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.
Limit Your Target-Dates To Match.com Or EHarmony
Article By:
Dr. Paul Price
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Saturday, July 5, 2014 6:45 PM EDT
This week’s Barron’s cover story glorifies Target-Date funds. Paul Price is critical of this investment vehicle; here's why.
Perma-Bears: Sad... Everybody Else: Happy
Article By:
Dr. Paul Price
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Thursday, July 3, 2014 3:32 PM EDT
A shortened trading week ended sharply higher.
Read on to see how Market Shadows did compared with the broad market.
Which Sectors, Styles And Strategies Are Working In 2014
Article By:
Tyler Durden
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Thursday, July 3, 2014 2:35 PM EDT
Remember when stable, self-sustaining recoveries were led by Utility stocks outperforming every other asset class and sector?
The Very Best 401k Plans
Article By:
Steve Selengut
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Thursday, July 3, 2014 12:00 PM EDT
Performance numbers don’t produce understanding or develop reasonable expectations. The focus is on market value “performance” … and expense ratios, regardless of their impact on participants.
Macro-Economic Data: Is It Useful In Predicting Stock Market Action?
Article By:
Dr. Paul Price
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Sunday, June 29, 2014 6:23 PM EDT
Could you make more money if you knew the year's GDP figure today? Read on to find out.
Are Robo-Advisors Warning Of A Late Stage Bull Market?
Article By:
Lance Roberts
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Tuesday, June 24, 2014 1:14 PM EDT
The emotions of "greed" and "fear" are the predominant drivers of not only investor behavior over time but also the development and delivery of the financial products that they use.
PetSmart: Your Portfolio’s Best Friend (PETM)
Article By:
David Trainer
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Monday, June 16, 2014 10:23 AM EDT
PetSmart Inc. (PETM: $57/share) is a leading retailer of pet products and services in the United States. Recently, PETM missed on revenue in 1Q14, and lowered its sales forecasts for FY14.
Two Sentiment Pictures
Article By:
Gary Tanashian
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Tuesday, June 10, 2014 8:23 AM EDT
First is a view of the near all-in state of the average mutual fund. And this is before the most recent surge higher, as the data are delayed by a month.
Retirement Readiness
Article By:
Steve Selengut
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Tuesday, June 3, 2014 12:00 PM EDT
One of the good things about being the “old guy in the corner office” is the opportunity to share your experience with others. As a private portfolio manager, bringing people from active careers into nearly as active retirements has always been a major objective.
Closed End Fund Discounts Tighten – So What Are You Selling?
Article By:
Michael Fabian
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Monday, June 2, 2014 6:59 PM EDT
YTD performance on most fixed-income CEFs has been excellent, but consider the risk of volatility sometime during the remainder of 2014.
Analyst Notes: Definitions
Article By:
David Trainer
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Saturday, May 31, 2014 2:28 PM EDT
Every day our analyst team reviews thousands of filings and headlines to ensure our ratings are as accurate and useful as possible. The “Analyst Notes” column features insights into corporate events or disclosures.
The Great Unrotation: Biggest Inflow Into Treasury Funds Since 2010; $7 Billion Outflow From Stocks
Article By:
Tyler Durden
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Friday, May 23, 2014 10:33 AM EDT
Remember the legend of the great rotation? Neither do we. But we do know that a Treasury fund inflow of $3.06 billion, the largest since at least 2010 according to Bank of America, coupled with an equity fund outflow of $7.1 billion, means just one thing: the great unrotation is raging.