BCS-B-N

Perspectives on Rotations Into Value, Small-Cap, Developed and Emerging Markets

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After hearing for five years about the valuation bubbles that would cause QQQ and SPY to suffer imminent crashes, net cash flows from major institutions are starting to agree.  Themes of rotation out of large cap US growth stocks and into small cap and/or value stocks and/or international stocks continue to dominate market commentary.  The … Read more

Pinpointing Targets in the Financial Sector

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The Finance Sector is ranked as #3 among the 15 we cover for year-ahead returns by the ValuEngine forecast model.  Finance sector stocks and ETFs along with the previously profiled utilities sector are generally perceived as stodgy stocks that are most commonly bought by older investors for dividend yield.  However, that has not been true … Read more