Sector Themes
Page 1 of 5
- Hurricane Katrina's Sector Impact on Retail & Consumer Discretionary (XLY) and Financials (XLF)
- Barron's Questions the Retail Sector (RTH)
- Bonds Rally on Higher Energy Prices (XLE)
- Retail ETF Looking Weak Due to WMT, and Analysts Too Bullish on Top S&P 500 Stocks
- Jim Cramer on the energy sector (IYE, OIF, XLE)
- Trimming our energy ETF position (XLE), comments on GLD, IEF, EWA, EWC, EWP, EWW, FXI and PGJ
- Comparing the Cost of Real Estate ETFs (discusses ICF, IYR and RWR)
- Chart analysis for EEM, FXI, XLY, RTH
- Have the energy ETFs peaked? (discusses XLE)
-
ETFs and oil, gold and the dollar
on Aug 15, 2005 by David Fry
-
Energy Bill conference call ... the AGA view
on Aug 15, 2005 by Sandy Cohen
- Energy leads, and discussion of the Nasdaq 100 ETF (QQQQ)
-
Pricing point ... gas-fired peaking plant in West Virginia
on Aug 12, 2005 by Sandy Cohen
-
Electric utility 2Q earnings ... all earnings are reported
on Aug 11, 2005 by Sandy Cohen
- Trading the iShares Networking Tech ETF (IGN), Plus Comments on iShares Japan (EWJ) and Energy (XLE)
- Interest-rate sensitive sector ETFs (discusses IYR, XLU, PEY)
-
Electric utility earnings ... do they justify the earnings multiples?
on Aug 08, 2005 by Sandy Cohen
-
Barron's bearish on REITs (ICF, IYR, RWR)
on Aug 08, 2005 by David Jackson
- A reversal in real estate ETFs? (IYR, ICF, RWR)
-
Gas utility and energy MLP 2Q earnings ... updated schedule and results
on Aug 04, 2005 by Sandy Cohen
-
Electric utility 2Q earnings ... updated schedule and results
on Aug 02, 2005 by Sandy Cohen
- Sector ETF update: Internet stocks take the lead, software lags (HHH, SWH)
-
Energy bill passed ... the Edison Electric Institute view
on Jul 31, 2005 by Sandy Cohen
- Earnings 7/25/05 - 7/29/05
- Comments on energy ETFs - OIH and IGE
-
Is China Internet user growth slowing?
on Jul 22, 2005 by David Jackson
-
Yuan revaluation begins
on Jul 22, 2005 by Michael McAllister
- Sector and style rotation watch (DSG, DSV, ELG, ELV, IDU, IWB, IWM, IWZ, IYC, IYE, IYM, SHY, TIP, TLT)
-
Earnings announcements for 2nd quarter -- schedule for gas utilities and mlp's
on Jul 20, 2005 by Sandy Cohen
-
Why we own healthcare
on Jul 19, 2005 by J.D. Steinhilber
-
Do not look to insiders for direction
on Jul 19, 2005 by Michael McAllister
- Sector ETFs versus high-dividend ETFs (DVY, PEY)
-
Emily shut in
on Jul 18, 2005 by Michael McAllister
-
OIH, IYE, XLE, OSX and XNG
on Jul 18, 2005 by Michael McAllister
-
Earnings announcements for 2nd quarter -- schedule for electric utilities
on Jul 18, 2005 by Sandy Cohen
-
The energy MLP ... attention getters
on Jul 18, 2005 by Sandy Cohen
- Leading and lagging sector ETFs (BBH, SMH)
-
The Yuan and oil
on Jul 15, 2005 by Michael McAllister
- How hedge funds are trading Semiconductor Holdrs (SMH)
- Sector Correlation With Energy (IYC, IYH, IYJ, IYK, IYZ, XLB, XLF, XLK, XLU)
-
Power plant asset values ... summary of articles on this site
on Jul 14, 2005 by Sandy Cohen
- Power plant asset values ... a Calpine power plant sale closes
- Pros and cons of Internet HOLDRs (HHH)
-
Bearish China datapoint
on Jul 11, 2005 by Michael McAllister
-
Merger story article from Fortune ... private equity merger attempts fail
on Jul 11, 2005 by Sandy Cohen
June 24, 2008
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