Leading Investment Trends (7/17)

If you listen to Vanguard and Jim Cramer, you may get confused between investing in active or passive ETFs, and/or individual stocks. While Warren Buffet and David Swensen both strongly prefer passive ETF growth portfolios, none of these resources have even begun to report the extraordinary value in leveraged income and growth strategies.

At ETF PM, the investable benchmark portfolios provide leading solutions for the four primary investor risk profiles: income, income and growth, growth, and aggressive growth. In many respects, these innovative portfolios have been far more attractive than traditional ETF growth portfolios and/or individual stocks.

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Earning Preview: What To Expect From Google On Monday

Adam Sarhan, 7/24/17

Alphabet Inc is scheduled to release earnings after Monday’s close. The stock (I am using GOOGL, not GOOG, for this article) just hit a record high of $1008.61/share and is trading near $994. The stock is prone to big moves after reporting earnings and can easily gap up if the numbers are strong. Conversely, if the numbers disappoint, the stock can easily gap down. To help you prepare, here is what the Street is expecting:

Earnings Preview: 

Alphabet is expected to report $8.17/share on $20.83 billion in revenue. Meanwhile, the so-called Whisper number is $8.30. The Whisper number is the Street’s unofficial view on earnings.

What The Pros Are Saying:

David Kreinces, Portfolio Manager at ETF PM said via email, “At ETF PM, our view is that Alphabet (GOOGL) stock is not currently strong enough given their size and company specific risk. Compared to the Nasdaq 100 (QQQ), or Facebook (FB), both of those securities exhibit far better risk adjusted price momentum. Still, technology is a leading trend currently, and the Nasdaq 100 (QQQ) is a most attractive holding. It is very impressive to note that the 3x Nasdaq 100 ETF (TQQQ) gained 54% in the first half of 2017, while the unlevered Nasdaq 100 (QQQ) increased by 17%, both well ahead of the S&P 500 gain of just 9%.”

Click here for the full article.

 

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