by Leslie N. Masonson, MBA Over the years, investors searching for dividends only had a few choices such as mutual funds and individual securities. With the advent of ETFs and their tremendous growth over the past 30 years, investors now have another alternative that may be the best of all. ETFs provide investors with [...]
By Leslie N. Masonson, MBA HCI Group, Inc. (NYSE:HCI), was incorporated in 2006 in Tampa, Florida where it is currently headquartered. It has $507 million in annual sales and a market capitalization of $737 million with 578 full-time employees. The company was formerly known as Homeowners Choice, Inc. and changed its name to HCI [...]
by Leslie N. Masonson, MBA This is the third part of a series on ETF Momentum investing with the last two articles published on this blog on November 11 and 18, respectively. The first article was an introduction to ETF momentum investing, while the second article provided ETF multi-year performance over four time periods. [...]
By Leslie N. Masonson, MBA Amphastar Pharmaceuticals Inc. (NASDAQ:AMPH), is a bio-pharmaceutical firm, that develops, manufactures, markets, and sells generic and proprietary injectable, inhalation, and intranasal products to its customers in the United States, China, and France. The company was incorporated in 1996 in Rancho Cucamonga, California where it is currently headquartered. It has [...]
by Leslie N. Masonson, MBA The previous article provided an introduction to momentum investing. The key question on investors’ minds is how well have momentum ETFs performed since their inception, compared to common benchmarks. Initially, a handful of these ETF came to market in 2005-2006, and then many more joined the category. I used [...]
By Leslie N. Masonson, MBA Stride Inc. (NYSE:LRN), a technology-based education services company was incorporated in 2000 in Reston, Va. where it is currently headquartered. The company was formerly known as K12 Inc., but changed its name to Stride, Inc. in December 2020. It has $1.89 billion in annual sales and a market capitalization [...]
by Leslie N. Masonson, MBA Investors and traders are always on the lookout for an edge that can provide market beating returns over specific 3- to 12- month periods, the most common length of market momentum, before the trend reverses. That has always been and will always be a challenge that is difficult to [...]
By Leslie N. Masonson, MBA Weatherford International plc (WFRD), a Nasdaq-listed company, was incorporated in 1972 in Houston, Texas, where it is currently headquartered. It has $4.98 billion in annual sales and a market capitalization of $6.9 billion. The Company operates in 75 countries with 18,000 full-time employees in 335 operating locations. Weatherford may [...]
by Leslie N. Masonson, MBA Last week’s article focused on the basics of thematic ETF investing with a data table of the earliest providers of that ETF category. The two questions to be answered in this article are: Are any of these 246 ETFs worthwhile to invest in? If so, what allocation should be [...]
By Leslie N. Masonson, MBA ServiceNow (NOW), a NYSE-listed company, became public in 2004 in Santa Clara, California, where it is currently headquartered. It has $8.5 billion in annual sales and a market capitalization of $124.4 billion. ServiceNow added more than 2000 workers over the past year and projects sales growth of over 20% [...]
