VFH News and Press, Vanguard Financials From 05/18/22

With more than 30% upside potential, WFC is a buy at prices around $45. The ongoing war in Ukraine, the pandemic, and most importantly, the uncertain monetary policies of the US Federal Reserve may keep WFC undervalued for now. Wells Fargo is likely to see an increase in credit lo...

Marsh & McLennan is the top insurance broker and a rare example of a successful serial acquirer. Margins have expanded impressively in the last decade, overcoming a soft insurance market most of the time. The insurance market has improved lately, and premium pools are expected...

The market reaction to SoFi’s Q1’22 earnings card is wildly overblown. SoFi added more than 400 thousand customers to its consumer platform in the last quarter. While platform growth and member acquisition may be moderating, SoFi is on track to add millions of new us...

Citigroup’s first quarter profits declined 46% YoY due to rising credit losses. Recently, the yield curve inverted. Yield curve inversions often, but not always, point to a recession. For further details see: Citigroup: A Value Trap

Eight NC 2000 sectors saw an increase in trailing FCF yield from 3/31/21 to 3/11/22. With a 5.9% FCF Yield, investors are getting more FCF for their investment dollar in the Basic Materials sector than any other sector as of 3/11/22. The Basic Materials, Financials, Healthcare, In...

MSCI announced proposed changes to its sector and subsector hierarchies last year and has just finalized the changes its stakeholders approved. Us and ex-US Stocks currently in the Information Technology Data Processing and Outsourced Services Sector are being moved to three different...

Inflation is now well over the Fed's preferred level of 2% and promises to remain overheated during the remainder of 2022. So the question becomes what categories of ETFs (or even mutual funds) an investor should consider owning in order to avoid the generally poor returns that inflat...

Inflation expectations have kept the Federal Reserve center stage as they commenced their interest rate rising cycle in March. The war in Ukraine and Omicron’s spread in China impacted inflation and supply chains differently, but both delay supply chain normalization. Regar...

Vanguard Financials ETF (VFH) - $0.4072. 30-Day SEC Yield of 1.75% as of Feb. 28. Payable Mar 29; for shareholders of record Mar 25; ex-div Mar 24. For further details see: Vanguard Financials ETF declares quarterly distribution of $0.4072

Interest rates are on the rise. To combat high inflation, central banks in Canada and the U.S. recently raised their policy rates, with both going from 0.25% to 0.50%. At least another four rate hikes are anticipated throughout 2022, in an attempt to bring inflation back down to a 2% target...