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Wednesday, March 27, 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%. Comment!
Thursday, January 24, 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. 2 Comments
Tuesday, January 8, 3:29 PM Vanguard's recent expense reduction means 9 of its 10 sector ETFs are now the cheapest available to U.S. investors. With an annual expense ratio of just 0.14%, VOX, VPU, VCR, VDC, VDE, VHT, VIS, VGT, and VAW stack up favorably vs. the 0.18% charged by State Street's Sector SPDRs (XLU, XLY, XLP, XLE, XLF, XLV, XLK, XLI, XLB and XTL which charges 0.35%) and the 0.47%-0.48% iShares sector ETFs (RXI, KXI, IYE, IYF, IYZ, IYH, IDU, IYW, IYM, IYJ) charge. At 0.19%, Vanguard Financials (VFH) is still slightly more expensive than the Financial SPDR (XLF). 2 Comments
Wednesday, October 17, 2012, 9:13 PM Currently weighting U.S. telecoms and utilities at zero in his dividend stock portfolio, Pimco's Brad Kinkelaar notes both sectors are trading at near off-the-chart premiums to their average relative multiple. Dividend investors would do better to look overseas, he says, where one can find companies that are growing, paying good dividends, and trading at better value. An excellent presentation. 7 Comments [Quick Ideas]
Tuesday, August 14, 2012, 8:55 AM More on the BAML fund manager survey: Overowned assets include defensive sectors like REITs, Consumer Staples, Pharma, and Bonds. Underowned: Materials, Banks, Japan, Eurozone, Energy, and Equities in general. Comment! [Quick Ideas]
Tuesday, August 14, 2012, 8:11 AM A nice summary (via tradefast) of Q2 13F filings shows hedge funds riding the defensive play trend, adding to holdings in Consumer Staples, Health Care, Telecom, and Utilities, while cutting exposure to Tech, Energy, Financials, and Materials. Comment!
Wednesday, January 25, 2012, 3:33 AM Ericsson (ERIC) -12.9% in Sweden after its poor Q4 results, leaning on fellow telecom equipment maker Alcatel-Lucent (ALU), -4.5% in France. Comment! [Tech, On the Move]
Tuesday, January 10, 2012, 10:52 AM Liquidity in the telecom and cable sector remains strong, says Fitch, while margins are solid despite competition. These factors should provide a "sufficient buffer to material negative rating changes" in the face of economic headwinds. Of Fitch-rated issuers, 90% have a Stable Outlook, 5% are Positive, and 5% are Negative. Comment! [Tech, Consumer]
Wednesday, October 12, 2011, 3:42 PM Telecoms could take on some collateral damage from the BlackBerry outage after customers demand refund and credits for lost services, according to SmartMoney. Though Research In Motion's (RIMM -2.2%) network is clearly to blame, phone companies may feel pressured to satiate a slew of unhappy customers with credits and early upgrades. Comment! [Tech]
Friday, August 19, 2011, 4:27 PM According to Bespoke, the S&P 500's trailing P/E has fallen over 3 points since 4/29, to 12.44. While the financial sector has the lowest P/E (10.62), multiples for the healthcare (11.23) and tech (12.79) sectors are also near 18-year lows. The telecom sector (17.50) stands alone in having a trailing P/E above 15. 1 Comment [Healthcare, Financials, Tech]
Friday, July 8, 2011, 9:14 AM The mobile industry accounts for 2% of the world's GDP, according to data released by analyst Chetan Sharma. As consumers' demand for data rises 4X-6X per year, carriers have to balance competitive pricing plans with protecting margins. Sharma sees carriers integrating Wi-Fi into networks as a way to boost profits. Comment! [Tech]
Thursday, June 23, 2011, 3:18 PM ST Ericsson warns it will take longer than expected to turn a profit due to falling demand for its legacy products. In an attept to turn things around, it plans to carry out a review of it's global workforce, aiming to save around $120M by 2012. ERIC -2.5%, STM -3.9%. Comment! [Tech, On the Move]
Thursday, May 19, 2011, 1:26 PM The real battle for smartphone combatants Apple (AAPL) and Google (GOOG) may not be against each other - it may be against dumbphones. While smartphones now account for a record 27% of phone shipments, that means the other 73% of the market has yet to be penetrated. Which means it may be less predictable (and less discountable) than expected. 6 Comments [Tech, Consumer, Quick Ideas]
Monday, March 28, 2011, 10:13 AM Shares in telecom equipment (IYZ +1%) firms Nokia (NOK +4.9%) and Alcatel-Lucent (ALU +9%) rise after Goldman Sachs upgrades its rating on both firms to Buy from Neutral. Goldman says Nokia offers long-term opportunity for value investors after falling 30% from early February, and predicts that ALU's margins would return to sustainable "high single-digit levels." Comment! [Tech]
Thursday, January 6, 2011, 12:36 PM Proper "earth shattering" news from CES could have a ripple effect on technology ETFs, says Tom Lydon. Given consumer hunger for advanced graphics capabilities, investors should pay special attention to semiconductor funds like SPDR S&P Semiconductor (XSD) and Semiconductor HOLDRs (SMH). And there's software and telecom potential, too. Comment! [Tech]
Friday, December 31, 2010, 12:55 PM The DJ US Telecom ETF (IYZ) is a hot pick, given its "positive and consistent price momentum,"says Jim Van Meerten. The fund looks for results that correspond to the price and yield performance of the Dow Jones U.S. Select Telecommunications Index. He notes it trades above its 50-day moving average. Comment! [Tech]

IYZ iShares Dow Jones US Telecom ETF

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iShares Dow Jones US Telecom ETF