Seeking Alpha

iShares U.S. Telecommunications ETF (IYZ)

  • Thu, Apr. 2, 7:35 AM
  • Dec. 12, 2014, 3:33 AM
  • Nov. 11, 2014, 2:52 AM
  • Oct. 26, 2014, 9:44 AM
  • Jul. 7, 2014, 3:56 AM
  • Feb. 4, 2014, 9:28 AM
  • Jan. 8, 2014, 10:34 AM
  • Sep. 12, 2013, 1:39 PM
  • Aug. 17, 2013, 9:02 AM
  • Jul. 1, 2013, 11:32 AM
    Get out of transports (IYT), says Citigroup, noting the sector will be hard-pressed to continue its 400 basis point outperformance to the S&P 500 over the last quarter. In addition to expected cyclical weakening, Citi says seasonals don't favor transports during the summer. Also lowered to underweight is telecoms (XTL, IYZ) despite attractive valuations, as Citi believes technology will continue to erode pricing power.
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  • Jun. 25, 2013, 10:43 AM
    Short interest in S&P 500 stocks has virtually disappeared, but what few remain are concentrated in Telecom (IYZ), Commercial Services, Semiconductors (XSD), Consumer Durables (XLY), and Retail (XRT). Where they're not are in Household Goods (XLP), Autos (CARZ), and Utilities (XLU, IDU).
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  • Jun. 19, 2013, 10:53 AM
    "Sell in May and go into cyclicals," says Ralph Acampora after the last month. He reminds of an old adage saying sectors going down the least during a selloff become the new market leaders. During SPY's 5.2% decline from May 22-June 6, the best performers were Tech (XLK) and Industrials (XLI). The worst were Telecommunications (IYZ) and Utilities (XLU). This "rolling rotation" between sectors is necessary, he says, to give further life to the secular bull market begun in March 2009.
  • Jun. 18, 2013, 9:11 AM
    BAML private clients bought the dip last week, with the flows going via ETFs into large-cap and dividend plays like Utilities (XLU, IDU) - which saw the greatest buying since November 2011. Another favorite of the dividend crowd, Telecoms (IYZ) saw the biggest inflows since February. After buying through the spring, hedge funds turned sellers last week, and are now net-sellers YTD - just like 2012.
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  • May 30, 2013, 3:26 AM
    While service providers have been worrying about households ending their cable TV subscriptions, a bigger trend has been customers dropping wire-line Internet. With consumers being able to take advantage of faster cellular networks and the proliferation of WiFi, 1% of households ended their Internet subscription last year vs 0.4% for pay-TV.
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  • Mar. 27, 2013, 3:07 PM
    Updating its ETF matrix, Bespoke finds all the major U.S. index ETFs up about 10% YTD, with the leading sectors health care (XLV) and consumer staples (XLP) - each up more than 13%. Dragging are telecom (IYZ), materials (XLB), and tech (XLK). About all country ETFs are in the red, with the exceptions of Japan (EWJ) and Mexico (EWW). Leading everything is natural gas (UNG), up 17.7%.
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  • Jan. 24, 2013, 1:31 PM
    A look at the relative strength of S&P 500 sectors vs. the overall average over the past year finds 3 - Consumer Discretionary (XLY), Financials (XLF), and Health Care (XLV) outperforming. Big outperformers a few months back, Telecom (IYZ) and Utilities (XLU) now trail. Underperforming badly not long ago, Energy (XLE) and Industrials (XLI) claw their way back.
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IYZ Description
The iShares Dow Jones U.S. Telecommunications Sector Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Telecommunications Index.
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Sector: Technology
Country: United States
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