Company Overview and News
Buying undervalued stocks can be a powerful investment strategy, but it's of utmost importance to pick only cheap companies with improving fundamentals. (2-0)
After surging to peak levels, the Dow and the S&P 500 snapped an eight-week winning streak — the longest since 2013 — while Nasdaq ended a six-week winning streak. Meanwhile, the Russell 2000 logged its biggest weekly decline since August. The sell-off stemmed from concerns over the delay in the implementation of corporate tax cuts, which happened be the major driver of the recent stock market rally (read: 5 Biggest ETF Winners of Trump Trade Resurgence). (135-0)
What can be better than an undervalued stock? An undervalued stocks that is also showing improving financial performance. (172-0)
This investment style has the most fund offerings (966) and the second most assets ($1.3 trillion) of any investment style or sector.
Introducing a new value-oriented quantitative screen for subscribers in my research service: The Data Driven Investor. (171-0)
Tiaa, Fsb has disclosed 366 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 29,073,923,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Tiaa, Fsb's top holdings are iShares TIPS Bond ETF (NYSE:TIP) , Vanguard Short-Term Bond ETF (NYSE:BSV) , iShares Russell Mid-Cap Value ETF (NYSE:IWS) , iShares Russell 1000 Value ETF (NYSE:IWD) , and iShares Russell 1000 Growth ETF (NYSE:IWF) . (10-0)
The broader market may remain sturdy, volatility levels may be hovering around the decade-low levels, but a trend of aversion in U.S. equities is building lately. Overvaluation concerns have long been a botheration to many investors (read: Dow at Record High: More Upside for ETFs?).
IVAL and QVAL are two ETFs which use an advanced strategy for picking value stocks with the highest quality, screening out companies with signs of financial distress and earnings manipulation.
"A 60:40 allocation to passive long-only equities and bonds has been a great proposition for the last 35 years ... We are profoundly worried that this could be a risky allocation over the next 10." - Sanford C. Bernstein & Company Analysts (January 2017)
If you have been paying attention in the ETF world as of late, you have definitely seen the emergence of the ‘smart beta’ trend. This approach looks to go beyond market cap weighting—which gives the largest companies the biggest weighting in an index or fund—and focus in on various factors instead.
Value investing has trumped both growth and momentum strategies on both sides of the US election, attracting record inflows into the asset class.
By now the world has decided that Clinton’s win will be a heyday for stocks and Trump’s win will mean doomsday for risky asset classes. As a result, whenever Clinton’s popularity grew, stocks soared and vice versa. Citi projects an immediate crash of up to 5% for the S&P 500 if Trump wins while JP Morgan sees the S&P 500 touching about 2,150 on Clinton’s victory (read: Clinton Gets Past FBI Investigation: ETFs in Focus).
At the beginning of the fund-flows week ended September 28, 2016, investors cheered the decision by the Federal Open Market Committee to keep interest rates steady, sending the NASDAQ to a record close on Thursday. Better-than-expected weekly jobless claims and an initial rally in oil helped the mood on Wall Street. The Fed's decision to keep its benchmark lending rate steady was supportive of yield plays such as utilities and consumer staples, but it weighed on the dollar.
True to its ill repute, September was an immensely volatile month. Early in the month, both equities and bonds went into a tailspin on a sooner-than-expected rate hike prospect. However, while the start was rocky, the end was smoother with a still-dovish Fed, an accommodative Bank of Japan and a surprise pre-accord on an oil output curb in November. All these events influenced investors as well as asset flows in the ETF world in the month (read: Hedge Your Portfolio Against Sell-Off With These ETFs).
The appeal of U.S. equities brightened in Q3, as the broader market steadied at the start of the quarter. The global market received the much-needed respite from the awful Brexit-led sell-off in late June. Rock-bottom yields in most developed economies and a less-than-feared impact of Brexit (at least so far) probably triggered a risk-on rally (read: Top ETF Stories of July).
2017-10-28 - Wilton
2017-10-25 - Wilton
2017-10-10 - Wilton
2017-10-09 - Wilton
2017-08-25 - Wilton