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Sabrient Quantitative Investment Research
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News & Announcements - 2017

12-28-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

12-21-17:  Earnings Busters Alerts for Friday, December 22, 2017
    RENEW (BUY):  Chevron Corp (CVX)
Details are in the Earnings Busters newsletter.

12-20-17:  December 2017 Baker's Dozen Launched
The December 2017 Sabrient Baker's Dozen UIT Portfolio (FDRGMX) was launched by First Trust Portfolios on December 20, 2017. Like all Baker's Dozen portfolios, the December portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. The portfolio will terminate on January 22, 2019. For more information and a fact sheet please visit FirstTrustPortfolios.com

12-19-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

12-7-17:  New Defensive Eqiuty Portfolio Launched
A new Sabrient Defensive Equity UIT (FJLZRX), 14th in the series, was launched by First Trust Portfolios on December 6, 2017. This UIT seeks to find companies that are positioned to perform well in environments of falling stock prices but also those companies that have the potential to provide solid performance in rising markets. The stocks in the portfolio are selected through an investment strategy process developed by Sabrient. For more information, a prospectus, or a fact sheet please visit First Trust Portfolios.

12-7-17:  Earnings Busters Alerts for Friday, December 8, 2017
   BUY:  Terex Corporation (TEX)
   SELL:  Western Digital Corporation (WDC)
Details are in the Earnings Busters newsletter.

12-5-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

12-4-17:  Sector Detector: All systems are (almost) go, with tax reform the final missing piece
by Scott Martindale
President, Sabrient Systems

Stocks are rocketing to new highs almost every day. Jeff Bezos of Amazon.com (AMZN) saw his net worth exceed $100 billion. Bonds are still strong (and interest rates low). Real estate pricing is robust. DaVinci painting sells for $450 million. Bitcoin -- having no intrinsic value other than a frenzy of speculative demand -- trades above $11,000 (up from $1,000 on January 1), with surprising enthusiasm brewing among institutional investors, including some of the wealthiest and most successful, and with futures and derivatives on cryptocurrencies in the pipeline. (By the way, if you are afraid of a global internet crash disrupting your holdings, fear not, as there is a bitcoin satellite accessible by dish.) Read more at Scott Martindale's blog

11-28-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

11-22-17:  Earnings Busters Alerts for Friday, November 24, 2017
   BUY:  NMI Holdings, Inc. (NMIH)
   SELL:  AMAG Pharmaceuticals, Inc. (AMAG)
Due to technical issues, you will need to to download a pdf of the Earnings Busters newsletter.

11-21-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

11-20-17:  November 2017 Baker's Dozen Launched
The November 2017 Sabrient Baker's Dozen UIT Portfolio (FPRKTX) was launched by First Trust Portfolios on November 20, 2017. Like all Baker's Dozen portfolios, the November portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. The portfolio will terminate on December 20, 2018. For more information and a fact sheet please visit FirstTrustPortfolios.com

11-14-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

11-9-17:  Earnings Busters Alerts for Friday, November 10, 2017
   BUY:  Nexstar Media Group, Inc. (NXST)
   SELL:  Seagate Technology (STX)
Details are in the Earnings Busters newsletter.

11-8-17:  New Sabrient Dividend Portfolio Launched
The 21st Sabrient Dividend UIT portfolio (Ticker: FSNTVX) was launched by First Trust Portfolios on November 8, 2017. This UIT seeks companies with above-average total return through a combination of capital appreciation and dividend income. The stocks are selected through an investment strategy process developed by Sabrient. For more information, a prospectus, or a fact sheet, please visit First Trust Portfolios.

11-7-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

11-2-17:  Sector Detector: OMega-cap Tech companies retake the spotlight as bulls party on
by Scott Martindale
President, Sabrient Systems

Stocks have pushed to new highs yet again, given more positive signs of rising global GDP, strong economic reports here at home, another quarter of solid corporate earnings reports (especially those amazing mega-cap Tech companies), and an ever-improving outlook for passage of a tax reform bill. Likewise, inflows into U.S.-listed exchange-traded funds continued to reach heights never before seen, with the total AUM in the three primary S&P 500 ETFs offered by the three biggest issuers BlackRock, Vanguard, and State Street (IVV, VOO, SPY) having pushed above $750 billion. On the other hand, discussion on Monday of a potential "phase-in" period for lowering tax rates has had some adverse impact on small caps this week, given that they would stand to benefit the most.

Nevertheless, I still see a healthy broadening of the market in process, with expectation of some rotation out of the mega-cap Tech leaders (despite their incredible surge last Friday) and into attractively-valued mid and small caps.   Read more at Scott Martindale's blog

10-31-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

10-26-17:  Earnings Busters Alerts for Friday, 10-27-17
   BUY:  Extreme Networks, Inc. (EXTR)
   SELL:  Essent Group Ltd. (ESNT)
Details are in the Earnings Busters newsletter.

10-24-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

10-20-17:  October 2017 Baker's Dozen Launched
The October 2017 Sabrient Baker's Dozen UIT Portfolio (FRMUAX) was launched by First Trust Portfolios on October 20, 2017. Like all Baker's Dozen portfolios, the October portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. The portfolio will terminate on November 20, 2018. For more information and a fact sheet please visit FirstTrustPortfolios.com

10-18-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

10-16-17:  New Small Cap Growth Portfolio Launched
The sixteenth Sabrient Small Cap Growth UIT (FPNAFX) was launched by First Trust Portfolios on October 13, 2017. The portfolio invests in top-ranked (at the time of their selection) small-cap stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well in the coming year. The stocks are GARP stocks—stocks that represent "growth at a reasonable price"—and they are meant to be held for the full term of the trust, which terminates January 14, 2019. For a prospectus or fact sheet, please visit First Trust Portfolios.

10-12-17:  Earnings Busters Alerts for Friday, 10-13-17
   BUY:  Andeavor (ANDV)
   SELL:  InterDigital, Inc. (IDCC)
Details are in the Earnings Busters newsletter.

10-10-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

10-9-17:  Sector Detector: Optimism about tax reform gooses bullish sentiment
by Scott Martindale
President, Sabrient Systems

Another day, another new high in stocks. Some observers understandably think this is a sign of excessive complacency and a bad omen of an imminent major correction, as valuations continue to escalate without the normal pullbacks that keep the momentum traders under control and "shake out the weak holders," as they say. But markets don't necessarily need to sell off to correct such inefficiencies. Often, leadership just needs to rotate into other neglected segments, and that is precisely what has been happening since the mid-August pullback. Witness the recent leadership in small caps, transports, retailers, airlines, homebuilders, and value stocks, as opposed to the mega-cap technology-sector growth stocks that have been driving the market most of the year.   Read more at Scott Martindale's blog

10-3-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

9-28-17:  Earnings Busters Alerts for Friday, 9-29-17
   BUY:  Alcoa Corporation (AA)
   SELL:  Opus Bank (OPB)
Details are in the Earnings Busters newsletter.

9-26-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

9-20-17:  September 2017 Baker's Dozen UIT Launched
The September 2017 Sabrient Baker's Dozen UIT Portfolio (FZPLSX) was launched by First Trust Portfolios on September 20, 2017. Like all Baker's Dozen portfolios, the September portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. For more information and a fact sheet please visit First Trust Portfolios.

9-19-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

9-14-17:  Earnings Busters Alerts for Friday, 9-15-17
   BUY:  WestRock Co. (WRK)
   SELL:  Dollar Tree, Inc. (DLTR)
Details are in the Earnings Busters newsletter.

9-12-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

9-12-17:  A New Defensive Equity Portfolio Launched
A new Sabrient Defensive Equity UIT (FGWEJX), 13th in the series, was launched by First Trust Portfolios on September 8, 2017. This UIT seeks to find companies that are positioned to perform well in environments of falling stock prices but also those companies that have the potential to provide solid performance in rising markets. The stocks in the portfolio are selected through an investment strategy process developed by Sabrient. For more information, a prospectus, or a fact sheet please visit First Trust Portfolios.

9-11-17:  Sector Detector: Stock bulls shake off worries about mounting global dangers
by Scott Martindale
President, Sabrient Systems

As expected, August brought more volatility. Early in the month, the large cap, mid cap, and small cap indices all set new all-time closing highs while the CBOE Volatility Index (VIX) hit an all-time low. But then tough resistance levels failed to yield, the expected late-summer volatility set in, and support levels were tested. Nevertheless, the intra-month swoon (3% on the S&P 500) turned into a buying opportunity for the bulls, and by month-end the S&P 500 managed to eke out a small gain, giving it five straight positive months. Then the market started the month of September with a particularly strong day to put those all-time highs once again within spittin' distance . . . that is, until North Korea detonated a hydrogen bomb in its testing area, while massive hurricanes created havoc. But by this past Friday, bulls had recovered key support levels.

One can only wonder how strong our global economy would be if it weren't for all the tin-pot dictators, jihadis, and cyberhackers that make us divert so much of our resources and attention. Nevertheless, prospects for the balance of 2H2017 still look good, even though solid economics and earnings reports have been countered by government dysfunction, catastrophic storms, escalating global dangers, and plenty of pessimistic talk about market conditions, valuations, and credit bubbles. Thus, while equities continue to meander higher on the backs of some mega-cap Tech sector darlings and cautious optimism among some investors, Treasuries are also rising (and yields falling) to levels not seen since before the election in a flight to safety among other investors.   Read more at Scott Martindale's blog

9-6-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

9-4-17:  How will earnings quality impact the company's share price?
by Byron Macleod, CFA
Associate Director of Research, Gradient Analytics LLC, (a Sabrient Systems company)

Given that Gradient Analytics' research is primarily focused on forensic accounting, this common client question falls into our sweet spot. However, the link between earnings quality concerns and share price underperformance can be difficult to assess for two reasons:

  1. Investors and sell-side analysts tend to focus their attention on the income statement, but there is not always a predictable correlation between the highlighted balance sheet trends and the income statement impact.
  2. Because management has a huge amount of discretion over how accounting entries are handled (including when to recognize built-up expenses, impairments, non-cash gains, etc.), earnings quality concerns often have ambiguous timing.

Thus, investors often are left wondering just how and when eroding earnings quality in their portfolio holdings --whether long or short -- will ultimately impact their fund's performance.

Nevertheless, to illustrate how such red flags may indeed lead to notable share price decline, I will describe three real-life examples. For compliance reasons, I won't disclose their names, but will simply refer to them as Company A, B, and C. Read the article

8-31-17:  Earnings Busters Alerts for Friday, 9-1-17
   BUY:  ON Semiconductor Corp (ON)
   SELL:  The Kraft Heinz Company (KHC)
Details are in the Earnings Busters newsletter.

8-29-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

8-28-17:  Sabrient Rising Rate Portfolio, #6 Launched
The sixth Sabrient Rising Rate Portfolio (FQJZMX) was launched by First Trust Portfolios on August 25, 2017. Historically, certain stocks have outperformed the market in periods during which longer-term Treasury bonds have rising yields, and Sabrient believes 10-year and longer Treasury yields are likely to rise over the next several years. The Sabrient Rising Rate Portfolio is a unit investment trust that seeks to find companies that Sabrient believes are positioned to perform well in environments of rising Treasury yields. The stocks in the portfolio are selected by applying a comprehensive investment strategy developed by Sabrient. For a fact sheet or prospectus, please visit  FirstTrustPortfolios.com

8-22-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

8-18-17:  August 2017 Baker's Dozen UIT Launched
The August 2017 Sabrient Baker’s Dozen Unit Investment Trust Portfolio (FLKRAX) was launched by First Trust Portfolios on August 18, 2017. Like all Baker's Dozen portfolios, the August portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. For more information and a fact sheet please visit First Trust Portfolios.

8-17-17:  Earnings Busters Alerts for Friday, 8-18-17
   BUY:  Post Holdings, Inc (POST)
   SELL:  M.D.C. Holdings, Inc. (MDC)
Details are in the Earnings Busters newsletter.

8-15-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

8-15-17:  New Sabrient Dividend UIT Launched
A new Sabrient Dividend UIT portfolio (Ticker: FSGIBX), 20th in the series, was launched by First Trust Portfolios on August 14, 2017. This UIT seeks companies with above-average total return through a combination of capital appreciation and dividend income. The stocks are selected through an investment strategy process developed by Sabrient. For more information, a prospectus, or a fact sheet, please visit   FirstTrustPortfolios.com

8-8-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

8-3-17:  Earnings Busters Alerts for Friday, 8-4-17
   BUY:  William Lyon Homes (WLH)
   SELL:  ARRIS International (ARRS)
Details are in the Earnings Busters newsletter.

8-3-17:  Sector Detector: Tech and Healthcare lead a surging market to new heights
July lived up to its history as a typically solid month for stocks, and 2H2017 is off to a strong start. Technology and Healthcare sectors continue to be the year-to-date leaders, and lately Utilities has gotten into the act on an income play as interest rates stay low. Large cap, mid cap, and small cap indices all continue to set all-time closing highs, while the CBOE Volatility Index (VIX) hit an all-time low last week. The 22,000 level on the Dow was just surpassed on a closing basis on Wednesday, and the 2,500 level on the S&P 500 beckons. Nasdaq has now shown positive performance in 11 of the past 13 months, so a little retrenchment is no surprise -- if for no other reason but to take a breather and let other market segments play catch-up.

Although there are of course worrisome issues everywhere you look, the good news is that the global economy is strengthening, the Fed and other central banks are taking pains not to screw things up on their paths to "normalization," and as a successful Q2 earnings season winds down, a weaker dollar should lead to a better Q3 than is currently forecasted. So, I would say that on balance, things continue to look encouraging. But as valuations in the mega caps (e.g., FAAMG) continue to rise, it finally may be time for small caps to seize the baton and start to outperform.   Read more at Scott Martindale's blog

8-1-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

7-20-17:  Earnings Busters Alerts for Friday, 7-21-17
   BUY:  Coherent Inc. (COHR)
   SELL:  Broadcom Limited (AVGO)
Details are in the Earnings Busters newsletter.

7-20-17:  July 2017 Baker's Dozen UIT Launched
The July 2017 Sabrient Baker’s Dozen Unit Investment Trust Portfolio (FRHBPX) was launched by First Trust Portfolios on July 20, 2017. Like our annual January Baker's Dozen portfolio, the July portfolio comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. For more information and a fact sheet please visit First Trust Portfolios.

7-19-17:  New Sabrient Small Cap Portfolio Launched
The 15th Sabrient Small Cap Growth UIT (FOTYGX) was launched by First Trust Portfolios on July 17, 2017. The portfolio invests in top-ranked (at the time of their selection) small-cap stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well in the coming year. The stocks are GARP stocks -- stocks that represent "growth at a reasonable price" -- and they are meant to be held for the full term of the trust. For a prospectus or fact sheet, please visi First Trust Portfolios.

7-18-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

7-6-17:  Earnings Busters Alerts for Friday, 7-7-17
   BUY:  STMicroelectronics N.V. (STM)
   SELL:  Applied Materials, Inc. (AMAT)
Details are in the Earnings Busters newsletter.

7-6-17:  Sector Detector: Solid 1st Half 2017 bodes well for equity bulls, even with the pullback in large-cap tech
The major US stock indexes continue to hold near their highs, awaiting the next upside catalyst, supported by persistently low interest rates, record share buybacks, net solid economic reports, and continued organic growth in corporate earnings -- in spite of disappointments in the fiscal policy front. The S&P 500 has held solidly above 2,400, the Dow has stayed above 21,000, the Russell 2000 has held 1,400, the Tech-heavy Nasdaq Composite has held 6,000 despite a severe pullback in the market-leading large-cap Tech stocks, and oil has held above the critical $40 mark despite being in a general downtrend since the start of the year.

Recent momentum resides in Transportation, Financial, and small caps, which is a bullish development. In fact, the Dow Jones Transportation Average is setting new highs and is in full-on breakout mode.  Read more at Scott Martindale's blog

7-5-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

6-28-17:  New Forward Looking Value Portfolio Launched
The Sabrient Forward Looking Value Portfolio (FQKSZX), 5th in the series, was launched by First Trust Portfolios on June 26, 2017. This UIT seeks to find companies that are positioned to perform well in the near future by "looking forward" at anticipated earnings over the next few years. The stocks in the portfolio are selected by applying a comprehensive investment strategy developed by Sabrient. For a prospectus or fact sheet, please visit First Trust Portfolios.

6-27-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

6-22-17:  Earnings Busters Alerts for Friday, 6-23-17
   BUY:  XL Group plc (XL)
   SELL:  LKQ Corporation (LKQ)
Details are in the Earnings Busters newsletter.

6-20-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

6-20-17:  The June Baker's Dozen Portfolio Has Launched
The third Baker's Dozen Portfolio in the Sabrient monthly series—June 2017—was launched by First Trust Portfolios on June 20, 2017. The portfolio is a unit investment trust which invests in 13 top-ranked stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well in 2016. They are GARP stocks—stocks that they believe represent growth at a reasonable price—and they are meant to be held for the full 13-month term of the trust. For more information and a fact sheet please visit First Trust Portfolios.

6-13-17:  New Defensive Equity Portfolio Launched
A new Sabrient Defensive Equity UIT (FSGIPX), 12th in the series, was launched by First Trust Portfolios on June 12, 2017. This UIT seeks to find companies that are positioned to perform well in environments of falling stock prices but also those companies that have the potential to provide solid performance in rising markets. The stocks in the portfolio are selected through an investment strategy process developed by Sabrient. For more information, a prospectus, or a fact sheet please visit First Trust Portfolios.

6-13-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

6-12-17:  New Rising Rate Portfolio Launched
The fifth Sabrient Rising Rate Portfolio (FARNUX) was launched by First Trust Portfolios on June 9. Historically, certain stocks have outperformed the market in periods during which longer-term Treasury bonds have rising yields, and Sabrient believes 10-year and longer Treasury yields are likely to rise over the next several years. The Sabrient Rising Rate Portfolio is a unit investment trust that seeks to find companies that Sabrient believes are positioned to perform well in environments of rising Treasury yields. The stocks in the portfolio are selected by applying a comprehensive investment strategy developed by Sabrient. For a fact sheet or prospectus, please visit First Trust Portfolios.

6-9-17:  Sector Detector: Stocks resume technical breakout despite political turmoil at home and abroad
In late May, the major US stock indexes finally eclipsed those pesky psychological levels and hit new highs, and this week they have managed to maintain the breakout even in the face of James Comey's Congressional testimony and the British election, not to mention more saber-rattling from North Korea. The S&P 500 has held above 2,400, and the Dow has maintained the 21,000 level. The ultra-strong and Tech-heavy Nasdaq regained 6,300 and the Russell 2000 small caps moved back above 1,400 after both briefly pulling back below to test support early in the week. They both showed notable strength on Thursday after the James Comey testimony. Such backing-and-filling and technical consolidation was inevitable given that the proverbial "rubber band" was stretched so tight, with price rising well above the moving averages.  Read more at Scott Martindale's blog

6-8-17:  Earnings Busters Alerts for Friday, 6-9-17
   BUY:  Tech Data Corporation (TECD)
   SELL:  OneMain Holdings, Inc. (OMF)
Details are in the Earnings Busters newsletter.

6-6-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

5-25-17:  Earnings Busters Alerts for Friday, 5-26-17
   BUY:  KB Home (KBH)
   SELL:  Builders FirstSource, Inc. (BLDR)
Details are in the Earnings Busters newsletter.

5-23-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

5-22-17:  The May 2017 Baker's Dozen Launched on May 19
A new Sabrient Baker's Dozen Unit Investment Trust (UIT), the May 2017 series, was launched by First Trust Portfolios on May 19. Like our annual Baker's Dozen portfolio each January, it comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. For more information and a fact sheet please visit First Trust Portfolios.

5-18-17:  New Sabrient Dividend UIT Launched
The 18th Sabrient Dividend UIT (Ticker: FGHUSX) was launched by First Trust Portfolios on May 17. This UIT seeks companies with above-average total return through a combination of capital appreciation and dividend income. The stocks are selected through an investment strategy process developed by Sabrient. For more information, a prospectus, or a fact sheet, please visit First Trust Portfolios.

5-16-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

5-12-17:  Sector Detector: Bulls gather conviction, led by Tech, as uncertainties are lifted
Stocks continue to hold up well, encouraged by improving global fundamentals and a solid Q1 corporate earnings season. However, at the moment most of the major US market indices are struggling at key psychological levels of technical resistance that have held before, including Dow at 21,000, S&P 500 at 2,400, and Russell 2000 at 1,400. Only the Tech-heavy NASDAQ seems utterly undeterred by the 6,100 level, after having no problem blasting through the 6,000 level with ease last month and setting record highs almost daily. Perhaps the supreme strength in Tech will be able to lead the broader market through this tough resistance level. Every time it appears stocks are on the verge of a major correction, they catch a bid at an important technical support level. In other words, cautious optimism remains the MO of investors -- despite weighty geopolitical risks and, here at home, furious political fighting at a level of viciousness I didn't think possible in the U.S..   Read more at Scott Martindale's blog

5-11-17:  Earnings Busters Alerts for Friday, 5-12-17
   BUY:  Winnebago Industries, Inc. (WGO)
   SELL:  CommScope Holding Company, Inc. (COMM)
Details are in the Earnings Busters newsletter.

5-9-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

4-27-17:  Earnings Busters Alerts for Friday, 4-28-17
   BUY:  Olin Corporation (OLN)
   SELL:  UnitedHealth Group Incorporated (UNH)
Details are in the Earnings Busters newsletter.

4-25-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

4-24-17:  New Sabrient Baker's Dozen  Growth UIT Launched on April 20
A new Sabrient Baker's Dozen, the April 2017 series, was launched by First Trust Portfolios on April 20. The Sabrient Baker's Dozen Portfolio is a unit investment trust which invests in 13 top-ranked stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well in 2016. They are GARP stocks -- stocks that they believe represent growth at a reasonable price -- and they are meant to be held for the full 13-month term of the trust. For more information and a fact sheet please visit First Trust Portfolios.

4-24-17:  Sector Detector: Rankings remain bullish as a promising Q1 earnings season
Given all the geopolitical drama and worrisome news headlines -- ranging from tensions with Russia and North Korea to "Brexit 2.0" and "Frexit" to uncertainties of Trump's fiscal stimulus to the looming debt ceiling -- it's no wonder stocks have stalled for the past several weeks. Especially troubling is the notable underperformance since March 1 in small caps and transports. Nevertheless, economic fundamentals both globally and domestically are still solid. Global growth appears to be on a positive trend that could persist for the next couple of years, and Q1 earnings season should reflect impressive year-over-year corporate earnings growth, although not without its disappointments -- as we already have seen in bellwethers like Goldman Sachs (GS), Johnson & Johnson (JNJ), and International Business Machines (IBM).   Read more at Scott Martindale's blog

4-19-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

4-14-17:  New Sabrient Small Cap  Growth UIT Launched
A new Small Cap Growth UIT (FJHCLX), 14th in the series, was launched on  April 12 by First Trust Portfolios.  This UIT invests in top-ranked (at the time of their selection) small-cap stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well in the coming year. The stocks are GARP stocks—stocks that represent "growth at a reasonable price”—and they are meant to be held for the full term of the trust. For a prospectus or fact sheet, please visit First Trust Portfolios.

4-13-17:  Earnings Busters Alerts for Monday, 4-17-17
Because Friday, 4/14, is a market holiday, this alert is for Monday, 4-17.
   BUY (RENEW):  Steel Dynamics Inc. (STLD)
Details are in the Earnings Busters newsletter.

4-11-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

4-4-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

3-30-17:  Earnings Busters Alerts for Friday, 3-31-17
   BUY:  Ameriprise Financial, Inc. (AMP)
   SELL:  Banc of California, Inc. (BANC)
Details are in the Earnings Busters newsletter.

3-28-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

3-28-17:  Sector Detector: Investors remain cautious as Trump meets unexpected obstacles
On Tuesday, March 21, the S&P 500 had its first 1%+ down-day of the year, and its first truly significant downward move in five months, falling -1.3% for the day, while the Russell 2000 small caps fell by an ominous -2.7%. For the S&P, it was the culmination of a -2.2% move over a 4-day period before stabilizing for a few days. But for the Dow, Monday of this week was its eighth straight losing day for the first time -- its longest losing streak since 2011. The consensus bogeyman of course is the elusive passage of a new healthcare reconciliation bill and the fear that this exposes chinks in President Trump's armor that may foreshadow delays in all his other fiscal stimulus proposals that have been so widely anticipated, and largely priced in. But I suggest focusing on the fundamental economic trends that are still solidly in place and not jump to conclusions about the future of external stimuli, some of which should enjoy broader bipartisan support. Maybe this is why the VIX has held defiantly below the important 15.0 level.   Read more at Scott Martindale's blog

3-21-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

3-17-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

3-16-17:  Earnings Busters Alerts for Friday, 3-17-17
   BUY:  XPO Logistics, Inc. (XPO)
   SELL:  JetBlue Airways Corp. (JBLU)
Details are in the Earnings Busters newsletter.

3-8-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

3-7-17:  Sector Detector: Frothy market awaits consolidation and new catalysts
Last week, in the wake of the President's address to Congress, stocks rallied hard but ran into a brick wall at Dow 21,000, NASDAQ 5,900, and S&P 500 2,400. For the moment, optimism is high due to solid economic and corporate earnings reports along with the expectation that economic skids will soon be greased by business-friendly fiscal policies. But the proof is in the pudding, as the saying goes, and the constant distractions from a laser focus on the Trump agenda are becoming worrisome -- not to mention the many uncertainties in Europe, North Korea's missile launches, and China's lowered growth projection as it tries to address its high debt build-up. Nevertheless, capital continues to flow into risk assets. In this periodic update, I give my view of the current market environment, offer a technical analysis of the S&P 500 chart, review Sabrient's weekly fundamentals-based SectorCast rankings of the ten U.S. business sectors, and then offer up some actionable ETF trading ideas. Overall, our sector rankings still look bullish, and the sector rotation model continues to suggest a bullish stance.   Read more at Scott Martindale's blog

3-2-17:  Earnings Busters Alerts for Friday, 3-3-17
   BUY:  The Allstate Corporation (ALL)
   SELL:  Brunswick Corporation (BC)
Details are in the Earnings Busters newsletter.

2-16-17:  Earnings Busters Alerts for Friday, 2-17-17
   RENEW (BUY):  HD Supply Holdings, Inc. (HDS)
Details are in the Earnings Busters newsletter.

2-7-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

2-7-17:  Sector Detector: Stocks eye new highs as Trump gets busy fulfilling campaign promises
The year has begun with a continuation of the bullish optimism in equities. The new mood rewarding economically-sensitive market segments began with the big post-election rally -- which was partly due to simply removing the election uncertainty and partly due to the "Trump Bump" and an expectation of a more business-friendly environment. Investors are playing a bit of wait-and-see regarding President Trump's initial executive orders.   Read more at Scott Martindale's blog

2-2-17:  Earnings Busters Alerts for Friday, 2-3-17
   BUY:  Lam Research Corporation (LRCX)
   SELL:  Gray Television Inc. (GTN)
Details are in the Earnings Busters newsletter.

1-24-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

1-19-17:  Earnings Busters Alerts for Friday, 1-20-17
   BUY:  PulteGroup, Inc. (PHM)
   SELL:  Mylan N.V. (MYL)
Details are in the Earnings Busters newsletter.

1-17-17: Baker's Dozen 2017 Portfolio List Available
The 2017 Sabrient Baker's Dozen Portfolio list can be downloaded at the Baker's Dozen website. Use your Advisors User ID and Password to log in.

1-6-17:  Weekly Stock Ratings Changes Available
This week's Stock Ratings Changes spreadsheet is available for downloading.

1-5-17:  Earnings Busters Alerts for Friday, 1-6-17
   BUY:  Archer-Daniels-Midland Company (ADM)
   SELL:  Skechers U.S.A. Inc. (SKX)
Details are in the Earnings Busters newsletter.

1-4-17:  Sector Detector: New Year commences with a bullish optimism, but will it last?
Investors continue to be sanguine about the economy and are reluctant to lighten up on stocks, even as we enter the New Year on the heels of a big post-election run-up, perhaps for fear of missing out on continued upside. Rather than fearing the uncertainty of a new (and maverick) administration, they instead have an expectation of a more business-friendly environment, fiscal stimulus, and a desirably higher level of inflation under Trump and a Republican-controlled congress. Stimulus likely would include lower corporate and personal taxes, immediate expensing of capital investment (rather than depreciating over time), incentives to repatriate offshore-held cash, reduced regulatory burdens, and infrastructure spending programs. Longer term, we also might see more favorable international trade deals and a freer market for healthcare coverage. Even the Fed is finally admitting that monetary stimulus alone can't do the trick.   Read more at Scott Martindale's blog

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