Archive | Telecom ETFs

Investors Take Another Look At Stock ETFs With Above-Average Yields

Morningstar offers its paid subscribers a premium service called, “ETF Valuation Quickrank.” The company offers price-to-fair value estimates for several hundred ETFs that are based upon a proprietary analysis of the underlying stock holdings. At present, each investment is being labeled as fairly valued or overvalued; you will not a find a single fund — [...] Continue Reading...


Interest Rate Volatility Slams Real Estate ETFs and Telecom ETFs

Has global monetary stimulus by the world’s central banks squashed euro-zone collapse fears forever? On Wednesday, European leaders hinted that they may withhold bailout euro-dollars from Athens due to lack of progress on government reform initiatives. The occurrence barely registered as an afterthought on most people’s radar screens. Of course, there was a time when a [...] Continue Reading...


U.S. Manufacturing Shrinks. Should You Rethink Your Exposure to High Beta ETFs?

The possibility of the Federal Reserve slowing its bond purchasing program sent interest rates rocketing in May. Rate-sensitive assets — dividend stocks, REITs, MLPs, preferreds, muni bonds — all began to depreciate in value. By the end of the month, even common stocks began to stammer. Here on the first trading day of June, however, the [...] Continue Reading...


Great Rotation? Sector Rotation? Ignore Catchphrases When Selecting Your ETFs

There are moments when the media will grab hold of a terrific sound byte and refuse to let go. For example, some blame the recent weakness on yield-oriented assets — investment grade bonds, high yield bonds, convertibles, preferreds, REITs, defensive dividend stocks — on a mythical “Great Rotation.” The popular catchphrase describes a circumstance whereby [...] Continue Reading...


3 “Tweaks” That Will Fortify Your ETF Portfolio

Extraordinary rallies off bear market bottoms are typical. Bullish run-ups in March of 2003 as well as March of 2009 registered enviable unrealized gains of 35% and 65% respectively; each advance experienced little resistance for roughly 9-10 months. Powerful moves off minor corrections are less typical, if not downright suspicious. Investors in the S&P 500 SPDR [...] Continue Reading...


Asia Pacific Financial ETFs Thriving In Spite Of U.S. Pullback

There are moments in time when I get tired of hammering on a theme. For example, on April 1, I penned the article, Selecting Safer Growth and Income ETFs for the 2nd Quarter Pullback. The commentary made the simple case for shifting to sectors that do not exhibit a great deal of economic cyclicality. After [...] Continue Reading...


Don’t Blame China For The Sell-Off In U.S. Stock ETFs

For the first time in 2013, investors do not appear to be tripping over themselves to buy every fractional percentage dip. Here on 4/15, the media have blamed the accelerated selling on commodity price depreciation and a disappointing GDP reading (7.7%) out of China. So we’re supposed to believe that a manic Monday where the domestic [...] Continue Reading...


Breakdown ETFs: Go Ahead And Give It To Me

Over the course of the 4-year bull market, I’ve kept an eye on the percentage of S&P 100 stocks that reside above a long-term 200-day trendline. Market pressures always seemed to develop when the level approached 86%-90%. Similarly, when the 50-day moving average for the S&P 100 reached 85%, you could pretty much count on [...] Continue Reading...


Selecting Safer Growth and Income ETFs for the 2nd Quarter Pullback

People are feeling better about spending money. Similarly, investors are feeling better about risking it. The problem is, whenever people begin to feel wealthy due to a faulty premise (i.e., the U.S. Federal Reserve can keep buying bonds to depress interest rates without longer-term implications), they may spend more than they have. Others may blindly [...] Continue Reading...


Now What? ETF Investors Can Chase Performance Or Exercise Discipline

In a “Then and Now” piece, the Wall Street Journal published a number of fascinating statistics. “Then” represented October of 2007… the last time that the Dow Jones Industrials Average notched nominal highs. “Now” represents March of 2013… the first time that the price-weighted index ever closed above 14,250. Household income has slipped 5.6% since October [...] Continue Reading...


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