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U.S. Retail Sales: April 2013 Preview
James Picerno • Fri, May 10
Top 10 U.S. And Global Consumer Staples ETFs
David Fry • Thu, May 2 • 1 Comment
The Unstoppable Consumer Staples Sector
Bespoke Investment Group • Wed, Apr 17 • 1 Comment
Sector Rankings For ETFs And Mutual Funds: Only Consumer Staples Currently Attractive
David Trainer • Mon, Apr 15
2 Large-Cap Retailers With Recent Optimistic Analysts' Calls: Walgreen And Costco
Nick Chiu • Thu, Mar 14
Best And Worst ETFs And Mutual Funds: Consumer Staples Sector
David Trainer • Wed, Feb 6 • 1 Comment
Consumer Discretionary Back To Leading Consumer Staples
Bespoke Investment Group • Wed, Jan 30 • 1 Comment
Investors Get Defensive With Consumer Staples ETFs
Tom Lydon • Tue, Nov 13, 2012
Best And Worst ETFs And Mutual Funds: Consumer Staples Sector
David Trainer • Wed, Oct 24, 2012
Best & Worst ETFs & Mutual Funds: Consumer Staples Sector
David Trainer • Mon, Jul 16, 2012
Top 10 U.S. And Global Consumer Staples ETFs
David Fry • Thu, Jun 21, 2012
Real Estate, Pharma And Dividend ETFs Defy Bearish Predictions
Gary Gordon • Tue, May 15, 2012 • 2 Comments
Investors Grant Immunity To These 5 Stock ETFs
Gary Gordon • Wed, May 9, 2012 • 2 Comments
Best And Worst ETFs And Mutual Funds: Consumer Staples
David Trainer • Tue, Apr 24, 2012 • 1 Comment
Best And Worst Funds: Consumer Staples Sector
David Trainer • Thu, Feb 2, 2012
Sector Roadmap For Best And Worst Stocks And Funds
David Trainer • Tue, Jan 31, 2012 • 8 Comments
NorthWest Quadrant Equity ETFs - Multi-Year Balance Of Return And Volatility
Richard Shaw • Wed, Jan 4, 2012 • 1 Comment
New 52-Week Highs Can Tell You Where The ETF Strength Is
Gary Gordon • Thu, Dec 1, 2011 • 2 Comments
Europe And The U.S.: Too Big To Fail, Too Big To Bail?
Joseph L. Shaefer • Mon, Nov 7, 2011 • 32 Comments
24 Stocks Providing An Inflation Hedge With Increasing Dividends
Dividends4Life • Fri, Oct 28, 2011

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Equal Weight Index Funds and the Sin of Portfolio Management
Kid Dynamite • Thu, Feb 10, 2011
The Good, the Bad and the Ugly in Consumer Staples ETFs
David Trainer • Thu, Feb 3, 2011 • 6 Comments

U.S. Retail Sales: April 2013 Preview
James Picerno • Fri, May 10
Top 10 U.S. And Global Consumer Staples ETFs
David Fry • Thu, May 2 • 1 Comment
The Unstoppable Consumer Staples Sector
Bespoke Investment Group • Wed, Apr 17 • 1 Comment
Sector Rankings For ETFs And Mutual Funds: Only Consumer Staples Currently Attractive
David Trainer • Mon, Apr 15
2 Large-Cap Retailers With Recent Optimistic Analysts' Calls: Walgreen And Costco
Nick Chiu • Thu, Mar 14
Best And Worst ETFs And Mutual Funds: Consumer Staples Sector
David Trainer • Wed, Feb 6 • 1 Comment
Consumer Discretionary Back To Leading Consumer Staples
Bespoke Investment Group • Wed, Jan 30 • 1 Comment
Investors Get Defensive With Consumer Staples ETFs
Tom Lydon • Tue, Nov 13, 2012
Best And Worst ETFs And Mutual Funds: Consumer Staples Sector
David Trainer • Wed, Oct 24, 2012
Best & Worst ETFs & Mutual Funds: Consumer Staples Sector
David Trainer • Mon, Jul 16, 2012
Top 10 U.S. And Global Consumer Staples ETFs
David Fry • Thu, Jun 21, 2012
Real Estate, Pharma And Dividend ETFs Defy Bearish Predictions
Gary Gordon • Tue, May 15, 2012 • 2 Comments
Investors Grant Immunity To These 5 Stock ETFs
Gary Gordon • Wed, May 9, 2012 • 2 Comments
Best And Worst ETFs And Mutual Funds: Consumer Staples
David Trainer • Tue, Apr 24, 2012 • 1 Comment
Best And Worst Funds: Consumer Staples Sector
David Trainer • Thu, Feb 2, 2012
Sector Roadmap For Best And Worst Stocks And Funds
David Trainer • Tue, Jan 31, 2012 • 8 Comments
NorthWest Quadrant Equity ETFs - Multi-Year Balance Of Return And Volatility
Richard Shaw • Wed, Jan 4, 2012 • 1 Comment
New 52-Week Highs Can Tell You Where The ETF Strength Is
Gary Gordon • Thu, Dec 1, 2011 • 2 Comments
Europe And The U.S.: Too Big To Fail, Too Big To Bail?
Joseph L. Shaefer • Mon, Nov 7, 2011 • 32 Comments
24 Stocks Providing An Inflation Hedge With Increasing Dividends
Dividends4Life • Fri, Oct 28, 2011

There are no Transcripts on RHS.

Why sharp fund, ETF gains can cut both ways

at MarketWatch.com (Apr 1, 2013)

RHS vs. ETF Alternatives

RHS Description

Seeks to replicate as closely as possible, before expenses, the performance of the S&P Equal Weight Index Consumer Staples.
See more details on sponsor's website

Sector: Consumer Goods

Country: United States

Key Info

In Your Portfolio: A Guide to Sector ETFs, A Guide to Equal Weight ETFs
Asset Class Performance: Sectors

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 6, 7:27 AM The S&P 500 (SPY) is fairly valued, says Goldman, but opportunity lies in cyclicals (XLY, XLE, XLI, XLB) which are more undervalued vs. defensives (XLU, XLP, XLV, XTL) than at any time in the last 15 years. "Given the 4 P/E multiple point head start, even a slight valuation normalization should translate into outperformance of cyclicals over defensives during the next 12 months." 1 Comment
Friday, April 26, 8:34 AM The beginning of a bigger move? Two of the year's three strongest performing sectors - healthcare (XLV) and consumer staples (XLP) - are down on the week as the three weakest sectors - energy (XLE), materials (XLB), and tech (XLK) - post gains of 3%-4.5%. 2 Comments
Wednesday, April 24, 9:20 AM "To say that the advance has gotten ahead of fundamentals is an understatement," says iShares' Russ Koesterich, suggesting investors lighten up on red-hot consumer staples (XLP, IYK) holdings. He questions the conventional wisdom saying staples are not immune to consumer spending slowdowns, and further, he argues, how many companies are really pure staples plays? Comment! [Consumer]
Friday, February 15, 2:41 PM The XLP, XRT, and XLY all give up gains and turn lower following Wal-Mart sounding the warning over the effects of the payroll tax hike. It's fascinating that it took markets until just now to react to what was crystal clear 6 weeks ago. 2 Comments [Consumer, On the Move]
Thursday, February 7, 4:02 PM A look beneath the hood of Schwab's (SCHW) recently unveiled lineup of 105 commission-free ETFs shows an impressive breadth of asset class coverage, including currency, physical metals and equal-weight sector ETFs not previously available for commission-free trading. Notably absent: iShares single country funds, 10 of which are available among the 101 ETFs TD Ameritrade (AMTD) offers commission-free. Comment!
Wednesday, January 16, 4:33 PM Tech (XLK) is the new defensive sector, its 14.8 PE ratio continuing to trail traditional cautious plays like telecom (IST), consumer staples (XLP), and utilities (XLU). At a lofty 22 PE ratio, telecom leads all S&P sectors - it's a pretty fancy multiple for a slow-growth sector, but investors are attracted by the lofty yield. The S&P (SPY) as a whole has creeped up to a 14.8 ratio. 2 Comments
Monday, January 14, 7:56 AM Li & Fung - the world's largest supplier of clothes and toys to retailers - plunged 15.4% in Hong Kong trade after reporting a 40% drop in operating income thanks to weak U.S. orders. Major customer Wal-Mart -0.5% premarket. Comment! [Global & FX, U.S. Economy, Consumer]
Monday, January 7, 3:48 PM Maybe what's got Wal-Mart (WMT) and Consumer Staples (XLP) so down in the dumps relative to the general market over the last month is the payroll tax hike allowed by the fiscal cliff deal. A FRBNY study finds workers spent 28-43% of 2011's payroll tax cut - that's money now going to D.C. instead of retailers. "We continue to be baffled that politicians on both sides agreed ... this was a good idea," writes Cardiff Garcia. 8 Comments [U.S. Economy]
Thursday, January 3, 9:32 AM "Stocks soar on news of rapidly shrinking paychecks" is a headline you won't see today, but Nick Colas points out 79% of households make under $100K/year and are subject to the full brunt of the higher payroll tax which kicked in on Jan. 1 - removing 4% of their annual spending power. He sees it as a 50 bp drag on GDP growth in 2013. 15 Comments [U.S. Economy]
Friday, December 28, 2012, 7:37 AM A port strike looms this weekend that could paralyze cargo traffic from Maine to Texas. Nearly all retailers could be affected, but none more than Home Depot (HD) and Lowe's (LOW) as Christmas comes in spring for the home-improvement industry. The President has the power to force workers back on the job, but the White House is mum at this point. 9 Comments [U.S. Economy]
Wednesday, December 26, 2012, 7:20 AM Early results suggest a weak holiday season for retailers, with MasterCard's SpendingPulse reporting sales just 0.7% higher than a year ago. "It's a lost season," says the group's Michael McNamera. Not too surprising, major discounting was common in the days leading up to the holiday, and even greater bargains are expected after. 5 Comments [Consumer]
Friday, December 7, 2012, 10:25 AM More on Consumer Sentiment: The 74.5 read wasn't just sharply below the 83 consensus, it was 5 points underneath the lowest estimate out there. It was led by a 13 point plunge in expectations to 64.6. Double-digit declines are very rare, say the report authors, and point to a "sudden pessimism" as the final surge of the holiday shopping season approaches. The XLY, XRT, and XLP can't be bothered, all with moderate gains today. 7 Comments [U.S. Economy]
Wednesday, October 3, 2012, 12:36 PM With the Consumer Staples ETF (XLP) at an all-time high, trader(s) really get bullish with 254K January 38 calls purchased yesterday, tripling the typical open interest on the contract. The 38 strike is about 5% out-of-the-money and cost $0.15. Comment! [Consumer]
Tuesday, October 2, 2012, 7:43 AM A 2.8% decline in the Consumer Discretionary sector (XLY) relative to Consumer Staples (XLP) since the Fed's QE∞ announcement may suggest investors aren't buying Bernanke's insistence the program will boost the economy. More likely, it's a case of buy the rumor, sell the news, as the XLY outperformed the XLP by 9.2% in the 6 weeks prior to the Fed move. 1 Comment
Tuesday, September 4, 2012, 3:36 PM A month before the close of Q3, most corporate management teams are more bearish than analysts on earnings - except for consumer staples (XLP). Companies in the sector are the only ones in the S&P 500 to issue more positive guidance than warnings, writes Gregg Harrison, yet analysts may not be giving them credit for such. Comment! [U.S. Economy, Quick Ideas]
Saturday, August 25, 2012, 10:00 AM Southern Co. (SO) and Verizon (VZ) may be the "poster children" among high dividend-payers as the quest for yield takes the utility (XLU), telecom (IXP), and consumer staples (XLP) sectors to frothy levels. The flip-side are health-care services (XHS), autos (CARZ), housing (IYR), and tech (XLK) - lower payers, but with relative valuations that have rarely been this cheap. 17 Comments [Quick Ideas]

RHS Guggenheim S&P Equal Weight Consumer Staples ETF

RHS

Guggenheim S&P Equal Weight Consumer Staples ETF