Historically, value stocks have tended to outperform growth companies for nearly a century, based on Fama/French Research.¹ However, value investing has a few challenges over the shorter time horizon. For one thing, growth has outpaced value for more than six years annually, creating a short-term setback. Also, both growth and value go through long cycles [...]
Read more at ETFTrends.com.
Recent data point to a record shopping season for Shopify (SHOP), which saw Black Friday sales grow 22% y/y. Additional reports from Adobe Analytics show a strong $9.8 billion Black Friday season. But a successful Black Friday doesn’t necessarily point to a strong 4Q for retail. This note discusses a couple of ways to play [...]
Read more at ETFTrends.com.
Carbon allowances/credits have emerged from being an opaque, often inaccessible class to one that’s highly democratized and increasingly mainstream. That’s good news for pioneering exchange traded funds such as the KraneShares Global Carbon Strategy ETF (KRBN). One of the largest ETFs in the space, KRBN follows the IHS Markit Global Carbon Index, which provides exposure to [...]
Read more at ETFTrends.com.
American Tower Corp (Symbol: AMT) has been named as a Top 25 ''Dividend Giant'' by ETF Channel, with a staggering $14.86B worth of stock held by ETFs, and above-average ''DividendRank'' statistics including a strong 3.14% yield, according to the most recent Dividend Channel ''D
In recent trading, shares of UiPath Inc (Symbol: PATH) have crossed above the average analyst 12-month target price of $19.57, changing hands for $19.87/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation
In recent trading, shares of NuStar Energy LP (Symbol: NS) have crossed above the average analyst 12-month target price of $18.71, changing hands for $18.78/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valua
In recent trading, shares of United States Cellular Corp (Symbol: USM) have crossed above the average analyst 12-month target price of $45.25, changing hands for $45.60/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgr
In recent trading, shares of Palo Alto Networks, Inc (Symbol: PANW) have crossed above the average analyst 12-month target price of $283.13, changing hands for $288.91/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgra
In recent trading, shares of Principal Financial Group Inc (Symbol: PFG) have crossed above the average analyst 12-month target price of $73.82, changing hands for $74.17/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: down
In recent trading, shares of Paychex Inc (Symbol: PAYX) have crossed above the average analyst 12-month target price of $120.38, changing hands for $121.15/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat
In recent trading, shares of Lamar Advertising Co (Symbol: LAMR) have crossed above the average analyst 12-month target price of $99.67, changing hands for $100.04/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
In recent trading, shares of Diodes, Inc. (Symbol: DIOD) have crossed above the average analyst 12-month target price of $67.00, changing hands for $67.77/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati
In recent trading, shares of Workday Inc (Symbol: WDAY) have crossed above the average analyst 12-month target price of $255.28, changing hands for $263.49/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat
In recent trading, shares of NetApp, Inc. (Symbol: NTAP) have crossed above the average analyst 12-month target price of $79.65, changing hands for $89.54/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati
In recent trading, shares of Rapid7 Inc (Symbol: RPD) have crossed above the average analyst 12-month target price of $53.40, changing hands for $54.86/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation,
In recent trading, shares of WestRock Co (Symbol: WRK) have crossed above the average analyst 12-month target price of $39.56, changing hands for $40.10/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation
In recent trading, shares of Unity Software Inc (Symbol: U) have crossed above the average analyst 12-month target price of $29.86, changing hands for $30.36/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu
In recent trading, shares of DXC Technology Co (Symbol: DXC) have crossed above the average analyst 12-month target price of $23.20, changing hands for $23.33/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on val
After the underperformance of stocks and bonds last year, it’s no surprise that diversification strategies are a significant focus this year. Alternatives continue to garner advisor and investor interest as market dispersion grows, including managed futures and long/short strategies. Andrew Beer of DBi and Marc Regenbaum of Neuberger Berman discussed the benefits of these strategies [...]
Read more at ETFTrends.com.
The energy transition portfolio is a compelling opportunity, as it optimizes investments in both renewables and traditional fossil fuels. Traditional energy sources and infrastructure are expected to continue to play a role in the energy transition for the coming decades, as renewables aren’t ready to meet demand. Investors can enhance their exposure with the energy [...]
Read more at ETFTrends.com.