Most Recent Blog Posts

Aug 23, 2013

Outstanding Employee Stock Options

We’ve already covered how employee stock options are a compensation expense and how GAAP standards required companies to record that expense starting....More
Aug 20, 2013

Danger Zone 8/20/13: Rite Aid (RAD)

Rite Aid (RAD) is in the Danger Zone this week. Investors and analysts have focused on the aging U.S. population, the increasing sales of higher....More
Aug 19, 2013

Accumulated Goodwill Amortization and Unrecorded Goodwill

Reported earnings don’t tell the whole story of a company’s profits. They are based on accounting rules designed for debt investors, not equity....More
Aug 19, 2013

Low-Cost Funds Dupe Investors – 3Q13

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....More
Aug 16, 2013

Excess Cash

Converting GAAP data into economic earnings should be part of every investor’s diligence process. Performing detailed analysis of footnotes and the....More
Aug 16, 2013

Best & Worst ETFs & Mutual Funds: Small Cap Value Style

The Small Cap Value style ranks twelfth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my....More
Aug 15, 2013

Danger Zone: Tesla Motors (TSLA)

Tesla Motors (TSLA) is in the Danger Zone this week. Up over 350% in 2013, the electric automaker has dominated headlines and made a lot of investors....More
Aug 15, 2013

Overfunded Pension Plan Assets

This report is one of a series on the adjustments we make to convert GAAP data to economic earnings. This report focuses on an adjustment we make to....More
Aug 15, 2013

Best & Worst ETFs & Mutual Funds: Small Cap Blend Style

The Small Cap Blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my....More
Aug 12, 2013

Best & Worst ETFs and Mutual Funds: Small Cap Growth Style

The Small Cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my....More
Aug 09, 2013

How To Protect Yourself From Wall Street Insiders

Our research and models do not make investing easy. Hard work is still necessary to properly understand and analyze and a company. What New....More
Aug 08, 2013

Best & Worst ETFs and Mutual Funds: Mid Cap Growth Style

The Mid Cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my....More
Aug 08, 2013

Best & Worst ETFs and Mutual Funds: Mid Cap Blend Style

The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my....More
Aug 08, 2013

Meet Sharegate: Another Distribution Partner For New Constructs

New Constructs has joined Sharegate as an Elite Contributor. If you are unfamiliar, Sharegate is the investment industries newest financial social....More
Aug 07, 2013

Best & Worst ETFs and Mutual Funds: All Cap Value Style

The All Cap Value style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my....More
Contributors

David Trainer

Trainer brings insight and transparency to research on stocks, ETFs and mutual funds.
What's The Intelligent Investor?

Trainer brings insight and transparency to research on stocks, ETFs and mutual funds.

Blog Archive
Investment Category Sponsor Links

 

Sponsored Introduction Continue on to (or wait seconds) ×