Core Viewpoint - The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a significant player in the Mid Cap Value segment of the US equity market, with over $8.30 billion in assets, making it one of the larger ETFs in this category [1]. Group 1: Mid Cap Value Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, typically offer higher growth prospects than large cap companies while being less volatile than small cap companies, providing a stable and growth-oriented investment [2]. - Value stocks are characterized by lower price-to-earnings and price-to-book ratios, but they also exhibit lower sales and earnings growth rates compared to growth stocks. Historically, value stocks have outperformed growth stocks in nearly all markets, although growth stocks tend to perform better in strong bull markets [3]. Group 2: Costs and Performance - The annual operating expenses for SDVY are 0.59%, which is relatively high compared to other ETFs in the space. The ETF has a 12-month trailing dividend yield of 2.07% [4]. - SDVY aims to match the performance of the NASDAQ US Small Mid Cap Rising Dividend Achievers Index, which includes 100 small and mid-cap companies known for raising their dividends [7]. - As of July 22, 2025, SDVY has returned approximately 1.12% year-to-date and 3.84% over the past year, with a trading range between $29.52 and $40.33 in the last 52 weeks. The ETF has a beta of 1.09 and a standard deviation of 21.43% over the trailing three-year period, indicating effective diversification with about 185 holdings [8]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 32.40% of the portfolio, followed by Industrials and Consumer Discretionary [5]. - Woodward, Inc. (WWD) represents approximately 1.11% of total assets, with the top 10 holdings accounting for about 10.12% of total assets under management [6]. Group 4: Alternatives and Market Position - SDVY holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Mid Cap Value segment [10]. - Alternatives in the market include the iShares Russell Mid-Cap Value ETF (IWS) with $13.49 billion in assets and an expense ratio of 0.23%, and the Vanguard Mid-Cap Value ETF (VOE) with $18.07 billion in assets and a lower expense ratio of 0.07% [11].

Core Viewpoint - The stock price of Lumen Technologies, Inc. (NYSE: LUMN) has declined by 14% since the previous Buy thesis, indicating that the investment has not yet yielded positive results [1]. Company Overview - Lumen Technologies operates in the telecommunications sector, focusing on providing various services to its customers. The company has been under scrutiny due to its stock performance and market perception [1]. Investment Strategy - The investment philosophy emphasizes thorough research and a long-term perspective, aiming to uncover promising stocks that may not be widely recognized in the market [1]. Market Position - The company is positioned within a competitive landscape, and its performance is closely monitored by investors looking for value and growth opportunities [1]. Analyst's Position - The analyst holds a beneficial long position in Lumen Technologies shares, indicating a personal investment interest in the company's future performance [2].

Core Viewpoint - The Invesco RAFI US 1000 ETF (PRF) is designed to provide broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and a focus on stable, lower-risk investments [1][2]. Group 1: Fund Overview - The Invesco RAFI US 1000 ETF was launched on December 19, 2005, and has accumulated over $7.83 billion in assets, making it one of the larger ETFs in its category [1]. - The ETF targets companies with a market capitalization above $10 billion, which are generally considered stable with more reliable cash flows compared to mid and small cap companies [2]. Group 2: Investment Characteristics - Value stocks, which the ETF primarily invests in, typically have lower price-to-earnings and price-to-book ratios, as well as lower sales and earnings growth rates [3]. - Historically, value stocks have outperformed growth stocks in most markets, although they may underperform during strong bull markets [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.33% and a 12-month trailing dividend yield of 1.76%, which is competitive within its peer group [4]. - As of July 17, 2025, the ETF has returned approximately 6.18% year-to-date and 8.97% over the past year, with a trading range between $35.77 and $43.05 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 21.80% of the portfolio, followed by Information Technology and Healthcare [5]. - Microsoft Corp (MSFT) represents about 2.39% of total assets, with the top 10 holdings accounting for approximately 19.42% of total assets under management [6]. Group 5: Risk Profile - The ETF has a beta of 0.91 and a standard deviation of 15.22% over the trailing three-year period, indicating a medium risk profile [8]. - With around 1,092 holdings, the ETF effectively diversifies company-specific risk [8]. Group 6: Alternatives - The Invesco RAFI US 1000 ETF has a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9]. - Alternative ETFs in this space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have larger asset bases and lower expense ratios [10]. Group 7: Conclusion - Passively managed ETFs like the Invesco RAFI US 1000 ETF are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

Core Viewpoint - Investors are evaluating the value propositions of Lloyds (LYG) and DBS Group Holdings Ltd (DBSDY) to determine which stock offers better value at present [1]. Valuation Metrics - Both LYG and DBSDY currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3]. - LYG has a forward P/E ratio of 10.49, while DBSDY has a forward P/E of 12.12, suggesting LYG may be undervalued compared to DBSDY [5]. - The PEG ratio for LYG is 0.86, indicating a favorable valuation when considering expected EPS growth, whereas DBSDY has a significantly higher PEG ratio of 7.72 [5]. - LYG's P/B ratio stands at 1.03, compared to DBSDY's P/B of 1.98, further supporting LYG's position as a more attractive value option [6]. Value Grades - LYG has a Value grade of B, while DBSDY has a Value grade of D, indicating that LYG is perceived as a superior value investment based on the analyzed metrics [6].

Core Insights - Investors in the Medical - Biomedical and Genetics sector may consider Incyte (INCY) and Techne (TECH) for potential value investments [1] Valuation Metrics - Incyte has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Techne has a Zacks Rank of 4 (Sell) [3] - Incyte's forward P/E ratio is 11.80, significantly lower than Techne's forward P/E of 24.67, suggesting that Incyte may be undervalued [5] - Incyte's PEG ratio is 0.47, compared to Techne's PEG ratio of 2.17, indicating better expected earnings growth relative to its valuation [5] - Incyte has a P/B ratio of 3.6, while Techne's P/B ratio is 4.03, further supporting Incyte's valuation attractiveness [6] - Incyte's overall Value grade is A, while Techne's Value grade is C, highlighting Incyte's superior valuation metrics [6] Earnings Outlook - Incyte is noted for its improving earnings outlook, which enhances its attractiveness as a value investment compared to Techne [7]

Launched on 03/03/2005, the Invesco S&P MidCap Value with Momentum ETF (XMVM) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market. The fund is sponsored by Invesco. It has amassed assets over $268.40 million, making it one of the average sized ETFs attempting to match the Mid Cap Value segment of the US equity market. Why Mid Cap Value Mid cap companies have market capitalization between $2 billion and $10 billion. They usuall ...

Group 1 - The stock market is reaching new highs, prompting a shift towards value stocks, particularly focusing on "fallen angels" that have lost popularity [1] - The analyst has extensive experience in technology companies, having worked on Wall Street and in Silicon Valley, and has been advising seed-round startups [1] - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, with articles syndicated to popular trading apps like Robinhood [1]

Market Outlook - The market is on pace to open at records, with a generally bullish outlook on stocks [1] - Diversification is key, with a preference for owning growthier value and "garbier" growth stocks, focusing on dividend growers rather than just payers [2] - The US market is favored, with an overweight position, but exposure to developed international and emerging markets is maintained [2] - Equities are viewed favorably, with a suggestion to overweight equities and have some exposure to fixed income for traditional diversification [3] Sector Focus - Consumer discretionary is a sector of interest, highlighted by Nike's earnings [4] - Despite Nike beating low earnings expectations, issues like a billion-dollar tariff expense and supply chain problems are flagged, with sales expected to be lower [5] - The American consumer is seen as remarkably resilient due to strong job market, supporting the consumer discretionary sector [6] Monetary Policy & Risk - Concerns about a "shadow Fed president" are considered less significant, as diverse opinions already exist within the Federal Reserve [7] - The Federal Reserve's independence is crucial, and potential commentary from other channels should be viewed in light of Jerome Powell's stance [8] - Expectation of rate cuts, potentially starting in September and with another 100 basis points (1%) removed by the end of the year from the monetary policy elevation since March 2022 [8][9]

Group 1 - The Conservative Income Portfolio targets value stocks with high margins of safety and aims to reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - Sunbelt is noted to be lagging behind other regions in terms of fundamentals [1] Group 2 - Trapping Value is a team of analysts with over 40 years of combined experience in generating options income and focusing on capital preservation [2] - The Conservative Income Portfolio is run in partnership with Preferred Stock Trader and features two income-generating portfolios along with a bond ladder [2]

Core Insights - Investors in the Medical - Biomedical and Genetics sector may consider Kamada (KMDA) and Acadia Pharmaceuticals (ACAD) for potential value investments [1] - A strong Zacks Rank combined with a high Value category grade is identified as an effective strategy for finding value stocks [2] Valuation Metrics - Kamada has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Acadia Pharmaceuticals has a Zacks Rank of 3 (Hold) [3] - Kamada's forward P/E ratio is 21.64, significantly lower than Acadia's forward P/E of 45.77, suggesting Kamada may be undervalued [5] - Kamada's PEG ratio is 0.87, compared to Acadia's PEG ratio of 4.87, indicating better expected earnings growth relative to its price [5] - Kamada's P/B ratio is 1.63, while Acadia's P/B ratio is 4.99, further supporting Kamada's valuation advantage [6] - Based on these metrics, Kamada earns a Value grade of A, while Acadia receives a Value grade of C, positioning Kamada as the superior value option [6]