Author: David Trainer

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Robo-Analysts Not Robot-Advisors

Not Robo-Advisors, but Robo-Analysts will change the investing business the most in the coming years. Some Background In October of 1997, Charles Schwab (SCHW) CEO David Pottruck led 80 senior managers in a walk across the Golden Gate Bridge. Each […]

AmerisourceBergen Corp Long Case

AmerisourceBergen Corp Long Case

Four new stocks make May’s Exec Comp Aligned With ROIC Model Portfolio, available to members as of 5/17/17. Recap from April’s Picks Our Exec Comp Aligned With ROIC Model Portfolio (-1.2%) underperformed the S&P 500 (+3.2%) last month. The best […]

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Pandora Media (P) Short Thesis Update

Danger Zone Pick, Pandora Media (P: $9.50/share), down 18% since publish date (S&P up 1% over same time), recently announced it is looking into “strategic alternatives, including a possible sale.” With this news, the “stupid money risk” looms large. When […]

Actuant Corporation (ATU) – Short Thesis

Actuant Corporation (ATU) – Short Thesis

Recap from April’s Picks Our Most Attractive Stocks (+4.0%) outperformed the S&P 500 (+1.5%) last month. Most Attractive Large Cap stock Hawaiian Holdings (HA) gained 18%. Most Attractive Small Cap stock Maui Land & Pineapple (MLP) was up 20%. Overall, […]

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Cheap Funds Dupe Investors

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not guaranteed to do well in the future (e.g. 5-star […]