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 …
Future-FANMAG Stocks Are Highly Valued, But Not Necessarily Overvalued Read More »
Creative destruction is the hallmark of progress. We can think of it as economic innovation. There is actually an entire page on Wikipedia devoted to it. You can check it out here. According to the site, it is a concept in economics which since the 1950s has become most readily identified with the Austrian-born economist …
Having cut my teeth with High-Yield (Junk) bonds back in the heyday of the era, when Drexel Burnham and Michael Milken ruled the kingdom from the famous X-shaped Beverly Hills trading floor (with Milken holding down the center point) and annually feted courtiers with what later became dubbed “The Predator’s Ball” (if you haven’t heard …
ETFs That Invest In Classier Versions Of Junk Bonds Read More »
A little less than 4 weeks ago, I wrote a blog post exploring the responsiveness of ETFs to changes in rating. Based on that analysis, I concluded that there were 8 ETFs ripe for action. They were: INVESCO DYNAMIC MARKET ETF (PWC) SPDR S&P 400 MID CAP GRW ETF (MDYG) INVESCO S&P SMCP CONSR DISCR …
A 4-Week Checkup On “8 ETFs You Might Want to Consider Taking Action On” Read More »
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 …
Evaluating The Buy Signals We’ve Been Seeing for The 2040-FANMAG Themed ETFs Read More »
Online retail is here to stay and it is only going to get bigger. We have witnessed a total reset of how things will be for a while. In my opinion, retail outlets could turn into glorified warehouses that become a destination to pick up your order, and that is the best case. Otherwise, they …
Let’s get this out of the way first and foremost, I am not an economist. I am not building and maintaining econometric models. I believe in markets and I believe that they are discounting mechanisms. For the most part they are efficient but not perfectly efficient. Given this, I like to use market based metrics …
FANMAG and FANMAG stocks are fine, but do these already-huge companies really have enough juice to give bona fide growth investors, especially younger investors, what they really need for the long-term? What they really need is to find their way to companies that will be the FANMAGs of 2030 or 2040. Global Thematic ETFs can …
Finding 2040’s FANMAG: Thematic ETFs for Long-Term Portfolios Read More »
In last week’s post I wrote about the fact that following Charmain Powell’s FOMC press conference, it became clear that rates are likely going to stay lower for longer. This will have a direct impact on the fixed income portion of client portfolios, especially as it relates to the “income’ side of the equation. You …
Will Lucy Pull the Football on Value Investors… Again? Read More »
Online Everything – Work from home, delivery services, petcare, home goods etc.. Home Entertainment – Movies, Gaming, Social Media Biotechnology – Online Stock Trading – capital markets Cleaning and Healthcare Products The virus is devastating to the economy in most of the world and yet there are bright spots to focus on as an advisor …
Top 5 Industries Gaining From Virus Fears and Work From Home Trend Read More »
