Rotating Regimes – What to Plan For in 2023

In general, 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.  The ETF reports on ValuEngine for ETFs that follow market benchmarks provide a side benefit in writing market analyses.  They are a window to implicit forecasts for 3-, … Read more

Stock Analysis Inspired By Alternative Data Signals & A Tribute

I have spent 40 years helping to develop, research and market quantitative investment products with new twists. The advent of alternative data including the use of web-gathered information introduced new products in that regard. This has led to published papers in refereed journals such as “Using Alternative Research Data in Real World Portfolios” using data … 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

Dividend-oriented ETFs

Income-oriented investors disgusted by the pitiful yields available in US fixed income securities during the past five years have turned increasingly to dividend ETFs. However, in the ETF world, dividend-oriented ETFs and ETFs constructed to pay owners the highest possible dividend yields aren’t necessarily the same thing. Today, we’ll compare 5 dividend-oriented ETFs with very … Read more

Inside Bank and Financial ETFs: How Do They Compare?

Two other analysts whose blogs I monitor wrote in their midyear reports that they were bullish on bank and financial ETFs. My analysis using ValuEngine data below differs significantly. One analyst singled out KRE and the other’s favorite was FTXO.  They cited that the P/B and P/E ratios were considerably lower than the market averages.  … Read more

ValuEngine Weekly Update 09/18/2020

Markets have faltered a bit this past week. What to do? Read on for our stock pick for this week, and overall market and sector valuations. Over 500 ETF reports (Exchange Traded Funds) are now available to professional level subscribers on www.ValuEngine.com, free trials available. All of the approximately 5,000 stocks, 16 sector groups, and … Read more

ValuEngine Weekly Update 08/21/2020

The stock of the week is ticker AA (Alcoa Corporation). Alcoa is a global industry leader in bauxite, alumina and aluminum products. AA was a sell in mid 2019 by ValuEngine, but has come on strongly in the short term and is now rated a Strong Buy according to the models. We think it will … Read more

ValuEngine Weekly Update 12/06/2019

ValuEngine Market Valuation update for the week of December 6, 2019. Strong Buy pick is ticker BAK (Braskem SA). All data on 16 sectors, 140 industries, and 5,000 stocks are fully updated. Read on for the full update. www.ValuEngine.com to log in, or free two-week full trial. Free Two Week Trial to all 5,000 plus … Read more

ValuEngine Weekly Update 11/22/2019

ValuEngine Market Valuation update for the week of November 22, 2019. Strong Buy pick is ticker PTC (Ptc Inc ). All data is updated. Read on for the full update. There will be no newsletter on 11/29/2019 due to the holiday, the blog will continue as usual the following week. Happy Thanksgiving! www.ValuEngine.com to log in, … Read more