PDP News and Press, Invesco DWA Momentum ETF From 06/27/22

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...

Alcoa is facing a tough market, affected by inflationary pressures and the associated interest rate increases. The company has made good steps in controlling their production cost and is transitioning rapidly into "greener" aluminum products. Despite aluminum prices expected to fa...

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...

2.3% dividend yield is expected to surge in 2023, estimated Fair Value of $96. Significant geo-diversified tier-one profile of assets, making it one of the largest producers of raw hydrocarbon fuels in North America. Mounting a stunning efficiency campaign that has seen a 50% redu...

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...

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...

Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...