Oil is pushing $110 per barrel. Gold is at a nominal, all-time high near $1450 an ounce. And the iShares Silver Trust (SLV) has rocketed from $17 to $38.5 in 7 short months. For these reasons, and for a variety of concerns regarding Resource-Related ETFs, many believe that a caution flag needs to be raised. On Wednesday, April 6th, we wonder [...] Continue Reading...
For years, I’ve had a running “beef” with Morningstar’s one-dimensional presentations of overvalued and undervalued ETFs. (See Overvalued and Undervalued ETFs: Eye of the Beholder.) Specifically, the popular web portal uses a fundamental approach for determining a fund’s intrinsic worth. The method ignores history, seasonality, technical data, contrarian data, oil, interest rates, economics, current events and [...] Continue Reading...
To be or not to be… that’s NOT the question. The question is, “At what price will oil start to negatively affect the stock market?” First came Egypt and Tunisia. Then came Libya. And with every word out of the mouths of Saudia Arabia leaders, there’s concern that $110 per barrel may not even hold. Many economists estimate [...] Continue Reading...
Tech underperformed the broader U.S. market in Q1. And historically, the tech sector’s best months don’t typically arrive until Q4. Will Q2 earnings season be able to get the tech train back on track? Probably not. The longest-term Microsoft investors with the patience to clip the 3% dividend coupon may be satisfied. However, ”cap app” seekers may not be dancing in the [...] Continue Reading...
Warren Buffett needs to do very little to move the NYSE needle. So when ”heir apparent” David Sokol recently resigned, scores of market pros began to speculate about the future of Mr. Buffett’s investment company, Berkshire Hathaway (BRK.B). How might this concern ETF investors? For one thing, Buffett invests heavily in transportation and insurance corporations; one should expect some correlation between Berkshire (BRK.B) and iShares DJ [...] Continue Reading...
Foreign ETFs For 2nd Quarter, Emerging Dividend ETFs, Emerging Corporate Bond ETFs, Copper ETFs, Dividend ETFs, Equity Income ETFs, Asia ETFs Click here to listen to the show: 4-3-11 Continue Reading...
