iShares Dow Jones US Basic Materials (IYM)

All Comments on IYM

  • commenter
    dancing diva
    Apr 09 12:04 AM
    Have We Bottomed Yet? [view article]
    You make too many blanket statements - especially being short or picking a top on energy stocks. There are many out there where valuations are still cheap, especially in the service sector.

    Additionally, you suggest picking bottoms in beaten up stocks because you have no confidence in the stock markets bottom and think they would fall less? If you have no confidence, just stay out.

    Remember, traders/investors who try to pick the top or bottom of the market are called heroes - because they are the first to perish.

    PS - I am long crox (and have been buying it for the past three weeks), but on valuation. There are plenty of cheap plays around. Rather than this inane article, do you homework and don't waste our time with stupid generalities.     Reply
  • commenter
    steve west
    Apr 08 08:21 PM
    Have We Bottomed Yet? [view article]
    you cant say we have lower to go in financials and the market yet be bullish on retail.. it just does not work that way.
    I think we have bottomed and I am long retail     Reply
  • commenter
    ota
    Apr 08 03:23 PM
    Have We Bottomed Yet? [view article]
    oops oil is actually still strong and I don't think you'll see a sustained bottom till next year. Reply
  • commenter
    raja
    Apr 08 03:07 PM
    Have We Bottomed Yet? [view article]
    These financial companies are begging at the Fed Window daily for day to day survival. Then they have the temerity to tell us that we are in the final innings of the credit crunch.... only that the final innings is a long one - that will be extending for more than a year, and the after effects for another couple of years. Some have even gone to Tokyo with their begging bowl, as if to indicate that they cant get enough alms at the Fed window. Reply
  • commenter
    goatfarmer
    Apr 08 11:41 AM
    My Website
    All-ETF Portfolios vs. Strategic Mix of Stocks [view article]
    I fee the same. Name calling detracts from the credibility of the name caller. Geoff, nice to see an article with a simple point. Reply
  • commenter
    Vancan
    Apr 08 04:33 AM
    Have We Bottomed Yet? [view article]
    Disclosures? Reply
  • commenter
    cheesecake
    Apr 08 04:02 AM
    My Website
    Have We Bottomed Yet? [view article]
    excellent article. my thinking is running close to yours. Reply
  • commenter
    lazytrader
    Apr 07 02:55 AM
    My Website
    Panic Driven Sector Rotation [view article]
    Such correlation and a try to break out of it by spreading asset allocation across multiple non-tightly-correlated sectors and inverse funds is the method I'm using in my model portfolio at notiming.com/portfolio... . While trading such a portfolio is easy enough even given tax constraints such as wash-sales, the real question that comes up is what should trigger a re-optimization/re-bal... trade. I am still looking/testing various such trigger approaches, but would be interested to get your opinion. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on IYM
    Is this a buy or a sell? Reply
  • commenter
    David
    Jackson
    Apr 05 04:17 PM
    My Website
    Primary US Sector ETFs [view article]
    Russ, thanks for catching this -- for some reason we'd omitted the Dow Jones Transportation Average Index Fund ETF (IYT). We've added it in now. Reply
  • commenter
    Russ Abbott
    Apr 05 03:38 PM
    My Website
    Primary US Sector ETFs [view article]
    There don't seem to be any transportation ETFs listed. Is that because there simply aren't any? Reply
  • commenter
    karl 4
    Apr 03 03:11 AM
    Panic Driven Sector Rotation [view article]
    Kaiser Karl IV - way back in time, in Europe - also called the wise emperor - did well.
    Trying to be wise how to invest today self earned money means also to be conservative - the money market does well for our children who are in the middle of their secondary education. Yes, in my opinion we are facing a though time in our so well connected financial world.     Reply
  • commenter
    turnkeyusa
    Apr 02 06:13 PM
    My Website
    Panic Driven Sector Rotation [view article]
    Anyone who uses the English language effectively must be prepared to hear "what are you really saying." Literacy is a dying art.
    Good description of raw mass emotion. Robert Johnson once called the currency markets a ship listing violently from one side to the other, with the ship's listing exacerbated by the crowd on the deck madly fleeing from one side to the other.

    Especially liked the brief--and false--dawns intermittently provided by the Fed. Until absolutely all the false dawn scenarios are exhausted, every upturn, especially in financials, will be a bear market sucker's rally. When we starting hearing the popular press braying helplessly and hopelessly for Bernanke's head and proclaiming the "death of equities" a la Business Week in 1979, the bottom will have been reached. Until then collect dividends from cheap hard assets like oil & gas income trusts and J-REITs or buy the companies that service those assets, like drillers, shippers, tankers and geophysics companies.
    Reply
  • commenter
    VennData
    Apr 02 12:16 PM
    Panic Driven Sector Rotation [view article]
    The disincentive for rapid trading will come as their bank accounts shrink, and shrink, and shrink... Reply
  • commenter
    phdinsuntann
    ing
    Apr 02 11:49 AM
    My Website
    Panic Driven Sector Rotation [view article]
    the only real thing is that most of your
    capital is not where you believe it is:

    not just in the US:
    March 31
    Fiscal Year 2007: Capital/Assets
    US
    Bear Stearns 3,0%
    Morgan Stanley 3,0%
    Merril Lynch 3,1%
    Lehman 3,3%
    Goldman Sachs 4,5%
    Citigroup 5,2%
    JP Morgan 7,9%
    Wells Fargo 8,3%
    Bank of America 8,6%
    Wachovia 10,2%

    but also in:
    Europe
    UBS 1,9%
    Barclays 2,6%
    Commerzbank 2,6%
    BNP Paribas 3,5%
    Credit Suisse 4,4%
    Royal B Scotland 4,8%
    BBVA 5,6%
    HSBC 5,8%
    Santander 6,3%
    Reply
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