The Many Dimensions of Technology ETFs and the Stocks They Hold
The US Stock Market, led by technology, has outperformed most expectations this year. Going into Memorial Day weekend, SPY, the most popular S&P 500 ETF, has risen more than 10%. That’s a very impressive number in the face of many of the best-known strategists predicting a down year for the major index in 2023. As […]
Ill-Defined Outcomes – Results of a Research Study on Downside Mitigation ETFs
2022 provided a litmus test for ETFs designed to shield Investors from the full impact of a major stock market decline. The bad news is that half of them failed. The good news is that three of them actually did perform in line with their objectives. These are the results of a recent study that I co-authored […]
Invest In The Now free E book offer from ValuEngine Capital’s Chief Strategist
ValuEngine Capital Management Chief Equity Strategist and Financial Advisor, Jordan Kimmel, is offering his e-book “Invest in the Now” once again to anyone who may have missed out on the previous offer. This e-book provides 108 quotes to help readers maintain the right mindset to invest and live life to the fullest. Available from May […]
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, […]
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, […]
Bank Stocks and ETFs – Time to Buy?
The Editor-in-Chief of well-respected publisher ETF Stream, Tom Eckett, published a rare editorial Friday March 24 saying the big selloff in banks due to fear of contagion was close to over. He said at these levels, bank ETFs were at rarely seen low levels compared with earnings expectations and should not be thrown off too […]
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 […]
Déjà vu – Will Tech Stocks and ETFs Crash Again?
Watching tech stocks lead the market resurgence in the first six weeks of Q1 2023, I was hit with a flash of déjà vu. Just six months ago, the market slaughter of the first six months of 2022 was led by a strong upsurge in the first six weeks of 2022 by beaten-up growth stocks. […]
ValuEngine Capital Management Portfolio Manager Presentation Invite
WEBINAR: AAII New York & Twin Cities March Program– “Magnetize” Your Portfolio by Combining Fundamental and Technical Analysis Mar 8, 2023 06:30 PM in Eastern Time (US and Canada) Jordan Kimmel shows us how to blend Fundamentals with Technicals to identify the best candidates to build a portfolio. It is not enough to […]
AI, ETFs and Stock Picking
Artificial intelligence (AI), the concept that a machine created brain could outperform the human brain, has fascinated and terrified humans since the days of Jules Verne. Real life examples such as Deep Blue defeating Chess Grandmaster Gary Kasparov and IBM Watson defeating Ken Jennings at Jeopardy intrigues us even more. Machine learning techniques, expert algorithms […]
