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Kim Arthur  

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  • Just One ETF: Tech Catalysts Favor Return to Mean for Depressed Telecoms [View article]
    Gear points that you make, but the tide is turning. Multiple carriers have initiated fee hikes on data with tiered pricing. This is the first time in a long time that then carriers can see an economic payback for their cap ex. I don't know if it will persist, but it sure gives them a good shot at expanding their depressed margins and having them revert back to their norm.
    Higher adoption of smart phones is a net positive.
    Kim
    Mar 13, 2011. 12:34 AM | 1 Like Like |Link to Comment
  • Just One ETF: Tech Catalysts Favor Return to Mean for Depressed Telecoms [View article]
    The VOX is yielding more and does have a lower expense ratio, but we like the lower weighting of then top 3 names in the IYZ.
    Kim
    Mar 13, 2011. 12:29 AM | 1 Like Like |Link to Comment
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