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
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
There was a hilarious Match.com commercial at the end of 2020 where the year, portrayed by Kristen Bell, became a perfect match for Satan. This is exactly how many equity investors felt about the first half of 2022. 2020 turned out to be a good year for the market as the government stepped in with … Read more
ValuEngine Capital Management, LLC (VECM) portfolio manager Jordan Kimmel appeared on Fox Business 03/07/2022. Jordan and a second guest discussed the overall markets, current risks, and where things may go from here. The video is a few minutes long, and worthwhile for anyone concerned about the condition of today’s markets and their own portfolio. VECM … Read more
There is no sugarcoating it. January was a lousy month for the market. Many pundits are certain that this is the beginning of a yearlong downturn. Other experts are calling this a dip and a buying opportunity. Our models at ValuEngine are mixed with a six-month forecast on S&P 500 ETFs of +2.6% but a … Read more
This week’s blog focuses on a trade recommendation based upon many data elements found in ValuEngine reports combined with industry experience and knowledge. At the end-of-June blog, “Drill. Baby, Drill”, I focused on the 5 (Strong Buy) recommendation that the ValuEngine models had on the iShares US Oil & Gas Exploration & Production ETF (ticker … Read more
This is a departure from my usual blog, focusing on the newly launched ProShares Bitcoin Strategy ETF (BITO). Most ETFs analyzed in my blog articles are covered by ValuEngine with a handful of exceptions. ValuEngine does not cover any ETFs that do not hold stocks. Moreover being newly launched, our price-based models cannot yet be … Read more
Since the beginning of this month traditionally marks back-to-school time for many, I thought the timing was appropriate for this article on basic investor education with a focus on ETFs and similarly traded instruments. The following seven actions reflect practices, many quite common, I’ve seen executed often that I consider major mistakes. In fact, I strongly … Read more
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
About a month ago, this blog profiled the defensive qualities of the three largest ETFs representing the US Consumer Staples Sector. One of our readers asked a logical question. How did DEF, the Invesco Defensive Equity ETF, stack up against the sector ETFs? After all, its objective of its rules-based methodology is to select companies … Read more