by Kayleigh Kulp Because of such low prices of some retail stocks, investors should be weary of “value traps,” said Daniel Lugasi, portfolio manager at VL Capital Management. “We believe the most insulated retail companies are those that offer a differentiated service than a company such as Amazon, can provide,” he noted, pointing to TJ […]
Yearly Archives: 2017
While the principles of investing are actually not that complicated, few individual investors have a solid understanding of them. This is largely because investing is not taught as a basic academic subject, which is unfortunate because it leads to poor financial decisions by a large number of people. In this brief overview we will cover […]
By Jeff Brown “With the S&P 500 index trading at a current (price-to-earnings ratio) of around 26 times current earnings, and a historical average being 16 times current earnings, U.S. stocks are trading at elevated valuation levels,” says Daniel Lugasi, portfolio manager at VL Capital Management in Orlando, Florida. “Despite this, we have still been […]
By Kayleigh Kulp Invest in the familiar. Professional asset managers are equipped with specialized knowledge about specific industries – it’s what they do all day. They also use complex algorithms to make their investments in the stock market and ensure they are buying stocks at a good price. Because you don’t do that, “stick with […]
By Jeff Brown “The process of shorting a stock can become very costly and therefore it is prudent to only hold shorts for a minimal amount of time,” says Daniel Lugasi, portfolio manager at VL Capital Management in Orlando, Florida. Risk versus reward for shorting is “extremely unbalanced,” Lugasi says. “The maximum gain on a […]
By Brian O’Connell For financial advisors, smart beta ETFs like RSP make a lot of sense for investors, provided fees are kept in check and the smart beta component used intelligently, says Daniel Lugasi, portfolio manager with VL Capital Management. Lugasi says the burgeoning success of smart beta ETFs “shows the power of systematically exploiting […]
Daniel Lugasi of VL Capital Management says he’s looking out for the next recession but it won’t happen just this year. Watch the Full Video
By Brian O’Connell “The trend toward ETF investing will increase returns for active managers as the spread between the intrinsic value and market value of securities widens. Thus, there will be less active managers seeking abnormal returns, thus more opportunities for those that are consistent stock pickers,” explained Daniel Lugasi, a portfolio manager at VL […]
By Charles Bovaird Unfortunately, online lenders may have a hard time bringing down the default rates that are causing these performance problems, market analyst Daniel Lugasi told Investopedia during an interview. “The only way for online lending platforms to lower default rates is to make credit standards more stringent for applicants,” said Lugasi, portfolio manager […]
Daniel Lugasi of VL Capital Management says the Jose Cuervo IPO is coming at a time of greater uncertainty. Watch the Full Video
Index investing by way of exchange traded funds (ETFs) and mutual funds has grown from a $500 million industry in the 1980s to a $4 trillion industry today. As of late, there has been a significant amount of conjecture about what this means for the future of investing and as a result we would like […]