Archive | Internet ETFs

“Old Tech” ETFs Are Better Risk-Reward Prospects Than “New Tech” ETFs

Scores of investors often regard Benjamin Graham as the grandfather of value investing. Even those who shun Graham’s methods of analyzing securities tend to revere quotes attributed to him. For example, on market complacency, “… chief losses to investors come from the purchase of low-quality securities at times of good business conditions.” In this discussion, [...] Continue Reading...


The Great ETF Rotation Is Accelerating

Back on April 9, I talked about a “Great Rotation” away from momentum plays (e.g., biotech, Internet, small-cap growth, etc.). Where did the smart money go? Demand had been picking up for the least popular asset classes from 2013, including long-dated treasuries, select emerging markets as well as commodities. Five trading weeks have passed since [...] Continue Reading...


ETF Moves You Can Make Before The Crowd Gets Restless

Nobody can tell you when a 10% stock market pullback is imminent. That has not stopped many from issuing erroneous prognostications over the last 31 months. By the same token, no individual can predict when a correction will morph into a 20% bearish sell-off. Yet Marc Faber (“Dr. Doom”) has routinely served up enormously frightful [...] Continue Reading...


Are Emerging Market Small Cap ETFs Safer Than U.S. Small Cap ETFs?

When U.S. stocks have struggled in 2014, the pattern has had a familiar ring to it. Small-caps have fallen harder than large-caps. Growth-oriented equities have dropped more precipitously than value-oriented equities. Meanwhile, consumer Internet assets have jumped off the proverbial cliff. For those who choose to monitor these sorts of unfriendly patterns, the price of [...] Continue Reading...


What You Don’t Know About Relative Strength Shifts In ETFs Can Hurt You

One of the best web sites for identifying trends in the ETF marketplace is ETFscreen.com. And one of the best features at the data aggregation portal is the Relative Strength Factor (RSf) reporting. According to ETF Screen, the Relative Strength Factor (RSf) represents a percentile ranking of fund performance relative to all other funds in [...] Continue Reading...


Great Rotation? ETFs Encounter A Different Kind Of Shift In 2014

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks. The notion picked up steam shortly after the Federal Reserve announced its intention to taper its quantitative easing (QE) program in May of 2013. Yield-sensitive assets of all stripes — [...] Continue Reading...


Three Asian ETFs With Tremendous Upside Potential

Here is something that investors can take to their “to-big-too-fail” banks: Authorities in China will never allow a full-blown credit crisis to decimate the world’s 2nd largest economy. Disappointing manufacturing data, a falling yuan and the country’s first junk bond default have all contributed to perceived investing risks. However, Chinese government officials have learned from [...] Continue Reading...


How Bond ETFs Crushed Stock ETFs In The First Quarter Of 2014

Don’t blame weakness in home sales on weather conditions. The National Association of Realtor’s pending home sales index has fallen for eight consecutive months. In fact, you can trace the trouble directly back to when 30-year fixed mortgages pole vaulted from 3.5% to 4.5% in the summer of 2013. The rate-sensitive home-building segment has been [...] Continue Reading...


Lower Risk ETFs On The New 52-Week High List

Does anyone really think that the monstrous erosion in homebuilder sentiment and the disappearance of mortgage applications are due to the nasty weather? Perhaps one can attribute the sad state of retailer earnings to cold spells and polar vortexes. One can even consider excusing two months of abysmal payroll data to rain, sleet and snow. [...] Continue Reading...


Positioning Your ETF Portfolio For 2014

Seeking Alpha’s Abby Carmel and Jonathan Liss recently spoke with Gary to find out how he selects specific ETFs and plans to use them to position clients in 2014. SA Editors (SA): How would you describe your investing style/philosophy? Gary Gordon (GG): Information processing is the best way to describe the way that I invest. [...] Continue Reading...


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