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Telecom ETFs

Dividend ETFs May Gleam, Yet Tech Dividends May Shine Even Brighter

By | Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Technology ETFs, Telecom ETFs, US Markets and ETFs | No Comments

All of those Apple (AAPL) alarmists are eating crow for breakfast. They chastised Tim Cook for months. They declared the death of the tech manufacturing giant at every opportunity. And today, the Cupertino-based multinational is asking those same naysayers, “How do you like me now?” Sentiment changes quickly on Wall Street. The “brightest minds” now concur that there’s a whole lot to love about the top-line revenue beat, the bottom-line profit beat, the 7-for-1 stock split, the dividend hike of…

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Homebuilder and Home Construction ETFs Falter At The Real Estate Altar

By | Bond ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Real Estate ETFs, Special Sectors ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Is the enthusiasm for the real estate market built on a solid foundation? Existing home sales fell in March to its lowest pace since July of 2012. Worse yet, sales have declined for seven out of the previous eight months, ever since the the Federal Reserve signaled its intent to slow the pace of its Treasury bond purchases. Surprisingly, a number of media reports have accentuated the positives. For example, the rate of declining home sales has slowed. Some economists…

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ETF Investors React With Caution To A Weakening Consumer

By | Biotechnology ETFs, Bond ETFs, Commodity ETFs, Consumer ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Retail ETFs, Short ETFs, Technology ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Last week, board members of the Federal Reserve signaled that they may begin hiking overnight lending rates as early as 2015.  A majority of analysts believe that the message is in line with an anticipated acceleration of U.S. economic growth and a more robust expansion. Similarly, economists polled by the National Association for Business Economics (NABE) foresee a 2.6% bounce in consumer spending here in 2014. If we’re going to spend more, however, wouldn’t our paychecks need to grow at a…

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Diversification Across ETF Asset Classes Reclaims Its Mojo

By | Bond ETFs, Commodity ETFs, Consumer ETFs, Currency ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Real Estate ETFs, Retail ETFs, Semiconductor ETFs, Special Sectors ETFs, Technology ETFs, Telecom ETFs, Transportation ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Glum economic data derailed U.S. stocks in January. A mammoth “miss” for manufacturing activity, an unsettling decline in mortgage applications as well as an appalling “net-new-jobs” number were some of the high-profile culprits. At long last, it seemed as if the market might treat bad news as a reason to recoil. Here in February, though, disappointing data have only strengthened the resolve of buy-the-dip investors. Job growth deceleration from a 3-month rolling average of 190,000 down to 150,000 sent U.S….

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3 ETF Indicators That Challenge The “Economy Is Improving” Assumption

By | Bond ETFs, Commodity ETFs, Currency ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Special Sectors ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

CNBC commentators and Bloomberg analysts have spent the last few months explaining how the Federal Reserve’s measured withdrawal (a.k.a. “tapering”) from electronic dollar creation (a.k.a. quantitative easing) is a sign that the U.S. economy is capable of standing on its own. Personally, I believe that it should be allowed to stand on its own regardless; it has been five years since the collapse of the financial markets. The questions before us, however, are whether or not the U.S. economy has…

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3 Ways An ETF Investor Can Approach The Increasingly Erratic Stock Market

By | Actively Managed ETFs, Bond ETFs, Current Affairs and ETFs, Defense & Aerospace ETFs, ETF Philosophy, ETF Strategy, Health ETFs, Special Sectors ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

If an economic data point came in much weaker than expected last year, the U.S. Federal Reserve’s monetary stimulus offered reason enough to buy stocks. Bad news served as good news. At the same time, when a data point exceeded expectations, the resilience of the American economy also inspired equity purchases. Good news served as good news. In fact, any news prompted additional risk taking in 2013. Flat corporate revenue? It will improve. Fed exit from quantitative easing (QE)? They…

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What’s Wrong With The Housing Market? These ETFs Are Telling You

By | Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Real Estate ETFs, Special Sectors ETFs, Telecom ETFs, Utilities ETFs | No Comments

One mistake that people often make is that they react too strongly to individual economic reports. For example, recent headlines heralded a dramatic 25% jump in new home sales from September to October. And, most of the follow-up commentary trumpeted the fact that 444,000 purchases (seasonally adjusted) had been much greater than anticipated. Some investors have taken the uptick to mean that real estate sales are alive and well. However, single month estimates are typically revised. Sales for July and…

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3 ETFs To Consider For Reasons Other Than Ultra-Low Interest Rates

By | Alt Energy ETFs, Bond ETFs, China ETFs, Commodity ETFs, Currency ETFs, Current Affairs and ETFs, Dividend ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Global ETFs, Special Sectors ETFs, Technology ETFs, Telecom ETFs, US Markets and ETFs | No Comments

I have met David Kotok, chief investment officer at Cumberland Advisors, at several conferences in which we have both been speakers. He is intelligent, amiable and approachable. Recently, I read an article by Mr. Kotok on whether or not Federal Reserve tapering constituted tightening. He suggested that it may not be. He also maintained that Cumberland would remain fully invested because it will take the world’s economies many years before reaching a stage in which they will need to deal…

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Stock ETFs Overvalued? “Old Tech” Begs To Differ

By | Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Semiconductor ETFs, Technology ETFs, Telecom ETFs, US Markets and ETFs | No Comments

Warren Buffett and Berkshire colleagues are publicly complaining about the absence of stock bargains. What they should be saying is that broad-based equity investors were wrong to cheer the Federal Reserve’s economic downgrade and subsequent continuation of its money-printing, bond-buying program; in particular, lower economic forecasts by the Fed will likely be accompanied by reduced revenue and lower earnings at the corporate level. Nevertheless, investors are now conditioned to believe that stocks are the only place for one’s money. Many…

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Why Investors Are Looking At Foreign Stock ETFs For Income And Growth

By | Currency ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Global ETFs, International ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

PowerShares DB U.S. Dollar Bullish (UUP) traded near $22.25 per share at the beginning of September, 2012. One year later, UUP trades near the same share price. In other words, over the course of the last 12 months, the U.S. dollar has not changed much against a basket of world currencies. Why is the dollar’s ability to hold its value a venerable topic? For one thing, the Federal Reserve’s aggressive policy of quantitative easing 3.0 (“QE3”) had been expected to…

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