Archive | October, 2011

October 30, 2011 – ETF Expert Radio Podcast

“Bubble” ETFs, China ETFs, Tech ETFs, Retail ETFs, Contrarian ETFs Click here to listen to the show: 10-30-2011 Continue Reading...

3 Reasons Why Stock ETF Investors Should Tread Lightly

In the dark days of late September/early October, China hinted that it was nearing the end of its monetary and fiscal tightening campaign. At the same time, leaders in the European Union demonstrated several “come together” moments that removed the probability of an imminent collapse. And virtually every fundamental measure of “value” favored stocks over alternative assets. In fact, I extolled the virtues of a [...] Continue Reading...

Emerging Market Infrastructure ETFs For The Long Haul?

GDP growth in the industrialized world (e.g., Europe, U.S., etc.) might be lucky to reach 2% next year. Emerging markets? 6% easy. Yet 6%-9% GDP growth throughout emerging Asia and Latin America comes with a different set of challenges. For one thing, the BRIC components have struggled to keep inflation contained. What’s more, stock assets have [...] Continue Reading...

Contrarian ETF Investors Savor Apocalyptic Headlines

Factual headlines are often misleading. For example, a popular financial portal offered, ”October consumer confidence weakest since March 2009.” Most people might interpret this to mean that consumers aren’t spending and/or won’t be spending their money, resulting in less revenue for economically sensitive corporations. However, actual consumer spending has been on the rise… 1.1% in September alone. Equally important, Retail ETFs [...] Continue Reading...

Copper ETN (JJC), PowerShares Base Metals (DBB): Late To The October Party

The emerging world’s success depends largely on two factors: (1) the ability to export inexpensive goods to the developed world and (2) commodity-driven infrastructure growth of the indutrializing economies. Both of these factors seem to be picking up momentum. On the first front, emergers will still be exporting to the European Union if the region avoids a wholescale slip into recession. [...] Continue Reading...

3 Reasons For Increasing Your Allocation To Stock ETFs In Q4

Here’s a disclaimer from the get-go. If the European Union fails to persuade the world that they’ve got a workable, TARP-like plan on Wednesday, feel free to disregard these 3 reasons to add more Stock ETFs to your current allocation. 1. 2008 Or 1998? Endless comparisons have been made between 2011’s sovereign debt toxicity and 2008’s subprime loan [...] Continue Reading...

October 23, 2011 – ETF Expert Radio Podcast

China ETFs, Resources ETFs, Exporters To China And ETFs, Oversold ETFs, Australia ETFs Click here to listen to the show: 10-23-2011 Continue Reading...

5 ETFs For Believers In The Value-Based Pharmaceutical Sector

Abbott Laboratories (ABT) sports 5-year dividend growth of nearly 10% as well as a 3.5%+ annualized yield. Eli Lilly (LLY) has a P/E of 9, a 5.3% dividend yield and 3-years earnings growth of 19%. Meanwhile, AstraZeneca PLC (AZN) has a mammoth 35% trailing return on equity with a 5.8% annual dividend payout. How in the world are investors [...] Continue Reading...

Will Technology ETFs Reward Intrepid Investors In Q4?

How many major sectors of the U.S. economy are riding above their respective long-term, 200-day trendlines? 3 of the big 10 are. Not surprisingly, Defensive Equity ETFs like SPDR Select Sector Utilities (XLU) and SPDR Select Sector Staples (XLP) made the cut. More surprisingly to some, however, is the recent emergence of a cyclical powerhouse like SPDR Select Sector [...] Continue Reading...

Trend Remains Favorable For Defensive Equity ETFs and Yield-Oriented ETFs

Many folks are “banking” on a year-end rally. The catalyst? The European Union (EU) will come up with a massive recapitalization (a.k.a. bailout) of their financial institutions. In theory, if we no longer need to fret the collapse of the EU — the solvency of member nations, the functionality of its banks, etc. – investors should be able to return to corporate earnings. And most should like [...] Continue Reading...

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