Stock Analysis Inspired By Alternative Data Signals & A Tribute

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

Six-Month Update – Wealth Preservation with Limited Market Participation in a Risk-On Environment

Six months ago, I discussed ways that investors could stay invested with one eye squarely on wealth preservation in a risk-on environment.  We are still in a risk-on environment where the choices we reviewed in March are still relevant. One half of the list included five stock-based ETFs without derivatives that focus on stocks with … Read more

Time for Impact Investors and Contrarians to Unite Behind Clean Energy ETFs

The trend is your friend.  That is, until it isn’t.   The list of best performing non-leveraged ETFs for the past 90-days is led almost exclusively by ETFs that hold the stocks of fossil-fuel-based energy and closely related companies.  At the same time, the prices of ESG and more climate-focused impact ETFs have plunged dramatically.  With … Read more

02/19/2021 ValuEngine Market Update, stock pick

ValuEngine is asked many times every day what our outlook for the market is for the next few months.  We always answer with uncertainty, as that is the nature of the markets these days. We are “generally positive” about the markets and recovery once we put Covid in the rear view mirror. But we are … Read more

Inside Actively Managed Equity ETFs

By Herbert Blank Actively managed ETFs have evolved very differently from index-driven ETFs.  Most of the assets have been accumulated in actively managed fixed income ETFs while the vast preponderance of Assets Under Management in Equity ETFs are index driven. Although there are many legacy reasons for this, the fact is that the efficiencies of … Read more

ValuEngine Weekly Update 10/12/2020

Airline stocks continue to appeal to ValuEngine models at these prices. Today’s stock pick is LUV (Southwest Airlines). Read on for fully updated numbers on the markets and today’s stock pick. All of the approximately 5,000 stocks, 16 sector groups, and 140 industries have been updated on www.ValuEngine.com. New: Over 500 ETF reports updated weekly. Details … Read more

ValuEngine Weekly Update 09/11/2020

The ValuEngine stock pick of the week is NCLH (Norwegian Cruise Line Holdings LTD). Trading at nearly $60 in early 2020, the risks and current low prices of cruise line stocks is well known. Currently at under $18, the ValuEngine models like the stock for a strong buy signal. It may take time, but there … Read more