The Pacer US Cash Cows 100 ETF (COWZ) and Fundstrat Granny Shots US Large Cap ETF (GRNY) represent two distinct approaches to large-cap investing. COWZ uses a rules-based screen focusing on companies with high free cash flow yield, favoring mature, cash-generating sectors like Health Care, Technology, and Energy. GRNY, actively managed by Tom Lee, targets stocks involved in multiple long-term themes such as AI and electrification, leading to holdings like NVIDIA and GE Vernova. Over the past year, GRNY outperformed COWZ with a 29.35% return versus 17.84%, reflecting its thematic growth focus, while COWZ appeals to investors seeking stable, cash-rich companies. Future performance depends on factors like oil prices, interest rates, and growth in AI and electrification sectors.
The Schwab U.S. Dividend Equity ETF (SCHD) focuses on 100 stocks with strong dividend histories, offering retirees a reliable income with a 3.27% yield and low fees. However, its top 10 holdings make up 41% of the fund, exposing investors to higher s...
In the first half of 2026, smart beta strategies showed mixed results, with momentum and low-volatility funds lagging, while dividend growth funds struggled due to rising yields. However, funds emphasizing companies with strong free cash flow and hig...
Energy mergers and acquisitions are gaining momentum in 2026 due to high oil prices, with West Texas Intermediate crude at $92.16 per barrel. Mid-cap energy companies Talos Energy, Matador Resources, and Chord Energy are prime targets for acquisition...
Pantheon Resources presented to Alaska lawmakers alongside major producers to support the AK LNG Project, emphasizing its Kodiak and Ahpun projects as potential low-cost, low-CO2 gas suppliers. The company highlighted its ability to offer competitive...
