The Terrible Ten

“The Magnificent Seven” was the most popular sobriquet among stock market strategists, portfolio managers and reporters in 2023.  Stocks such as Google, Nvidia, Tesla, Amazon, Microsoft, Meta, Apple dominated performance and volume charts.  Almost unnoticed, Broadcom pushed its way to 4th in Market Cap in the Nasdaq and more than doubled in price last year … Read more

Stocks to Watch in 2024

I’m frequently asked for a top ten picks list for the new year.  The nature of ValuEngine Ratings is that the ten stocks picked for the highest 1-year price gain among the 6,000 in our universe are better suited for high-risk tolerance traders than mainstream advisors and their retail clients.  Therefore, in compiling this top … Read more

Bank Stocks and ETFs – Time to Buy?

The Editor-in-Chief of well-respected publisher ETF Stream, Tom Eckett, published a rare editorial Friday March 24 saying the big selloff in banks due to fear of contagion was close to over.  He said at these levels, bank ETFs were at rarely seen low levels compared with earnings expectations and should not be thrown off too … Read more

Should You Consider Buying Single-Stock ETFs?

The following news item is an excerpt from an Investment News Article dated August 18, 2022. The full article can be viewed HERE. Massachusetts Secretary of the Commonwealth William Galvin announced a ‘sweep’ of firms offering the new ETFs, which he compared to gambling at a casino. With the first single-stock ETFs only about a month … Read more

ValuEngine Capital Portfolio Manager on FOX Business

ValuEngine Capital Management, LLC (VECM) portfolio manager Jordan Kimmel appeared on Fox Business 03/07/2022.  Jordan and a second guest discussed the overall markets, current risks, and where things may go from here.  The video is a few minutes long, and worthwhile for anyone concerned about the condition of today’s markets and their own portfolio. VECM … Read more

Indexed Bond ETFs to Gain Assets and Liquidity

Lost in all the market volatility and concerns about interest rate hikes and inflation was a regulatory ruling with major implications for asset capture in the ETF industry. The New York State Department of Financial Services is the state’s insurance regulator.  In December it published a new regulation that, until Jan. 1, 2027, allows shares … Read more

ValuEngine new strategies, Podcast introduction

ValuEngine Capital Management LLC (VECM) is pleased to announce the addition of Jordan Kimmel to the team as the new Chief Equity Strategist and portfolio manager. VECM is a Registered Investment Advisor (RIA) that invests based on the proprietary, quantitative research produced by ValuEngine Inc. It is an important partnership between two companies: ValuEngine conducts … Read more

Active ETF Gurus vs. GURU Index ETF

This week’s featured ETF is GURU, Global X Guru Index based on a specific “smart money” hedge fund strategy. Guru’s site claims that the index engineered by Global X and provided by German customized index specialist Solactive AG allows everyday investors to access the high conviction investments among the largest, most sophisticated hedge funds in … Read more