Is ICF a buy? - Seeking Alpha

Quote & Headlines Market Currents StockTalk

Today 5d 1m 3m 1y 5y 10y

52wk high:

52wk low:

EPS:

PE:

Div Rate:

Yield:

Market Cap:

Volume:

224 people get ICF articles and Market Currents by email alert.

Get email alerts on ICF »

HEADLINES:

Top 10 U.S. Real Estate Sector ETFs
David Fry • Fri, May 10 • 2 Comments
It's Not The Right Time For REITs
Howard Gold • Thu, May 9 • 3 Comments
Strategies For A Rising Rate Environment: High Yield Equities
Robert Wagner • Thu, Apr 4 • 3 Comments
Danger Zone For This Week: Ventas
David Trainer • Tue, Mar 19 • 6 Comments
Can An Intelligent REIT Investor Over-Diversify?
Brad Thomas • Mon, Feb 11 • 98 Comments
Market Timing: A Strategy Worth 25% A Year For A Decade (Part 3)
Ypa Finance • Mon, Jan 28 • 9 Comments
What's Ahead For CMBS And Commercial Real Estate In 2013
Malay Bansal • Sun, Jan 13 • 2 Comments
A Fatal Attraction To REIT ETFs
Brad Thomas • Wed, Sep 19, 2012 • 63 Comments
Housing Recovery? Try Long Convalescence
Russ Koesterich • Tue, Sep 18, 2012 • 2 Comments
21 Years And Going: Performance Results Of Trend Following Or Relative Strength Over Real Index Funds
MyPlanIQ • Fri, Sep 7, 2012 • 8 Comments
Finding Room for Income With Vanguard REIT ETF
Morningstar • Fri, Aug 31, 2012 • 6 Comments
September Historical Sector Analysis: Not Kind
Jon R. Orcutt • Mon, Aug 27, 2012
August Historical Sector Analysis: Gone Fishing!
Jon R. Orcutt • Thu, Jul 26, 2012
Time To Get Real (Estate): A Primer For Retail Investors
Skyler Greene • Mon, Jul 9, 2012 • 3 Comments
July Historical Sector Analysis: Big Hits And Little Misses
Jon R. Orcutt • Fri, Jun 22, 2012 • 2 Comments
Let's Get Serious About Reducing Risk
Lowell Herr • Thu, May 31, 2012 • 1 Comment
Public Storage: Profiting From Too Much Stuff
Richard Bloch • Wed, May 30, 2012
REITs: A Sector More Resistant Than Others In Bad Seasons
Ypa Finance • Sun, May 27, 2012 • 4 Comments
Top 10 U.S. Real Estate ETFs
David Fry • Thu, May 24, 2012 • 16 Comments
More Signs Of A Housing Upturn
Calafia Beach Pundit • Tue, May 22, 2012 • 9 Comments

To learn more about Seeking Alpha Pro, click here.

Selecting Candidate ETFs for Effective Portfolio Construction
MyPlanIQ • Wed, Jun 2, 2010 • 3 Comments
How Much Longer Can REIT ETFs Play Leader?
Gary Gordon • Fri, May 14, 2010 • 2 Comments
Data Shows Steel Production, Demand and Jobs Sinking Fast
Mike Petro • Fri, Jan 9, 2009
Testing Forward Looking Asset Allocation
Geoff Considine • Wed, Oct 22, 2008 • 13 Comments
Real Estate ETF Proves Analysts Wrong
Tom Lydon • Mon, Feb 12, 2007
Portfolio Building With Forward Looking Asset Allocation
Geoff Considine • Fri, Jan 19, 2007 • 10 Comments
Real Estate Gauge: Private Residential Investment as a Percentage of GDP
Eddy Elfenbein • Wed, Jan 10, 2007 • 3 Comments

Top 10 U.S. Real Estate Sector ETFs
David Fry • Fri, May 10 • 2 Comments
It's Not The Right Time For REITs
Howard Gold • Thu, May 9 • 3 Comments
Strategies For A Rising Rate Environment: High Yield Equities
Robert Wagner • Thu, Apr 4 • 3 Comments
Danger Zone For This Week: Ventas
David Trainer • Tue, Mar 19 • 6 Comments
Can An Intelligent REIT Investor Over-Diversify?
Brad Thomas • Mon, Feb 11 • 98 Comments
Market Timing: A Strategy Worth 25% A Year For A Decade (Part 3)
Ypa Finance • Mon, Jan 28 • 9 Comments
What's Ahead For CMBS And Commercial Real Estate In 2013
Malay Bansal • Sun, Jan 13 • 2 Comments
A Fatal Attraction To REIT ETFs
Brad Thomas • Wed, Sep 19, 2012 • 63 Comments
Housing Recovery? Try Long Convalescence
Russ Koesterich • Tue, Sep 18, 2012 • 2 Comments
21 Years And Going: Performance Results Of Trend Following Or Relative Strength Over Real Index Funds
MyPlanIQ • Fri, Sep 7, 2012 • 8 Comments
Finding Room for Income With Vanguard REIT ETF
Morningstar • Fri, Aug 31, 2012 • 6 Comments
September Historical Sector Analysis: Not Kind
Jon R. Orcutt • Mon, Aug 27, 2012
August Historical Sector Analysis: Gone Fishing!
Jon R. Orcutt • Thu, Jul 26, 2012
Time To Get Real (Estate): A Primer For Retail Investors
Skyler Greene • Mon, Jul 9, 2012 • 3 Comments
July Historical Sector Analysis: Big Hits And Little Misses
Jon R. Orcutt • Fri, Jun 22, 2012 • 2 Comments
Let's Get Serious About Reducing Risk
Lowell Herr • Thu, May 31, 2012 • 1 Comment
Public Storage: Profiting From Too Much Stuff
Richard Bloch • Wed, May 30, 2012
REITs: A Sector More Resistant Than Others In Bad Seasons
Ypa Finance • Sun, May 27, 2012 • 4 Comments
Top 10 U.S. Real Estate ETFs
David Fry • Thu, May 24, 2012 • 16 Comments
More Signs Of A Housing Upturn
Calafia Beach Pundit • Tue, May 22, 2012 • 9 Comments

There are no Transcripts on ICF.

Housing stocks’ big run may slow despite good data

at MarketWatch.com (Sep 24, 2012)
Weekend Investor: How to buy REITs in a crowded market

at MarketWatch.com (Jun 1, 2012)
Hungry for yield? Take a bite out of REITs

at MarketWatch.com (Nov 18, 2011)
Mark Hulbert: Beginning of the end of the entire crisis?

at MarketWatch.com (Jul 15, 2011)
Video: Real Estate Stocks Signal a Recovery for Housing

at MarketWatch.com (Jul 14, 2011)
Shorts Stacking Up, Time to Buy?

at CNBC.com (Jun 24, 2011)
Howard Gold's No-Nonsense Investing: Outperforming REITs could keep rolling

at MarketWatch.com (Feb 25, 2011)
ETF Investing: M&A, strong earnings send REITs through the roof

at MarketWatch.com (Jan 30, 2011)
Good and Bad News for Traders

at CNBC.com (Nov 5, 2010)

ICF vs. ETF Alternatives

ICF Description

The iShares Cohen & Steers Realty Majors Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of large, actively traded U.S. real estate investment trusts, as represented by the Cohen & Steers Realty Majors Index.
See more details on sponsor's website

Country: United States

Key Info

In Your Portfolio: A Guide to Sector ETFs, Real Estate [REIT] ETFs
Asset Class Performance: Real Estate

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, January 24, 8:53 AM "(Commercial property) values are increasing but they're not running away," says Starwood (STWD) CEO Barry Sternlicht in an interview about the LNR purchase. He notes money is beginning to move out of fixed income into real property. This isn't news for major city centers, but Sternlicht says it's beginning to spill into "secondary cities." Comment! [Financials, U.S. Economy]
Friday, January 18, 10:59 AM More good news for housing: Household formation growth is back. After averaging more than 1M/year prior to the property bust, formations dropped to about 500K/year between 2008-10. The number bounced to 1.1M in 2011 and looks to have risen further last year. The gains are particularly felt in the rental market, and builders are obliging with a big jump in multi-family starts. 5 Comments [U.S. Economy]
Friday, November 30, 2012, 4:08 PM Norway's sovereign wealth fund is jumping into U.S. real estate, planning to invest about $11B of its $660B in "conservative" investments such as office complexes in major cities. The fund - just stocks and bonds at the moment - wants to have 5% of its assets in property. "The U.S. is the next real estate market to invest in," says fund management chief Yngve Slyngstad. 1 Comment [U.S. Economy, Global & FX]
Monday, November 26, 2012, 3:38 PM Focus on D.C. is preventing many from seeing the potential for housing - and by relation, employment - to deliver a big upside surprise in 2013, writes Jim Leaviss. If past patterns hold, the recent sharp decline in inventory should presage strong growth next year. Rising house prices removes a key psychological block from buyers - most prefer to buy into a clearly rising market. 1 Comment [U.S. Economy]
Friday, November 16, 2012, 3:29 PM Developed real estate ex-U.S. (WPS) holds its ground over the last 2 months as domestic property (IYR) falls more than 7%. YTD, WPS is up 25.4% vs. an 8.7% gain for IYR. Another international fund, VNQI - holding many of the same stocks, but less top-heavy - has posted an even greater return, +28.1%. 3 Comments [Global & FX]
Thursday, November 15, 2012, 11:00 AM The seasonally-adjusted delinquency rate for 1-4 family homes fell18 bps to 7.40% in Q3, according to the MBA. The rate fell 59 bps on a Y/Y basis. The percentage of loans in some sort of delinquency fell to 11.71% from 12.63% a year ago. "A significant drop in the shadow inventory of distressed loans (is) a real positive for the housing market." (see Blackstone - buying up everything it sees). 1 Comment [U.S. Economy]
Friday, October 19, 2012, 12:29 PM Developed real estate ex- U.S. (WPS) continues to add to its sizable lead over domestic property (IYR, VNQ), with all of the outperformance coming since late July. The fund's largest holdings are concentrated in Asia - Japan, Hong Kong - with a bit of Australia and Europe thrown in. 1 Comment
Wednesday, October 17, 2012, 8:39 AM More on September Housing Starts: Both starts and permits post their best numbers since the summer of 2008. August's gains are revised higher to +4.1% from +2.3%. As hoped, it appears housing starts are catching up to large previous gains in builder confidence. (see also) Comment! [U.S. Economy]
Friday, September 14, 2012, 3:09 PM Trailing U.S. real estate (IYR, VNQ) badly for much of the last month, the past few sessions have been especially good for developed real estate ex-U.S (WPS). On a YTD basis, WPS continues to outperform domestic property by about 600 basis points. Comment!
Saturday, August 25, 2012, 10:00 AM Southern Co. (SO) and Verizon (VZ) may be the "poster children" among high dividend-payers as the quest for yield takes the utility (XLU), telecom (IXP), and consumer staples (XLP) sectors to frothy levels. The flip-side are health-care services (XHS), autos (CARZ), housing (IYR), and tech (XLK) - lower payers, but with relative valuations that have rarely been this cheap. 17 Comments [Quick Ideas]
Wednesday, August 8, 2012, 3:15 PM The 4.8% Q2 gain in Freddie Mac's House Price Index was the strongest print in 8 years, says Chief Economist Frank Nothaft. He casts doubt on the claim of a massive "shadow inventory" set to be unleashed on the market, noting sharp declines in both excess-for-rent and excess-for-sale inventory. Also, national figures are obscuring true tightness in many local markets. 7 Comments [U.S. Economy]
Thursday, July 5, 2012, 1:16 PM Price matters. Real estate funds have trumped all other categories of stock fund over the last 3 years, not because the underlying assets have great fundamentals, but because the class "was priced for bankruptcy" in 2009. Now the fundamentals are turning. Some favorites: VNQ, SPG, AVB, FNIO, ICF, IFGL. 5 Comments [U.S. Economy]
Tuesday, July 3, 2012, 9:42 AM Blackstone (BX) gets into the residential landlord business, buying up $250M worth of foreclosed single-family homes with the intention of renting them out, according to sources. The firm joins what can now be called a mad rush of deep-pocketed investors trying to take single-family rentals out of the mom-and-pop category and into a major asset class. 24 Comments [Financials]
Friday, June 29, 2012, 3:21 PM Real estate ex-U.S. outperformed U.S. real estate this month, WPS +4.9% (45 minutes before the close) vs. IYR and VNQ, each up about 2.5%. Over the last year though, it's not close, with U.S. real estate outperforming ex-U.S. by 1500 basis points or more (depending on the ETF), the divergence beginning last last fall. Comment!
Wednesday, June 13, 2012, 1:19 PM Even with meaty yields, the dividend payout ratios for REITs remain very low, and thus very safe, says Fidelity's Sam Wald. Current low levels of supply mean economic growth does not have to be great for these companies to grow nicely, he adds. 1 Comment [Financials]
Thursday, April 12, 2012, 5:54 AM New foreclosures fell 16% in March from a year earlier, according to RealtyTrac, reaching the the lowest quarterly total since 2007. RealtyTrac expects foreclosure activity to remain elevated, though "the faster we can move some of these old foreclosures through the pipeline, the faster the market can be in a place to recover." Comment! [U.S. Economy]

Alex B. Gray
ICF International ICFI reported Q3 2010 revenue increased 18.3% to $197.7M and net income jumped 44.52% to $7.4M.
11/4/10
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Alex B. Gray
ICF Intl $ICFI to release Q3 2010 results after the market close on November 4, 2010 and host a conference call at 5PM Eastern that same day
10/12/10
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

papa grande
I am watching real estate (ICF)because it appears to have a lot of room for future growth. For small caps I expect PESI and ANTS to rocket.
9/8/10
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

ETFdesk
WaysToPlay post : WSJ: Hotels Shrug Off Bad News http://tinyurl.com/lf4xgr $IYR $ICF #MKT #ETF
8/24/09
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

ETFdesk
WaysToPlay post : WSJ: Hotels Shrug Off Bad News http://tinyurl.com/lf4xgr $IYR $ICF #MKT #ETF
8/24/09
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Anthony Alfidi
Why consider $IYR and not $ICF? First one's more diversified, holds more property owners.
8/11/09
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

LATEST REPLIES

ICF iShares Cohen & Steers Realty Majors ETF

ICF

iShares Cohen & Steers Realty Majors ETF