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Moat: history may not repeat itself

The VanEck Morningstar Wide Moat ETF (MOAT) has a very impressive historical track record. MOAT charges a reasonable fee compared to other active prod...

November 1, 2023, 9:00 am

Bp cut to underweight at jpmorgan after third-quarter results

BP UK:BP BP was downgraded to underweight from neutral at JPMorgan, following the oil major's third-qua...

November 1, 2023, 6:23 am

Divo: stay the course; maintain buy rating

The Amplify CWP Enhanced Dividend Income ETF has lagged the S&P 500 Index this year, mostly due to its limited exposure to the "Magnificent 7" stocks....

October 31, 2023, 1:59 am

Jpmorgan strategists advise opening a short in european banks, upgrade healthcare

Strategists at JPMorgan have advised opening a 'short' position in European banks, and moved the sector from 'neutral' to 'underweight', they said in ...

October 30, 2023, 4:02 am

Hndl: avoid due to high fees and complexity

The Strategy Shares Nasdaq 7 Handl Index ETF is a highly complex ETF. HNDL has underperformed compared to low fee 60/40 strategies and active ETF asse...

October 26, 2023, 3:39 pm

Art chief economist sees value in global equities, with a prudent approach

The chief economist has outlined his view on bonds, equities and unlisted assets. Australian Retirement Trust (ART) is currently overweight in US and ...

October 26, 2023, 5:29 am

Gradient's bryan: we're still underweight microsoft

Jeremey Bryan of Gradient Investments reacts to Microsoft's latest earnings. He's still underweight the...

October 24, 2023, 5:07 pm

Blackrock turn tactically neutral long-term treasuries from underweight

BlackRock Investment Institute say that after being underweight long-term U.S. Treasuries since late 20...

October 16, 2023, 8:54 pm

Moat investing rises above magnificent seven dominance

By Coulter Regal, CFA, Associate Product Manager The “Magnificent Seven*” mega-cap stocks have driven over 70% of the S&P 500's YTD returns. Despi...

October 14, 2023, 9:56 am

Walt disney: peltz rumbling an underweighted catalyst, earnings call nov. 8th

Activist investor Nelson Peltz has resurfaced in the The Walt Disney Company fray, asserting that the company is undervalued and asking for a board se...

October 12, 2023, 4:31 pm

Dbjp: dominated by fljh and other currency-hedged alternatives

DBJP is dominated by other Japan ETFs with lower expense ratios and the same allocations. The sector allocations of DBJP, particularly financials and ...

October 9, 2023, 5:54 pm

Fljh: not getting the cheapness of the yen

FLJH provides exposure to Japan without the risk of the Yen, with low expense ratios. Positive factors for Japan include a crackdown on caretaker mana...

October 9, 2023, 1:04 pm

Qqqe: worst new bull market ever

Direxion NASDAQ-100® Equal Weighted Index Shares ETF offers an equal-weighted approach to investing in NASDAQ, providing broader diversification and ...

October 6, 2023, 1:39 pm

Steer clear of financials, 'uphill climb' ahead: strategist

The rise in U.S. Treasury yields has battered utility stocks. It's part of the reason why EP Wealth Advisors Managing Director of Portfolio Strategy A...

October 4, 2023, 6:33 pm

Why b&g foods stock plunged today

Piper Sandler lowered its rating on B&G Foods stock to underweight from neutral with an $8 price target...

October 4, 2023, 3:51 pm

Des: unexciting historical returns and dividend growth in small caps

WisdomTree U.S. SmallCap Dividend Fund ETF holds 600+ dividend-paying small and micro-caps. The DES ETF is well-diversified across sectors but underwe...

September 29, 2023, 5:20 pm

Ietc: actively managed tech etf flying under the radar

The iShares U.S. Tech Independence Focused ETF is an actively managed Tech ETF that's delivered a 155% total return since its March 2018 launch. Fees ...

September 24, 2023, 12:49 am

Zebra technologies stock is the s&p 500's worst performer. here's why.

Morgan Stanley analysts downgraded the automation equipment company to underweight from Equal Weight in...

September 20, 2023, 3:36 pm

Sell dollar general, j.p. morgan says.

Analyst Matthew Boss downgraded shares of Dollar General to underweight from Neutral....

September 20, 2023, 3:35 pm

Dollar general stock downgraded to 'underweight' by jpmorgan

Dollar General (DG) shares are down in the pre-market trading session after JP Morgan analysts cut its rating from "Neutral" to "Underweight." Income ...

September 20, 2023, 10:40 am


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