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  • May 21, 2013
    blog

    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 Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 370 mutual funds in the Mid-cap Growth style as of May 2, 2013....More
  • May 20, 2013
    blog

    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 Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 370 mutual funds in the Mid-cap Growth style as of May 2, 2013....More
  • May 20, 2013
    blog

    Buy Accenture plc (ACN): Profiting Off Others’ Innovations

    My favorite aspect of Accenture plc’s (ACN) business model is it profits from others’ innovations without having to incur the costs and pressures of innovation, itself....More
  • May 17, 2013
    blog

    Footnotes Diligence Drives CSCO Pick

    If you bought Cisco Systems Inc (CSCO) last August when I recommended it to investors, or when I recommended it again in January, or any time between May 10, 2012 and now when the stock has had my Very Attractive rating, then today has been a good day for you. As I’m writing this, CSCO is up ~$2.75/share, 13%, on the day, driven by better than expected quarterly earnings....More
  • May 17, 2013
    blog

    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 Dangerous rating, which is based on aggregation of ratings of 17 ETFs and 307 mutual funds in the Mid-cap Blend style as of May 2, 2013....More
  • May 16, 2013
    blog

    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 Neutral rating, which is based on aggregation of ratings of 2 ETFs and 271 mutual funds in the All-cap Value style as of May 2, 2013....More
  • May 16, 2013
    blog

    Best & Worst ETFs and Mutual Funds: All-cap Growth Style

    The All-cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 466 mutual funds in the All-cap Growth style as of May 2, 2013....More
  • May 16, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Large-cap Growth Style

    The Large-cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 23 ETFs and 717 mutual funds in the Large-cap Growth style as of May 2, 2013....More
  • May 15, 2013
    blog

    Danger Zone 5/15/2013: Apple Inc. (AAPL)

    Apple Inc. (AAPL) is in the Danger Zone. Too many investors see AAPL through the rear view mirror and assume that its sky-high profits and return on invested capital (ROIC) are sustainable. As I detail in my CNBC interview, Apple is not cheap and investors should not underestimate the impact of losing Steve Jobs....More
  • May 14, 2013
    blog

    Best & Worst ETFs and Mutual Funds: All-cap Blend Style

    The All-cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 35 ETFs and 708 mutual funds in the All-cap Blend style as of May 1, 2013....More
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Most Recent Blogs & Columns
May 21, 2013
blog

Firms Need to be More than Just Compliant

FINRA's Rick Ketchum tells firms they need to be willing to move beyond just compliance to win back investor trust....More
May 17, 2013
blog

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More

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