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Exec Comp Aligned With ROIC Featured Stock
October 20, 20230Comments

Featured Stock in October 2023’s Exec Comp & ROIC Model Portfolio

Get the featured stock in October's Exec Comp Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
October 20, 20230Comments

Safest Dividend Yields Model Portfolio: October 2023

Professional Members and higher can access October's Safest Dividend Yields Model Portfolio as of Friday, October 20.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 19, 20230Comments

Photomasks & Microchips

In an era marked by global supply chain disruptions, the importance of diversified semiconductor manufacturing has never been clearer.
by Italo Mendonca
Sector Ratings Recap
October 19, 20230Comments

4Q23 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the fourth quarter of 2023.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Small Cap Value Style 4Q23: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Small Cap Growth Style 4Q23: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Small Cap Blend Style 4Q23: Best and Worst

The Small Cap Blend style ranks ninth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Mid Cap Value Style 4Q23: Best and Worst

The Mid Cap Value style ranks sixth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Mid Cap Growth Style 4Q23: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Mid Cap Blend Style 4Q23: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Large Cap Value Style 4Q23: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Large Cap Growth Style 4Q23: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

Large Cap Blend Style 4Q23: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

All Cap Value Style 4Q23: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

All Cap Growth Style 4Q23: Best and Worst

The All Cap Growth style ranks tenth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
October 18, 20230Comments

All Cap Blend Style 4Q23: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles detailed in our 4Q23 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
October 17, 20230Comments

Style Ratings for ETFs & Mutual Funds: 4Q23

At the beginning of 4Q23, the All Cap Value, Large Cap Value, and Large Cap Blend styles earn Attractive-or-better ratings.
by Hakan Salt, Associate Investment Analyst
Danger Zone
October 16, 20230Comments

Shaky Business

We feel the need to remind investors once again just how large the disconnect between fundamentals and stock valuation remains.
by Hakan Salt, Associate Investment Analyst
Danger Zone Podcast
October 16, 20230Comments

Podcast: Why This Fast Casual Restaurant is Back in The Danger Zone

Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Shaky Business.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
October 16, 20230Comments

Focus List Stocks Continues to Outperform as a Long/Short Portfolio Despite 3Q23 YTD Under Performance

Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio have beaten the S&P 500 by 62% as a long/short portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
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