Category Archives: Press

Why Tech Stocks Are Rising

By Christopher Hamman Growth stocks, particularly technology stocks, have outperformed the broader stock market since the lows in March. The general consensus is that large-cap technology stocks are most insulated from the coronavirus pandemic because most do not have direct exposure compared to retailers, for example. This shift has propelled technology stocks to all-time highs […]

8 Value Stocks to Buy Now

By Rebecca Lake Even though the gaming sector made a strong showing in 2018, several gaming stocks are delivering deep discounts for value investors. Daniel Lugasi, founder and portfolio manager at VL Capital Management in Winter Park, Florida, points to EA as a go-to choice. “The stock is currently trading at a forward price-to-earnings ratio […]

How to Bet Against Stocks

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 […]

Smart Beta ETFs Surpass $500 Billion in Assets, And Financial Advisors Better Understand Why

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 […]

Should You Invest in Jose Cuervo?

By Brendan Hilliard Daniel Lugasi, president and founder of VL Capital Management, echoes this saying that trends in recent years have shifted in consumption to high-end tequila varieties while lower quality, mixed tequila shipments have remained flat. Lugasi, whose firm specializes in quantitative equity investing primarily driven by in-house computer systems, says that data from […]