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

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 Stock Research Performance Update 2020

Happy Holidays to all from ValuEngine.com!  2020 has been a stunning year for ValuEngine regarding performance. It has of course been a tough year in all other respects, and we are all ready to leave 2020 behind for so many reasons.   However, at least we can offer some general performance numbers and be satisfied knowing … Read more

Stong Markets This Week! ValuEngine stock recommendations 11/23/2020

5000 stocks and 500 ETFs updated on www.ValuEngine.com The stock market had a great week.  Perhaps there is light at the end of the tunnel for the virus with all sorts of positive vaccine news reaching the public this week.  The economy is not out of the woods yet, but any investment professional or informed individual … Read more

Low Volatility ETFs 11/13/2020

By Herbert Blank Welcome Herb to ValuEngine! Please see below for the first of many articles/blogs by Herb Blank. There are more than a dozen US ETFs with “Low Volatility” in their names.  It made a difference this year as many Low Vol ETFs struggled to keep up with during this year’s “downturn” when one would … Read more

Dividend Stock Pick ValuEngine Update 10/26/2020

Markets are volatile and risky.  I have made a stock pick today that has good dividend payments, which helps to offset market risk. But, the stock is risky in other ways not necessarily associated with overall markets. FNHC (FedNat Holding Company) is an insurance company operating in the southeast US. The annual dividend is almost … Read more

ValuEngine Weekly Update 10/16/2020

For a change of pace, today we will talk about an ETF. Yes, that is right, ValuEngine.com now covers over 500 ETF’s with the same award winning quantitative research process. Our ETF research involves using our stock research process, and applying it to each holding in the ETFs under coverage. We basically treat the ETF … 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

ValuEngine Weekly Update 08/21/2020

The stock of the week is ticker AA (Alcoa Corporation). Alcoa is a global industry leader in bauxite, alumina and aluminum products. AA was a sell in mid 2019 by ValuEngine, but has come on strongly in the short term and is now rated a Strong Buy according to the models. We think it will … Read more