iShares Dow Jones US Telecom (IYZ)

All Comments on IYZ

  • commenter
    May 29 08:24 AM
    Analyst Buy and Sell Ratings for Stocks and Sectors [view article]
    The real tell is a 48% buy and 8% sell on the totals. Seems if they said bad things about a stock they get kicked out of the press room! Reply
  • commenter
    May 28 09:17 PM
    My Website
    Analyst Buy and Sell Ratings for Stocks and Sectors [view article]
    No wonder WNR has had such a stellar run over the last week. It has the most sell recs of all the stocks. Reply
  • commenter
    May 28 07:10 PM
    My Website
    Analyst Buy and Sell Ratings for Stocks and Sectors [view article]
    I think it's very interesting to see Frontline (FRO) in the high sell bucket. It's been a stellar performer of late, benefits from high oil/commodity prices and carries an enormous yield. I own, it so I'm a bit biased, but I think they got it wrong on that one.

    Reply
  • commenter
    May 28 06:24 PM
    Analyst Buy and Sell Ratings for Stocks and Sectors [view article]
    I'll take Apple's 31 analysts @ 90% over SPLS with 14 @ 100% any day!

    Think this is weighted wrong.
    Reply
  • commenter
    May 21 10:23 AM
    My Website
    Still Overbought? [view article]
    We believe that "sell in May and go away" is in order for 2008. An end of year rally running from Oct. 1 2008 to May 31, 2009 is likely if stocks sink to Oct. 2008.

    There will also be stocks and groups of stocks the go counter to the big averages like DOW Ind, and S&P 500, and over the counter listings for the period from May 21, 2008 to Oct 1, 2008.

    Alway discuss investment planing with your investment consultant before committing funds to particular deployments.
    Reply
  • commenter
    May 20 02:41 PM
    Monday's Mid-Day Sell Off [view article]
    Bespoke investment group has the best visuals of the market and the most informative. It puts things in perspective and where the market is heading. Thank you. Reply
  • commenter
    May 20 11:54 AM
    My Website
    Monday's Mid-Day Sell Off [view article]
    though not sure what this info might mean, i still thought it was interesting, thanks :-) Reply
  • commenter
    May 15 10:39 PM
    A Look at Q1 Hedge Fund Holdings [view article]
    Are these based on share counts or values? Because if they are based on values, it would help to know that since tech went down MORE than 2% more than Energy did, then the actual share counts went up in tech versus energy. If, instead, it is based on sharecounts, then that is what we need to know. Reply
  • commenter
    May 15 07:05 PM
    Percentage of Stocks Above 50-Day Moving Averages (5/15/08) [view article]
    Very interesting. The maket is certainly overbought across a range of sectors and when one examines the graphs above in tandem with the recent lows in the VIX, complacency in the market seems endemic. Wait for the fall. Reply
  • commenter
    May 15 05:51 PM
    Percentage of Stocks Above 50-Day Moving Averages (5/15/08) [view article]
    Where did you find these graphs? Reply
  • commenter
    May 15 01:42 PM
    Q1 S&P 500 Group EPS Growth [view article]
    Why then were people saying tell tech and buy financials? Tech reported better YOY 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
    May 09 11:43 AM
    Bespoke's Sector Snapshot (5/8/08) [view article]
    Nice assessment, but what about timing. I mean, sell in may and stay away until Halloween day? My seasonality plays say it is going to be best to be out of the index markets and in GMNAs until this fall. My old broker used to say, "if I give you a level, you get no timing, and vice versa". Oh well, the elections and the possibility of a triple play by the dems will ring the bell before the main event in November. By fall the knock out punch?? Good analysis. Reply
  • commenter
    May 09 04:38 AM
    Bespoke's Sector Snapshot (5/8/08) [view article]
    Lookes like we are headed to a huge correction......
    back to oversold. That s how, the market works.

    ....nearly all sectors are OVERBOUGHT.
    Thats why, I am holding ULTRA SHORTs **SKF!
    Reply
  • commenter
    May 08 05:07 PM
    My Website
    Asset Allocation and the All ETF Portfolio [view article]
    To JAS:

    QPP has been very well tested out-of-sample, as you will see from my articles stretching back two years and more. I believe that much of what passes as asset allocation misses some of the key benefits of diversification. The obvious question is why. I think that the reason is that the people designing the portfolios that emphasize US indexes, market cap weighted, etc. either don't use quantitative tools or don't think that the potential purchasers or their products are sophisticated enough to care.

    There is also the problem of closet indexing. A lot of mutual funds are closet indexers and these tend not to perform all that well. If you want to get close to an index, you will not include low Beta / lor R^2 asset classes because these increase tracking error vs. an index like the S&P500. Closet indexing is, essentially, the enemy of really effective diversification.
    Reply