iShares Russell Midcap Value Index (IWS)

All Comments on IWS

  • commenter
    Marc H.
    Gerstein
    Jul 01 09:16 AM
    What's Wrong with Today's Value Investing? [view article]
    Thank you for your thoughtful comment. I went back to portfolio123 to check on the approach. Eliminating Financials as a whole helped a bit (matching the Russell 2000), but still didn’t produce the sort of results we’d seen in the past.

    Note that this, and many other, value approach is based on the profit stream of a going concern, as opposed to a point-in-time snapshot of the asset base. Omission of financials helps now because their earnings trends have turned unfavorable (a manifestation of the bad things happening to the asset bases). I got pretty much the same result when I turned the estimate revision rank upside down: instead pursuing highly-ranked stocks, I omitted low-ranked issues. I still had some financials, but they were the better ones; in this version, eliminating financials didn’t help.

    So essentially, we’re back to the notion of looking at stocks the way other investors do, that being the main part of the analysis, and then adding a value layer.
     Reply
  • commenter
    francis
    schutte
    Jul 01 09:16 AM
    My Website
    What's Wrong with Today's Value Investing? [view article]
    Fortunes to be made and fortunes to be lost...It is high time to readjust your savings if you want them to survive the coming hyperinflation. Banks and financials surely are NOT a place to be! Reply
  • commenter
    fxtrader07
    Jul 01 08:22 AM
    What's Wrong with Today's Value Investing? [view article]
    can you modify your original screen such as to exclude banking and insurance stocks? that might be all it takes to really fix it. the rationale: banks nowadays are mostly highly leveraghed hedgefund-type institutions with lots of assets and liabilities off-balance sheet that grossly distort the valuation metrics. Similiar for many insurers.
    would be interesting to see what the result would be?     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
    Ames
    Tiedeman
    Apr 27 05:20 PM
    My Website
    ETF Fund Revenues: A View from the Bottom [view article]
    Nice data! Thanks! Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on IWS
    Is this a buy or a sell? Reply
  • commenter
    Lisa
    Mar 13 04:09 PM
    What Do Fed Rate Cuts Mean for Your Stock Portfolio? [view article]
    Very interesting article. Reply
  • commenter
    investment
    scientist
    Mar 02 04:50 AM
    My Website
    What Do Fed Rate Cuts Mean for Your Stock Portfolio? [view article]
    Myron,

    Very good point. Kevin Walsh (Fed governor) said:" You've seen one financial crisis, you've seen one financial crisis." History may not repeat itself. One should read history with that caveat in mind.

    Michael     Reply
  • commenter
    Myron
    Shlapak
    Mar 01 05:40 AM
    What Do Fed Rate Cuts Mean for Your Stock Portfolio? [view article]
    One thing to keep in mind regarding the potentially low interest rates.

    It is only good for the economy if someone is willing to lend it out.

    So far just about all the money coming from the Fed is staying in the Banks, only trickles are getting out to thier best clients. High risk will not see any cash for some time.     Reply
  • commenter
    SchraderTrad
    er
    Feb 20 02:39 PM
    Recession Strategies: Good Things Come in Small(cap) Packages [view article]
    Excellent research and post. Reply
  • commenter
    granger
    Feb 05 08:43 AM
    Value Stocks Reassert Leadership [view article]
    spelling? Reply
  • commenter
    granger
    Feb 05 08:43 AM
    Value Stocks Reassert Leadership [view article]
    Coomon occurence in the first few weeks of january Reply
  • commenter
    DanK
    Jan 29 05:10 PM
    My Website
    After Big Market Declines, Value Does Best [view article]
    Both Ford and TWX look attractive, at least on various measures of valuation, expectations, and growth. My models rank them both as strong buys. Micron, however, looks less appealing, since its earnings-based valuation and earnings growth look poor - I would hold off on it. Of course, my strategy is built upon portfolio construction, owning many stocks with attractive characteristics, and less on individual stock selection. Sorry for the belated reply. Reply
  • commenter
    Alactract
    Jan 23 09:02 PM
    After Big Market Declines, Value Does Best [view article]
    I have certain stocks that fall in the deep value area. I think there has to be a catalyst that will ignite an interest in them. My three are Ford, Time Warner, and Micron. I feel that all three are poised for a great 08.
    If Ford is taking production off line. Should help the supply and demand side. TWX is reporting with a new CEO in Feb. Has 5 units ready to explode. Micron is so leveraged to any tech growth at all. The slightest hint that global growth will continue should propel that up quickly. Any thoughts?     Reply
  • commenter
    Kunst
    Jan 16 02:10 AM
    U.S. Index and Style ETFs Currently Oversold [view article]
    The bottom of a waterfall is more than one standard deviation lower than the top.

    Just because something is "oversold" doesn't mean it won't go down more.     Reply
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