iShares Russell 3000 Growth Index (IWZ)

All Comments on IWZ

  • commenter
    alphameister
    Jun 07 06:59 PM
    Miller and Heebner: A Study in Contrasting Investment Styles [view article]
    Never have accepted the distinction between growth and value. No characteristic is more important in my view of value than the ability to grow a company at a superior rate. The secret is to avoid overpaying for that growth. Heebner gets it. Paradoxically, flexibility is an important part of strength. Anyone expecting financials to resume those illusory past patterns of earnings growth are headed for big disappointments. Reply
  • commenter
    PelicanPete
    Jun 07 12:22 PM
    My Website
    Miller and Heebner: A Study in Contrasting Investment Styles [view article]
    Heebner is flexible. He will change his strategies on a dime if he feels the market calls for it. Miller is not. Miller wants to dictate to the market how it should go and he stubbornly holds on too long to his losers. Reply
  • commenter
    E.D. Hart
    Jun 06 03:49 PM
    Miller and Heebner: A Study in Contrasting Investment Styles [view article]
    The real story is not value vs, growth: it is low inflation expectation environment vs, high inflation expectation environment. Heebner has the world macro view of rising inflation and Miller has the macro view that things will revert to the mean and we will come back to 80s, and 90s level inflation. Heebner has the right macro view as the world is currently undergoing a cataclysmic macro change that leaves Millers investing thesis behind. Heebner is also a value investor buying companies for less than their intrinsic value. He just has higher turnover. Reply
  • commenter
    Foust
    Jun 06 11:29 AM
    Miller and Heebner: A Study in Contrasting Investment Styles [view article]
    Not defending Miller here, but if you look at rolling one-year excess returns relative to the S&P 500 on a monthly basis, Heebner (based on CGM Mutual, not Focus) has actually underperformed more than he has outperformed since inception. Miller has outperformed 70% of the time, beginning in 1995 and running through march 2008. Obviously, the magnitude of underperformance over the last two years has been staggering, but Heebner has gone through even worse periods (97-98) of underperformance that everyone is ignoring now because he has the hot hand. The real stud, over the short and long term, is Manu Daftary at QUAGX. Reply
  • commenter
    Cicero
    Jun 06 06:25 AM
    Miller and Heebner: A Study in Contrasting Investment Styles [view article]
    Over the last 10 years Miller had three great years (~48%, 44%, 27%), one good year (~12%), two blah years at ~6%, one awful year (losing ~19%), and three bad years (losing ~10%, and 7% twice). His five year average return is under 7%, and that doesn't cover his three worst years of the last 10. I assume that if you pull back further, say 20 years, that his record looks less dismal, but either way, his reputation seems to exceed his results. Reply
  • commenter
    fxtrader07
    Jun 06 04:43 AM
    Miller and Heebner: A Study in Contrasting Investment Styles [view article]
    Miller and an "oustanding track record"? give me a break!
    he hadn't one - even before the debacle of the past 12 months!
    As the saying goes "only when the tide goes out you discover who was swimming naked". Go figure, Miller seems to be one of the naked guys out there.     Reply
  • commenter
    mindmuse
    Jun 06 01:58 AM
    Miller and Heebner: A Study in Contrasting Investment Styles [view article]
    Interesting contrast of a couple of very influential investors. And very nice that you point out the higher beta bias of both.

    Personally, I'm much more solidly of the belief of Heebner at this time.

    Maybe financials are a great value now. And maybe venomous snake-handlers will escape unscathed. I just don't think there's any true transparency and predictability there. I'm overweight parts of the economy that to me are real, tangible, direct contributors to world needs today - and those aren't squirrelly financial derivatives, but demonstrable materials in demand to build economic infrastructure needs. I just don't see why one would think Miller rather than Heebner is more in step with current the current world situation.     Reply
  • commenter
    TopForeignSt
    ocks
    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
  • 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
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on IWZ
    Is this a buy or a sell? 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
    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
    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
    dsassyt@aol.
    com
    Aug 02 01:58 PM
    2Q and YTD ETF Performance Review: Large Cap, Growth Funds Lead the Way [view article]
    Do you include Powershares in your comparisons ever? Reply
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