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

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

The Terrible Ten

“The Magnificent Seven” was the most popular sobriquet among stock market strategists, portfolio managers and reporters in 2023.  Stocks such as Google, Nvidia, Tesla, Amazon, Microsoft, Meta, Apple dominated performance and volume charts.  Almost unnoticed, Broadcom pushed its way to 4th in Market Cap in the Nasdaq and more than doubled in price last year … Read more

Combining Cyber-analysis and ValuEngine Model Forecasts for e-Commerce Companies

Analysis of the e-Commerce sector including SQ, LYFT, OSTK, VRSN, DOCU, IBUY. The purchase of the remains of the bankrupt Bed Bath and Beyond franchise by Overstock.com epitomizes the continued demise of brick-and-mortar stores succumbing to the efficiencies of e-Commerce.  It’s a continuing rather than a new story but the trend seems inexorable.   This thought … Read more

How Have Expert Stock Selection ETFs Performed in this Decade Thus Far?

Throughout my career, I’ve heard professional investors assert that index funds are fine for bull markets but in volatile-to-down markets, active management will outperform.  SPIVA (S&P vs. Global) published research available from S&P Global has demonstrated that this was not true for actively managed mutual funds for 2022, and less true for the 2020-2022 period.  … Read more

GARP with Yield and Excluding Falling Knives

GARP is an acronym used in the investment industry to connote “growth at reasonable prices.”  Last week, we discussed the market size and style trends year-to-date and what our models expect to see for the year ahead.  The bottom line is that both our predictive and valuation models thought the mega-cap-weighted ETFs, such as QQQ, … Read more

Large-Cap Growth Rampage Could Be Creating Small-Cap Value Opportunities

In January, we published “Rotating Regimes – What to Plan For in 2023.” At that time, we recounted that 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. At that time, we reported that two Benchmark ETFs we track, … Read more

Which S&P 500 Stocks Are Currently Most Attractive?

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

5 US Stocks to Consider Now for Conservative Portfolios

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