Category

Telecom ETFs

Even The Threat Of War Fails To Lift Income ETFs

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

The list of uncertainties for the U.S. stock market is expanding. Pending home sales have declined for two consecutive months. Consumer spending is flat. The U.S. government is gearing up to debate the debt ceiling yet again. And, more immediately, Congress may authorize a military strike on Syria. Perhaps ironically, I do not see conflict in the Middle East as a game changer, as oil prices will ultimately behave themselves. Nor do I think investors benefit from overplaying a “September…

Read More

Investors Take Another Look At Stock ETFs With Above-Average Yields

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

Morningstar offers its paid subscribers a premium service called, “ETF Valuation Quickrank.” The company offers price-to-fair value estimates for several hundred ETFs that are based upon a proprietary analysis of the underlying stock holdings. At present, each investment is being labeled as fairly valued or overvalued; you will not a find a single fund — broad-based, sector, foreign — that is being described as undervalued. Assume for a moment that the fundamentals-based ratings provider serves up reasonable valuations. With 2nd…

Read More

Interest Rate Volatility Slams Real Estate ETFs and Telecom ETFs

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

Has global monetary stimulus by the world’s central banks squashed euro-zone collapse fears forever? On Wednesday, European leaders hinted that they may withhold bailout euro-dollars from Athens due to lack of progress on government reform initiatives. The occurrence barely registered as an afterthought on most people’s radar screens. Of course, there was a time when a hiccup in Greece roiled global equity markets. Not anymore. For that matter, higher energy costs once held sway over stock market enthusiasm. Yet ever-increasing…

Read More

U.S. Manufacturing Shrinks. Should You Rethink Your Exposure to High Beta ETFs?

By | Consumer ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Technology ETFs, Telecom ETFs, Transportation ETFs, US Markets and ETFs | No Comments

The possibility of the Federal Reserve slowing its bond purchasing program sent interest rates rocketing in May. Rate-sensitive assets — dividend stocks, REITs, MLPs, preferreds, muni bonds — all began to depreciate in value. By the end of the month, even common stocks began to stammer. Here on the first trading day of June, however, the Institute of Supply Management (ISM) offered up its assessment of U.S. manufacturers. Not only did the manufacturing sector shrink for the first time since…

Read More

Great Rotation? Sector Rotation? Ignore Catchphrases When Selecting Your ETFs

By | Bond ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, Emerging Market ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Global ETFs, Health ETFs, Industrial ETFs, International ETFs, Real Estate ETFs, Retail ETFs, Special Sectors ETFs, Technology ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

There are moments when the media will grab hold of a terrific sound byte and refuse to let go. For example, some blame the recent weakness on yield-oriented assets — investment grade bonds, high yield bonds, convertibles, preferreds, REITs, defensive dividend stocks — on a mythical “Great Rotation.” The popular catchphrase describes a circumstance whereby investors exit bonds for the sunnier shores of high-powered equities. With the stock market’s recent surge to all-time highs, doesn’t the “Great Rotation” have to…

Read More

3 “Tweaks” That Will Fortify Your ETF Portfolio

By | Biotechnology ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Extraordinary rallies off bear market bottoms are typical. Bullish run-ups in March of 2003 as well as March of 2009 registered enviable unrealized gains of 35% and 65% respectively; each advance experienced little resistance for roughly 9-10 months. Powerful moves off minor corrections are less typical, if not downright suspicious. Investors in the S&P 500 SPDR Trust (SPY) since mid-November have witnessed a soothing 22% ride to all-time highs in just seven months. In the last quarter century, you could…

Read More

Asia Pacific Financial ETFs Thriving In Spite Of U.S. Pullback

By | Asia ETFs, Dividend ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Telecom ETFs, US Markets and ETFs | No Comments

There are moments in time when I get tired of hammering on a theme. For example, on April 1, I penned the article, Selecting Safer Growth and Income ETFs for the 2nd Quarter Pullback. The commentary made the simple case for shifting to sectors that do not exhibit a great deal of economic cyclicality. After all, worldwide central bank easing might be able to create a “wealth effect,” but it could not keep global GDP from slowing to a crawl….

Read More

Don’t Blame China For The Sell-Off In U.S. Stock ETFs

By | Bond ETFs, China ETFs, Consumer ETFs, Current Affairs and ETFs, Emerging Market ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Technology ETFs, Telecom ETFs, Transportation ETFs, US Markets and ETFs, Utilities ETFs | No Comments

For the first time in 2013, investors do not appear to be tripping over themselves to buy every fractional percentage dip. Here on 4/15, the media have blamed the accelerated selling on commodity price depreciation and a disappointing GDP reading (7.7%) out of China. So we’re supposed to believe that a manic Monday where the domestic markets suffered their worst one-day loss in the year is a direct function of China’s above-goal (7.5%) GDP reading? Granted, China’s failure to come…

Read More

Breakdown ETFs: Go Ahead And Give It To Me

By | Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, Health ETFs, Industrial ETFs, Internet ETFs, Large Cap ETFs, Materials ETFs, Small Cap ETFs, Technology ETFs, Telecom ETFs, Transportation ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Over the course of the 4-year bull market, I’ve kept an eye on the percentage of S&P 100 stocks that reside above a long-term 200-day trendline. Market pressures always seemed to develop when the level approached 86%-90%. Similarly, when the 50-day moving average for the S&P 100 reached 85%, you could pretty much count on a pullback coming to fruition. In spite of the fact that the Dow 30 logged a fresh all-time record on Tuesday (4/02/13), Wednesday’s 1% sell-off…

Read More

Selecting Safer Growth and Income ETFs for the 2nd Quarter Pullback

By | Biotechnology ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, Health ETFs, Real Estate ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

People are feeling better about spending money. Similarly, investors are feeling better about risking it. The problem is, whenever people begin to feel wealthy due to a faulty premise (i.e., the U.S. Federal Reserve can keep buying bonds to depress interest rates without longer-term implications), they may spend more than they have. Others may blindly chase investment gains without recognizing the actual risks. For example, all of the hoopla surrounding the 3-month monster rally for U.S. stocks (9%-10%) ignores a…

Read More