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SPXU: Understanding The Risks Of A -3X Leveraged S&P 500 ETF (NYSEARCA:SPXU)
Seeking Alpha· 2025-10-23 13:28
The ProShares UltraPro Short S&P500 ETF (NYSEARCA: SPXU ) is a leveraged ETF with a factor of -3x launched on 6/23/2009 and is based on the S&P 500® Index, with an expense ratio of 0.90%. SPXU is a very liquid, albeit mid-size ETF, with $571 millionFred 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 ...
QGRW: Leading Growth ETF With A Caveat
Seeking Alpha· 2025-10-12 12:35
Group 1 - The article discusses the investment strategies of Fred, who leads the Quantitative Risk & Value group, focusing on quality dividend stocks and tech innovation companies [1] - Fred Piard has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]
VFQY: Look At JQUA And SPHQ Instead
Seeking Alpha· 2025-10-08 21:16
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-end funds. Learn moreFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic st ...
Leonardo DRS: Defense Innovator Positioned For Growth, Amid U.S. And NATO Spending Surge
Seeking Alpha· 2025-09-04 00:56
Core Insights - The article discusses the strong core business of Leonardo DRS while highlighting concerns about its high valuation in the defense sector [1] Financial Analysis - The analysis focuses on two key factors: a comprehensive examination of financial metrics, intrinsic value, and overall health, with an emphasis on competitive advantages using quantitative models [1] - Substantial attention is given to macroeconomic and geopolitical factors that influence the industry, impacting the company's short-to-medium-term performance [1] Investment Perspective - The analyses represent a part of broader research on companies with long-term potential, with a primary focus on quantitative aspects of finance and investing [1]
Cognizant Technology Solutions: An Unheralded AI Value Play
Seeking Alpha· 2025-08-14 13:08
Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines quantitative analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Investment Experience - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1] Educational Contributions - There is a strong passion for investor education, demonstrated through numerous seminars on stock selection and analysis [1] - The individual is the author of two books: "Screening The Market" and "The Value Connection," further contributing to investor knowledge [1] - The new role on Seeking Alpha aims to provide valuable insights while welcoming constructive feedback from the audience [1]
Tokenwell Platforms Inc., Formerly Trilogy AI Corp., Announces Closing of Acquisition of WealthAgile Inc.
Newsfile· 2025-08-06 21:28
Core Viewpoint - Tokenwell Platforms Inc. has successfully completed the acquisition of WealthAgile Inc., enhancing its position in the cryptocurrency investment sector and is set to resume trading on the Canadian Securities Exchange under the new ticker symbol "TWEL" [1][2]. Transaction Summary - The acquisition involved Tokenwell acquiring 100% of WealthAgile's shares in exchange for 22,999,979 common shares of Tokenwell [2]. Board and Management Changes - Mr. Timothy J. Burgess has been appointed as the new Chief Executive Officer and Director of Tokenwell, bringing his experience from WealthAgile and a strong background in quantitative investing [3]. - Ms. Kate-Lynn Genzel has been appointed as Chief Financial Officer effective August 5, 2025, with over ten years of experience in financial roles [5]. - The company expressed gratitude to former CEO Ms. Melody Cooper and former CFO Mr. Alexander McAulay for their contributions [4][6]. Concurrent Financing - Tokenwell completed a non-brokered private placement of 10,000,000 units at a price of $0.20 per unit, raising aggregate gross proceeds of $2,000,000 [7][8]. Name Change - The company changed its name from "Trilogy AI Corp." to "Tokenwell Platforms Inc." on August 1, 2025, prior to the acquisition [9]. Company Overview - Tokenwell Platforms Inc. focuses on enhancing access to intelligent cryptocurrency investing through its innovative, user-centric platform [11].
QDEF: Dividend ETF With Little To Show
Seeking Alpha· 2025-07-23 18:42
Group 1 - The article discusses Fred Piard, a quantitative analyst and IT professional with over 30 years of experience, who runs an investing group focused on quality dividend stocks and tech innovation companies [1] - Fred Piard has been investing in data-driven systematic strategies since 2010 and is the author of three books [1] Group 2 - The article includes a disclosure stating that the analyst has a beneficial long position in shares of GOOGL, JNJ, and META through various means [2] - It emphasizes that past performance is not indicative of future results and that no specific investment advice is being provided [3]
X @Bloomberg
Bloomberg· 2025-07-14 22:34
Talent Acquisition - Chinese quantitative hedge funds are increasing recruitment of US science and engineering students due to funding cuts and stricter visa policies under the Trump administration [1]