Archive | Internet ETFs

Domestic ETF Risk Taking Vibrant, International ETF Risk Taking Constrained

The S&P 500 has not merely been resilient in its six consecutive weeks of gains. The celebrated U.S. stock benchmark has been unstoppable in its 8.3% unrealized run-up. Granted, nearly everyone expects a period of mild selling activity (a.k.a. “a breather”). Indeed, history certainly suggests that unbridled enthusiasm usually gets a reality check or three. The [...] Continue Reading...


Are Tech and Consumer ETFs Serving As Safer Havens?

Financial stocks rocketed ahead in the first quarter and Bank of America (BAC) recently received a high-profile upgrade. So why is the SPDR Select Sector Financials Fund (XLF) one of the worst performers over the last 5 days? Aluminum giant, Alcoa, surprised Wall Street with its stronger-than anticipated earnings report. So why is the SPDR Select Sector [...] Continue Reading...


P/E Reversals May Identify Sector ETFs With The Most Promise In 2012

In 2011, S&P 500 profits expanded¬†15%. And yet, the¬†benchmark’s price¬†finished in the very same place that it started the year. In essence, since prices flat-lined and earnings experienced double-digit growth, a fundamentally inexpensive stock market via the price-to-earnings ratio (P/E) became even cheaper. The most common reason cited for P/E¬†contraction in 2011? The Euro Zone¬†debt crisis. Obviously,¬†sovereign [...] Continue Reading...


Tech ETF Dominance In Q4 At The Mercy Of The Eurozone

Is it¬†possible that¬†commentators have underestimated Warren Buffett’s¬†flexibility?¬†Indeed, the Oracle of Omaha is best known for buying the cheapest names on “boring” brand name institutions, like Coca-Cola (KO), American Express (AXP) and Procter & Gamble (PG). He rarely showed interest in anything remotely “tech.” Yet during the summer of our discontent — when technology shares¬†plummeted¬†alongside¬†double-dip recession fears [...] 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...


Long-Term Thematic ETFs Or Near-Term Momentum?

Scores of investment gurus live on momentum and relative strength. They may advocate investing solely in those assets that have put together¬†streaks over 4, 8 and 12 weeks (3 months). Other¬†media darlings don’t care what¬†happens in a shorter period. They may run with a particular theme for decades. For instance, Jim Rogers¬†likes commodities and the China [...] Continue Reading...


Debt Ceiling ETFs: A Different “Gang of Six”

In the 7/12/11 feature, Bond ETFs Predict The Debt Celing Will Be Raised, I demonstrated why there¬†has been¬†little reason to fret financial calamity. In essence, bond yields have neither surged nor “sold off” during the debt debate timeline. That fact alone has been supporting the notion¬†that a deal would get done. Although many still ponder¬†the possibility [...] Continue Reading...


Google’s Weight In Your Tech ETF

There are plenty of analysts who have questioned whether or not Google (GOOG) could sustain a double-digit growth rate going forward. Yet the tech giant’s 32% revenue¬†burst in the current quarter not only quieted the naysayers, it sent share prices up 13% in a single trading session. Not sure about those annoying click-through links? The average [...] Continue Reading...


Sector ETF Performance For 2011: How Important Will Earnings Growth Be?

How many times have you heard some variation on the following words: The most critical¬†driver of underlying stock prices¬†are corporate earnings growth prospects. Would you say you’ve read a similar sentence 10 times? 100 times? 1000 times? While I don’t disagree in principle, I do disagree in principal. (Note: Fundamental valuation fanatics need to look back [...] Continue Reading...


Will 2011 Be Favorable To The Equal Weight Technology ETF (RYT)?

In truth, I originally anticipated that we’d see¬†some “sell-the-news” profit-taking in late January… somewhere in the midst of¬†the corporate earnings barrage.¬†I did not think that I’d be cautioning on the bull market’s near-term viability here in late December. Why am I¬†concerned about¬†stock assets in the immediate-term? Did¬†the¬†recent rate hike by China give me pause to reflect, [...] Continue Reading...


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