Time to Flip the Switch from Energy to Utilities

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

BEWARE of BITO, the “ProShares Bitcoin Strategy ETF”

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

Seven Simple Rules for Owning ETFs and Exchange-Traded Products

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

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

How does DEF stack up against Consumer Staples ETFs?

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

Drill, Baby, Drill? Oil ETFs

For each blog article, I scan through relevant groups of ETFs that relate to possible investment strategies.  Three ETFs from iShares by BlackRock stood out to me this week: IEO, IEZ, IYE.  All have ValuEngine’s strongest rating of 5 checks and all have fared very well in price performance during the past 6 months since … Read more

Defensive Sector ETFs for Turbulent Times

This week’s featured US equity ETFs, all focused on the US Consumer Staples Sector, are projected to outperform the market going forward. The similarities with last week’s blog end there.  These all get a more modest 4 (buy) recommendation.  Risk versus safety differentiate the last blog from this one. My last blog entry profiled ETF … Read more

Inside Value ETFs

The market has been in a value phase the past 6 months which has been well documented by others.  The regime change was heartily welcomed by almost all managers of value funds, both active and passive. This is because the previous 13 years have been relentlessly difficult for value managers in terms of relative performance … Read more

Evaluating a Hot Hedge Fund Strategy ETF

Lately, ValuEngine has seen ticker GVIP (Goldman Sachs Hedge Industry VIP ETF) on several ETF strategists’ buy lists.  The fund’s strategy is intended to take advantage of the highest conviction holdings of “VIP Hedge Fund Managers.” Specifically, GVIP seeks to track the GS Hedge Fund VIP Index, which is constructed in accordance with a rules-based … Read more

03/08/2021 What’s in Your Core?

By Herb Blank If you are an investor with less than $1 billion to invest and a holding horizon of more than 3 months, do NOT buy SPY to access exposure to the S&P 500.  This is true even though SPY has the most assets under management and the highest average trading volume by far. The simple … Read more