Senior Quantitative Analyst and Consultant
Contributor's Links: Global Finesse ValuEngine

Herb Blank is a senior quantitative analyst at ValuEngine and senior consultant and practice leader in the Global Finesse Product Strategy and Implementations Consulting Practice. He has more than 30 years of experience in financial ... more

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Five Strong Buy Stocks That Are Good FIts Now For Conservative Institutional-Quality Portfolios
With relatively low volatilities and Betas accompanied by Strong Buy scores, these five relatively conservative stocks seem to be attractive in many ways.
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Rotating Regimes – What To Plan For In 2023
Throughout the second half of 2022, active managers turned to sector rotation to help mitigate and recover from substantial losses incurred already. Rotation into and out of low and high volatility sectors seems likely in 2023 as well.
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Appreciating The Passing Of A Titan & Incorporating Alternative Data Signals
Kathleen Moriarty, the lawyer who helped develop the structure for SPY and a true co-founder of the ETF industry, passed away last week.
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A Materials World?
An analysis of the three largest materials sector ETFs and a few of the stocks they hold.
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Will Aerospace And Defense Stocks Continue To Flourish?
Aerospace stands out as one of the few industry sectors with a positive return other than energy and utilities. Will the next year see this trend continue or if the sector has become overpriced to the point that it will soon mean-revert?.
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Potential Opportunities In Insurance Stocks/ETFs And Learning Company Stocks
A request from a colleague led to today's column. Dividend yield and value investing have been keys to wealth preservation and income accumulation ion the first 11 months of 2011. A quick screen led to highlighting a few companies and ETFs .
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Latest Comments
A Graphic Exposition On Seasonality In Key Macro Indicators
14 days ago

Thank you Menzie Chinn, this research is very compelling and applicable to something I am working on now.

Consolidative Session, Even If Not Turn Around Tuesday
2 months ago

Greaat summaries on a complex global situation.  Great to read your take on thinks, Marc.

Major Asset Classes August 2022 Performance Review
5 months ago

Very good article Jim

Trustworthy Companies Offer Superior Investment Returns With Less Risk
6 months ago

Clarification that HP Inc. (Newish Ticker Symbol: HPQ, no longer HWP) is the company formerly known as Hewlett Packard Inc. and is the company in the top ten.  

HP is still the ticker symbol for Helmerich & Payne, a longtime oil service and equipment company.  That company did not make this list.

In this article: IWD, SPY, AXP, HPQ, HSY, KR, PVH, TXN, ADSK, AMGN, QCOM, ABBV
Recession Risk Rises But US Still Expected To Grow In Q2
7 months ago

Extremely well covered.  Thank you Jim Picerno.  I'm not sure that we won't get a technical recession and we'll probably weed out some companies with balance sheets too weak to survive a credit crunch.  But until supply outstrips demand, I don't see an actual classic recession with massive layoffs and an avalanche of reduced sales taking place.  Last quarter and possibly this quarter is a result of sticker shock holding off fulfillment of pent-up demand on a temporary basis.  Permanently, we should weather this storm by 2023 if not before.

Dividend-Yield Factor Offers Port In Equity Storm This Year
8 months ago

James Picerno

Absolutely correct James Picerno.  As I've written in my blog, some ETFs that have combined low volatility, high dividend yield, high solvency and relatively low valutations have actually managed positive returns year-to-date.  Very few other non-single-industry, non-derivative and non-inverse ETFs have managed to do this. 

In this article: SPY, VYM
Market Forecasts For 4th Quarter 2021 And Beyond
1 year ago

I did not list in the Tickers covered portion 3 stocks mentioned in the article with purchase recommendations: AMC Entertainment ($AMC), Intella Theraputics ($NTLA) and SolarEdge Tech. ($SEDG).  Please excuse the oversight.  All the reports are available free of charge.

In this article: QQQ, IVV, IWD, IWF, IWM, MDY, AMC, SEDG, NTLA
Deep-Value ETF Report: Wednesday, June 16
1 year ago

Terrific analysis Jim. Defining Value or Deep Value is always subject to interpretation and forensic accounting adjustments but this is a very good documentation of the overall trend this year. I just posted a blog here in TalkMarkets today on the ETFs in the Consumer Staples Sector. They are not Deep Value but is less susceptible to downturns and sudden idiosyncratic jolts.. Those fearing a market reversal rather than just a rotation while remaining invested in US Stocks may wish to check it out in my feed.

Jim, it is always a pleasure to read your updates.

Reviewing Market Signals As Warnings Increase
1 year ago

Since we're discussing seasonality and to bolster your point, Dr. Duru, September has been the worst average monthly return month of the year, so if one adopts a more defensive posture in August, maintaining it through September probably makes sense. Historically turbulent October is a more complicated issue because the turbulence has run both ways. It has been a month of crashes in some years and big upward moves in others.

In this article: SPX, VIX
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STOCKS I FOLLOW

AAPL Apple Inc.
BDCS UBS ETRACS Wells Fargo Busn Dev Co ETN
CMTBX Columbia Masters International Equity Portfolio
DIS The Walt Disney Company
DPMZX Dreyfus Connecticut Fund Class Z
EDOG ALPS Emerging Sector Dividend Dogs ETF
EXWAX Manning & Napier Fd Inc.World Opportunities Srs
F Ford Motor Company
FMC FMC Corporation
GBKNF GRAUBUENDNER KANTONA
GIS General Mills Inc.
GUARY GUARANTY TR 144A BK
HGSD WisdomTree Global Hedged SmallCp Div ETF
JBLU JetBlue Airways Corporation
K Kellogg Company
LUV Southwest Airlines Co.
MCD McDonald's Corporation
MDY MidCap SPDRs
MO Altria Group Inc.
MRAIF MRC Allied Inc
PBP PowerShares S&P 500 Buy Write Portfolio
PCEF PowerShares Exchange-Traded Fund Trust II
PGSMX Putnam U.S. Government Income Trust Class M
QQQ PowerShares QQQ Trust Series 1
RYL Ryland Group Inc.
SBIO ALPS Medical Breakthroughs ETF
SDOG ALPS ETF Trust
TM Toyota Motor Corporation
TSLA Tesla Motors Inc.
VEU Vanguard FTSE All-World ex-US ETF
VPU Vanguard Sector Index Funds
VRCC VERTICAL COMMUNICATN
VRIRX Van Kampen 2050 Retirement Strategy Fund Class R
VTI VANGUARD TOT STK MKT ETF
VWO Vanguard FTSE Emerging Markets ETF
WDFC WD - 40 Company
WSM Williams-Sonoma Inc.
XBI SPDR S&P Biotech ETF
XMPT Market Vectors ETF Trust
XOP SPDR S&P OILGAS EPL ETF
XSVCX Firsthand Technology Value Fund Inc
YYY YieldShares High Income ETF
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American Values-Driven ETFs
A different "flavor" of ESG ETFs targeting more Conservative visions of the greater good of mankind and/or America has been available for awhile. I feature six such funds; 4 had superior returns in recent downturn. The question is why most Conservative and Christian investors never heard of them.

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