iShares Dow Jones US Telecom (IYZ)

All Comments on IYZ

  • commenter
    deaverb
    Jul 29 09:21 AM
    My Website
    Q2 Sector EPS Growth [view article]
    10 up; 2 down. That's bad? Financials have certainly taken a hit, but look at the rest of the economy. Main Street is fine, as is Tech Street. Reply
  • commenter
    Lisa
    Jul 28 03:37 PM
    Second Quarter Earnings Season Performance [view article]
    Your charts and data are outstanding -- thank you. Reply
  • commenter
    mikehav
    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
    titans
    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
    guliamo
    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
    Alan von
    Altendorf
    Jul 25 11:43 PM
    My Website
    Bespoke's Sector Snapshot (7/25/08) [view article]
    Nice work, guys. Thank you. Reply
  • commenter
    morgan77
    Jul 24 11:54 AM
    International Sector ETFs: State Street Takes on WisdomTree [view article]
    Lots of news about WisdomTree and State Street out today; I found an article that compares the returns of WisdomTree's DGG and DBR to their underlying indexes-
    www.greenfaucet.com/et...

    The returns are quite different...     Reply
  • commenter
    Clive
    Corcoran
    Jul 23 09:21 AM
    My Website
    Asset Class Correlations [view article]
    Regarding the increased correlation with the Japanese yen the rate you are referencing is the USD/JPY so increases in stocks is related to increased strength of dollar versus yen and not strength in the yen. This could be closely related to leverage being applied/wound down by hedge funds etc (when they are more bullish on stocks) via the carry trade Reply
  • commenter
    Post
    American
    World
    Jul 23 07:26 AM
    Asset Class Correlations [view article]
    More Lep in more places.

    What passes for valid numerical analysis is appalling.     Reply
  • commenter
    lep
    Jul 22 11:06 PM
    Asset Class Correlations [view article]
    The majority of correlation coefficients shown are actually not that good. When you get down to 0.2 - 0.6, the association between the pairs of variables can still be jumpy. In fact, if you showed the X-Y scatter plots for a number of these matrix elements, you would probably be surprised at how noisy, jumpy and unrelated a lot of the series are. X-Y scatter plots would likely reveal problems and cause readers to ask why you tried to correlate a lot of these pair-vectors in the first place. At values of r=0.8 (-0.8) you will truly begin to see very tight patterns and tight trending between the data being correlated. The goal is to focus on high negative correlation, and the large negative correlation between the dollar and gold is actually good, since you would want to load a portfolio with something that is going to go up, on average, when the dollar goes down. (remember, though, gold is a commodity so the price is inflated in the direction in which the speculative buyers/sellers think it will go. ). Again, the majority of the coefficients are near-zero and low (less than r=0.2 or greater than r=-0.2) and uninteresting. Last, you are probably showing Pearson correlation, which can be biased by outlier pairs. Try using Spearman correlation, which is not biased by outliers. Reply
  • commenter
    drbagel
    Jul 22 06:34 PM
    Asset Class Correlations [view article]
    Thanks yuman. that helps. Reply
  • commenter
    Lynn
    Jul 22 04:12 PM
    S&P 500 Sector EPS Growth for Q2 [view article]
    Good info. I hope you keep updating this throughout the earnings season. Reply
  • commenter
    yuman
    Jul 22 03:02 PM
    Asset Class Correlations [view article]
    DrBagel,
    I think 10-Yr treasuries in the tables are measured in price, not yield. The dollar drops with short terms rates, while gold rises (-0.64), so do bond prices.     Reply
  • commenter
    drbagel
    Jul 22 02:20 PM
    Asset Class Correlations [view article]
    I dont understand why treasuries are inversely correlated with the dollar. Can someone explain? Reply
  • commenter
    mdmrjsds
    Jul 22 11:11 AM
    Asset Class Correlations [view article]
    In the third chart, the vertical column of correlations for 10-yr is marked as slightly less correlation in the column, but largely less correlation in the row with the same numbers. The inverse is true of the yen, the column disagrees with the row, though for increased correlation.

    The numbers are the same, so I guess this is just coloring error.     Reply
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