iShares Dow Jones US Healthcare (IYH)

All Comments on IYH

  • commenter
    poet1
    Oct 03 09:06 AM
    Short Cut to Profits? A Closer Look at Inverse Funds [view article]
    anyone know how far out banks do profit projections? calculations on what percentage of people will default? i assume its at least 50 yrs? don't they know what to expect? PS-SRS is doing GREAT Reply
  • commenter
    Dr
    Divergence
    Sep 29 03:53 PM
    My Website
    Short Cut to Profits? A Closer Look at Inverse Funds [view article]
    Thanks. Great answer, and I agree with you. Reply
  • commenter
    Richard Shaw
    Sep 29 02:17 PM
    My Website
    Short Cut to Profits? A Closer Look at Inverse Funds [view article]
    Dr. Divergence:

    This is uncharted territory. Closest example may be the INP exhange traded note from Barclays that stopped issuing creation units when India temporarily stopped certain foreign investments. That went way out of wack.

    In this case the instruments used to fund the inverse fund are most likely of definite term, except for their actual stock shorts. The derivatives will expire and the fund will become less short. Until the next report, we won't know how many if any actual stock shorts they have.

    Absent actual stock shorts the fund assets will be in run-off and would eventually be all cash or government debt instruments. In a rational world, the price would approach the NAV in that case.

    The expectations for future actions by Congress would probably be key, but I have no idea what those actions would be or how the market would respond.

    Today when the bailout vote failed the SPY was off nearly 7%.

    SKF is up 18+% as of the moment with nearly 16 million volume. XLF is down 11+% with 52 million volume, so the 2x leverage is approximately working for the moment.     Reply
  • commenter
    Dr
    Divergence
    Sep 29 01:29 PM
    My Website
    Short Cut to Profits? A Closer Look at Inverse Funds [view article]
    Point taken, Richard. Good article. Do you have any views about the tracking error issue in SKF et al now that they are unable to issue new creation units due to the short ban? Reply
  • commenter
    Richard Shaw
    Sep 29 01:21 PM
    My Website
    Short Cut to Profits? A Closer Look at Inverse Funds [view article]
    Dr Divergence

    I said it "exposes" short investor to interest. That is meant to convey that interest "could" be a factor if the trade goes against the investor to create a margin call.

    The point is correct about the "potential" for interest cost, which is not a potential cost with a non-margined long position in an inverse fund.     Reply
  • commenter
    Dr
    Divergence
    Sep 29 12:58 PM
    My Website
    Short Cut to Profits? A Closer Look at Inverse Funds [view article]
    Your point #6 is factually incorrect. No interest is paid on a short sale. The sale takes place in a margin account and the short SALE generates a free credit in the account. Generally the broker will credit the short selling customer with somewhere from 50% to 70% of the interest earned on the free credit, subject to negotiation based on account size, trading frequency etc. Reply
  • commenter
    frank90291
    Aug 12 09:09 PM
    Just What the Doctor Ordered: Healthcare and Biotech ETF Review [view article]
    I've been in FSMEX (Fidelity select medical equipment) for a long time and it's very stable........... ck the quarterly reports and risk assessment at Yahoo financial....... very low standard deviation and very good Sharpe ratio Reply
  • commenter
    Jake2
    Aug 12 12:18 PM
    My Website
    Just What the Doctor Ordered: Healthcare and Biotech ETF Review [view article]
    Nothing new here. Reply
  • commenter
    longtermstoc
    ks
    Aug 11 06:41 PM
    My Website
    Just What the Doctor Ordered: Healthcare and Biotech ETF Review [view article]
    Good article thanks Reply
  • commenter
    Pipo
    Aug 04 08:13 PM
    My Website
    3 Investment Ideas for the Rest of 2008 and 2009 [view article]
    The dollar won`t rally no matter where rates are going.

    Sell US Bonds, buy agriculture. Fine investment ideas in a JIM ROGERS blog at jimrogers-investments....

    The alternative energy stocks seems a good idea thought.     Reply
  • commenter
    MNSL
    Aug 03 01:25 AM
    3 Investment Ideas for the Rest of 2008 and 2009 [view article]
    Good article. US dollar will appreciate other currencies in the next 18 monhts. Fed will increase interest rate sooner than later to contol inflation. Commodity prices will come down rapidly and drastically.

    As a resluts of this inflation will come down. There will be demand for product and services. Investmet will improve and there will be more job opportunities. Many sectors will recover.Finally we will see recovery in the financil sector and credit market.     Reply
  • commenter
    curious cat
    Aug 02 04:15 PM
    My Website
    3 Investment Ideas for the Rest of 2008 and 2009 [view article]
    dear russell,

    don't take any of these comments personally. anyone can be a critic. they should have commended you for welcoming suggestions, for opening a topic to discussion and making some general predictions. instead, they used you for a punching bag.

    let me remind the readers that anyone can offer up thoughts and you are all welcome to do so. if you disagree with the author, just stick to constructive criticism and lead the discussion in what you perceive to be the correct direction. don't get personal. it detracts from the subject and says more about you than it does about the author.

    sincerely,
    curious (mr manners) cat     Reply
  • commenter
    bearfund
    Aug 02 04:05 PM
    3 Investment Ideas for the Rest of 2008 and 2009 [view article]
    Bullish on the dollar? Well, maybe - relative to what? Maybe I'm bullish on the dollar relative to stocks, in which case the rest of your suggestions would be contradictory. I suppose you meant "paper cash in general". In truth I'm bullish on the dollar relative to sterling and little else; the UK has all the same problems as the US but two further weaknesses: interest rates are 325bp higher and thus have plenty of opportunity to fall, and the world's central banks don't feel compelled to protect the pound as they do the dollar. The euro has a much greater reserve role than sterling and is backed by a fundamentally stronger economy with a marginally better balance sheet; it's hard to get excited about it, but I guess I'd still take it over the dollar at 1.55.

    The Fed is not going to raise rates this year. I'd stake my life on it. Next year, maybe, but not early and not by much. Between the two, I'd bet that the Fed's next move will be down, not up. And until the dollar makes a convincing break above 74, the technicals aren't any better than the fundamentals (I needn't bother explaining all the negatives on the dollar; if you aren't familiar with the story you've been living under a rock) so all this short-term dollar bullishness is just hot air. In the very long run, all assets are priced in gold and must be weighed against it. Bullish on the dollar, on those terms? Surely not. So against what, and on what time scale, are you bullish on the dollar? The case you present doesn't say, and the only reasons you offer are based on either dangerously risky assumptions or blind hope.

    From a contrarian perspective, I sure have seen a lot of "bullish on the dollar" hype lately, despite very little movement. If everyone likely to become bullish on the dollar has already become so, yet it's risen less than 4% off its all-time low and remains in the same trading range it's occupied for months, exactly how is it going to gain further? Everyone is going to sell euros? Maybe, buy why sell them for dollars?     Reply
  • commenter
    skeedaddy1
    Aug 02 04:00 PM
    3 Investment Ideas for the Rest of 2008 and 2009 [view article]
    thanks for making the effort and throwing your ideas out there, but you were way too general in your comments and left yourself way open for huge critisizm.

    The BRIC nations (especial China and India) will continue to consume oil and as those cultures middle class grows so will the demand for oil and hence keeping the price where it is if not higher. These above mentioned nations are somewhat primitive in their energy methods, so don't plan on seeing solar, wind or any other alternative energy sources.

    You discussed footprint energy sources, but my friend COAL leaves a huge footprint and is highly used in the electric market.

    You discussed trending smaller families and the reasons why, but i think you need to do your homework. Look at the different ethnic cultures here and the baby trends within them and you'll find you're wrong. Not to mention they just announced on CNN last week about the new BOOM in babys at the current time.

    You talk about the dollar, look back to the 70's and 80's and see if the dollar trend during that period matched what you're predicting.

    You talked about the weak dollar, country deficit and the potential to reverse because foreigners will buy more realestate and clothing. Number one, foreigners already own too much of country (not sure much is left for them) and are the 2 mentioned segments really big enough to reverse the deficit? I think not.

    You're right on wind and solar plays, but you didn't mention any so i will; ESLR- 2009 after their done losing money this year, FSLR- very profitable company in a sector that will offer opportunity in the future, CPST- speculative wind play, but long term and it's a penny stock right now.

    I think if people had strong stomachs and the time to research future opportunities they'll fish out good financials that have been beaten back severly and are most likely to pull out of this mess (American Express, Wells Fargo & B of A).

    Lastly, when the real estate market turns around within the next few years, so will the retailers that home owners need LOW and HD. These 2 companies are strong, have great balance sheets and are great long term plays.

    better luck next time young man, but don't give up your efforts are appreciated!

    Skee     Reply
  • commenter
    surgcare
    Aug 02 03:01 PM
    3 Investment Ideas for the Rest of 2008 and 2009 [view article]
    This article is a mountain of stupidity and disinformation .. Its too long to go thru each issue he puts forth thats totally wrong . This guy is truly out of touch and or just plain stupid .Where in the world do these imbiciles come from . Reply
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