Author: David Trainer

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Foot Locker Long Idea

Four new stocks make our Exec Comp Aligned With ROIC Model Portfolio this month. April’s Exec Comp Aligned With ROIC Model Portfolio was made available to members on 4/13/17. Recap from March’s Picks Our Exec Comp Aligned With ROIC Model […]

10-K Filing Season Recap – Walmart Catches The Eye

10-K Filing Season Recap – Walmart Catches The Eye

The quarterly earnings releases promoted by companies cannot be used to reliably measure economic earnings or return on invested capital (ROIC). These releases are unaudited and don’t contain the footnotes and Management Discussion & Analysis (MD&A) section needed to reverse […]

Sector Ratings For ETFs & Mutual Funds: 2Q17

Sector Ratings For ETFs & Mutual Funds: 2Q17

At the beginning of the second quarter of 2017, only the Consumer Staples and Industrials sectors earn an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each […]

Fiduciary Rule Delayed, But Its Impact Remains

Fiduciary Rule Delayed, But Its Impact Remains

Despite over 92% of the 193,000 comment letters opposing delay, the Department of Labor’s Fiduciary Rule has been officially delayed until June 9. No matter the legalities, investor awareness is higher. As Michael Kitces recently tweeted “…Can’t unring this bell […]

Diligence Will Matter More Than Ever In 2017

Diligence Will Matter More Than Ever In 2017

Uncertainty defined 2016. Analysts tried in vain to predict the Fed’s actions on interest rates. Changing commodity prices defied investor expectations. And of course, the presidential election provided ample drama for the markets. In the midst of all that uncertainty, […]