Complete Growth Investor

News of Note
Dark Closets Ahead for Container Store Investors?

The Container Store (NYSE: TCS) reported first-quarter earnings last week, and let's just say they were less than stellar. The company blamed the problems on the general malaise that's been hitting the entire retail industry. But just how deep are the company's problems?

To find the answer, we'd like to point you to a compelling analysis at the Motley Fool by community member MonsterFluff, who takes a look at the company's accounting practices, which he claims are a "nightmare tangle of charges for impairments, restructuring, (and) IPO related costs."

Is The Container Store a potential short? Read the article to discover what's behind the numbers... and you be the judge.

News of Note
Do you live in the Buffalo-Rochester-Syracuse area?

If you live in, or plan to visit, the Buffalo-Rochester-Syracuse area on August 7, you're in for a treat. Tom Jacobs will be presenting his thoughts on the stock market and his book, What's Behind the Numbers?, in the Pittsford Plaza Barnes & Noble at 7 pm.

After the event, attendees are invited to join Tom at the Cheesecake Factory (across the parking lot), where a good time will be had by all.

So mark your calendars: August 7, 7 pm, Tom Jacobs at Barnes & Noble. Upstate New York will never be the same!

News of Note
Del Vecchio's Favorite Short?

What is John Del Vecchio's favorite short? It's possible that it's 3D Systems (NYSE: DDD), the hotly debated 3-D printing company that has already dropped 50% from its yearly high.

Read why Del Vecchio's pessimistic about the company's recovery, and learn the six reasons why he thinks the spectacular drop isn't over yet.

                                                                                                       *     *     *

Did you know that 63% of wealthy people listen to audio books on their commute? Become an AudibleListener today and make What's Behind the Numbers? your first book!

News of Note
Hear Ye, Hear Ye!! WBTN Goes Audio!

In today's hectic world, it's hard to find time to read. And for those of you who have been longing to read What's Behind the Numbers?, but simply haven't had the time, we have good news: You can now take Tom Jacobs and John Del Vecchio with you everywhere you go -- in your car, the subway, and yes, even the bathroom -- because WBTN is now available as an audio book. Listen to an excerpt.

Did you know that 63% of wealthy people listen to audio books on their commute? Become an AudibleListener today and make What's Behind the Numbers? your first book!

News of Note
Dallas Biz Columnist Lauds Del Vecchio ETF

Tax season has passed, and now, earnings season has begun. Daily press releases and conference calls give investors much to focus on -- and less time for themselves!

But according to well-respected Dallas Morning News business columnist Will Deener, earnings aren't always what they seem. He writes:

"Much of what passes for fair and accurate earnings reports is fiction, or the truth stretched so thin it's hardly
recognizable. Shrewd corporate financial officers use all manner of financial levers to manipulate the income
statement in order to beat Wall Street expectations.

"For example, revenue that should have been booked in the second quarter is shifted into the first quarter to make things look better now. Some companies push inventory out the door to reluctant customers by offering big discounts. And they deliberately misclassify routine expenses as one-time, non-recurring charges."

How can an individual investor know what's real and what's manipulated? According to Deener, any small investor can have the work and research done by simply purchasing shares of  FLAG -- the Forensic Accounting ETF created by John Del Vecchio, co-author with Tom Jacobs of What's Behind the Numbers?

Read Deener's column to learn more about how the fund works. He also takes a look at FLAG's performance during its first full year of operation.

News of Note
L.A. Story: John and Tom Go West

Has the market's recent volatility got you spooked? Are we in yet another bubble that's about to burst?

Learn how to manage your portfolio to avoid losses from market mania in a seminar on April 19 in Los Angeles, sponsored by the American Association of Individual Investors. John Del Vecchio and Tom Jacobs, co-authors of What's Behind the Numbers?, will be presenting "Expose the Chicanery, Avoid Losses." You'll learn:

  • •  Why increasing market complexity means more bubbles and crashes
  • •  Why risk management is more important than chasing gains
  • •  Which factors are the best predictors of poor stock performance

Also on the program is Mebane Faber, Co-founder and Chief Investment Officer of Cambria Investment Management, who will give a presentation entitled: "Global Value: Spotting Bubbles, Avoiding Crashes, and Big Returns." You'll learn:

  • •  How to evaluate international stock markets
  • •  Which markets are expensive now and which are cheap
  • •  Where the U.S. market stands and what returns can we expect going forward

This promises to be a stimulating and revealing program that's sure to give you a different take on investing. Here's the info:

Date: April 19, 2014
Time: 8:30 am (Registration), 9:00 am - noon
Place: Skirball Center
2701 N. Sepulveda Blvd.
Los Angeles
Price: $10/person (at the door)

Don't miss this chance to see John and Tom if you're in the LA area. For more info, click here.

Hope to see you there!

News of Note
Bear Case: Short Version

Insiders are selling at a rate of 19 to one. Corporate secondary offerings were the highest on record last year. Sixty percent of IPOs are unprofitable, which is the most since 2000.

And if that's not enough, Facebook just paid $2 billon for a pair of goggles....

  Older Posts - >>