David Trainer
Contributor since: 2010
Company: New constructs
Articles
Traditional Earnings Measures For S&P 500 Overstate True Profits
Q3 2022 Sector Ratings For ETFs And Mutual Funds
Valvoline's Transition Story Is A Growth Story
Jabil's Unique Expertise And Secular Tailwinds Drive Profit Growth
Oracle's Competitive Advantages Portend Continued Profit Growth
Q2 2022 Earnings: Where Street Earnings Are Too High And Who Should Miss
Q2 2022 Earnings: Where Street Estimates Are Too Low And Who Should Beat
Inflation Won't Interrupt Cash Flows For Magellan Midstream
Peloton: Zombie Stock #3 - Could Fall Further As Fed Raises Rates
Big Upside In Pacer U.S. Small Cap Cash Cows 100 ETF
Freshpet: Zombie Stock #2 - Could Fall Further As Fed Raises Rates
Look Beyond Legacy Fund Ratings And Avoid DF Dent Midcap Growth Fund
Carvana: Zombie Stock #1 - Could Go To $0 As Fed Raises Rates
Biggest Valuation Disconnects In The S&P 500
All Cap Index And Sectors: Q1 2022's Soaring Economic Earnings Aren't Sustainable
All Cap Index And Sectors: Price To Economic Book Value Looks Cheaper Through 5/16/22, But Downside Risks Loom
All Cap Index And Sectors: Free Cash Flow Yield Near Record Highs Through 5/16/22
All Cap Index And Sectors: Inflation Inflates ROICs For 1Q22
All Cap Index And Sectors: Earnings Distortions Flash Warning Signs For Equity Investors
Operating Earnings Growth Slowing, But Still Overstated After Q1 2022
Street Earnings Overstated For 67% Of S&P 500 Companies In Q1 2022
Street Earnings Understated For 30% Of S&P 500 Companies In Q1 2022
S&P 500 Economic Earnings Set Records, But WACC Is A Drag
TotalEnergies SE: Vive La Hydrocarbons, Vive La Petrochemicals
Stick A Pin In It: Pinterest's Growth Story Is Over
Spotify: The Music Is Ending On This Once High-Flyer
S&P 500 And Sectors: Price-To-Economic Book Value Looks Cheaper But Still Not Cheap
S&P 500 And Sectors: Free Cash Flow Is Up But Prices Are Down
S&P 500 And Sectors: ROIC Hits New Peak, But Can It Last?
S&P 500 & Sectors: Beware The GAAP Gap In S&P 500 Earnings
Equinix And Digital Realty: Data Centers Are Dinosaurs
Colgate-Palmolive: Stability Amid Volatility
Google: Big Value In Big Tech
McDonald's: A Golden Stock Worth A Premium
Skechers: Disciplined Growth Makes This A Quality Holding
Q1 2022 Earnings Shows Coinbase's Struggles
JPMorgan Chase: Favorable Risk/Reward Clouded By Short-Term Uncertainty
Focus On Fundamentals In Stormy Markets: Johnson & Johnson
Focus On Fundamentals In Stormy Markets - CarMax
Q2 2022 Style Ratings For ETFs And Mutual Funds