iShares MSCI Austria Index (EWO)

All Comments on EWO

  • commenter
    Jul 05 03:07 PM
    Green Commodities for a Complete Green Portfolio [view article]
    Zacks published this (see below article) 7 trading days ago about Renesola (SOL), when the price was bouncing around at about $20.

    Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...

    See Zacks' site. This in addition to Investors Business Daily June ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL. Piper Jaffray article in June practically audited SOL, and its clean balance sheet, and they love it.

    Last week's drop was clearly a case of throwing the baby out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...

    Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.

    I trust all three combined, Zacks, IBD, and Piper Jaffray.

    Read this quote from Zacks last week:

    "Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
    impressive results, SOL increased its 2008 production
    output and sales guidance. Accordingly, with a
    bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."

    Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...

    Time to run to your laptop and buy SOL fast...
    Reply
  • commenter
    Jul 05 01:04 AM
    My Website
    Green Commodities for a Complete Green Portfolio [view article]
    Jgib, I agree - I talk about my criteria for holdings like EWZ on the blog. I use biocapacity and carbon metrics for macro holdings (like currency and index), but there is some soul swallowing that happens. It's inevitable in green investing. Even green holdings have questionable things. I definitely understand the underlying hypocrisy, but I do use a series of actual scientific studies to come up with the allocations. In my opinion, the overall idea is to promote green and not sacrifice returns, and a holding like EWZ fits that model. Reply
  • commenter
    Jul 04 11:54 AM
    Green Commodities for a Complete Green Portfolio [view article]
    I was surprised with your entry of EWZ in a green discussion. Biggest holding is Petrobras - a socialist company producing oil, and driller offshore - how green is that - offshore RIO. I think they have beaches. Reply
  • commenter
    Jul 03 12:23 PM
    Green Commodities for a Complete Green Portfolio [view article]
    as the market continues to go down, agriculture, which used to be a safe haven, now looks like it may be subject to a downward trend. Here's a pretty good podcast that discusses what to during this down market and what's going on with coal, steel, bulk shipping, and agriculture.

    the main idea is that individual investors dont have to act like institutional investors and this market and may be better holding cash than trying to beat the market.
    www.greenfaucet.com/sh...
    Reply
  • commenter
    Jul 03 11:02 AM
    My Website
    Green Commodities for a Complete Green Portfolio [view article]
    New wind ETF: PWND PowerShares Global Wind Energy

    Also I think Diversity / Social Investments is really in a different category than green. Perhaps you should start a couple of different categories such as Global Thinking and Progressive. Also what about Nukes?
    Reply
  • commenter
    Jun 27 07:36 AM
    Screening ETFs By P/E Ratio is of Little Value to Investors [view article]
    Thanks for that discussion & pointer to Yahoo's P/E information.

    You argue that P/E values of ETF's are not an assurance of continued future growth as if that is something unique to ETF's. But the same lack of assurance applies to individual stocks - P/E's are useful as just one of the indicators one should look at. What is the difference?
    Reply
  • commenter
    Jun 27 12:41 AM
    My Website
    Energy Use Per GDP Unit by Country [view article]
    Interesting analysis, and worthy of further investigation. Perhaps too simplistic to try and boil it down to ETF/CEF investing strategies. Reply
  • commenter
    Jun 09 09:40 AM
    iShares Austria: Exposure to Rapid Growth in Post-Communist Europe [view article]
    Don Dion is offering a free video conference this Wednesday on his outlook for the 2nd half of the year! Go to www.dionmm.com/video/p... to register! Reply
  • commenter
    Jun 08 02:00 PM
    My Website
    iShares Austria: Exposure to Rapid Growth in Post-Communist Europe [view article]
    I agree Austria has many advantages over other countries but caution is needed now. In many of these East European countries inflation is creeping high and too many investors are pouring money into these small countries. Reply
  • commenter
    Jun 01 02:50 PM
    My Website
    Calendar Year Country Fund Returns: 1997-2007+ [view article]
    The Swiss ETF - EWL seems to always an average performer.Others like EWG,EWD are probably better bets. Reply
  • iShares Austria: Exposure to Rapid Growth in Post-Communist Europe [view article]
    The so called " New Europe" has been a great investment opportunity. If the US housing crisis does spill over, however, these markets will suffer tremendously.. I have been watching the Bulgarian Market Index fall from 2,000 in october 2007 to 1,100 currently.. Reply
  • commenter
    May 29 01:20 PM
    iShares Austria: Exposure to Rapid Growth in Post-Communist Europe [view article]
    I had been in EUROX for the same reason but this ETF has much greater appeal and concentration in an area that is the epicenter of the "flat tax" experiment - New Czech, Ukraine, etc.
    Best to all.
    Reply
  • commenter
    May 29 09:32 AM
    My Website
    iShares Austria: Exposure to Rapid Growth in Post-Communist Europe [view article]
    I love the region; personally, I've been in VIP for a while and just got in to CEDC, the largest local beverage supplier in eastern europe. The next growth story yet to be exploited! Reply
  • commenter
    May 19 05:05 PM
    My Website
    Single Country Europe ETFs and Closed-End Funds [view article]
    Update: we just added to this list the new Northern Trust NETS ETFs covering The Netherlands and Belgium. Reply
  • commenter
    May 16 11:51 AM
    My Website
    ETFs: A Screened List [view article]
    Bill (BILLB),

    I should have added that reasonable size is also determined by the investor's bit size. Someone who wants to put $10,000 into a position has different criteria than someone who wants to put $100,000 or $500,000 into a position.

    I certainly would not be willing to be more than 10% of a single day's trading, and would prefer to be closer to unobservable in the volumes.
    Reply

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