When it comes to exchange-traded funds to consider for the next year, today’s article highlights some ideas as identified by pros in the ETF industry, noting that “Two respondents think that after a strong run, investors might do better to look outside the U.S. for returns. One, perhaps not surprisingly, thinks his own fund is best positioned to grab investor interest in the value trade, now that there seems to be more runway in the business cycle. And another is wondering whether that will prompt investors to become less cautious.” For more, CLICK HERE.
When it comes to recent talk of a rotation being underway into value stocks from growth stocks, the author of today’s article advises “Be skeptical about that — unless you are convinced the U.S. economy is heading into a recession”. For similarly-minded skeptics of a rotation who want to maintain a growth strategy, he outlines the stock-picking strategy of a benchmark-beating growth fund – which uses “four pillars” of criteria to screen for stocks with the best growth potential – and highlights two stocks held by the fund that meet these criteria. For more, CLICK HERE.
After lagging growth for more than a decade, value appears to be staging a resurgence (or resurrection, given that it had been left for dead by many). With this development, today’s article highlights three exchange-traded funds for investors to consider in order to participate in value’s resurgence, including one fund that’s “something of a departure from traditional value ETFs”. For more, CLICK HERE.
Of the myriad of exchange-traded funds available to pick from, which are the best? The authors of today’s article narrow the universe of ETFs down to the best funds in a wide array of categories, from large-cap stock ETFs to inflation-protected bond ETFs to socially conscious ETFs. They do so by eliminating 1,200 funds that are either too expensive or too small to consider, and then assessing the remaining funds using three critical factors when it comes to ETF selection: cost, size and liquidity. For more, CLICK HERE.
You know the saying: Past performance is not indicative of future results. Over a decade ago, the SEC explicitly warned investors about this when it came to mutual funds – and now the author of today’s article is issuing the same warning about “performance chasing” when it comes to ETFs, noting that “Investors who choose funds primarily for their strong track records are often disappointed.” For some specific case studies of ETF performance chasing gone wrong and some pointers on how to avoid falling into the performance chasing trap – including some key performance metrics to watch out for – CLICK HERE.
Much has been written and said about who is winning and who is losing – politically or otherwise – in the current partial federal government shutdown (now the longest such shutdown on record). For its part, today’s article highlights some ETFs that the authors believe are likely to be winners – and some which they believe are likely to be losers – as a result of the shutdown, the economic cost of which is poised to soon surpass the amount of funding for his border wall with Mexico that President Trump is demanding. For more, CLICK HERE.
For mature companies without significant growth opportunities to fund, and with shareholders to please, there are two standard ways to use excess cash: distribute said cash directly to shareholders in the form of dividends, or use it to buy back shares. But which of these approaches is better for investors? Today’s article examines this question – including looking at the tax implications of each approach for investors. For more, CLICK HERE.
Back in August, the author of today’s article saw a trade opportunity in a giant cable and broadband provider – and since that time, shares of that company have outperformed the S&P 500 by almost 12%. The reason he saw an opportunity in the company, as he explains, is that, while the “market isn’t wrong about the fact that cable customers are choosing to ‘cut the cord’ at a rapid pace… the market is very wrong about… how this is going to impact the cable companies” – and now he is eyeing shares of another undervalued cable and broadband provider. For more, CLICK HERE.
When it comes to reliable income, the author of today’s article notes that “utilities have provided that for decades” – and he proceeds to highlight a group of ten utility closed-end funds (CEFs) that offer more generous payouts than the Utilities SPDR ETF. Moreover, all but one of these CEFs “have impressive long-term annualized returns of over 6%, with 4 delivering double-digit returns over the long haul”, and all but two are currently available at a discount to their net asset value. For these ten utility CEFs, CLICK HERE.
The Jackson Square SMID-Cap Growth Fund has consistently beaten its peers – and today’s article outlines the fund’s selection process (“The co-managers don’t buy the idea that companies have to choose between investing in fast growth or returning money to shareholders. Instead, they seek out those whose business models allow them to do it all….”) and highlights some of its top holdings right now – a mix of disruptors and more-established companies. For more, CLICK HERE.