Archive | Semiconductor ETFs

Diversification Across ETF Asset Classes Reclaims Its Mojo

Glum economic data derailed U.S. stocks in January. A mammoth “miss” for manufacturing activity, an unsettling decline in mortgage applications as well as an appalling “net-new-jobs” number were some of the high-profile culprits. At long last, it seemed as if the market might treat bad news as a reason to recoil. Here in February, though, disappointing [...] Continue Reading...


Stock ETFs Overvalued? “Old Tech” Begs To Differ

Warren Buffett and Berkshire colleagues are publicly complaining about the absence of stock bargains. What they should be saying is that broad-based equity investors were wrong to cheer the Federal Reserve’s economic downgrade and subsequent continuation of its money-printing, bond-buying program; in particular, lower economic forecasts by the Fed will likely be accompanied by reduced [...] Continue Reading...


Tech and Healthcare ETFs… Are They All That We Have Left?

On Monday, 8/19/2013, U.S. stocks logged their first 4-day losing streak of the calendar year. Until recently, the idea of a pullback had begun to seem far-fetched. The S&P 500 SPDR Trust (SPY) had been hitting high after record high with remarkable ease. Now the only “rally talk” is centering on how high longer-term bond [...] Continue Reading...


Stock ETFs With Super-Sized Dividend Yields

Since the October 2011 lows, my clients have benefited immensely from the middle of the risk spectrum.¬†Prominent ETF areas — high yield corporate bonds, emerging market bonds, preferreds, REITs, dividend stocks — continue to provide remarkable price appreciation as well as¬†reliable income. At the same time, yield doesn’t always have to come from traditional places. (Review [...] Continue Reading...


Are NASDAQ 100 ETFs Extremely Cheap?

Before the bell on Monday, 5/7/2012, Warren Buffett announced that he‚Äôd eagerly acquire shares in two major U.S. corporations. Yet tech standouts like Apple (AAPL) and Google (GOOG) aren‚Äôt on his ‚Äúbuy list.‚ÄĚ Maybe they should be. According to Birinyi Associates, the current price-to-earnings ratio of the Dow Industrials is 14.5. For the NASDAQ 100? 11.8. Mr. Buffett [...] 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...


The Fate Of Emerging Market ETFs In 2012

Popular emerging markets in the BRIC configuration –¬†Brazil, Russia, India, China¬†– suffered through severe bear markets in 2011. Yet far too many writers¬†attribute¬†the 20%-33%¬†declines to Europe’s sovereign debt crisis alone. It is true that the¬†debt mess sent the U.S. dollar higher at the expense of the¬†ruble, “real,” and¬†the¬†rupee. Contagion containment¬†has¬†also damaged the prospects for emerging market [...] 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...


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