Vanguard Consumer Discretionary VIPERs (VCR)

All Comments on VCR

  • commenter
    Sep 11 11:07 AM
    Will the Energy Exodus Fuel a Consumer Stock Frenzy? [view article]
    I see short energy / long consumer discretionary trade going for a while now, about a month or so. Like with everything these days, traders push is far beyond the point where it make sense. It stopped making sense to me about 2 weeks ago, but it still keeps going. Expect a violent snap back when it stops working.
    I give you one example, - I am short RSH, shorted in $19.5 area. It is up from $13 to $20 since July lows, that is 80%, it makes no sense, nobody goes to Rdio Shack stores, it is one of worst companies out there. Who is buying it? I tell you who, - computers.
    Reply
  • commenter
    Sep 11 09:07 AM
    Will the Energy Exodus Fuel a Consumer Stock Frenzy? [view article]
    Given the following Hypothesis, Dow below 9,000 and S&P at 900, will my investing in either consumer discretionary or staples guarantee a positive return? Reply
  • commenter
    Sep 11 06:47 AM
    My Website
    Will the Energy Exodus Fuel a Consumer Stock Frenzy? [view article]
    Weekly TA, you raise a good point. Actually, though, Consumer Discretionary has kept pace this quarter with Consumer Staples, trailing the return by just 0.4% in the S&P 500 and beating in Mid-Cap and trailing in Small-Cap by small magnitudes.

    I considered combining the two. Certainly I am not suggesting that all reallocation favors solely Consumer Discretionary. From an economic perspective, there is a very direct correlation: "Discretionary&qu... spending has been shifted from consumption of other goods and services to energy costs. From a stock view, Consumer Discretionary stocks have been hammered, while Staples have actually outperformed stocks generally as their earnings have been hurt less and as investors have sought them for their defensive qualities. I have the data, and Staples tends to get bigger when the market is going down and smaller as it goes up (i.e. it has a lower beta). Going back to the bottom of the bear market in 2002 roughly, Staples was at 13.4% of the S&P 500 compared to just 8.1% two years earlier. At year-end 2004, 2005, 2006 and 2007, it was roughly 10.5%. Today it is 12.1%, a rather high number already.
    Reply
  • commenter
    Sep 11 04:58 AM
    My Website
    Will the Energy Exodus Fuel a Consumer Stock Frenzy? [view article]
    Why no mention of consumer staples? They're obviously outperforming the discretionaries in the environment we're in. Reply
  • commenter
    Aug 21 06:39 AM
    Consumer Discretionary ETFs: How They Differ [view article]
    The ultrashorts SZK and SCC should be ready to rock. Among the most oversold sectors in the S&P. The curious thing - There is absolutely no fundamental reason in this economy why consumer discretionary moved up in the first place. I didn't get it. Reply
  • commenter
    Jul 13 12:51 AM
    Percentage of Stocks Over 50-Day Moving Average [view article]
    Throw a dart. Short the stock. You will win. Reply
  • commenter
    Jul 12 06:37 PM
    Percentage of Stocks Over 50-Day Moving Average [view article]
    Learn to buy options. You can make money in all markets and only loose what you put in. Leverage is large. Reply
  • commenter
    Jul 12 11:27 AM
    Percentage of Stocks Over 50-Day Moving Average [view article]
    This article is very good for investors. Looks as if we should be in utilities, health care, and food stocks. Give us more like this one. Reply
  • commenter
    Jul 12 09:09 AM
    Percentage of Stocks Over 50-Day Moving Average [view article]
    OK, I'll bite. The DOW will go below 10,000 by September. Reply
  • commenter
    Jul 11 04:58 PM
    My Website
    Percentage of Stocks Over 50-Day Moving Average [view article]
    How about below 10,000 in 2008? Reply
  • commenter
    Jul 11 04:23 PM
    My Website
    Percentage of Stocks Over 50-Day Moving Average [view article]
    The DOW is going under 10,000 in 2009. Reply
  • commenter
    Jun 25 02:24 PM
    Primary US Sector ETFs [view article]
    What about iShares DJ US Tech (IYW)? Reply
  • commenter
    Jun 15 03:48 AM
    ETF Update: Hedges Against Oil, Retail ETFs Up, ETFs and a Bullish Dollar [view article]
    How do you make money going long and short on the same security? Reply
  • commenter
    Jun 14 10:07 PM
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    ETF Update: Hedges Against Oil, Retail ETFs Up, ETFs and a Bullish Dollar [view article]
    Now, there is also a new commodity ETN that takes BOTH long and short positions in the same ETF. When I read the headline, I was interested in the article because I thought that's what this article would be about, but it wasn't. The symbol for the ETN that goes BOTH long and short is LSC. Cool! Reply
  • commenter
    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