RTM News and Press, Invesco S&P 500 Equal Weight Materials From 01/24/23

Summary Dividend growers have outperformed the broad market in the last several quarters. Investors' demand for decent free cash flow generators has helped many value stocks. FMC Corporation is expected to have higher dividends in the next two years while boasting impressive EPS adv...

Summary Mining/metals is the best-ranked industry in value and quality scores. Construction materials look attractive too. IYM fast facts. 4 stocks cheaper than their peers in January. This monthly article series shows a dashboard with aggregate industry metrics in mat...

Summary Stocks outside large cap tech are outperforming. Markets outside the U.S. are turning around and in some cases near breakout to all time highs. Slowing economy, high interest rates, and the Federal Reserve remain headwinds. Let’s review charts as they descri...

Summary Global business conditions worsened in the penultimate month of the year according to the JPMorgan Global Composite PMI, compiled by S&P Global. New order expansions were seen in merely three of the 21 sectors tracked by the global PMI - software & services, pharmaceutic...

Summary All subsectors are undervalued relative to 11-year averages. Mining/metals is the most attractive one, followed by construction materials. FMAT, an alternative to XLB. 7 stocks cheaper than their peers in October. This monthly article series shows a dashb...

Summary We expect macro headwinds will continue to pressure U.S. corporate earnings in the coming months. We expect earnings expectations to decline as multinational firms realize foreign exchange headwinds that accelerated over the past year. Investors can avoid undue interna...

Summary Mining/metals and construction materials are undervalued relative to 11-year averages. MXI, a global alternative to XLB. 7 materials stocks cheaper than their peers in September. This monthly article series shows a dashboard with aggregate industry metrics in...

Summary We believe that cash flow and debt sustainability are likely to become increasingly important as real economic growth slows and credit access tightens. Cash flow provides a link between a company’s income statement and their balance sheet. Focusing on the Russel...

Mining/metals and construction materials are undervalued relative to historical averages. Fast facts on VAW, an alternative to XLB. 8 stocks cheaper than their peers in August. This monthly article series shows a dashboard with aggregate industry metrics in materials. It...

VHI posted strong Q2 2022 results, beating the market EPS and revenue estimates. The company saw 20% jump in revenue and a 30% increase in net income compared to Q2 2021. I assign a buy rating for the company after considering attractive valuation and strong quarterly results. ...