With today's note, I initiate coverage of the iShares Morningstar Value ETF (NYSEARCA: ILCV ), a passively managed vehicle in the subclass that is currently doing just fine (a median price return of 10.9% this year is something) butVasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to ...

Today, I would like to initiate coverage of the Capital Group U.S. Small and Mid Cap ETF (NYSEARCA: CGMM ), with a Hold rating. I believe this rating is a nice place to start, as it perfectly reflectsVasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy sector (oil & gas sup ...

Group 1 - The article discusses the Buy rating assigned to the VictoryShares Free Cash Flow Growth ETF (NASDAQ: GFLW) in June, highlighting its potential for investment [1] - The author emphasizes the importance of Free Cash Flow and Return on Capital in evaluating investment opportunities, particularly in the energy sector and other industries [1] - The author believes that while some growth stocks warrant premium valuations, it is crucial for investors to analyze whether the market's current opinions are justified [1]

Group 1 - The iShares U.S. Thematic Rotation Active ETF (THRO) is initiated with a Buy rating based on its strong performance since inception [1] - The analysis emphasizes the importance of Free Cash Flow and Return on Capital in evaluating investment opportunities [1] - The analyst focuses on various sectors, particularly the energy sector, while also covering industries such as mining, chemicals, and luxury goods [1] Group 2 - The article does not contain any disclosures related to stock positions or business relationships with mentioned companies [2] - There are no recommendations or advice regarding investment suitability for particular investors [3]

Group 1 - The article discusses the rising valuations in the market and highlights the quality factor as a focus for investors with lower risk appetites, particularly those with contrarian views on high-performing sectors like technology and AI capital expenditures [1] - Vasily Zyryanov, an individual investor, emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations, particularly in the energy sector, including oil and gas supermajors and exploration companies [1] - Zyryanov advocates for a comprehensive analysis that includes Free Cash Flow and Return on Capital, suggesting that these metrics provide deeper insights beyond simple profit and sales analysis [1] Group 2 - The article acknowledges that while some growth stocks may warrant their premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1]

Group 1 - The article discusses the investment strategies of Vasily Zyryanov, focusing on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investment opportunities [1] - The research covers a wide range of industries, particularly the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] Group 2 - The article highlights that while Zyryanov favors underappreciated and misunderstood equities, he also recognizes that some growth stocks may warrant their premium valuations [1] - The primary goal for investors is to investigate whether the market's current opinions on valuations are accurate [1]

Group 1 - The article discusses the investment strategies of Vasily Zyryanov, focusing on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales analysis to gain deeper insights into investment opportunities [1] - The research covers a wide range of industries, particularly the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] Group 2 - The article highlights that while Zyryanov favors underappreciated and misunderstood equities, he also recognizes that some growth stocks may warrant their premium valuations [1] - The primary goal for investors is to investigate whether the market's current opinions on valuations are accurate [1]

Group 1 - The article provides an update on the Capital Group Core Equity ETF (NYSEARCA: CGUS), which has received a Buy rating twice in 2024 due to its excellent returns and strong factor mix [1] - Vasily Zyryanov, an individual investor and writer, focuses on identifying underpriced equities with high upside potential and overappreciated companies with inflated valuations, particularly in the energy sector [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investment opportunities [1] Group 2 - The research covers a wide range of industries, including oil & gas supermajors, mid-cap and small-cap exploration and production companies, oilfield services, mining, chemicals, and luxury goods [1] - Zyryanov believes that while some growth stocks merit their premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1]

Group 1 - AdvisorShares Focused Equity ETF (CWS) has been under observation since 2023, with a consistent Hold rating advocated in multiple articles [1] - The research emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investment opportunities [1] - The analyst focuses on the energy sector, including oil & gas supermajors and exploration & production companies, while also covering various other industries such as mining and chemicals [1] Group 2 - The analyst believes in identifying underappreciated equities with strong upside potential, while also recognizing that some growth stocks may warrant their premium valuations [1]

Core Insights - The article reassesses the ALPS Sector Dividend Dogs ETF (SDOG), focusing on its performance and investment strategy [1] Group 1: Investment Strategy - The author emphasizes the importance of analyzing Free Cash Flow and Return on Capital for deeper investment insights [1] - The approach includes identifying underappreciated equities with strong upside potential and overappreciated companies with inflated valuations [1] Group 2: Sector Focus - The research pays particular attention to the energy sector, including oil & gas supermajors and exploration & production companies [1] - The analysis also covers various other industries, such as mining, chemicals, and luxury goods [1]