Selected ETFs to Watch in 2025

Following on last week’s top 10 list, this week’s blog focuses on ETFs related to the stocks in the list. We begin with lots and lots of data in the form of several tables, and end with our written analysis. Skip to the end if you prefer to jump to the conclusions we make on … Read more

ValuEngine’s Top 10 Stocks for 2025

Last year, I was asked by a local investing club to provide a list of ValuEngine’s top 10 stock picks for 2024.  I screened our list for top-rated stocks with at least $10 Billion in Market Capitalization and excluded ADRs and stocks not ranked by any analysts according to our data feed.  This top 10 … Read more

Taking Stock of the Utilities Sector

Taking Stock of the Utilities Sector  First: Happy New Year to all ValuEngine readers, subscribers, clients, customers, and partners! The recent market pull back may have some investors scrambling to re-allocate their investments to reduce some risk. The utilities sector has historically been a focus for investors looking to lower volatility.  In this blog we … Read more

The Many Choices of US Dividend ETFs

As classified by ETF Database (etfdb.com) by VettaFi, there are currently 92 dividend focused US ETFs with nearly $460 billion under management. If you are seeking dividend income from your ETFs, which should you take a close look at?  That’s the objective of the analysis in today’s research blog entry. All 5,200+ stocks US and … Read more

Targeting Tech for the Remainder of 2024

Targeting Tech Stocks Below The Magnificent Seven Although the rise of the largest technology stocks known as “The Magnificent Seven” has not yet reached return levels experienced midway through 2023, they are off to another relatively strong start as a group.  One stock that has stood out in particular is Nvidia (Ticker: NVDA) which has … Read more

Market Efficiency and Personal Access to Cash Receipts Improve Dramatically: T+1

On May 28, 2024, a new rule went into effect that will affect almost every stock, bond, and ETF trade in U.S. markets.  This new rule establishes the “T+1” settlement cycle, and it relates to how long it takes for securities transactions to clear and settle.  These securities include all US exchange-traded stocks, corporate and … Read more

Quantitative Investment Modeling – 120 Years Since Bachelier: Part 2 (After Computers)

Part I of this article (posted on Blog.ValuEngine.com on May 22, click HERE) started with Louis Bachelier’s work from 1900 and covered all the theoretical work done up to and including William Sharpe, Ph.D.’s seminal work in 1964.  However, none of that early research had yet been applied successfully to actual investments in any meaningful … Read more

Quantitative Investment Modeling – 120 Years Since Bachelier: Part 1 (Before Computers)

The history of quantitative analysis goes back far before computers, and this work leads directly into how the field progresses once computers can be applied. In this first post we explore the history and development of quantitative analysis as it applied to finance in the pre-computer world of the early through mid 20th century. Actively … Read more

Industrial Strength

Existing subscribers alert: ValuEngine is preparing to launch a completely redesigned website in the coming weeks.  Alerts and more information will be sent a few days prior to the launch. Financial journals have been deluged with stories to the effect that all of the 2023 gains in the S&P 500 were caused by 7 (or … Read more

A Much-Needed Educational Piece about So-Called “Spot Bitcoin ETFs”

Eight years after the first application for a “Spot Bitcoin ETF” was filed with the US Securities and Exchange Commission (SEC), ten of them started trading on January 11, 2024.  The landmark decision was precipitated by Grayscale’s legal victory against the SEC in 2023. Sponsors of the nine so-called “ETFs” include well-known firms like Ark … Read more