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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Featured Stock In August’s Exec Comp & ROIC Model Portfolio
AutoZone Inc. is the featured stock.
Featured Stocks In August’s Most Attractive/Most Dangerous Model Portfolios
Most Attractive stocks have high and rising returns on invested capital (ROIC) and low price to economic book value ratios.
Uber Gives Investors The Worst Of Both Worlds
Uber’s stock fell 12% after it missed expectations on bookings, revenue, and users when it reported earnings on August 8. The stock has continued to decline and recently hit an all-time low of $34/share, 25% below its IPO price of $45/share.
Featured Stock In July’s Safest Dividend Yields Model Portfolio
Marine Products Corp is the featured stock in July.
Netflix’s Original Content Strategy Is Failing
Netflix stock dropped 11% on Thursday, July 18 after the company reported its lowest quarterly subscriber growth numbers in three years and its first domestic subscriber loss since 2011.
Featured Stock In July’s Exec Comp & ROIC Model Portfolio
Johnson Outdoors is the featured stock for July.
The Most Expensive Fund In The Riskiest Investment Style
The only justification for a mutual fund to charge higher fees than its ETF benchmark is “active” management that leads to out-performance. A fund is most likely to outperform if it has higher quality holdings than its benchmark.
Featured Stock In June’s Dividend Growth Model Portfolio
JPMorgan Chase & Company is the featured stock.
Pre-IPO Coverage: Change Healthcare
Change Healthcare, a healthcare software platform, is expected to IPO on Thursday, June 27.
Featured Stock In June’s Exec Comp & ROIC Model Portfolio
NVR Inc. is the featured stock in June.
Is Slack’s Expected Valuation Spot On?
Slack Technologies (WORK) plans to go public on Thursday, June 20th through a direct listing.
Pre-IPO Coverage: Chewy (CHWY)
At the midpoint of the IPO price range, CHWY will have an expected market cap of $7.2 billion and currently earns our Very Unattractive rating.
Pre-IPO Coverage: CrowdStrike (CRWD)
CrowdStrike (CRWD​), provider of cloud-based cybersecurity, is expected to IPO on Wednesday, June 12.
Featured Stock In May’s Dividend Growth Model Portfolio
Gentex Corporation is the featured stock from May’s Dividend Growth Stocks Model Portfolio.
How Much Should Investors Pay For Slack?
With so much volatility in private markets and limited analyst coverage prior to trading, it can be difficult for investors to determine a fair value for the stock.
Featured Stock In May’s Safest Dividend Yields Model Portfolio
Seagate Technology is the featured stock in May’s Safest Dividend Yields Model Portfolio.
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