PYZ News and Press, Invesco DWA Basic Materials Momentum ETF From 04/05/21

This is a giant bill, and only 39% of it is for infrastructure. Another 29% is industrial policy, the rest housing, healthcare and labor policy. I provide a detailed breakdown of the bill and the macro context behind it. Opportunities abound. I will follow up in the coming week wi...

On a year to date basis, again, energy is the top-performing sector up 31.7% followed by financials, communication services, industrials and materials. Year to date, technology continues to slip in performance and is now negative for the year down .7%. The economic data also suppo...

The Basic Materials sector ranks third in Q1'21. Based on an aggregation of ratings of the 156 stocks in the Basic Materials sector. FMAT is our top-rated Basic Materials sector ETF, and VMIAX is our top-rated Basic Materials sector mutual fund. For further details see: ...

In a typical quarter, year-over-year (YoY) growth expectations decline by an average of 3.6 percentage points (ppts) from the start of the quarter to the start of earnings season. However, 20Q4 YoY earnings have increased by 1.5 ppts over this period to -10.3% by Jan. 1, 2021. Con...

OIS Can Be A Slow Gainer The oilfield services industry is going through a bloodbath as energy demand forecasts are moving south while the production is slated to flood the market in the short term. In the current dynamics, Oil States International ( OIS ), apart from the commercialization...

Eldorado Gold ( EGO ) released its guidance for 2020 on the 20th February. I analyse the guidance below. My conclusion is that the company is still substantially undervalued. The company operates gold mines in Turkey, Greece and Canada. They also have undeveloped assets in Brazil, Romania an...