In this video, CFRA Vice President of Equity Research, Chris Kuiper, takes a deep-dive into Bitcoin technology, how it works, why it may be a new alternative investment, and some ways to think about valuation.
It was a record year for ETFs in 2020. In this video, Todd Rosenbluth, Director of ETF & Mutual Fund Research, and Aniket Ullal, Head of ETF Data & Analytics highlight a record breaking year and what to look forward to in 2021.
Investors may wonder how the markets may perform as we close out 2020 and move into the New Year. In this recording, CFRA Chief Investment Strategist Sam Stovall gives an in-depth outlook for 2021, highlights 2020 milestones, and discusses potential headwinds heading into 2021.
Covid-19 has greatly accelerated grocery e-commerce growth. Could this be the new normal? In this video, CFRA Vice President of Equity Research Garrett discusses the emergence of Walmart+, examines the shift in grocery e-commerce, and highlights potential winners and losers.
The Covid-19 pandemic quickly changed the way we conduct business and communicate with our coworkers. In this video, CFRA industry analyst Keith Snyder highlights the communications and collaboration market growth and the outlook on the potential new normal working environment.
The holiday season is a critical time of the year for shopping and for investors. In this video, CFRA senior equity analyst Camilla Yanushevsky discusses how Covid-19 has shifted the retail landscape and the winners and losers in the new consumer environment.
CFRA senior analyst David Holt provides insight on what may be the most anticipated IPO this year with Snowflake (SNOW), including what makes this enterprise data warehouse provider a disruptor in the market and how SNOW compares to recent IPOs.
Covid-19 has changed where and how people shop for groceries. In this video, CFRA analyst Arun Sundaram discussed how online grocery adoption is set to accelerate and how the major U.S. players in the space stack up.
CFRA analyst John Freeman highlights the Digital Transformation and the trends that determine where growth and profitability are moving over the next five years as businesses look to software to gain an advantage.
CFRA equity analyst Elizabeth Vermillion highlights the current state of U.S. infrastructure, the key political platform priorities that impact infrastructure, and the end-markets that are poised to gain or lose if there is a Biden administration.
In this video, The Ongoing Migration to the Cloud, CFRA’s John Freeman discusses the key trends in enterprise software and where growth and profitability are moving over the next five years in the rapidly evolving software industry.
Garrett Nelson and CFRA Director of Research Ken Leon discuss the election’s impact on the market and the benefits and risks that investors should consider. In this video, Garrett highlights eco-driven trends, looking at Tesla and other automotive plays on an eco-friendly policy climate from a Biden administration.
In this video CFRA Chief Investment Strategist Sam Stovall highlights the headwinds and tailwinds that are driving the market, the sector winners and losers in the months leading up to the election day, and potential market impacts should there be a Democratic sweep of the executive and legislative branches.
CFRA equity analyst Sel Hardy highlights the latest trends in healthcare amidst the coronavirus crisis, including the companies focused on leading treatments and vaccines, the commercial opportunities, and how this is reflected in share prices.
CFRA equity analyst Matthew Miller discusses the Gold market, the impressive surge in gold prices in recent months, and the implications of Berkshire Hathaway becoming a gold investor, providing insights to help investors determine if gold should be added to their portfolios.
CFRA Legal Edge has covered Alphabet, Amazon, Apple, and Facebook extensively over the years, and in this discussion they highlight the new and specific information that was provided during the hearing and potential theories of liability and the relative stage of the subcommittee’s work as to the four companies.
CFRA senior analyst Cathy Seifert highlights the characteristics and performance of CFRA’s Top 10 Model Portfolio. This model portfolio was originally launched in December 2001 and is comprised of those stocks believed by the CFRA Portfolio Management Committee to be well poised for risk-adjusted capital appreciation prospects over the coming 12 months.
During this presentation, CFRA senior industry analyst Tuna Amobi, CFA highlights the Restaurants industry, the impact of Covid-19, and the Road to Recovery as these businesses face outsized challenges from the pandemic.
In this video, Paul Beland, Head of Equity Research, explains CFRA’s 15 stock and ETF model portfolios designed to help investment professionals find investment ideas that produce acceptable levels of risk-adjusted excess returns.
In this presentation, CFRA senior analyst David Holt highlights the characteristics and performance of one of our more popular rules-based portfolios, Intrinsic Value. This model portfolio was originally launched on February 13, 1995, and is updated twice per year, in the spring and the fall.
CFRA Deputy Director of Research Paul Beland provides an introduction to the key approaches to equity valuation -- intrinsic and relative valuation. He details the advantages and disadvantages of each approach and explains how CFRA uses all available approaches to help triangulate on value.
In this presentation, CFRA senior analyst David Holt provides a brief rundown on what CFRA Model Portfolios are, what distinguishes our stock selection process, and how performance has trended over different time periods. He then details the mechanics and performance of one of our actively managed portfolios, High Quality Capital Appreciation
Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA provides an overview of the new rating systems, how they are unique, and how investors and financial professionals can use CFRA’s mutual fund research reports in their investment strategy.
Todd Rosenbluth, Head of ETF & Mutual Fund Research at CFRA provides an overview of the new rating systems, how they are unique, and how investors and financial professionals can use CFRA’s ETF research reports in their investment strategy.
Ken Leon, Director of Equity Research at CFRA explores the impact of Covid-19 on the banking sector and the key economic, business and regulatory factors that investors should consider, along with our outlook and recommendations for 2020.
CFRA Director of ETF and Mutual Fund Research Todd Rosenbluth spoke with Pierre Caramazza of Franklin Templeton about CFRA & Franklin Templeton on International ETFs at the Inside ETFs 2018 Conference in Hollywood, Florida.
CFRA Director of ETF and Mutual Fund Research Todd Rosenbluth spoke with Steve Sachs of Goldman Sachs about CFRA & Goldman Sachs on Expanded Smart Beta ETFs at the Inside ETFs 2018 Conference in Hollywood, Florida.
CFRA Director of ETF and Mutual Fund Research Todd Rosenbluth spoke with Brandon Clark of Legg Mason about CFRA & Legg Mason on Actively Managed ETFs at the Inside ETFs 2018 Conference in Hollywood, Florida.