Marc Gerstein

If Small-Cap Is Taking Control, Consider These Two Non-Generic ETFs

Dan Russo, Chief Market Strategist at Chaikin Analytics headlined his 10/12/20 newsletter to clients with the question: “Changing of the Guard?” He noted that our ETF Power Rank on the tech-heavy Invesco QQQ Trust, Series I ETF (QQQ) (ETF Home) fell from Bullish to Neutral while that of the small-cap oriented iShares Russell 2000 ETF …

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Small-Capitalization Stocks

What It Will Take For Small-Capitalization Stocks And ETFs To Shine

Led by Fama-French  and the Quant community, Wall Street has long considered Small-Capitalization to be a significant factor in and of itself. Not so! Fundamental assessment of businesses shows that large and small companies are structurally different and that all else being equal, smaller firms are riskier. Aiming at small-cap per se a risk-on choice; …

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Future-FANMAG Stocks Are Highly Valued, But Not Necessarily Overvalued

There are lots of stocks out there that have the potential to become FANMAG-like superstars of tomorrow, and ETFs that invest in them. One can, however, wonder if such stocks and ETFs expose investors to the sort of value crash we experienced in 2000-02. Analyzing the Chaikin multi-factor Power Gauge model, I suggest that such …

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Evaluating The Buy Signals We’ve Been Seeing for The 2040-FANMAG Themed ETFs

Last week, I offered a bullish outlook regarding Global Thematic ETFs and provided a list of 17 that Chaikin-PortfolioWise rates as Very Bullish or Bullish Today, I explain the ranking model we use and present information showing its efficacy in connection with Global Thematic ETFs And by the way, Technical Analysis is a big part …

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Two ETFs To Stream Evolving Connectivity Into A Portfolio

After starting out searching for an election-year advertising investment idea I wound up instead in two places I didn’t expect to go; eSports and Social Media Given prior Wall Street experiences with emerging business hype, it’s tempting to assume that such stocks would be for fad-chasing speculators only The Chaikin Power Gauge stock model and …

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Interest Rates Are at Historic Lows: Here Are 3 ETFs That Produce Income for Retirees

Retirees seeking income remain stuck between a rock (outrageously low interest rates) and a hard place (high risk of reaching for high yield) Rather than go to one extreme or the other, I suggest aiming at a “sweet spot” near the middle In today’s fixed-income market, short to intermediate investment-grade corporate ETFs seem appealing Everybody …

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