Size Matters, Even for an Equally Weighted Index
People like to pigeonhole indexes. It’s large-cap or small-cap, they say for example, referring to the market capitalization values of the components. The Barron’s 400 is not so easily categorized, however. This post begins a series of diary entries that focus on various characteristics of the Barron’s 400 Index. The goal is to provide you with [...]
Green Mountain Coffee Roasters (GMCR) Is the Best Performing Stock In B400 YTD
Stocks selected for the Barron’s 400 are all in great shape, financially speaking. But that doesn’t mean they all perform “great” in the market. MarketGrader analyzes a company according to its growth trajectory, whether its stock is relatively cheap or expensive, its profit-margin growth and return on shareholder equity, and how it grows and manages the [...]
Consumer Discretionary Stocks Account for 40% of B400’s Gain This Year
Like many other stock-market indexes, the Barron’s 400 Index is setting records this spring. But it is doing so in its own unique way. That’s because the Barron’s 400 doesn’t look like other indexes. Its component stocks are from companies that MarketGrader has analyzed as being among the financially strongest in the country. As a result, [...]
Barron’s 400 Index Outperforms Broad U.S. Market by Over 4% Per Year in Last Decade
A front page article in Friday’s Wall Street Journal, titled “Investors Sour on Pro Stock Pickers,” revisits what is now becoming a familiar theme: investors continue to flock in droves to index funds and ETFs and away from traditional, actively managed mutual funds. To which we ask: why wouldn’t they? Index funds continue to outperform [...]
In a Strong Year for the MarketGrader Indexes, MG100 Led the Way
Our family of MarketGrader indexes had a strong, across the board 2012, with nine out of 14 beating their benchmarks and all 14 improving on their excellent long-term performance. Ten of our indexes have now beaten their benchmark on a five-year annualized basis, while all 14 are ahead of their bogeys based on 10-year annualized [...]
Chinese Listed Stocks in America – Time to Say Good Bye?
Of the approximately 6100 stocks that MarketGrader.com covers, 330 of them are ADRs. Within this universe of ADRs, nearly 1/3 of them are Chinese companies listed in the United States. Over the last few days, a number of pundits have debunked the view that China’s economy is in trouble noting that 8% growth in GDP is [...]
High Stock Correlations…Does Research Even Matter Anymore?
It seems as if the specifics of a company’s profit and loss have become secondary to the broader factors of the market. Twenty years ago, emerging markets offered great diversification from developed economies with a correlation of approximately zero. Today, correlation is close to 80% according to MSCI indices. To quote John Authers in today’s FT, [...]
The Summer Curse – Keep that Blackberry and iPhone Close
There is a compelling history of markets in the summer causing havoc with summer vacations…think 1997 Russian debt crisis and LTCM, 2007 the mortgage securities and money market freeze, 2008 Fannie Mae jolt that led to the Lehman crisis. Could this summer be similar? Well, if Gillian Tett of the FT is right, we have [...]
Bonds – How Low Can They Go?
As a stock research house, we always look over our shoulders at what our bond cousins are up to. Not that this has any bearing on our ratings, of course, but out of sheer interest in the pricing correlation between bonds and stocks. This is especially true when certain “safety” bonds are a proxy for investor [...]
Equities – Down but not out
Investors world wide are running for safety and who can blame them? Certainly, no one really knows whether Greece will leave the Euro and, if it does, what the political and economic fall out will be. Savers in Greece are withdrawing Euros from their bank accounts to hedge against introduction of the Drachma. Savers [...]
- Size Matters, Even for an Equally Weighted Index
- Green Mountain Coffee Roasters (GMCR) Is the Best Performing Stock In B400 YTD
- Consumer Discretionary Stocks Account for 40% of B400’s Gain This Year
- Barron’s 400 Index Outperforms Broad U.S. Market by Over 4% Per Year in Last Decade
- In a Strong Year for the MarketGrader Indexes, MG100 Led the Way
- Chinese Listed Stocks in America – Time to Say Good Bye?
- High Stock Correlations…Does Research Even Matter Anymore?
- The Summer Curse – Keep that Blackberry and iPhone Close
- Bonds – How Low Can They Go?
- Equities – Down but not out
Breaking news
- Sempra Lowers Top End Of 2013 Earnings Range, Sees 2014 Earnings Below View
- Buckle First Quarter Results Miss Estimates
- Advance Auto Parts Q1 Profit Down 9%; Sees 2013 Earnings At Low End Of Range
- KeyCorp Names Donald Kimble To Succeed Jeffrey Weeden As CFO
- Rue21 Agrees To Be Taken Private By Apax Partners In $1.1 Bln Deal
Market Update
- Stocks Close Modestly Lower But Well Off Worst Levels - U.S. Commentary
- Stocks Climbing Well Off Lows After Early Sell-Off - U.S. Commentary
- Stocks Stage Recovery Attempt But Remain Mostly Lower - U.S. Commentary
- Fed Worries, Weak China Data Drag Stocks Lower At The Open - U.S. Commentary
- Stock Futures Pointing To Sharply Lower Open On Wall Street - U.S. Commentary
Sector Trends
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