Archive | Telecom ETFs

3 ETFs To Consider For Reasons Other Than Ultra-Low Interest Rates

I have met David Kotok, chief investment officer at Cumberland Advisors, at several conferences in which we have both been speakers. He is intelligent, amiable and approachable. Recently, I read an article by Mr. Kotok on whether or not Federal Reserve tapering constituted tightening. He suggested that it may not be. He also maintained that Cumberland [...] 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...


Why Investors Are Looking At Foreign Stock ETFs For Income And Growth

PowerShares DB U.S. Dollar Bullish (UUP) traded near $22.25 per share at the beginning of September, 2012. One year later, UUP trades near the same share price. In other words, over the course of the last 12 months, the U.S. dollar has not changed much against a basket of world currencies. Why is the dollar’s ability [...] Continue Reading...


Even The Threat Of War Fails To Lift Income ETFs

The list of uncertainties for the U.S. stock market is expanding. Pending home sales have declined for two consecutive months. Consumer spending is flat. The U.S. government is gearing up to debate the debt ceiling yet again. And, more immediately, Congress may authorize a military strike on Syria. Perhaps ironically, I do not see conflict in [...] Continue Reading...


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...


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