PowerShares Dynamic Europe Portfolio (PEH)

All Comments on PEH

  • commenter
    May 25 09:30 PM
    PowerShares' Latest Concept: ETFs of ETFs [view article]
    Disagree. I think that there are customers waiting for this product, unlike a lot of ETFs. Reply
  • commenter
    May 21 10:53 AM
    PowerShares' Latest Concept: ETFs of ETFs [view article]
    Basically just another way to get a bump on their expense rake. Reply
  • commenter
    Apr 29 09:00 AM
    America's On Sale - and the World's Buying [view article]
    Europe is going to get crushed if they don't debase - no question.

    Why all the gold shills seems to tout the party line that highly valued currencies are critical to survival - really then why do the export countries for the last ten years attempt to debase routinely? What has Japan economy done with their beautiful currency or the Swiss - not lighting the world on fire.

    Look at each nation's growth that is high- either export manufacturing with cheap currency- Asia, India or countries that are not being hampered like we are by 30 years of antigrowth green peace movements. These countries export their natural resources - Canada, Aus,Brazil,Norway, and Russia nice currency rise against ours. The tide will change soon as indicated when the commodity run even just levels and the dollar has no where but up as mentioned.

    It would be nice if we seasoned as an electorate and allowed natural resources to be a bigger part of our economy similar to the highly touted "environmentally sensitive" elite countries listed above that are in a drilling,mining,blasti... mania.
    Reply
  • commenter
    Apr 18 11:17 AM
    PEF: European Equities Suffer U.S. Fallout [view article]
    Love the bullish call on BP - I think that company has bottomed and looks like it is finally breaking out this week. If not, who can complain about sitting on the dividend? Reply
  • commenter
    Apr 12 02:59 PM
    America's On Sale - and the World's Buying [view article]
    I have to agree with Wakeup. This article is way below SA's usual standards. Who is this author? It does read like a college term paper.

    Reply
  • commenter
    Apr 12 02:17 PM
    America's On Sale - and the World's Buying [view article]
    This article reads like the first draft of a paper for an Economics 101 class. Example: "Don't underestimate our ability to manipulate currency speculation either. Such speculation allows the US to control the destiny of the dollar in the futures market. A weak Europe is not in our best interest, the dollar needs to rise, and it will." - - - Please. - - -I hear more authoritative discourse than this, from the kid who delivers my newspaper.
    Reply
  • commenter
    Apr 12 12:29 PM
    America's On Sale - and the World's Buying [view article]
    This article is right on the money as far as its conclusions. All I can say is, if you're "wondering how our markets can rise in the face of negative economic data or negative earnings reports", then you have no stock market experience. It happens all the time. 1982, 1991, 2002 all blared negative headlines while the market moved up sharply. It will be no different this time. If you're a long term investor, now is the time to buy, not when all the headlines are good, by then the market will be up 50%.... I earned great money in 1991, then in 2003, and I'll do it again. The rest can buy gold after its 4x runup. Reply
  • commenter
    Apr 12 02:27 AM
    America's On Sale - and the World's Buying [view article]
    I think that the performance of the US stock market has more to do with the inherent bias of investment firms to being long, then FDI flows.

    As an example of poor analysis ( or too bullish views), ask the following:

    Out of 16 Analysts, for GE, 10 were BUY, 3 were Overweight and 3 were Neutral, no wonder the market reacted so badly. Why did no Wall St analyst take their financial exposure into consideration?

    All of the institutions that have analysts appear to refrain from rating their peers at anything below neutral, even during a financial crisis. Is this Wall Streets final defense, or just the ineptness of its analysts?

    For the worst case of being long look at Thornburg Mortgage (TMA).

    Under the rescue package $1.3 Billion is being injected, and the Equity guys will receive $2.75 Billion of Warrants (that cost 1c each, $27.5 Million).

    The price of TMA is currently $1.25 each, so these shrewd Equity guts will do the following:

    Upon the dilution, they will short the stock, and be happy with $1 per share. Total return $ 2.75 Billion, Total profit on share sale $1.45 Billion. On top of this they will have the loan of $1.3 Billion ( totally secure against ALL of the TMA mortgage book) with a yearly interest of 12%.

    Now TMA does have a good name, but effectively that is all that it has, so the common shareholders have been diluted to practically nothing, the execs keep their highly paid jobs, and nobody (except for the common shareholders) will lose, whatever the outcome.

    As long as the stock price is held at ridiculous levels, shorting the stock on dilution, will become a brutal spectator sport, and the poor common stock holders, will be hammered. So please, any of the little guys out there, sell NOW, before dilution, as after dilution, and the short selling, I expect the price to drop to well below 50c.

    (Chris Marshall)
    Reply
  • commenter
    Apr 11 02:46 PM
    America's On Sale - and the World's Buying [view article]
    I am interested in seeing some data on foreign investment, and I have not been able to locate. It makes sense; i.e., US markets have been well into a bear market price range in many important currencies - well before recent fed actions. (The recent Fed actions actions may affect such investments through the predicted future value of the $.) Reply
  • commenter
    Apr 11 02:07 PM
    America's On Sale - and the World's Buying [view article]
    Markets aren't moving south because Bergabe gave the I-banks $30B to trade with, it has nothing to do with foreign buyers. Reply
  • commenter
    Apr 11 01:02 PM
    America's On Sale - and the World's Buying [view article]
    You really should back this up with numbers. How many transactions are done by foreigners in 'normal times' and how many are done now ? You are really satisfied too quickly by your "explanations&quo... This is one of the worse articles I haved read in times on seekingalpha. Reply
  • commenter
    Apr 11 12:32 PM
    America's On Sale - and the World's Buying [view article]
    Interesting article. Is there a way to determine/find the fraction of transactions that are made by foreign buyers? Reply
  • commenter
    Apr 11 12:15 PM
    America's On Sale - and the World's Buying [view article]
    the real story is not stocks/bonds/securitie... the real story is how much of our infrastructure are we going to outright sell to foreign interests. i'm talking interstate systems (toll roads), rail, etc. that is what's going to be interesting, as well as citizens' reactions to it. Reply
  • commenter
    Apr 11 12:10 PM
    My Website
    America's On Sale - and the World's Buying [view article]
    Correction - your assumptions hinge on the US and the rest of the world NOT going into recession.... Reply
  • commenter
    Apr 11 12:09 PM
    My Website
    America's On Sale - and the World's Buying [view article]
    Your assumptions all hinge on the US and the rest of the world going into recession... You say that the average sell-off in a recession is 25%. OK, except that the NBER still has to confirm we are in recession and typically, stock market corrections continue after a recession has been confirmed.

    Oh and one more thing.. priced in gold, the Dow Jones Industrial Average has fallen 73% since peaking in 1999...
    Reply