Archives: Articles and Interviews

2016

April 28, 2016 - ETF.com - "2 Insider-Buying ETFs: Very Different Returns"
" . . . there are two insider-sentiment ETFs that go head-to-head, each tracking a Sabrient index, and each delivering very different portfolios and returns over time. Read article

March 23, 2016 - Uncommon Wisdom Daily - "The 'In the Know' ETF"
"Today, I have an investment that could serve as the next best thing. And it is perfectly legal! I’m referring to the Direxion All Cap Insider Sentiment Shares ETF (KNOW) . . . . KNOW tracks the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index." Read article

February 6, 2016 - The News & Advance - "Baker's Dozen 2016"
Since its debut in 2009, Sabrient Systems' annual "Baker's Dozen" stock picks have consistently beat the market. Read article

January 14, 2016 - ETF.com - "KNOW Enhances Core US ETF Exposure"
Mike Venuto, co-founder and chief investment officer of New York-based Toroso Investments analyzes the top-performing “alpha-seeking” ETF for the past two years, the Direxion All Cap Insider Sentiment ETF (KNOW), which tracks the Sabrient Multi-cap Inside/Analyst Quant-Weighted Index (SBRQAM). Read article

2015

October 27, 2015 - MoneyLifeShow.com - "Market Call"
Chuck Jaffe talks stocks with Sabrient's Chief Market Strategist David Brown. Listen to the interview

August 14, 2015 - ETF.com - "Structure Matters: Insider Buying ETFs"
Dan Weiskopf, a portfolio manager at New York-based Access ETF Solutions LLC, interviews David Brown of Sabrient Systems, an index provider for both the Guggenheim Defensive Equity ETF (DEF) and the Guggenheim Insider Sentiment ETF (NFO) as well as the Direxion All Cap Insider Sentiment ETF (KNOW). Read article

May 18, 2015 - MoneyLifeShow.com - "Market Call"
Chuck Jaffe talks stocks with Sabrient's Chief Market Strategist David Brown. Listen to the interview

April 29, 2015 - ETF Trends - "The Long and the Short of It with One ETF"
Investors looking to be market neutral can exercise that view with long/short exchange traded funds, or those ETFs that feature both long and short positions. One of the new additions to that group is the First Trust Long/Short Equity ETF (NYSEArca: FTLS), an actively managed fund that debuted in September.Read article

February 12, 2015 - WealthManagement.com "Placing Strategic Beta ETFs Under the Portfolio Microscope"
In this article, Brian Jacob peeks inside portfolios invested in strategic beta ETFs, such as Direxion's All Cap Insider Sentiment Shares ETF (KNOW) which tracks the Sabrient Multi-cap Insider/Analyst Quant-Weighted Index (SBRQAM). Read article

January 29, 2015 - ETFTrends.com - "An ETF Rush to Bet on Insiders"
"Betting on insider buying is again proving to be an efficacious strategy as the Direxion All Cap Insider Sentiment Shares (NYSEArca: KNOW) has been noticeably less bad than the S&P 500 to start 2015. Add to that, investors are warming to the merits of KNOW's insider sentiment strategy." [Editor's note: KNOW tracks the Sabrient Multi-cap Insider/Analyst Quant-Weighted Index (SBRQAM)] Read article

January 21, 2015 - AOG Wealth Management.com
AOG Wealth Management adds the Sabrient Baker’s Dozen UITs as an approved investment for its portfolios. Read article

January 6, 2015 - SeekingAlpha.com - "Review of 2014 Best Performing Stock Portfolios"
"Sabrient's Baker's Dozen portfolio took first place with a 22.73% gain in 2014, beating out second place Piper Jaffray's portfolio which had a market beating 18.43% gain. Sabrient also managed to pick the best performing stock selection; Southwest Airlines Co.(NYSE:LUV) with an impressive 99.91% gain, helped recently by the decline in the price of oil." Read article

2014

September 12, 2014 - MoneyLifeShow.com - "Market Call"
Chuck Jaffe asks Sabrient's Chief Market Strategist David Brown for his take on a dozen or so stocks in this MoneyLife radio show. Listen to the interview

August 27, 2014 - USA Today - "Six Companies Push Tax Rules Most"
Featured in this USA Today article is Gradient Analytics’ analyst Nicholas Yee's report on six companies that are using a variety of techniques to shift pretax profits to lower-tax areas. Read article

August 26, 2014 - USA Today - "Seven U.S. Companies' Shrinking Tax Bills"
Gradient Senior Analyst Nicholas Yee, who has long been studying tax management techniques, is quoted on the trend of U.S. companies moving money to overseas accounts to reduce tax bills. Read article

August 1, 2014 - MoneyLifeShow.com - "Technical Difficulties"
Chuck Jaffe talks technical analysis with Sabrient’s Senior Vice President Scott Martindale. Listen to the interview

March 14, 2014 - MoneyLifeShow.com - "Technical Difficulties"
Chuck Jaffe talks technical analysis with Sabrient’s Senior Vice President Scott Martindale. Listen to the interview

2013

November 8, 2013 - MoneyLifeShow.com - "Technical Difficulties"
Chuck Jaffe talks technical analysis with Sabrient's Senior Vice President Scott Martindale. Listen to the interview

October 24, 2013 - USA Today - "Large Companies Find Ways to a Zero Tax Rate"
Gradient Analyst Nick Yee, the only expert quoted in this article, brings attention to companies that pay low tax rates and whether they will attract the attention of regulators. Read article.

September 18, 2013 - MoneyLifeShow.com - "Market Call"
Chuck Jaffe talks with David Brown, Sabrient's chief market strategist, about these stocks: BRLI, STX, RJET, DAL, and MEI, and listeners' picks PPL, SNDK, MIC, SCCO, and BX. Listen to the interview

September 11, 2013 - Bloomberg Radio - "Taking Stock wit Pimm Fox and Carol Massar"
Scott Brown, president of Sabrient, guested on Bloomberg Radio's "Taking Stock" to talk about the Earnings Busters Q Series and these stocks from the Q3 portfolio: JAZZ, SMCI, EMC, PCBK, and SSNC. Listen to the interview.

September 9, 2013 - Investor's Business Daily - "ETF Investing: Top 5 Sectors for Last Stretch of 2013"
Senior VP Scott Martindale, one of 5 ETF experts quoted in this article, named TDIV in the Technology Sector as a good investment idea for Q4. Read article.

September 5, 2013 - Street ID - "These Three Firms Need Fresh Talent"
StreetID recently spoke to three financial companies that are hiring or plan to in the near future. President Scott Brown confirmed that Sabrient is looking for qualified programmer with market savvy and model-building experience. Read article.

August 7, 2013 - Business Insider - "Tesla Shocks Investors Again with a Surprise Profit"
Tesla beat Q2 expectations by a penny, but Gradient Director of Research Donn Vickrey thinks Tesla's results "have been driven by nonrecurring boosts and accounting gimmicks, all of which are either unsustainable or purely cosmetic." Read article Similar articles appeared in Yahoo Finance, and ValueWalk.

July 15, 2013 -- Associated Press - "Six Stocks that Stand Out in a Sizzling Stock Market"
These six stocks — Amazon (AMZN), Starbucks (SBUX), UnitedHealthcare (UNH), Visa (V), Mastercard (MA), and Discover Financial (DFS) — notched their own records during this week of record-setting market highs. Chief Market Strategist David Brown gives his take on these stocks in this Associated Press article, which also appeared in The Washington Post and Yahoo! News

July 5, 2013 -- Associated Press - "Stocks End with Strong Gains after Jobs Report"
Improving jobs number gives Bernanke mandate to rein in Fed stimulus programs," says Chief Market Strategist David Brown in this Associated Press article, which also appeared in The San Francisco Chronicle, The Huffington Post and Yahoo! Finance. Read AP article

June 25, 2013 -- Investors Business Daily - "ETFs for Q3: 10 Ideas from 10 Strategies"
As one of the 10 strategists in this IBD article, Chief Market Strategist David Brown picks a technology dividend ETF. Read article

June 25, 2013 - AutoGuide - "Is Tesla's Best Quality its Biggest Flaw?"
Director of Research Donn Vickrey discusses his "F" rating for Tesla in this AutoGuide article. Read article

June 24, 2013 - MoneyLifeShow.com: "Economy Watch"
Chuck Jaffe interviews Sabrient's Senior Vice President Scott Martindale about the Fed Chairman's comments last week. Listen to the interview.

June 21, 2013 - ValueWalk - "FBIX: Tax Reserve May Be Dangerously Low"
Gradient analyst Nicholas Yee is of the opinion that EBIX could be in big trouble. Read article.

June 14, 2013 - Forbes - "Direxion's KNOW: Insider Buying Index Registering 23.8%"
Direxion's All Cap Insider Sentiment Shares (KNOW), which tracks Sabrient's Multi-cap Insider/Analyst Quant-Weighted Index, shows an impressive 23.8% of underlying holdings on a weighted basis have experienced insider buying within the past six months. Read article

June 3, 2013 - Bloomberg TV - "Are Tesla's Bulls Retreating?"
Director of Research Donn Vickrey opines on this subject in this Bloomberg TV interview. Watch interview

May 29, 2013 - Business Insider
Tesla Bulls Are Ignoring A Bunch Of Serious Issues
Business Insider reporter Mamta Badkar interviews Director of Research Donn Vickrey on his concerns about Tesla Motors' (TSLA) earnings. Read article

May 29, 2013 - Reuters
US STOCKS-Wall St drops more than 1 percent on Fed stimulus worries
In this Reuters article, Chief Market Strategist David Brown says that "Market valuations are a bit above historical average valuations. (But) there continue to be numerous stocks with good growth opportunities at bargain prices." Read article

May 28, 2013 - Business Insider
Goldman Has Mixed Feelings After Visiting Tesla
Director of Research Donn Vickrey is quoted in this article about Tesla Motors (TSLA), saying that Tesla's Q1 profit margin was "closer to 5.7%, when excluding credits," rather than 17% reported by Tesla. Read article

May 21, 2013 - Reuters
Exclusive: Bob Lutz, Chinese in bid to buy Fisker Automotive
Director of Research Donn Vickrey was quoted in this Reuters article about Fisker Automotive, saying that "Any attempt to revive the company faces an uphill battle with future investors, dealers and consumers" Read article

May 16, 2013 - CNBC.com
Tesla Earnings Quality Sketchy, Yet Stock Keeps Chugging
Director of Research Donn Vickrey discusses with Herb Greenberg in this CNBC article why Tesla (TSLA) earned a Gradient grade of F. Gradient's concern about Tesla's earnings quality is also at the center of the discussion on the same day on Herb Greenberg's Herb on the Street video.

May 16, 2013 – Chuck Jaffe’s MoneyLifeShow.com
David Brown is a regular on Chuck Jaffe’s MoneyLife Show (Chuck is also senior columnist at MarketWatch). In this MoneyLife appearance, David talks about the market in general and these specific stocks: OCN, STX, EPL, SNTS, and audience picks: NFLX, BSRCM, PKG, MO, and TSM. You can listen to the recording at MoneyLifeShow.com; scroll down to May 16 in the archives.

May 10, 2013 - MarketWatch
‘ETF revolution’ in gold bloodies investors
Sabrient's president Scott Brown is quoted about "gold, oil and silver ETFs" in this MarketWatch article.

May 9, 2013 - Investor's Business Daily
Europe Emerges As Leader Of Foreign Stocks' Q1 Earnings
Nick Gibbons, Gradient analyst and associate director of research, is quoted in this article.

April 11, 2013 - Associated Press
Retailers Lead Stocks Up; Sagging Sales Hit Tech
David Brown, Sabrient's Chief Market Strategist, is quoted in this article by Matthew Craft of the Associated Press. The article appeared in the Los Angeles Times, the SF Gate, and NPR.com.

April 11, 2013 - Benzinga
J.C. Penney is a "Chaotic" Stock, But Can it Be Saved?
Sabrient analyst Walter Gault is quoted in this article about J.C. Penney.

March 20, 2013 - Bloomberg News
Looking Back at H-P's Autonomy Fiasco
Nick Gibbons, Gradient analyst and associate director of research, is interviewed in this story about Hewlett-Packard on Bloomberg TV.

March 6, 2013 - Associated Press
US Stocks Edge Up Following Dow's Record Day
David Brown is quoted in this article which appeared in The Huffington Post, Boston.com, SF Gate, NPR, and Yahoo! Finance.

2012

December 31, 2012 -- Market Year-Ender: Top ETF Winners, Losers Of 2012
Writer Trang Ho quotes Sabrient Senior Analyst Daniel Sckolnik about "Highflying Turkey" . . . More

December 26, 2012 - Associated Press
A top pic for 2013
Here's a sneak peek at one stock in the 2013 Baker's Dozen . . .More

December 10, 2012 - Investors Business Daily
Turkey ETF Outranks Global Stock Markets In 2012

October 23, 2012 - Reuters
GLOBAL MARKETS-Shares, euro hit by weak earnings, Spain

October 2, 2012 - MarketWatch
Dow ends lower as focus shifts to earnings, Spain
Also published in TD Ameritrade's Market Pulse

September 24, 2012 - MarketWatch
U.S. housing data, Spain in spotlight next week
Also published in The Wall Street Journal and NASDAQ.

September 5, 2012 - Financial Times
CME leads exchange lower as trade slows

August 22, 2012 - USA Today
Expect more insider selling of Facebook Stock

July 30, 2012 - Associated Press
Stocks drift lower on Wall Street; Shaw soars

July 23, 2012 - Barron's
Gradient Sees WY, ED, NOC Among 'Out of Line' Pensions

July 2, 2012 - ETF Trends
Investors May Get More Low-Volatility ETFs

June 21, 2012 -- MarketWatch
Equinix Buzz has Price Way Above its Value

June 25, 2012 -- TABBForum
What the Market Wants: A Solution, Any Solution

June 28, 2012 -- Yahoo!Finance, Reuters, iStockAnalyst, fTf News, eWallstsreeter, ETF Daily News, Institutional Asset Manager
Thomson Reuters and Sabrient Launch Low Volatility Indices for ETF Distributors

May 31, 2012 -- Barron 's
Crude Oil Falls Again, Drops 17% in May

May 30, 2012 -- Barron 's
Oil Slumps: Is It A Buy?

May 4, 2012 -- MarketWatch
Seagate, US Airways Among Top Picks of Sabrient’s Brown

April 25, 2012 -- Institutional Investor
The Pain in Spain: More Room for a Short ETF Bet?

March 14, 2012 -- Barron's
A Pile of Ways to Play the Banking Sector

March 14, 2012 -- Institutional Investor
Time to Buy VIX ETFs?

February 1, 2012 -- Dow Jones
Kodak Pensions Stocked with High Level of Illiquid Assets

January 13, 2012 -- Bloomberg.com
Sabrient’s Brown Discusses “Baker’s Dozen” Stocks

January 9, 2012 -- Wall St. Sector Selector
Rocks and Hard Places

January 6, 2012 -- Wall Street Journal
Stock Picks from a Group That Has Beaten the Market for Three Years Running

January 6, 2012 --Markets Media
Defensive Means Aggressive

January 6, 2012 - MSN Money
Unusual Stock Picks from a Quantitative Expert