Many Different Choices

When it comes to tools for investing, there are a couple that have been my preferred sources for information. At one time I was using Weiss Ratings, but their online interface was a bit clumsy and the way data was presented was somewhat limited. I have been using the tools on the Fidelity Investments website for as long as I can remember. However, their ratings are often flawed from a dividend growth value investor’s perspective. For that reason, I added to my toolkit a Seeking Alpha Premium subscription so that I could see their Author, Wall Street and QUANT ratings. There is now another good alternative.

A New Tool from AAII

AAII is the American Association of Individual Investors. I have a lifetime subscription to the AAII Journal and use the basic services that AAII provides. The rich content for stocks and ETFs, however, including their value, growth, momentum, EPS Revisions, and quality grades was not available. Therefore, I started a 3-year subscription to their A+ Investor service. I have 90 days to decide if I want to keep it, or not. The cost for the three years is $195, so it would seem to be an inexpensive way to get another viewpoint. There is also value in comparing one stock with similar investments.

One Weakness

The A+ Investor service does appear to have one serious flaw. There is no easy way, that I have found, to import my stock and ETF positions using a CSV file. I sent a message to their customer support team to see if it is even possible. However, if that is the only weakness, I still think the tool is going to be one of my favorites going forward.

CTRE Ratings using AAII A+ Investor

CTRE Stock Grade Summary helps me understand how this investment fits with my requirements.

CTRE compared to NHI using AAII A+ Investor

Because I have shares of NHI and CTRE, I want to see how they compare to each other.

Because I own shares of CTRE and NHI, I want to see how they compare with each other.

CTRE compared to NHI using Seeking Alpha Premium (SAP)

It doesn’t hurt to look at both AAII and SAP, to see how each investment stacks up against the other. Here is the SAP view.

There are similar views of these two REITs using Seeking Alpha Premium’s compare tool. The sector rank and industry rank are a helpful addition.