The Cloud Is Good For Western Digital
Contrary to public opinion, the long-term implications of cloud computing on the storage and computing businesses are very positive. Western Digital (WDC) is highly undervalued at anything below...
View ArticleSee How Diligence Paid In 2012
Everyone wants diligence. The problem is that diligence is expensive. I make diligence cost-effective. What do I mean by diligence? I mean reading and analyzing the entire 10-Ks* for over 3000...
View ArticleFox Business: After the Bell: Top Picks and Market Outlook: 2/27/13
See my latest Fox Business News interview with David Asman and Liz Claman. I reveal some of my top stock picks, which include Accenture (ACN), Coach (COH) and Western Digital (WDC). I also detail my...
View ArticleBuy Oracle And Capitalize On Big Data Discount
Oracle’s stock price fell nearly 10% on March 21 after the company’s earnings missed expectations for its third quarter. The company blamed the disappointing earnings on a lack of urgency from new...
View ArticleMore Upside From Western Digital (WDC)
Investors could be forgiven for thinking that now is the time to cash out on Western Digital (WDC). After all, the stock is up 49% year-to-date and 112% over the past 12 months. Such dramatic gains...
View ArticleBest & Worst ETFs & Mutual Funds: Information Technology Sector
The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of...
View ArticleHow We Made Clients Money in 2013
ll too often we find significant data hidden in the footnotes that changes the valuation model for a company. Our more complete models help investors identify the stocks that are significantly...
View ArticleBest & Worst ETFs & Mutual Funds: Information Technology Sector
The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of...
View ArticleAll Cap Blend Style
The All Cap Blend style ranks second 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...
View ArticleMid 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...
View ArticleHow To Avoid Wall Street Groupthink
Doing your own fundamental analysis can be hard work, but it is worth it. Listening to the buzz on Wall Street only tells you what has outperformed, doing your own research can tell you what will...
View ArticleThe Cloud Is Good For Western Digital
Contrary to public opinion, the long-term implications of cloud computing on the storage and computing businesses are very positive. Western Digital (WDC) is highly undervalued at anything below...
View ArticleTop Stock Picks: 2012 in Review
Everyone wants diligence. The problem is that diligence is expensive. I make diligence cost-effective. See how my research paid off for clients last year. The post Top Stock Picks: 2012 in Review...
View ArticleFox Business: After the Bell: Top Picks and Market Outlook: 2/27/13
See my latest Fox Business News interview with David Asman and Liz Claman. The post Fox Business: After the Bell: Top Picks and Market Outlook: 2/27/13 appeared first on New Constructs.
View ArticleBuy Oracle And Capitalize On Big Data Discount
Take advantage of the cloud and the fact that ORCL is the cheapest it has been in 14 years. The post Buy Oracle And Capitalize On Big Data Discount appeared first on New Constructs.
View ArticleMore Upside From Western Digital (WDC)
WDC is more profitable than ever and remains significantly undervalued. The no-growth value of this business is over $100/share. The post More Upside From Western Digital (WDC) appeared first on New...
View ArticleBest & Worst ETFs & Mutual Funds: Information Technology Sector
The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of...
View ArticleTop Stock Picks: 2013 in Review
ll too often we find significant data hidden in the footnotes that changes the valuation model for a company. Our more complete models help investors identify the stocks that are significantly...
View ArticleInformation Technology Sector
The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of...
View ArticleAll Cap Blend Style
The All Cap Blend style ranks second 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...
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