FEVR News and Press, Inspire Faithward Large Cap Momentum ESG ETF From 07/04/22

For a decade, investors chased growth stocks, but now they won't touch them; will a recession and falling rates bring them back? Growth stocks are all about the future, and the CRSP Growth Index contains nothing about valuation. Young growing companies often have negative cash flow an...

Earnings for the S&P 500, according to Howard Silverblatt’s work at S&P, are expected to rise 7.7% in 2022. Growth stocks were grossly overvalued going into that bear market and they took the brunt of the damage. Real estate did well last week with rates falling bac...

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 ...

Cadence Design Systems is a great and well-positioned company, benefiting from multiple secular growth trends. I like the positioning of the business, as momentum is red-hot amidst shortages in the semiconductor industry. Shares have done really well in recent years, for obvious r...

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...