This monthly article series provides a top-down analysis of the healthcare sector based on industry metrics focusing on value, quality, and momentum. It may also help analyze ETFs like Health Care Select Sector SPDR ETF (Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-en ...

Group 1 - The S&P 500 Index and Nasdaq reached new all-time highs in June, surpassing previous highs from February, primarily driven by strong performance in the technology sector [2] - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8%, catering to both active and passive investors [2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs) [2] Group 2 - The community associated with the CEF/ETF Income Laboratory consists of over a thousand members focused on income investment strategies [2] - The majority of holdings in the portfolios are monthly-payers, which aids in faster compounding and smoothing income streams [2] - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on CEFs and ETFs [3]

Tesla, Inc. (NASDAQ: TSLA ) is a large market capitalization consumer discretionary company largely known for its clear leadership in the electric vehicle space. However, my message isn't about the fact that the company redefined the EV market, evolving from a minute startupRobin Hannoun, CFA is a Senior Investment Analyst at Valued Wealth Management, with a Master of Finance from HEC Paris and a Master of International Business from the University of Florida. He holds bachelor’s degrees in Finance and Econ ...

Bob Elliott, Unlimited’s CEO & CIO and Todd Sohn, Technical Strategist at Strategas Securities sit down with CNBC’s Dominic Chu to discuss how ETF investors are using what have traditionally been hedge fund strategies, as they navigate earnings season in the second half of the year. ...

Bob Elliott, Unlimited’s CEO & CIO and Todd Sohn, Technical Strategist at Strategas Securities join CNBC’s Dominic Chu to discuss how hedge fund strategies are entering the ETF marketplace, and how it could be a new opportunity for investors looking to diversify their money. ...

Group 1 - The author transitioned from individual stock analysis to exploring ETFs due to the extensive work required for managing multiple positions [1] - The author developed analytical tools and screening techniques to facilitate ETF investments [1] - The author emphasizes a mathematical approach to investing, believing that numbers should guide investment decisions [1] Group 2 - The author expresses skepticism towards sell-side analysis, considering it generally poor quality [1] - The author shares insights on value stocks with growth potential across various market capitalizations, including large caps, midcaps, small caps, international stocks, gold miners, and REITs [1] - The author utilizes hedging strategies but prefers ETFs that align with those needs [1]

Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [2] - The service provides managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers for faster compounding and smoother income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]

Group 1 - The article emphasizes the potential of 10% yielding income investments to significantly enhance portfolio performance and retirement plans [1] - Achieving a sustainable 10% yield reduces the reliance on growth for financial success [1] - The company has released its latest top investment picks for July 2025, suggesting a timely opportunity for investors [1] Group 2 - The company invests substantial resources, including thousands of hours and over $100,000 annually, into identifying profitable investment opportunities [2] - This research approach has garnered over 180 five-star reviews from satisfied members, indicating a strong track record of success [2] - The company encourages potential investors to join and start maximizing their returns through high-yield strategies [2]

Industry Overview - The Zacks Consumer Products – Staples industry is facing challenges due to elevated living costs affecting household budgets, leading to cautious consumer spending and pressure on sales [1] - Companies in this industry are also dealing with increased raw material costs and higher selling, general, and administrative (SG&A) expenses [1] Demand and Strategies - Despite the challenges, demand for essential consumer products remains strong, with industry leaders like Procter & Gamble, Colgate-Palmolive, Church & Dwight, and Grocery Outlet employing strategies focused on innovation, cost efficiency, and digital transformation to sustain growth [2] Trends Impacting the Industry - The industry is experiencing rising costs in raw materials, labor, and transportation, which are negatively impacting profit margins [4] - Increased SG&A expenses and investments in digital transformation and marketing are further straining profitability [4] - Consumer spending volatility is evident, particularly among lower-income households, due to rising living expenses and declining personal savings, which dampens purchasing power [5] Revenue Optimization - Companies are refining operations to optimize revenue generation, focusing on enhancing e-commerce and digital initiatives, and innovating to meet evolving consumer demands [6] - Strategic acquisitions and divestitures are being pursued to concentrate on high-growth areas [6] Industry Performance and Valuation - The Zacks Consumer Products – Staples industry ranks 144, placing it in the bottom 41% of over 246 Zacks industries, indicating dull near-term prospects [7][8] - The industry has underperformed compared to the S&P 500 Index and the broader Consumer Staples sector over the past six months, gaining only 1.5% compared to the S&P 500's 5.3% and the sector's 10.5% [11] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.13X, lower than the S&P 500's 22.63X and the sector's 17.32X [14] Company Highlights - **Colgate-Palmolive**: Focused on effective pricing strategies and productivity initiatives, with a Zacks Rank 2. The consensus estimate for its current fiscal-year EPS has increased by 1.7% to $3.66 [17][18] - **Grocery Outlet**: Employing a balanced growth strategy with a focus on e-commerce and private-label offerings, holding a Zacks Rank 2. The EPS estimate remains at 74 cents, indicating a decline of 3.9% from the previous year [21][22] - **Procter & Gamble**: With a Zacks Rank 3, the company emphasizes sustainability and adaptability, maintaining an EPS estimate of $6.78, suggesting a growth of 2.9% from the year-ago period [25][26] - **Church & Dwight**: Also holding a Zacks Rank 3, the company is focused on innovation and digital expansion, with an EPS estimate of $3.48, reflecting a growth of 1.2% from the previous year [29][30]

Launched on 05/08/2007, the First Trust Consumer Discretionary AlphaDEX ETF (FXD) is a smart beta exchange traded fund offering broad exposure to the Consumer Discretionary ETFs category of the market.What Are Smart Beta ETFs?For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.Investors who believe in market efficiency should consider market cap indexes, as they ...