David Trainer Blog | Talkmarkets | Page 1
CEO of New Constructs, LLC.

Mr. Trainer is a Wall Street veteran and corporate finance expert. He specializes in reversing accounting distortions on the underlying economics of business performance and stock valuation. He is author of more

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Uber’s IPO Valuation Makes No Sense
The most anticipated IPO in years is almost here. Ridesharing giant Uber (UBER​) filed its preliminary S-1 on Thursday, April 11, and it will reportedly begin trading in May.
Featured Stock In April’s Exec Comp & ROIC Model Portfolio
Cracker Barrel is the featured stock.
Featured Stocks In April’s Most Attractive/Most Dangerous Model Portfolios
AutoZone Inc. and ACI Worldwide are the featured stocks from April’s Most Attractive Stocks Model Portfolio.
Poor Governance Could Ruin This Food Giant
From 2016 to 2018 MDLZ’s GAAP net income grew 43% compounded annually. Economic earnings fell from $508 million to -$413 million over the same time.
No Real Earnings Growth In 2018 – Just Lower Taxes
Reported earnings grew at a rapid 23% rate in 2018, but deeper research shows that growth continues to be an illusion.
Featured Stock In March’s Dividend Growth Model Portfolio
Carter’s has increased its annual dividend in each of the past five years. The annual dividend has grown from $0.76/share in 2014 to $1.80/share in 2018, or 24% compounded annually.
Management Doubles Down On A Failed Business Model
This company remains committed to a failed business model even in the face of slowing revenue growth and mounting losses.
Featured Stock In March’s Safest Dividend Yields Model Portfolio
WU has increased its annual dividend eight times over the past decade, from $0.06/share in 2009 to $0.76/share in 2018, or 33% compounded annually.
EC The Fundamentals Don’t Matter For This IPO
When a major IPO like Lyft comes along with a market cap over $20 billion, it instantly becomes a significant portion of the market.
Featured Stock In March’s Exec Comp & ROIC Model Portfolio
Insight Enterprises is the featured stock in March’s Exec Comp Aligned with ROIC Model Portfolio.
Pre-IPO Coverage: Levi Strauss & Co (LEVI)
Blue jeans maker Levi Strauss & Co. (LEVI) is expected to IPO on Thursday, March 21.
This 2018 IPO Is Starting To Look Like A Bargain
Along with growth in economic earnings, EQH’s ROIC improved from 7% to 10%, and its free cash flow turned positive.
Featured Stocks In March’s Most Attractive/Most Dangerous Model Portfolios
Most Dangerous Stocks have misleading earnings and long growth appreciation periods implied by their market valuations.
Is This Rock Bottom For Newell?
NWL’s major write-downs and divestitures made its 10-K unusually complicated.
Steer Clear Of Lyft’s IPO
The first big IPO of 2019 is here. This year could set new IPO records, and it all starts with Lyft (LYFT).
Loss Of Licensed Content Is An Underrated Crisis For Netflix
Ever since Netflix launched its first original series with House of Cards in 2013, the streaming service has put its original content front and center.
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