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January 29, 2015

ATTENTION Advanced Investors and Finance Professionals:
If you are reading this you should download ValuEngine Institutional Software to see how VE’s powerful quantitative tools can increase your productivity and effectiveness.

VALUATION WATCH: Overvalued stocks now make up 57.72% of our stocks assigned a valuation and 12.78% of those equities are calculated to be overvalued by 20% or more.  Eight sectors are calculated to be overvalued--with three at or near double digits.

We are the Champions, AGAIN
--AAII Selects ValuEngine.com "Best of the Web"

The American Association of Individual Investors (AAII) was founded in 1978 by Dr. James Cloonan. Its purpose is to distill current financial theory and academic knowledge in a manner which allows its members to beat the market. In short, AAII's philosophy and membership base is a perfect match for ValuEngine's various newsletters, website services, and other products.

ValuEngine clients access proprietary stock valuation data on more than 4000 US equities in addition to forecast and ratings for more than 8000 stocks. They can also purchase ready-made portfolios based on all of our data which are designed to fit a variety of investment styles and risk/reward profiles.

ValuEngine is always searching for self-directed investors who recognize the value of our services--just like the members of AAII, and for that reason we are proud to announce that we were recently selected one of AAII's "Best of the Web" services.  AAII puts Valuengine.com within the "top 16 sites for consensus analyst estimates, ratings and recommendations, stock screening, and stock valuation.

It is important to note that in an era of free content, apps, and services, ValuEngine has almost always been the only fee-based service to win a stock valuation award from AAII. We have won this award numerous times and AAII notes that

ValuEngine provides a wide range of services for individual investors and is an excellent source for stock valuation. It was chosen as Editor’s Choice because of its in-depth analysis and innovative valuation techniques that are not available at other sites.

ValuEngine CEO Paul Henneman has always been a strong supporter of AAII's program and services for individual investors and noted that "ValuEngine's objective, cutting-edge research provides the tools for any investor looking to reduce management fees and handle their own portfolios. Savvy individuals, Wall St. professionals, and the leaders of AAII have known for years that ValuEngine.com offers an outstanding suite of products which an help improve returns and beat the market. So, we are of course pleased to be recognized by AAII for yet another year."

Want To Know More About Our ValuEngine View Newsletter?

Looking for a monthly portfolio of stock picks which are objective and based on cutting-edge academic theory and Wall St.practice? Then subscribe to The ValuEngine View Newsletter.The ValuEngine View Portfolio is based on our highly-refined and tested ValuEngine Portfolio Strategies along with our proprietary quant-based composite scoring system. The ValuEngine View Newsletter is the product of sophisticated stock valuation and forecast models first developed by Yale Professor of Finance Zhiwu Chen.

The ValuEngine View Newsletter is the product of a sophisticated stock valuation model that was first developed by ValuEngine's academic research team. It utilizes a three factor approach: fundamental variables such as a company's trailing 12-month Earnings-Per-Share (EPS), the analyst consensus estimate of the company's future 12-month EPS, and the 30-year Treasury yield are all used to create a more accurate reflection of a company's fair value. A total of eleven additional firm specific variables are also used. In addition, the portoflio uses top picks from our Forecast Model. In essence, the portfolio is constructed with the best picks from our main propiretary models

Each month you will receive an electronic copy of our newsletter highlighting 15 potential long positions along with five alternate picks. Our investment strategies focus on dozens of fundamental and technical factors for over 8000 individual stocks, synthesize the data, and then come up with a portfolio. Each newsletter portfolio focuses on maximum potential returns so there are no diversity requirements. Each portfolio pick includes critical ValuEngine valuation and forecast data. These 20 total picks represent the most up-to-date equity assessments of our proprietary models.

Please click HERE to subscribe. You may download a sample copy HERE. After your subscription is approved, you will immediately receive access to download the current issue of newsletter as well as the previous issues, which are all available as PDF files. Each month when the latest issue of the newsletter is released, we will send you an email, informing you to download it from the site. The newsletter is released near the middle of each month.

 

  VE View vs. S&P 500 Index Past Five Years
VE View
S&P 500
Ann Return
 24.78% 14.56%
Ann Volatility
 22.28% 12.35%
Sharpe Ratio
 1.11 1.18
Sortino Ratio
 1.88 1.53
Max Drawdown
 -34.94% -11.14%

  The ValuEngine View Newsletter is derived from the ValuEngine Aggressive and Diversified Growth BenchmarkPortfolio Strategies. These strategies are the product of ValuEngine's academic research team and combine cutting-edge financial analysis and portfolio construction techniques with real-world Wall St. know how. 

CLICK HERE to Subscribe to the ValuEngine View

The ValuEngine View Newsletter portfolio has 15 primary stock picks and five alternates and is re-balanced once each month. The ValuEngine View Newsletter is published near the middle of each calendar month. An equal amount of capital is allocated to each stock. The monthly returns are calculated from the closing prices on date of publication. The performance calculation does not include any transaction costs.

 

 

ValuEngine Market Overview

Summary of VE Stock Universe
Stocks Undervalued
57.72%
Stocks Overvalued
42.28%
Stocks Undervalued by 20%
24.13%
Stocks Overvalued by 20%
12.78%

ValuEngine Sector Overview

Sector
Change
MTD
YTD
Valuation
Last 12-MReturn
P/E Ratio
-0.69%
0.65%
0.65%
13.34% overvalued
1.34%
20.78
-1.11%
1.08%
1.08%
10.82% overvalued
6.23%
31.17
-1.00%
-2.74%
-2.74%
9.78% overvalued
6.36%
27.58
-1.05%
0.24%
0.24%
7.14% overvalued
7.23%
24.84
-1.48%
-1.16%
-1.16%
5.39% overvalued
12.36%
21.76
-0.78%
-1.81%
-0.51%
2.65% overvalued
-1.64%
30.53
-0.91%
0.18%
0.18%
2.44% overvalued
5.30%
20.98
-0.99%
-2.53%
-2.53%
1.65% overvalued
-2.93%
26.37
-1.12%
-2.39%
-2.39%
0.99% undervalued
5.02%
17.56
-0.95%
-1.80%
-1.80%
1.02% undervalued
2.58%
24.81
-1.81%
-2.31%
-2.31%
4.42% undervalued
7.70%
20.48
-0.64%
-1.00%
-1.00%
8.57% undervalued
-1.15%
15.20
-1.23%
-3.86%
-3.86%
8.61% undervalued
-8.29%
19.62
-1.13%
-0.73%
-0.75%
8.88% undervalued
-16.14%
24.02
-1.06%
-3.46%
-3.46%
9.33% undervalued
-2.86%
24.19
-3.72%
-5.85%
-5.85%
21.45% undervalued
-29.44%
19.74

 

 

 

 

ValuEngine.com Products and Services

 

 

With the ValuEngine Forecast 16 Market Neutral Strategy Portfolio Newsletter, you can run your own portfolio like a hedge fund to manage risk and profit in any market environment.
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