ValuEngine’s ratings from 1 (Strong Sell) to 5 (Strong Buy) are based upon our predictive model’s assessment of which stocks will appreciate most in price during the next 12 months on a percentage basis. As such, it will sometimes favor small stocks with a lower base for its highest ratings. Also, since it is price-appreciation … Read more
Cambria Advisors recently sent out a mailing that was somewhat self-congratulatory noting the 10-year anniversary of the launch of its first ETF. As we will explore shortly, I contend that the congratulations are well-deserved from a number of perspectives. The email missive piqued my interest for a specific reason. The main comparisons made in the … Read more
Artificial Intelligence related stocks led the way robustly in the first half of 2023 with Nvidia (NVDA) leading the way. The general consensus among major strategists cautions that the steep price increases of such stocks is characteristic of a market bubble. Furthermore, for those who must be invested in equity, they suggest using growth stocks … Read more
Throughout my career, I’ve heard professional investors assert that index funds are fine for bull markets but in volatile-to-down markets, active management will outperform. SPIVA (S&P vs. Global) published research available from S&P Global has demonstrated that this was not true for actively managed mutual funds for 2022, and less true for the 2020-2022 period. … Read more
The US Stock Market, led by technology, has outperformed most expectations this year. Going into Memorial Day weekend, SPY, the most popular S&P 500 ETF, has risen more than 10%. That’s a very impressive number in the face of many of the best-known strategists predicting a down year for the major index in 2023. As … Read more
2022 provided a litmus test for ETFs designed to shield Investors from the full impact of a major stock market decline. The bad news is that half of them failed. The good news is that three of them actually did perform in line with their objectives. These are the results of a recent study that I co-authored … Read more
In January, we published “Rotating Regimes – What to Plan For in 2023.” At that time, we recounted that the 2022 US Stock Market was a conflagration that wiped out almost everything in its path with the exception of a few industries and ETFs. At that time, we reported that two Benchmark ETFs we track, … Read more
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
Those of you who follow ValuEngine’s weekly lists of top-rated, (5 rated on scale of 1 to 5), Strong Buy stocks may have noticed that most of these stocks tend to be in the lower half of the market cap spectrum. This is a function of the fact that our scores are tied to our … Read more
Watching tech stocks lead the market resurgence in the first six weeks of Q1 2023, I was hit with a flash of déjà vu. Just six months ago, the market slaughter of the first six months of 2022 was led by a strong upsurge in the first six weeks of 2022 by beaten-up growth stocks. … Read more