iShares S&P Latin America 40 Index (ILF)

All Comments on ILF

  • commenter
    User 110789
    Oct 03 06:54 PM
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    Are there any EFT funds that are purelt composed of vietnam companies? lasmatas@yahoo.com Reply
  • commenter
    Jeff
    Oct 01 07:53 PM
    My Website
    Are You Missing the ETF Rally? [view article]
    Uncle Bill -
    Thanks for your question. I can see that you did some research with genuine interest, so let me try to clarify a few things.

    While I have been trading market sectors through model-based rotation systems for nearly ten years, the application to the ETF's, and particularly to iShares, is a new approach for us. I have tried to explain why this universe is especially good for our model, and I'll write more on this in the future. Meanwhile, the record you see here is what we actually did. The articles include a rapid trade in and out of a sector in August, and how we were out of the market for a month.

    I am trying to illustrate what it is really like to trade a system. Most people do not understand at all. I do not expect to call bottoms and tops with this method. In fact, I know that I will get whipped around at transitional points. How? From studying the careful, out-of-sample back tests, so I am prepared for what I get. I also know there will be some negative patches and drawdowns.

    We use this model for our intermediate outlook even when I personally disagree. (Over the years, the model and I have been pretty close overall, both with excellent records.) Because we make our position public on the Ticker Sense blogger sentiment poll, you can check us out for a longer period. When the model is negative, we include short ETF's to hedge the position. We might still be net long, but the percentage has been reduced.

    I am still trying to figure out what to include in these articles, and what the timing should be. Your comment is helpful in that regard.

    Thanks,

    Jeff     Reply
  • commenter
    Uncle Bill
    Oct 01 03:28 PM
    Are You Missing the ETF Rally? [view article]
    I noticed that your positions in this article are only a month old, so I checked your previous posts to see how you've been doing. On June 20, with SPX a 1512, your post was Outlook Continues to Be Bullish. About two weeks later, July 3, with SPX at 1534, your title was Outlook Moves to Neutral from Bullish. Three weeks after that, with SPX at 1511, your title was Outlook Shifts to Bullish. Ten days later on August 2, with SPX at 1472, you wrote "What has happened in the last week has little to do with the valuation of most stocks. We find many attractive buys on our "watch list" and we have added to our positions." Two weeks later, on August 17, you wrote, "Our intermediate term model turned neutral as we reported on August 1st, and negative a couple of days later." At the time of the post, SPX stood at 1411. That was pretty much the low for the summer. What's a thoughtful reader to conclude? Reply
  • commenter
    Willem D.
    Okkerse -
    CEO
    OK-Rating
    Inst.
    Sep 03 06:14 AM
    My Website
    Risk-Return Balance Across iShares ETFs [view article]
    I am obliged by this amount of work and surprised by its result.
    During my investigations within the total ETF's of Dutch AEX index the following could be ascertained :
    During eight years the annual and preselected stocks of that AEX delivered together a Bèta of 0,62 and an Alpha of >9%
     Reply
  • commenter
    Richard Shaw
    Aug 03 10:06 PM
    My Website
    Country Constituents of MSCI Regions [view article]
    Not sure what you are talking about. This article does not analyze anything. It just tells you which countries are in which index. Reply
  • commenter
    Richard Shaw
    Aug 03 10:05 PM
    My Website
    Country Constituents of MSCI Regions [view article]
    Looks like I loaded a version prior to the final version. I'll make the correction on my blog -- not sure what SeekingAlpha will do. Reply
  • commenter
    mylittlebutt
    ercup
    Aug 03 01:46 PM
    Country Constituents of MSCI Regions [view article]
    Great Idea for an article - but aren't you missing many levels of analysis - such as PE ratios - you wouldn't expect a country growing twice as fast as another to have better stock market returns if its PE ratio is alreay 4 times more. The analysis doesn't seem to be much different than it would need to be for an individual stock. The increase is the country's earnings is only one thing to look at when estimating its likely appreciation. Reply
  • commenter
    mangino
    Aug 03 12:41 PM
    Country Constituents of MSCI Regions [view article]
    The EMU column doesn't have any X's in it. Reply
  • commenter
    davcnslt
    Jul 31 10:33 PM
    My Website
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    Richard,
    Your post is a nifty piece of work, and very helpful as I am currently reconstructing our portfolio (who isn't?). Many thanks, it is much appreciated. Incidentally, I had no problems saving the jpg files in the enlarged format as of 10:00 am asia pac time (10 pm EST). Best Regards,
    Gary Davis     Reply
  • commenter
    nick
    Jul 24 06:30 AM
    Progress Report: Our Latin American Buy Recommendations [view article]
    Brazilian IT is expanding fast, and although the stock that I recommended to several institutions in December last year has had a phenomenal run to date since then, it has a lot more to go. IdeiasNet (IDNT3). IdeiasNet SA is a holding company positioned as a vehicle for long-term
    investments in information technology (IT) companies in Brazil. The Company
    owns interests in companies in the e-commerce, wireless, infrastructure and
    media & entertainment segments, and takes an active part in managing them. It only has two analysts, but by my calculations, its target price should be R$ 10. It has risen 138% YTD.     Reply
  • commenter
    tlydon
    Jul 21 01:21 PM
    Brazil ETFs Are On Fire [view article]
    Thanks for your comments Mike. You make some great points and we'll continue to comment on Brazil. Have a great weekend. -Tom Reply
  • commenter
    Richard Shaw
    Jul 20 07:51 PM
    My Website
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    roncohen,

    Actually the clickable images are 560 pixels wide. Some browsers reduce large images (they are quite tall) and if you put your mouse over certain parts of the image you get an enlargement icon that allows you to see them it full. They are actually quite large and easy to read.

    Richard     Reply
  • commenter
    Mtn153
    Jul 20 04:42 PM
    Brazil ETFs Are On Fire [view article]
    Dear Tom,
    You've hit the nail on the head with your report on Brazil. I find myself in disbelief at the number of articles that are coming out about other countries, while missing Brazil. Their government has been very aggressive about chasing American corporations and encouraging them to move to Brazil with sweetheart deals on taxes and assistance with plant manufacturing costs, etc,etc(Johnson and Johnson is a great example). Small wonder that they are doing so well! Personally, I think that they are going to continue to grow at the top of the group because of a number or other reasons. First, they are energy independent. They have so much high octane Brazilian Sugar Cane Ethenol that they are already exporting both cane and ethenol. Archer Danials Midland (the biggest ethanol producer) just annoounced that they are going to build four processing plants to refine Brazilian Sugar Cane in the U.S. I'm told that you can get about 800% more gallons of ethanol from Brazilian Sugar Cane than you can from corn and without the costly fertilizers and pestisices. Perhaps American Farmers will take heed? Secondly, they have vertually no Muslims which means that they have no part in the developing Muslim/Christian Wars. Thirdly, they have a growing manufacturing center thanks to NAFTA and Fourth, they have a growing well educated middle class which appears to be at peace with their government. Again, thanks for a great, timely and insightful report! Now if more of the financial media will just wake up to this gem of a country......
    Mike     Reply
  • commenter
    roncohen
    Jul 20 04:22 PM
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    IN LARGER SIZE;

    roncohen@davtv.com

    Thank you!     Reply
  • commenter
    Frank Li
    Jul 18 04:52 PM
    First Half ETF Performance: Steel's The Strongest, Housing Funds Weakest [view article]
    Are the regional banks down because of their exposure to mortgages? Reply
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