Independent Research

After recommending iShares US Oil & Gas Exploration & Production ETF (ticker IEO) in June, IEO has significantly outperformed the market but is now rated 1 (strong sell) by ValuEngine. For those looking to utilize profits taken in Energy ETFs, Blank recommends taking a long look at Utilities Sector ETFs.

Many major strategists have been very vocal about their expectations that value will outperform growth for the rest of this year and the following 12 months. One particularly iconic one predicted that small- and mid-cap will significantly outperform large cap. Yet, no one knows when that inflection point will be. Our models indicate that for IWF and large cap tech stocks, that correction may still be one year away.