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MTUM: $20B Momentum ETF Not The Best Choice In Its Category (BATS:MTUM)
Seeking Alphaยท 2025-11-22 03:05
Core Insights - The iShares MSCI USA Momentum Factor ETF (MTUM) has attracted nearly $20 billion in assets under management, but it is suggested that it may not be the best large-cap momentum ETF currently available [1] Group 1: ETF Analysis - The Sunday Investor focuses exclusively on U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The composite score from the ETF Rankings system ranges from 1 to 10, providing an easy-to-understand metric for investors [1] Group 2: Analyst Background - The Sunday Investor has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute, having completed all educational requirements for the Chartered Investment Manager designation [1] - The analyst is actively engaged in the comments section of articles and encourages interaction with readers [1]
MTUM: $20B Momentum ETF Not The Best Choice In Its Category
Seeking Alphaยท 2025-11-22 03:05
Core Insights - The iShares MSCI USA Momentum Factor ETF (MTUM) has attracted nearly $20 billion in assets under management, but it is suggested that it may not be the best large-cap momentum ETF currently available [1] Group 1: ETF Analysis - The Sunday Investor focuses exclusively on U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The composite score from the ETF Rankings system ranges from 1 to 10, providing an easy-to-understand metric for investors [1] Group 2: Analyst Background - The Sunday Investor has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute, having completed all educational requirements for the Chartered Investment Manager designation [1] - The analyst is actively engaged in the comments section of articles and encourages interaction with readers [1]
GigaCloud Technology Inc. (GCT) Is Attractively Priced Despite Fast-paced Momentum
ZACKSยท 2025-11-21 14:56
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...
Seacor Marine (SMHI) Is Attractively Priced Despite Fast-paced Momentum
ZACKSยท 2025-11-21 14:56
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead ...
Best Momentum Stock to Buy for Nov. 20th
ZACKSยท 2025-11-20 16:00
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Nov. 20th:Phibro Animal Health (PAHC) : This leading global diversified animal health and mineral nutrition company, which provides a broad range of products for food animals including poultry, swine, beef and dairy cattle and aquaculture, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.4% over the last 60 days.Phibro Animal Health's ...
Why OneMain Holdings (OMF) is a Top Momentum Stock for the Long-Term
ZACKSยท 2025-11-20 15:51
Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores are designed to complement the Zacks Rank, providing additional stock ratings based on value, growth, and momentum [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on their value, growth, and momentum characteristics, with higher scores indicating better chances of outperforming the market [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [4] - The Growth Score emphasizes a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [5] - The Momentum Score helps investors capitalize on price trends, using factors like one-week price changes and monthly earnings estimate changes [6] - The VGM Score combines the three Style Scores to identify stocks with attractive value, growth forecasts, and momentum [7] Zacks Rank and Style Scores Interaction - The Zacks Rank utilizes earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize returns [9] - Stocks with lower ranks, even if they have high Style Scores, may still face declining earnings forecasts, increasing the risk of price drops [10] Company Spotlight: OneMain Holdings - OneMain Holdings Inc. is a financial services company focused on consumer finance and insurance, previously known as Springleaf Holdings [11] - Currently rated 3 (Hold) by Zacks, OneMain has a VGM Score of A and a Momentum Style Score of B, with shares increasing by 4.7% over the past four weeks [12] - Recent analyst revisions have positively impacted earnings estimates for fiscal 2025, with the Zacks Consensus Estimate rising by $0.36 to $6.72 per share, alongside an average earnings surprise of +12.7% [12]
Why Qorvo (QRVO) is a Top Value Stock for the Long-Term
ZACKSยท 2025-11-20 15:40
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Sco ...
Best Momentum Stock to Buy for Nov. 19th
ZACKSยท 2025-11-19 16:01
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Nov. 19th:Tactile Systems Technology (TCMD) :This company, which is a medical technology company which develops medical devices for the treatment of chronic diseases at home, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current yearearnings increasing 29% over the last 60 days.Tactile Systems Technology's shares gained 80% over the last three month compared with th ...
Why Fast-paced Mover Canadian Solar (CSIQ) Is a Great Choice for Value Investors
ZACKSยท 2025-11-19 14:56
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or potential losses [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify suitable candidates [3] Group 2: Canadian Solar (CSIQ) Analysis - Canadian Solar (CSIQ) has shown significant recent price momentum, with a four-week price change of 75.4%, indicating strong investor interest [4] - Over the past 12 weeks, CSIQ's stock has gained 132%, with a beta of 1.35, suggesting it moves 35% more than the market [5] - CSIQ has a Momentum Score of B, indicating a favorable time to invest based on its momentum characteristics [6] Group 3: Earnings Estimates and Valuation - CSIQ has received upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is currently trading at a Price-to-Sales ratio of 0.30, suggesting it is undervalued, as investors pay only 30 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides CSIQ, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks based on various investing styles [9]
MediaAlpha (MAX) Is Attractively Priced Despite Fast-paced Momentum
ZACKSยท 2025-11-19 14:56
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: MediaAlpha, Inc. (MAX) Analysis - MediaAlpha, Inc. (MAX) has shown a price increase of 7.1% over the past four weeks, indicating growing investor interest [4] - The stock has gained 16.6% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - MAX has a beta of 1.21, suggesting it moves 21% higher than the market in either direction, indicating fast-paced momentum [5] - MAX holds a Momentum Score of B, suggesting it is an opportune time to invest in the stock [6] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - MAX is trading at a Price-to-Sales ratio of 0.69, indicating it is reasonably valued at 69 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides MAX, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]