David Trainer, Seeking Alpha

David Trainer

Seeking Alpha

Nashville, TN, United States

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Recent:
  • Seeking Alpha
Past:
  • Forbes

Recent articles by David:

Traditional Earnings Measures For S&P 500 Overstate True Profits

Operating Earnings calculated by S&P Global (SPGI), Street Earnings, and GAAP Earnings overstate the true profitability of S&P 500 companies. → Read More

Q3 2022 Sector Ratings For ETFs And Mutual Funds

Our sector ratings are based on the normalized aggregation of our stock ratings for every stock in each sector. → Read More

Valvoline's Transition Story Is A Growth Story (NYSE:VVV)

Valvoline’s ability to execute its transition strategy gives this stock much more upside. See why we say VVV stock could be worth at least $40/share today. → Read More

Jabil's Unique Expertise And Secular Tailwinds Drive Profit Growth (NYSE:JBL)

Jabil’s stock offers favorable risk/reward based on the company’s manufacturing and design expertise and strong customer relationships. Read more on Jabil here. → Read More

Oracle's Competitive Advantages Portend Continued Profit Growth (NYSE:ORCL)

Strong, global sales team is a competitive advantage. The company's free cash flow funds growth in research and development. → Read More

Q2 2022 Earnings: Where Street Earnings Are Too High And Who Should Miss

Wall Street analysts are too bullish on second-quarter earnings expectations for most S&P 500 companies. → Read More

Q2 2022 Earnings: Where Street Estimates Are Too Low And Who Should Beat

We highlight five S&P 500 companies (with a focus on two) with understated Street estimates likely to beat 2Q22 earnings. Read more here. → Read More

Inflation Won’t Interrupt Cash Flows For Magellan Midstream (NYSE:MMP)

Magellan is positioned to benefit from decades of continued demand for refined products and crude oil. The company's strong free cash flow generation funds its 8.8% dividend yield. → Read More

Peloton: Zombie Stock #3 - Could Fall Further As Fed Raises Rates (NASDAQ:PTON)

Time is running out for cash-burning companies kept afloat with easy/cheap access to capital. → Read More

Big Upside In Pacer U.S. Small Cap Cash Cows 100 ETF (BATS:CALF)

After rigorous analysis of ~1,000 ETFs, we identified another ETF with quality holdings at cheap valuations. → Read More

Freshpet Stock: Zombie Stock #2 - Could Fall Further As Fed Raises Rates (NASDAQ:FRPT)

Time is running out for cash-burning companies kept afloat with easy/cheap access to capital. → Read More

Look Beyond Legacy Fund Ratings And Avoid DF Dent Midcap Growth Fund (MUTF:DFDMX)

Legacy fund research would tell you now is the time to buy this Midcap Growth Fund. Think again. → Read More

Carvana: Zombie Stock #1 – Could Go To $0 As Fed Raises Rates (NYSE:CVNA)

Time is running out for cash-burning companies kept afloat with easy/cheap access to capital. → Read More

Biggest Valuation Disconnects In The S&P 500

40 companies, or just 8% of companies in the S&P 500, account for 50% of the Core Earnings for the entire S&P 500. → Read More

All Cap Index And Sectors: Q1 2022’s Soaring Economic Earnings Aren’t Sustainable

Economic earnings increased year-over-year for all but two sectors through the trailing-twelve-months ended Q1'22 for the NC 2000. Click here for a full overview. → Read More

All Cap Index And Sectors: Free Cash Flow Yield Near Record Highs Through 5/16/22

We think the market is signaling expectations for further declines in FCF, and we expect prices will continue to fall until the end of FCF declines is in sight. Read more. → Read More

All Cap Index And Sectors: Inflation Inflates ROICs For 1Q22

Return on invested capital spiked to the highest level since 1998 for the NC 2000 in 1Q22. All eleven sectors in the NC 2000 saw a year-over-year improvement in ROIC as well. → Read More

All Cap Index And Sectors: Earnings Distortions Flash Warning Signs For Equity Investors

GAAP earnings remain overstated despite a year-over-year rise in Core Earnings for all eleven sectors of the NC 2000 through the trailing twelve months ended 1Q22. → Read More

Operating Earnings Growth Slowing, But Still Overstated After Q1 2022

Operating Earnings calculated by S&P Global (SPGI) for the S&P 500 overstate Core Earnings through 1Q22. Stocks are more expensive than they appear based on SPGI’s Operating Earnings. → Read More

Street Earnings Overstated For 67% Of S&P 500 Companies In Q1 2022

For 333 companies in the S&P 500, Street Earnings overstate Core Earnings for the trailing-twelve-months (TTM) ended calendar 1Q22. → Read More