PowerShares Dynamic Semiconductors (PSI)

All Comments on PSI

  • commenter
    BOHICA
    Jul 18 04:34 PM
    ETF Update: Materials, Semiconductors, Homebuilders [view article]
    I don't know any "sector rotation" practitioners who can beat the all-sectored S&P 500 over time. Would be interested in hearing all about some successful sector switchers because even the big name guys like Sam haven't beaten the market over any meaningful stretch. Reply
  • commenter
    User 207335
    Jun 09 09:41 AM
    PSI: Cautiousness Prevails Despite Recent Run-up [view article]
    Don Dion is offering a free video conference this Wednesday on his outlook for the 2nd half of the year! Go to www.dionmm.com/video/p... to register! Reply
  • commenter
    jcrash
    Jun 04 04:07 PM
    Are Semiconductor ETFs Fueled By Genuine Demand? [view article]
    Like semis? USD will get you more. Reply
  • commenter
    phwting
    Jun 04 10:31 AM
    Semiconductor Shipments: Leading Indicator of Tech Strength? [view article]
    Have you considered the Feb 09 Digital TV transition. Have been shopping for converter boxes and they are flying off the shelfs at retailers. Other people will opt for new TV's that can directly receive the free off the air digital signals. Combined with the two $40 coupons, the digital TV transition is one heck of a stimulus to the electronics sector. Reply
  • commenter
    guliamo
    May 28 04:57 AM
    My Website
    PSI: Cautiousness Prevails Despite Recent Run-up [view article]
    Although there has been a recent pullback in share value I still maintain that this is a buying opportunity.
    Let's take a macro look at this.. a company that producers wafers for sun powered energy, a new market on the move with a P/E of around 20.. that's a P/E we're used to seeing for companies in more established sectors. The reason for this is that WFR is simply a well run company with outstanding financials!
    ROE is at 39% - this company has zero debt. Revenues are growing at a nice 14% quarterly rate..
    And the greatest news is that this company creates solar wafers from... beach sand that is readily available in Florida... that's why the company shows gross profits of $1 billion on $2 billion in sales. Sounds like a sweet deal to me.     Reply
  • commenter
    ArtfulDodger
    May 27 01:54 AM
    PSI: Cautiousness Prevails Despite Recent Run-up [view article]
    Mr. Dion:

    Very good article.

    However, I think there is less risk in a careful selection of chip stocks (and topnotch techs) than in the energy and commodity sector—at least over the next few months.

    I recently sold my positions in the former sectors and retrenched in, for the most part, the tech sector.

    Some of those techs are, and not all are chips, as follows: ADI, CSCO, GIGM, GLW, GRMN, LRCX, MSFT, NOK, NTE, NTES, NVDA, TXN.

    As you have surely noticed, almost no one at this time is interested in Class A tech stocks; only a few risky, low-priced long-shot ones.

    E.g., I'm the only one commenting on your excellent research and work. It's because the Big Houses and their touts are pointing everyone toward energy and commodities.

    That will soon blow up, and the mementum players will have to light somewhere. A good bet would be tech, although I don't care where they go.

    Your comment would be appreciated.

    Rebeldog     Reply
  • commenter
    etfwanderer
    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
    Ames
    Tiedeman
    Apr 28 07:52 PM
    My Website
    Market Overview: Gold, Oil, REITs, Semis, Canada and the Fed [view article]
    I think they correct this quarter. Q2 Reply
  • commenter
    jjason
    Apr 28 01:50 PM
    Market Overview: Gold, Oil, REITs, Semis, Canada and the Fed [view article]
    I hope to see all commodity prices fall and take out the speculators. The prices for food, gas and consumer goods will have to come down. There are a lot of people struggling to pay the bills and they are going to get mad as hell. The consumer is going to stop buying all kinds of things over the next 12 months. Reply
  • commenter
    Ames
    Tiedeman
    Apr 28 09:43 AM
    My Website
    Market Overview: Gold, Oil, REITs, Semis, Canada and the Fed [view article]
    USO is a short, DUG a long. Oil will be headed for a pull back! Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on PSI
    Is this a buy or a sell? Reply
  • commenter
    Russ Abbott
    Apr 06 01:56 AM
    My Website
    Quant Strategy Sector ETFs [view article]
    Are you aware of Stock-Encyclopedia.com (etf.stock-encyclopedia.../), which has a nice listing of ETFs. They are categorized somewhat differently from this listing, though. Reply
  • commenter
    A.S.D.
    Jan 22 12:42 PM
    ETF Trends & Observations: Gold, Oil, Banks, India, China, Energy & More [view article]
    Thanks for the article. Look into junior golds if you still want to play this field. A Canadian junior will become the next aquisition target and you can't short it. Reply
  • commenter
    Peter B
    Jan 15 06:18 PM
    Shakespeare on Semiconductors: Sail With the Tide [view article]
    Your quote was misquoted by the old Intersil ("There are tides in the affairs of man...") as an advertisement for DRAMs, at a time when the company was offering an obsolete product line (32k instead of 64k, as I recall). I always thought that any engineer who knew their Shakespeare would find it as funny/sad/ironic as I did, since the company was clearly in the "omitted" group on that product line. Luckily I was working on Analog products, where we were taking the tide. Reply
  • commenter
    Kunst
    Jan 14 09:33 PM
    A guide to technology sector ETFs (IGN, IGV, IGW, BDH, BHH, HHH, IIH, SMH, QQQQ, XLK, IYW, VGT, PXQ, PSI, PSJ) [view article]
    How about an update on this article?
     Reply

Trading Center


Loading...
Symbols:
Authors:
Quick Links: