AMOM News and Press, QRAFT AI Enhanced U.S. Large Cap Momentum ETF From 06/16/22

From the November peak to the recent trough, U.S. large cap growth stocks lost more than 30%, a decline on par with the pandemic induced bear market. Growth is still trailing the S&P 500 by roughly 10% and nearly 17% versus comparable value indexes. As economic growth slows, i...

Pool Corporation is the world's largest distributor of swimming pool supplies and equipment. Since 2017, revenue has grown at a 17.4% CAGR, with earnings and cash from operations growing at 36% and 14.5% annualized rates. Valuation multiples have receded significantly, due to the ...

Matador has been growing reserves, production, and cash flow. The company is trading at a discount to peers. We think risk-tolerant investors could see 30% appreciation based on fundamentals. We rate MTDR as a BUY. For further details see: Matador Resources: Possible...

Southwestern Energy has increased its footprint in the Haynesville natural gas basin through $4.5 billion in M&A transactions during 2021. The investments are showing quantifiable results, with a 58% YoY production volume growth in the MRQ driven by Haynesville. The company is...

Growth stocks are under acute pressure as rising interest rates change the dynamics that drive equity valuations. Market corrections are always painful, but investors in growth equities have suffered a particularly harsh blow this year. This year’s market correction reflect...

MSCI U.S. Growth has underperformed its Value counterpart by 16% in the first 4 months of 2022 and had a tough end to 2021 as well. The fact that growth traps are more painful than value traps is, in one sense, not really a surprise. Value stocks are already companies that investors d...

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

Latham Group timed its public offering well this time last year. The company saw great operating momentum, but I was puzzled given the premium valuation awarded to the business at a great point in time already. With shares down a great deal, now trading at a high single-digit terr...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Target Corporation lowered its guidance for fiscal 2022 during its latest earnings update on May 18, which saw shares of TGT plummet during normal trading hours. In our view, Target remains a free cash flow generating powerhouse, and management will likely do whatever it takes to pres...