Robert Way In this article, I’ll explain why I consider the VanEck Semiconductor ETF (NASDAQ:SMH) to be a preferable choice over the iShares Semiconductor ETF (SOXX). SMH and SOXX rank first and second-largest Semiconductor ETFs by assets under management (AUM) and share the same expense ratio of 0.35%. ETF Issuer AUM $B (source: Seeking Alpha)…
Jonathan Kitchen Introduction For about a year now I’ve been trading 3X-leveraged UPRO with tail-risk hedges using XSP options. That combination offers unique advantages which will be explained here. Let’s be clear about the “tail risk” concept. The goal is to constrain worst-case losses, or to state a more statistical objective, constrain 98%-confidence losses. Tail-risk…
This article was written by Follow Michael A. Gayed is portfolio manager, and author of five award-winning research papers on market anomalies and investing. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and is a CFA Charterholder. Michael runs the investing group The Lead-Lag Report,…
Daniel Grizelj Thesis The iShares MSCI EAFE ETF (NYSEARCA:EFA) is an equity exchange-traded fund. The fund represents the main offering for EMEA equities aggregators (Europe, Middle East, and Africa), at a $52 billion AUM. The vehicle seeks to track the investment results of the MSCI EAFE Index, and provides retail investors with overseas equity exposure…
primeimages Looking for high yield income in the small cap sector? The Russell 2000 has suffered in the rising rate era, but, with rates expected to decline sometime in 2024, small caps could return to favor in the market. Royce Value Trust (NYSE:RVT) was the first small-cap closed-end fund, managed since its inception in 1986…
Blackstation The Franklin FTSE Taiwan ETF (NYSEARCA:FLTW) tracks the FTSE Taiwan Capped Index and offers investors exposure to Taiwanese mid and large-capped equities. The fund offers indirect exposure to technologies that are enabling the ascent of AI. Despite the positive performance, the fund still remains exposed to high levels of geopolitical risk, as China continues…
PM Images Written by Nick Ackerman, co-produced by Stanford Chemist. The last time we were giving Cohen & Steers Infrastructure Fund (NYSE:UTF), it slipped to an attractive discount level relative to its net asset value per share. That made it look more appealing for investors looking to pick up a position in this fund. However,…
da-kuk Commodities are on the comeback recently, and I think momentum can continue. It’s not just Gold. There’s a broader movement taking place which investors can take advantage of. The reason? Concerns around inflation, of course. Investing in commodities can provide a hedge against inflation, as their prices often increase when the purchasing power of…
simon2579/E+ via Getty Images I’ve written about a return to dividend investing as being a major theme of mine for 2024. Admittedly that hasn’t happened yet, but as we enter the 2nd quarter, we could yet see the pendulum swing towards yield as opposed to the capital appreciation domination we’ve seen from large-cap tech-driven market…
KanawatTH Investment Thesis After robust performance through FY23 and into FY24, global markets led by the U.S. have delivered substantial gains for investors since the markets bottomed in late 2022. Interest rate hikes in most developed countries are on hold as the reserve banks of sovereign nations assess the growth outlook of their countries versus…
jimfeng Investing in Canada’s stock market, as opposed to the U.S. market, offers a unique opportunity for diversification and exposure to robust sectors such as natural resources, energy, and mining, which are cornerstones of the Canadian economy. Canada is home to a substantial number of high-yield dividend stocks, particularly within these industries, which can be…
BlackJack3D Semiconductors did well in 2024 with the iShares Semiconductor ETF (NASDAQ:SOXX) gaining 33% since I last covered it in July last year. At that time, I had a neutral position mostly because of demand softness, high inventories especially for memory, and Chinese authorities imposing export restrictions on a key ingredient used to make chips….
Khanchit Khirisutchalual Written by Nick Ackerman, co-produced by Stanford Chemist. Cohen & Steers Real Estate Opportunities and Income Fund (NYSE:RLTY) is trading at an attractive discount in the real estate sector, and it is also trading at attractive valuations. Real estate investments trust and preferred, which RLTY is invested in, took a significant hit when…
FactoryTh/iStock via Getty Images Introduction I have been following Lundin Mining (TSX:LUN:CA) (OTCPK:LUNMF) for several years now as I consider it to be one of the best-managed copper companies out there. The Lundin family has an excellent reputation in the commodities sector (mainly known for their hard rock mining companies and projects, but the energy…
Andrii Yalanskyi/iStock via Getty Images Thesis We recently wrote a piece on the iShares Core S&P MidCap ETF (IJH), a large ETF representing a cornerstone of investing in the mid-cap space. Today we are going to follow-up on that theme with another name, more specifically the Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK). RWK represents…
XH4D/iStock via Getty Images Modine Manufacturing Company (NYSE:MOD) has emerged as a big winner amid the AI-driven tech boom, capturing strong demand for its specialized industrial HVAC solutions. The company’s high-performance cooling systems are critical components for data centers running power-intensive computing. Indeed, shares are up more than 230% over the past year, with the…
Joe Raedle Michael Saylor’s forward-thinking treasury strategy is beginning to pay off as the Bitcoin (BTC-USD) bull market beckons. Is MicroStrategy (NASDAQ:MSTR) still a business intelligence (BI) and analytics software provider, considering anywhere the company is mentioned these days it is mainly about its Bitcoin-powered strategy? Sure, they still do BI and recently ventured into…
da-kuk There will come a point when Technology no longer rules the momentum world in the short term. I actually think we’re pretty close and the long-awaited rotation out of growth indices into value ones will come. But if you disagree, and still want exposure to the Nasdaq as a proxy for growth, the Fidelity…
michal-rojek/iStock via Getty Images Investment Thesis Health Care Select Sector SPDR Fund ETF (NYSEARCA:XLV) warrants a buy rating due to its strong mix of holdings and track record of long-term performance. Additionally, the fund has the lowest expense ratio and highest dividend yield compared to three leading peer health care funds. Finally, the health care…
AzmanJaka/iStock via Getty Images Thesis The Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) is positioned precariously at the hard-to-execute intersection of high-dividend payments and following an index-based strategy. While the ETF’s strategy of mirroring the Nasdaq US Dividend Achievers 50 Index offers an attractive proposition through its portfolio of high-yield dividend stocks with a…
Alexander Spatari/Moment via Getty Images Who would have though Denmark would have been one of the biggest beneficiaries of weight loss drugs? With a weighting of 23% in the iShares MSCI Denmark ETF (BATS:EDEN), it’s no wonder that the fund has done well. Of course, this ETF is more than just a single stock, and…
William_Potter Thesis When credit spreads are tight and the equity market displays exuberance, a prudent retail investor needs to lighten up on risky exposure, not FOMO in additional risk. Everything seems to be priced for perfection these days, with an ‘immaculate disinflation‘ in the cards, and a soft landing as the base case for most…
Manuel Augusto Moreno/Moment via Getty Images I covered Fairfax India Holdings Corporation (OTCPK:FFXDF)(FIH.U:CA) (“Fairfax India”) about a year ago posing Fairfax India as a solid investment to provide investors with exposure to one of the largest emerging countries in the world that can yield fantastic returns in the long term. Since January 2023, from reviewing…
Closeup of big gold nugget bodnarchuk Newmont Corporation (NYSE:NEM, TSX:NGT:CA) is a leading gold miner, and it operates in favorable mining jurisdictions which reduces potential risks for investors. It has operations in North America, Africa, Peru, Australia, and Latin America. Newmont is also known for its record of safety and for using sustainable practices. For…
PonyWang My followers know I have been bullish on the semiconductor sector for years. That is due to multiple powerful catalysts. Among them are growth across a variety of technology sub-sectors: high-speed networking, data centers, 5G handsets and infrastructure, EVs, clean-tech, and the on-shoring of supply-chains – just to name a few. The VanEck Semiconductor…
The rise of ProShares Bitcoin Strategy ETF in the past year despite lacking direct exposure to Bitcoin indicates a huge demand for spot BTC ETF. ProShares, an established issuer of exchange-traded funds (ETF) with over $65 billion in assets under management, has recorded notable growth in its ProShares Bitcoin Strategy ETF (NYSEARCA: BITO) since its…
D-Keine The John Hancock Preferred Income Fund III (NYSE:HPS) is a closed-end fund that specializes in providing its investors with a very high level of current income. The provision in income is something that has become a popular strategy among retirees and others who are dependent on the investments in their portfolio to cover their…
champpixs Increasingly, factor investing is gaining in popularity, as investors look for superior ways to pick stocks that are different from passive measures like market capitalization that end up overweighting popular stocks like the ‘Magnificent 7’. Instead, factor investing screen securities based on specific drivers of returns like value, momentum, quality, and low volatility. The…
airdone Written by Nick Ackerman, co-produced by Stanford Chemist. We last covered Cohen & Steers Real Estate Opportunities and Income Fund (NYSE:RLTY) earlier this year. It was just as the risk-free Treasury Rates were beginning to surge. Interestingly enough, similar to how they did in 2022, they ended up peaking sometime in October. That said,…
DNY59 I’m always on the lookout for new and interesting fund strategies, and a reader recently pointed out the Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (NYSEARCA:QDPL) as an ETF worth reviewing. The QDPL is an innovative fund that does not use traditional BuyWrite strategies or leverage to boost the fund’s distribution yield….
The analyst said TradFi institutions trying to get into crypto, but are unsure how to begin, may use Coinbase stock to enter. According to the co-founder of research firm Reflexivity Research Will Clemente, shares of major cryptocurrency exchange Coinbase Global Inc (NASDAQ: COIN) could serve as an indicator for the crypto sector. Clemente says Coinbase…
Hiraman Tigo Energy, Inc. (NASDAQ:TYGO) recently reported impressive expectations for the year 2023 including double-digit net sales growth and EBITDA margin growth. Also including headcount growth related to its R&D activities, I believe that Tigo could present new offerings and geographic expansion in the United States and Europe. With all these new ideas in mind,…
Khanchit Khirisutchalual In my opinion, Teradata Corporation (NYSE:TDC) is a buy because of its growing recurring revenue, increases in deferred revenue, and migration of customers to the cloud. Further exposure to business models related to new AI technologies, like Stemma Technologies, and the cloud market growth may also bring significant net sales growth. Yes, there…
Antonio Bordunovi YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) is one of the classical YieldMax ETFs, which seeks to capture a part of the risk and return characteristics that are associated with very popular and liquid S&P 500 names. In NVDY’s case, as the name of the ticker already implies, the underlying is NVIDIA Corporation…
Nikada Barings BDC (NYSE:BBDC) is an externally managed business development company (“BDC”) that mostly issues private credit for middle-market businesses. BBDC’s investment objective is to capture high current income streams via a disciplined and fundamental approach to asset selection. There are a couple of key investment criteria that BBDC follows when signing investments: EBITDA of…
Vertigo3d I came across the Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT) entirely by accident. As a macro analyst, I keep track of different investment themes via the monitoring of ETFs. One particularly ETF that I regularly look at is IGPT’s predecessor, the Invesco Dynamic Software ETF (“PSJ”). PSJ was a broadly diversified ETF…
Khaosai Wongnatthakan The Bitwise Crypto Industry Innovators ETF (NYSEARCA:BITQ) invests in stocks tied to the crypto across Bitcoin miners, blockchain technology, exchanges, and fintech players. The idea is that the leading companies in the segment could outperform underlying digital asset prices by leveraging opportunities in the emerging digital economy. 2023 has been defined by a…
Ben185/iStock Editorial via Getty Images The JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA) is a passively managed investment vehicle representing a basket of the Russell 1000 constituents that score strongly against a set of profitability, quality of earnings, and balance sheet health indicators. My previous note on JQUA was published in January, and an update is…
shih-wei Commodity investing has always been a significant part of the global financial market, with a variety of options for investors to gain exposure to this asset class. One of the more popular funds is the Invesco DB Commodity Index Tracking Fund ETF (NYSEARCA:DBC), an exchange-traded fund, or ETF, that provides a unique way to…
Hong Kong’s top financial regulator SFC shows willingness to allow retail players to gain access to spot crypto ETFs while ensuring that risks are addressed properly. Hong Kong regulators are assessing whether they can allow retail investors to seek exposure to spot crypto ETFs that directly invest in crypto assets. Julia Leung, the Chief Executive…
Ronald Martinez You’re probably familiar with AT&T (NYSE:T) and its stock at this point. Countless digital ink has been spilled on the massive telecom company over the last few years, especially in light of the company’s recent breakup with Warner Bros. Discovery (WBD) and all of the surrounding drama. You’re probably also familiar with the…
TerryJ/E+ via Getty Images These are still good days for process end-markets like oil/gas and chemicals, and Flowserve (NYSE:FLS) is reaping the benefits as the company continues to generate strong growth from its backlog, as well as ongoing aftermarket demand. Beyond this near-term momentum, the company has leverage to several new growth markets, including LNG,…
Sezeryadigar I recently wrote a cautious follow-up article on the Global X U.S. Preferred ETF (PFFD), arguing that caution is warranted for funds heavily invested in preferred shares of financial companies, as the root cause of the March regional bank crisis have not been resolved. With long-term interest rates dramatically higher now than in March,…
Pgiam/iStock via Getty Images Investment summary Atlanta Braves Holdings (NASDAQ:BATRA) has emerged as a standalone entity after completing its split-off from the former Liberty Media in July. As a bit of recent history, back in 2016, Liberty created a class of tracking shares, to track the performance of three of its core assets, BATRA included…
spawns/iStock via Getty Images WisdomTree U.S. Value Fund ETF (NYSEARCA:WTV), a shareholder yield-centered actively managed fund, has been mostly a disappointment since my previous coverage back in February 2023 as it has not lived up to bullish expectations and underperformed the S&P 500 index amid the growth rotation. Today, I would like to provide an…
gopixa Written by Nick Ackerman, co-produced by Stanford Chemist. Real estate investment trusts (“REITs”) are continuing to face pressure in this current interest rate environment. Yields had risen substantially through August, and that put further pressure on this sector of the market. As yields grow on risk-free investments, income-oriented REITs become less attractive. Additionally, rising…
J. Michael Jones EPR Properties (NYSE:EPR) offers passive income investors a growing FFO, a 7.5% yield, and solid dividend coverage, but the trust also has risks that passive income investors need to consider. Following the devastating Covid-19 pandemic of 2020, the specialty REIT has seen a strong recovery in its FFO. Though the REIT continues…
R.M. Nunes/iStock via Getty Images iShares U.S. Real Estate ETF (NYSEARCA:IYR) focuses on REITs as its name implies. The fund offers good exposure to REITs for those investors who are interested in investing a portion of their assets into REITs. The fund trades at a historically cheap valuation after an almost 2-year REIT bear market,…
NicoElNino Thesis The Nuveen Nasdaq 100 Dynamic Overwrite Fund (NASDAQ:QQQX) is a closed-end fund. The vehicle falls in the buy-write category, designed to replicate the Nasdaq 100 Index, while overlaying call options on top of the portfolio. The fund managers have latitude in terms of written call options, being able to sell calls on 35%-75%…
Robert Giroux I advise investors to build a well-diversified portfolio (built on a foundation of the S&P 500) and to hold it through the market’s up-n-down cycles. In my opinion, such a portfolio should have strong exposure to software stocks. Today, I’ll explain why that is the case, and why the iShares Expanded Tech-Software Sector…