Featured Stock in July’s Exec Comp & ROIC Model Portfolio
Get the featured stock in July's Exec Comp Aligned with ROIC Model Portfolio.
Hakan Salt, Associate Investment Analyst
Hakan Salt, Associate Investment Analyst
Small Cap Value Style 3Q23: Best and Worst
The Small Cap Value style ranks seventh out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
Small Cap Growth Style 3Q23: Best and Worst
The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
Hakan Salt, Associate Investment Analyst
Small Cap Blend Style 3Q23: Best and Worst
The Small Cap Blend style ranks sixth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
Mid Cap Value Style 3Q23: Best and Worst
The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating
Hakan Salt, Associate Investment Analyst
Mid Cap Growth Style 3Q23: Best and Worst
The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
Hakan Salt, Associate Investment Analyst
Mid Cap Blend Style 3Q23: Best and Worst
The Mid Cap Blend style ranks tenth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
Hakan Salt, Associate Investment Analyst
Large Cap Value Style 3Q23: Best and Worst
The Large Cap Value style ranks first out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
Hakan Salt, Associate Investment Analyst
Large Cap Growth Style 3Q23: Best and Worst
The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
Large Cap Blend Style 3Q23: Best and Worst
The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
All Cap Value Style 3Q23: Best and Worst
The All Cap Value style ranks second out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
Hakan Salt, Associate Investment Analyst
All Cap Growth Style 3Q23: Best and Worst
The All Cap Growth style ranks eighth out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
Hakan Salt, Associate Investment Analyst
All Cap Blend Style 3Q23: Best and Worst
The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
Hakan Salt, Associate Investment Analyst
Style Ratings for ETFs & Mutual Funds: 3Q23
At the beginning of 3Q23, the Large Cap Value, All Cap Value, and All Cap Blend styles earn Attractive-or-better rating.
Hakan Salt, Associate Investment Analyst
Position Close Update: Tools Not as Undervalued as They Were
Lofty expectations mean the risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.
Hakan Salt, Associate Investment Analyst
Position Close Update: Electronics Manufacturer Got Expensive
The run-up in stock price, largely around the hype over AI, means the risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.
Hakan Salt, Associate Investment Analyst
3Q23 Sector Ratings Recap
At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the third quarter of 2023.
Hakan Salt, Associate Investment Analyst
Sector Ratings for ETFs & Mutual Funds: 3Q23
At the beginning of the 3Q23 quarter of 2023, the Energy, Consumer Non-cyclicals, and Healthcare sectors each earn an Attractive-or-better rating
Hakan Salt, Associate Investment Analyst
Featured Stocks in July’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.
Hakan Salt, Associate Investment Analyst
Apocalypse Ahead For Zombie Stocks – Wealthion Interview
We joined Adam Taggart, Founder & CEO of Wealthion, to discuss how zombie stocks effect investors in the long term and much more.
Hakan Salt, Associate Investment Analyst