Internet Infrastructure HOLDRs (IIH)

All Comments on IIH

  • commenter
    bizant
    Aug 01 10:04 PM
    Most Overbought and Oversold ETFs [view article]
    bravo Reply
  • commenter
    kkin365
    Aug 01 09:19 AM
    My Website
    Most Overbought and Oversold ETFs [view article]
    Excellent presentation. How should one take advantage of this overbought/oversold info? Kindly follow your presentation with an action plan. Reply
  • commenter
    Geoff
    Considine
    Jul 04 07:12 PM
    My Website
    Outlook for Select Sector ETFs [view article]
    Jonathan:

    As I say in the article--three years of trailing data is what I use. As far as getting rid of an under-performing sector, that will require study beyond QPP. The Financial sector is a great example. I have been very light on financials since well before the meltdown. I own some BAC, though, and it has gotten pounded. I am neither selling nor buying more. I invest for the long term and that is really what QPP is designed to help with. Over periods of less than a year, momentum tends to dominate--as I have discussed in some articles.

    Personally, I do my homework up front and then I tend to get in for the long haul. I do not try to time my major investments in terms of selling out when they are down. When I am adding money, I will use data such as these to help provide ideas for sectors to look at.

    The difference between under-valued and distressed is also apparent if you look at projected risk levels...

    Geoff     Reply
  • commenter
    Jonathan
    Sheinkop
    Jun 29 02:17 PM
    Outlook for Select Sector ETFs [view article]
    Geoff,
    Thank you for your uniquely academic approach. Can you be more specific in the length of the trailing time frames you use? As well, how often you look to make a change to a long term portfolio if a sector has just become a lead anchor? As you mention there is a difference between undervalued and distressed so when are you making your decision and acting upon it?

    Thanks,

    Jonathan     Reply
  • commenter
    mavericks
    Jun 28 03:03 PM
    June ETF Short Interest Surges [view article]
    According to ETFconnect.com, there are 476,300,000 shares of the SPY. If there are 197,400,000 shares short then that represents 41.4% of the outstanding shares. That is a huge percentage though the question is how that compares historically. Reply
  • commenter
    J Seabold
    Jun 25 02:24 PM
    Primary US Sector ETFs [view article]
    What about iShares DJ US Tech (IYW)? Reply
  • commenter
    ETF Wanderer
    May 13 12:23 PM
    My Website
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    can you please update this list? thanks. Reply
  • commenter
    Geoff
    Considine
    Apr 14 12:38 PM
    My Website
    Outlook for Select Sector ETFs [view article]
    Ben:

    Good question. I would say that this could be one data point among several. Buying individual stocks means that you have a specific view of a firm and want to own it. I would never do so just on the basis of QPP. I would also want to consider default risk via the tails--see my articles on this. Underpriced can also mean 'distress.'

    Geoff     Reply
  • commenter
    Ben5519
    Apr 12 11:21 PM
    Outlook for Select Sector ETFs [view article]
    Geoff,

    Great article. I am curious - do you think that this strategy of using QPP's future projections to help predict sector performance can be used with individual stock picking? For instance, if a stock has been performing poorly and QPP predicts a significant increase in return, is that perhaps a signal that the stock is a good buy?

    Thanks,
    Ben     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on IIH
    Is this a buy or a sell? Reply
  • commenter
    David
    Jackson
    Apr 05 04:17 PM
    My Website
    Primary US Sector ETFs [view article]
    Russ, thanks for catching this -- for some reason we'd omitted the Dow Jones Transportation Average Index Fund ETF (IYT). We've added it in now. Reply
  • commenter
    Russ Abbott
    Apr 05 03:38 PM
    My Website
    Primary US Sector ETFs [view article]
    There don't seem to be any transportation ETFs listed. Is that because there simply aren't any? Reply
  • commenter
    Geoff
    Considine
    Feb 26 03:44 PM
    My Website
    Outlook for Select Sector ETFs [view article]
    Just for an interesting update for this article, check out how the top two rated ETF's have performed relative to the bottom two since this article was written:

    finance.yahoo.com/q/bc...

    TIP and DJP are up and EEM and EFA are down. Anecdotal evidence? Definitely. But notable nonetheless.     Reply
  • commenter
    Kunst
    Jan 14 09:33 PM
    A guide to technology sector ETFs (IGN, IGV, IGW, BDH, BHH, HHH, IIH, SMH, QQQQ, XLK, IYW, VGT, PXQ, PSI, PSJ) [view article]
    How about an update on this article?
     Reply
  • commenter
    d_teller
    Nov 01 03:02 PM
    Outlook for Select Sector ETFs [view article]
    TIPs are way under compensated for the social and systemic risks of their "bonds) BWX might be a better, uncorrelated asset (sovereign bonds of developed countries).

    Why do I claim TIPs are uncompensated? Because of the neglect of infrastructure and built in social hazard of MP3/education: RAP/reading comprehension: direct taxation of an underestimated core CPI (The economists, who are politically charged to keep the CPI down, have continuously included "product improvement" in their costs. Tell me, is a GPS to tell someone who can't read a map and doesn't know where they're going ... an "improvement"... is a drop down videoscreen to keep the brats happy, (because familial supervision has been put in assisted living) an "improvement"... (Are granite countertops better than insulation, and removal of wind/firehazards from the property?)
    Is it better for the Federal Govt to steal an immigrant's savings than for some street thug to rob an undocumented Guatemalan?

    Should we include the qtr pt of GDP lost to the stupid choke points of underfunded airports (left to commercial carriers to expand) shipping ports and wonderful new LNG depots ...vs. diverting grain from livestock to ethanol. Or maybe they'll actually get a nuclear waste storage facility, so one could expand the dormant nuclear power plant construction...or get the standards ENFORCED for the safe construction/operation of a refienery? Or perhaps we should also take another quarter percent off for the health care costs of unstandardized results vs focus on contracts? Or perhaps another half a percent because the innovation we used to admire in health, education and social standards has been replaced by entitlements and sly greed...which is not a goal that I'd want for an immigrant.

    Or maybe we should admit that risk is all around; no one owes us a living, there's no "pill for stupidity" and there ain't no such thing as a free lunch

    The lack of federal funding and regional security for natural hazard reinsurance and infrastructure maintenance ensures reversion to mediocrity. The C.P.I. is wayyy underestimated; has been for a generation. Worse... TIPs are taxed at implied gain and not compensated for deflating dollar value.     Reply
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