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David Trainer  

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  • How To Find The Best Sector ETFs: Q2'15 In Review [View article]
    Unfortunately, the best Telecom Services ETF, XTL, only manages to receive our Dangerous rating which is why we highlight it. Despite it being "the best" it still ranks poorly relative to other ETFs. Ideally the best ETFs in each sector would receive Attractive or better ratings, but that was not the case in 2Q15.
    Jul 6, 2015. 09:35 AM | Likes Like |Link to Comment
  • Best And Worst: Mid Cap Growth ETFs, Mutual Funds And Key Holdings [View article]
    SeekingTruth,
    Thanks for reading. You can see our entire ETF rating methodology in more detail here: http://bit.ly/1L5TjVo

    While IWP does have low costs, its holdings are what bring its overall rating to Neutral. A large portion of the stocks held within IWP receive a Dangerous or Very Dangerous rating (38% actually), causing IWP's overall rating to decline.
    Jun 23, 2015. 04:05 PM | Likes Like |Link to Comment
  • No Hashtag Needed: Twitter's Issue's Worsen [View article]
    Good point, when will they do that..and after they do, how long does the company survive, what happens to the growth in the users...

    That argument could apply to any company with an overblown cost structure. How often do those overblown cost structures change and allow the company to be profitable?

    The idea that suddenly TWTR will grow into being a profitable company when they can stop spending and just let profits roll in seems hollow to me. That's not what Facebook did.
    Jun 19, 2015. 09:12 AM | 1 Like Like |Link to Comment
  • No Hashtag Needed: Twitter's Issue's Worsen [View article]
    Details on our fund rating system are here: http://bit.ly/1L5TjVo
    Jun 19, 2015. 09:10 AM | Likes Like |Link to Comment
  • Best And Worst: Large Cap Growth ETFs, Mutual Funds, And Key Holdings [View article]
    While not a blowout quarter by any means, we feel the price decline has been overblown. Lower licensing revenue is slight cause for concern but the continued growth in cloud services is promising, even if it represents only a small portion of Oracle's business at the moment. We remain confident in Oracle's long-term track record however and the price decline only makes the stock more undervalued.
    Jun 18, 2015. 09:54 AM | Likes Like |Link to Comment
  • Best And Worst: Information Technology ETFs And Mutual Funds [View article]
    We believe past performance is no predictor of future performance. We can't speak for other sources obviously but TDIV receives our Very Attractive rating in large part due to over 60% of its assets allocated to stocks receiving our Attractive or Very Attractive ratings.
    Jun 4, 2015. 05:29 PM | Likes Like |Link to Comment
  • Best And Worst In The Health Care Sector [View article]
    A.L.,

    You can see our past performance here: http://bit.ly/1Fq3YTG
    Jun 2, 2015. 12:53 PM | Likes Like |Link to Comment
  • Best And Worst In The Health Care Sector [View article]
    uncleirv,
    Thanks for reading. IHF currently receives our Neutral rating and is 10th out of the 24 Health Care ETFs we cover.
    Jun 2, 2015. 12:50 PM | Likes Like |Link to Comment
  • Take A Serious Look At These Consumer Staples Stocks [View article]
    Hi Praveen:
    Thanke for your comments.
    We like KO, gets an Attractive rating today.
    We do not currently cover Nestle.
    May 27, 2015. 12:46 PM | Likes Like |Link to Comment
  • After Looking At Its 10-K, We Think Aetna Is Cheap [View article]
    Thank you Paul. I wish you the best of luck with your investments — here's hoping that our research will be able to help you out.
    Apr 21, 2015. 05:07 PM | Likes Like |Link to Comment
  • After Looking At Its 10-K, We Think Aetna Is Cheap [View article]
    Eric,
    Aetna is certainly more highly leveraged than we usually like to see, with debt making up around 25% of the company's market value. However, Aetna has strong and predictable free cash flow when it's not scooping up competitors like Coventry — last year's free cash flow was over $1.6 billion by our calculation. This cash flow should allow the company to comfortably manage its debt.
    Thanks for reading and commenting.
    Apr 21, 2015. 05:05 PM | Likes Like |Link to Comment
  • Wayfair Is Another Sign We're In A Tech Bubble [View article]
    tex085,
    Just another reason that we think consumers will stick with companies with impeccable customer service like Amazon — or just continue to purchase their furniture in person.
    Thanks for reading and commenting.
    Apr 21, 2015. 04:58 PM | Likes Like |Link to Comment
  • The Ugly Truth About Netflix [View article]
    We help our clients understand the true risk of investments. We do no think betting that the stock will go higher b/c the chart looks good is a viable long-term investment strategy.

    These days, people seems to look at risk differently for stocks. When the stock goes up, they see less risk not more risk when the reverse is actually true.

    The higher NFLX goes, the more risk in the stock. That is common sense, though it is not part of the popular dialogue on NFLX or any of the most popular media outlets.
    Apr 20, 2015. 02:02 PM | Likes Like |Link to Comment
  • Beware Of These 3 Letters [View article]
    Thank you, barretblake!
    Apr 20, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Does Turnover Ratio Influence Mutual Funds? [View article]
    Have you looked st the cost implications of higher turnover?
    That seems to be the key question - how much does turnover and all the trading it implies take out of performance?
    Apr 20, 2015. 01:58 PM | Likes Like |Link to Comment
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