By Leslie N. Masonson, MBA Stride Inc. (NYSE:LRN), a technology-based education services company was incorporated in 2000 in Reston, Va. where it is currently headquartered. The company was formerly known as K12 Inc., but changed its name to Stride, Inc. in December 2020. It has $1.89 billion in annual sales and a market capitalization [...]
by Leslie N. Masonson, MBA Investors and traders are always on the lookout for an edge that can provide market beating returns over specific 3- to 12- month periods, the most common length of market momentum, before the trend reverses. That has always been and will always be a challenge that is difficult to [...]
By Leslie N. Masonson, MBA Weatherford International plc (WFRD), a Nasdaq-listed company, was incorporated in 1972 in Houston, Texas, where it is currently headquartered. It has $4.98 billion in annual sales and a market capitalization of $6.9 billion. The Company operates in 75 countries with 18,000 full-time employees in 335 operating locations. Weatherford may [...]
by Leslie N. Masonson, MBA Last week’s article focused on the basics of thematic ETF investing with a data table of the earliest providers of that ETF category. The two questions to be answered in this article are: Are any of these 246 ETFs worthwhile to invest in? If so, what allocation should be [...]
By Leslie N. Masonson, MBA ServiceNow (NOW), a NYSE-listed company, became public in 2004 in Santa Clara, California, where it is currently headquartered. It has $8.5 billion in annual sales and a market capitalization of $124.4 billion. ServiceNow added more than 2000 workers over the past year and projects sales growth of over 20% [...]
by Leslie N. Masonson, MBA About 15 years ago, forward-thinking institutions and pension funds were exploring groundbreaking, long-term strategies to enhance their global returns. They delved into ETF thematic investing and some firms dove in head first to capture assets from interested investors. The world of Exchange-Traded Funds (ETFs) investing is no stranger to [...]
By Leslie N. Masonson, MBA Interactive Brokers (NASDAQ: IBKR), founded in 2007 and headquartered in Greenwich, CT, is a highly automated global broker that offers low-cost, seamless access to multiple assets, including stocks, options, futures, forex, commodities, bonds, crypto, mutual funds, and ETFs. It serves over two million clients, including individuals, institutions, introducing brokers, [...]
by Leslie N. Masonson, MBA Last week, I reviewed leveraged bullish ETFs. Now, I’ll focus on the polar opposite – bearish leveraged (inverse) equity ETFs. In total, there are 162 equity leveraged ETFs valued at $71.6 billion with an average expense ratio of 1.02%. As a subset, inverse leveraged equity ETFs account for 67 [...]
By Leslie N. Masonson, MBA Perdocoe Education Corporation (PRDO) is a Nasdaq-listed firm headquartered and incorporated in Schaumburg, Illinois in 1994 with 2,400 employees. It was formerly known as Career Education Corporation when the name was changed in January 2020. The company offers postsecondary education to almost 34,000 individuals using three approaches: online, campus-based, [...]
by Leslie N. Masonson, MBA In 2006, a handful of equity leveraged ETFs came to market. And over the years the number has expanded to the current 154 with assets under management of $70.3 billion with an average expense ratio of 1.03%. They come with various levels of leverage from 1.5, 2 and 3 [...]
