Marc Gerstein Blog | Talkmarkets | Page 1

Marc Gerstein

Director of Research, Chaikin Analytics
Contributor's Links: Chaikin Analytics PortfolioWise Actiquant

Marc Gerstein (Twitter: @MHGerstein), Director of Research at Chaikin Analytics, is an oddball sort of quant. He has long specialized in rules/factor-based equity investing strategies and has been addicted to stock screening since the days ... more

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Latest Posts
1 to 16 of 125 Posts
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Why I Don’t Expect A Value-Crash In Future-FANMAG Type Stocks
Saturday, July 18, 2020 4:15 AM EDT
If stock valuation was about nothing more than looking at ratios, a first-grader would be an expert. But many investors are loath to even consider moving beyond a simple high-to-low ratio sort.
In this article: , QQQ, AAPL, AMZN, GOOG, MSFT, FB, GOOGL
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Evaluating The Efficacy Of The Model That’s Flashing Green On Many 2040-FANMAG Themed ETFs
Monday, July 6, 2020 12:25 AM EDT
My goal today is to explore the nature and current efficacy of the model we use to rate these ETFs.
In this article: LIT, GAMR, BFIT, MOO, PIO, ROBO, HACK, ITEQ, NFRA, IBUY, ESGG, PAWZ, UFO, CLOU, SMOG, ARKF, KARS, GIGE, DTEC, SPY
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Finding 2040’s FANMAG: Thematic ETFs For Long-Term Portfolios
Thursday, June 25, 2020 10:05 PM EDT
benefiting
In this article: DIS, AAPL, AMZN, MSFT, NFLX, FB, GOOGL, ESGG, DTEC, LIT, GAMR, BFIT, MOO, PIO, ROBO, HACK, ITEQ, NFRA, IBUY, PAWZ, UFO, CLOU, SMOG, ARKF, KARS, GIGE
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Fixed Income ETFs Can Work For Retirees Who Aim For The Sweet Spot Between No Yield And Mega Risk
Thursday, June 11, 2020 4:53 AM EDT
Fed Chair Jerome Powell may be a Godsend to the COVID-19-era financial markets, but to retirees, he’s the Scrooge-like boss that keeps pushing wages down toward what has to seem like starvation levels.
In this article: SKOR, AGG, LQD, FLCO, LDUR
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Don’t Get Ambushed By The FANG/FANMAG Factor!
Wednesday, May 27, 2020 4:18 PM EDT
With the rise of FANMAG as the dominant names, a lot of ETFs, which are market cap weighted, have become proxies for FANMAG. FANMAG-proxy ETFs can work if you are bullish about the big-name stocks. That said, you need not make a snap judgment.
In this article: SPY, AAPL, AMZN, MSFT, NFLX, FB, GOOGL
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Be Creative When Searching For Growth, Lest You Just Wind Up With Empty Glamour
Sunday, May 10, 2020 4:22 PM EDT
To be filled if approvedJust because a style-classification scheme has been in unquestioned use for decades doesn’t mean it provides genuinely helpful information to investors. Growth cannot now, or ever, be avoided by equity investors.
In this article: VUG, SYG, JKH, FNY, FAD Also: AAPL, AMZN, MSFT, NFLX, FB, GOOGL, PCTY, EVBG
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Utility ETFs: Snooze Fest Or Comfort Food?
Thursday, April 16, 2020 6:04 AM EDT
Of the three kinds of equity ETFs advisers can tap to generate yield, Real Estate is, on average, tops in terms of yield, the general Dividend ETF category is number two, and Utilities come in third.
In this article: XLU, JHMU, RYU, PUI
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Bullish, Bearish, Perplexed, Doesn’t Matter — Stay In Shape
Sunday, April 12, 2020 6:47 PM EDT
We’re now going through the hard part of the stock-market crash. The relentless downward momentum has eased and we’ve even seen some rallies, not to mention, indications, that the coronavirus curve, is, in fact, leveling.
In this article: SPX Also: BIO, FN, EGAN, ARNA, INCY, MASI, DIOD, IBKR, SNPS, SPY
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Dividend ETFs: Anomalies Are Great, So Long As They Aren’t Mirages
Saturday, April 11, 2020 1:00 AM EDT
With market interest rates still historically low and many investors and advisory clients needing income, the quest for yield can’t easily be abandoned. That adds pressure to turn over more rocks looking for potential traps.
In this article: DLN, DVY, FDL, FVD, DGRW, DIV, SPYD, CDC
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Why Your Supposedly-Stable Fixed-Income ETF Fell Off A Cliff
Wednesday, March 25, 2020 2:10 AM EDT
Interest rates have been going down — that means fixed income prices should be going up. But even when rates rise, fixed income is supposed to be the stable asset class.
In this article: MINT, HYG, AGG
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Searching For Interesting Unsung ETFs
Sunday, October 27, 2019 2:01 PM EDT
If you’re into ETFs, you obviously know about the standard options like SPY and IWM. But what about the world of non-generic ETFs? Let's take a closer look...
In this article: JPUS, QDEF, FXO, DHS
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Invest Like You're On Tinder: Be Quick To Swipe Left
Saturday, August 17, 2019 12:19 AM EDT
In the stock market, notwithstanding the readily accessible data and the multitude of tools and techniques we can use to analyze it all, the single best thing many can do to control risk is, metaphorically speaking, to just swipe left and move on.
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Accenture: A Bold Claim Supported By Evidence
Monday, August 5, 2019 3:39 AM EDT
In a stock market obsessed with FAANG stocks and so-called “unicorn” IPOs, investors should love where Accenture is headed.
In this article: ACN
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Mr. Market Likes These 10 Good-Yielding Reasonable-Risk REITS. Should You?
Tuesday, June 18, 2019 9:20 AM EDT
Real Estate Investment Trusts (REITs) are great for income and asset-class diversification. Here are 10 REITS worth a closer look...
In this article: VNQ, INN, STAG, SRC, CORR, BRG, VER, DEA, RESI, CHCT
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Using Market Sentiment To Grab A Yield-Hunting Edge
Tuesday, May 28, 2019 7:21 PM EDT
Stereotypically, the typical equity-income investor is seen as a stodgy sort, someone who frets if a dividend payout ratio rises above, say 40% or if debt winds up accounting for more than half of a company’s capital.
In this article: GME Also: TGT, AMZN, GOOGL, UBER, LYFT, CL, SHW, IBM, T, AEP, TGT, GILD, CVX
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Warren Buffett Says Book Value Lost Its Relevance. “I Object!”
Wednesday, May 8, 2019 3:15 AM EDT
In the eyes of many, Book Value (BV), the metric traditionally favored by academicians as an anchor for the much revered albeit-lately-poorly-performing value factor, was sort-of pronounced dead on February 23, 2019.
In this article: BRK-B, AAPL, AMZN, GOOGL, IWV
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