David Trainer | TalkMarkets | Page 3
CEO of New Constructs, LLC.
Mr. Trainer is a Wall Street veteran and corporate finance expert. He specializes in reversing accounting distortions on the underlying economics of business performance and stock valuation. He is author of more

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21 New Stocks Added To Most Attractive & Dangerous Lists
Our Most Attractive and Most Dangerous stocks for September were made available at midnight last Thursday. We saw strong performances from picks in August.
Mid Cap Blend Style
The Mid Cap Blend style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
Large Cap Value Style
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.
Danger Zone: Bob Evans Farms (BOBE)
Bob Evans Farms (BOBE: $43/share) is in the Danger Zone this week. The company is running out of cash while facing more and more competition.
Large Cap Blend Style
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.
All Cap Value Style
he All Cap Value 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 0 ETFs and 258 mutual funds in the All Cap Value style as of July 23, 2014.
All Cap Growth Style
To identify the best and avoid the worst ETFs and mutual funds within the All Cap Growth sector, investors need a predictive rating based on the stocks ratings of the holdings, the all-in expenses of each ETF and mutual fund, and the fund’s rank compared to all other ETFs and mutual funds.
How To Value A Stock, Step 2: Invested Capital
This is the second article in a four part series that will walk readers through how to rate and value a stock. For this article, we will continue to walk you through the process of valuing chemical manufacturer DuPont (DD), which we began by calculating NOPAT.
All Cap Blend Style
The All Cap Blend style ranks third 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 48 ETFs and 746 mutual funds in the All Cap Blend style as of July 21, 2014.
Utilities Sector
The Utilities sector ranks tenth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Very Dangerous rating, which is based on aggregation of ratings of 9 ETFs and 33 mutual funds in the Utilities sector as of July 17,2014.
Buy Stryker (SYK): When A 12% Return Is Not Enough
When is the right time to not be satisfied with a 12% return year to date? How do you know when to sell for an acceptable profit versus holding a good position because the stock still has attractive value?
Materials Sector
The Materials 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 11 ETFs and 15 mutual funds in the Materials sector as of July 16, 2014.
Danger Zone: Glu Mobile (GLUU)
Mobile game developer Glu Mobile (GLUU: $5/share) is in the Danger Zone this week. GLUU has ridden a wave of optimism after hit games “Deer Hunter”, “Dino Hunter”, and “Kim Kardashian: Hollywood” have grown revenues rapidly and sent the stock up 50% this year.
Health Care Sector
The Health Care sector ranks sixth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 22 ETFs and 82 mutual funds in the Health Care sector as of July 14, 2014.
Information Technology Sector
The Information Technology sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 144 mutual funds in the Information Technology sector as of July 15, 2014.
Why Footnotes Matter
I think that most investors can agree that performing careful due diligence on an investment is a necessity. What investors cannot seem to agree on, though, is what constitutes “due diligence.”
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