Looking at this week’s list of stocks rated 5 (Strong Buy) from ValuEngine for year-ahead performance, I note that there are a number of relatively well-known large cap and midcap stocks that meet my minimum criteria as appropriate for conservative institutional-quality portfolios. As we will see, all five are in popular large cap and midcap … Read more
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
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
I feel deluged lately by webinars and events touting investments in gold and precious metals. One theory pushed to support investment in these industry groups is that 1974 is here again. They claim it is inevitable that the market will tank further as the economy plunges into stagflation, a deeper recession accompanied by huge inflation … Read more
This year Aerospace stands out as one of the few industry sectors with a positive return other than energy and utilities. For example, the iShares U.S. Aerospace & Defense ETF (ITA), the largest ETF by assets representing the industry, returned 15.2% over the past twelve months in contrast to the -13.6% return posted by … Read more
In 2022, the majority of stocks and stock ETFs that have outperformed their peer groups were classified as value, high income, or both. That may or may not continue into the future. Last week, a colleague who prefers investing in stocks to ETFs asked me if I knew any stocks that the ValuEngine model ranked … Read more
In 2018, the General Industry Classification System (GICS) that defines the sector and industry groups of the S&P 500 made major changes to better reflect the changing global stock market environment. The primary change was the creation of the Communications Services sector and elimination of a separate Telecommunications Services Sector. All of the approximately 5,000 … Read more
The third quarter was a tale of two halves. The market staged what turned out to be a bear market rally throughout July and the first two weeks of August. Then it was as if somebody blew a whistle. The next six weeks saw the bear return with a vengeance. The ETF reports on ValuEngine … Read more
The first quarter was rather turbulent. But given the unexpected burst of inflation and the savage Russian invasion of the Ukraine, the final price reading of the S&P 500 of -5.2% comes almost as a relief. A late rally in March mitigated the overall damage The ETF reports on ValuEngine that follow market benchmarks provide … Read more
Last Tuesday was International Women’s Day. For the eighth straight year Women in ETFs, the standard bearer for promoting gender bias reform in the ETF industry, held bell-ringings and special programs around the world to commemorate the occasion. There have been a number of research studies demonstrating examples that having female representation in the C-Suite, … Read more