iShares S&P Global Telecommunications (IXP)

All Comments on IXP

  • commenter
    Sep 06 03:46 PM
    A 360 View of Returns (July 2008) [view article]
    job well done and very easy to follow Reply
  • commenter
    Aug 13 12:25 PM
    My Website
    Bullish on Telcos [view article]
    Here is info on dividend history over the past year for CEL:

    Cellcom Israel Ltd. announced that it has declared a cash dividend in the amount of NIS 2.76 per share, and in the aggregate amount of approximately NIS 270 million (the equivalent of approximately $0.77 per share and approximately $76 million in the aggregate, based on the representative rate of exchange on August 11, 2008; the actual $ amount for dividend paid in $ will be converted from NIS based upon the representative rate of exchange published by the Bank of Israel on September 4, 2008). The dividend will be payable to all of the Company's shareholders of record at the end of the trading day in the NYSE on August 25, 2008. The payment date will be September 8, 2008.

    Cellcom Israel Ltd. announced that the Company's Board of Directors declared a cash dividend in the amount of NIS 2.65 per share, and in the aggregate amount of approximately NIS 258 million (the equivalent of approximately $0.77 per share and approximately $75 million in the aggregate, based on the representative rate of exchange on May 13, 2008; The actual $ amount for dividend paid in $ will be converted from NIS based upon the representative rate of exchange published by the Bank of Israel on June 4, 2008). The dividend will be payable to all of the Company's shareholders of record at the end of the trading day in the NYSE on May 27, 2008. The payment date will be June 10, 2008.

    Reuters reported that Cellcom Israel Ltd.'s Board declared a cash dividend of ILS7.18 per share ($2.10) or a total of ILS700 million to be paid on April, 14. This includes a dividend for the fourth quarter of ILS1.78 per share and a one-time extraordinary dividend for the year of ILS5.4 per share.

    Cellcom Israel Ltd. announced that it has declared a cash dividend in the amount of NIS 2.06 per share, and in the aggregate amount of approximately NIS 201 million, the dividend will be payable to all shareholders of record at the end of the trading day in the NYSE on August 23, 2007. The payment date will be September 6, 2007.
    Reply
  • commenter
    Aug 13 12:08 PM
    Bullish on Telcos [view article]
    CEL has inconsistent dividends, paid one of $2.10 in March. Was this a one-time divy? Reply
  • commenter
    Aug 06 09:24 AM
    A 360 View of Returns (July 2008) [view article]
    Finally, a universal overview that gives the reader direction for areas to research for future investment. Great job! Reply
  • commenter
    Aug 06 04:05 AM
    A 360 View of Returns (July 2008) [view article]
    Thank you, very helpful. Reply
  • commenter
    Aug 05 04:56 AM
    My Website
    A 360 View of Returns (July 2008) [view article]
    very good job Richard, it gives a sectoral - global view, I learned a lot with the summary! Challenging times Reply
  • commenter
    Jul 27 11:27 AM
    My Website
    Bullish on Telcos [view article]
    I update the index quarterly with the last update on 5/5/08 - the historical prices for ETF ticker are $20.64 from a year earlier and $23.77 on 5/5/08. Reply
  • commenter
    Jul 27 11:19 AM
    My Website
    Bullish on Telcos [view article]
    How is the ETF ticker up 15%, when chart shows a continually drop since late 2007 & 1 year chart shows really no gain either ??????????????????????... Reply
  • commenter
    Jul 27 08:40 AM
    My Website
    Bullish on Telcos [view article]
    Nice to see Cellcom high on the list. I am less bullish on Telco's.. they seem to be having a very hard time increasing wallet share.
    Internet surfing from the phone is proving a flop and people are talking all they want to, texting all they want to and paying a fixed price. Competition is huge, moving operators easy (since the number migration law)..
    Technicals isn't everything.. it shows the past, not future.
    Cheers.
    Reply
  • commenter
    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
    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
    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
    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
    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 05:17 AM
    My Website
    General Discussion on IXP
    Is this a buy or a sell? Reply