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Sector Themes

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Hurricane Katrina's Sector Impact on Retail & Consumer Discretionary (XLY) and Financials (XLF)
on Sep 13, 2005 by XTF Advisors about XLF, XLY
Barron's Questions the Retail Sector (RTH)
on Aug 23, 2005 by David Jackson about RTH
Bonds Rally on Higher Energy Prices (XLE)
on Aug 22, 2005 by David Fry about XLE
Retail ETF Looking Weak Due to WMT, and Analysts Too Bullish on Top S&P 500 Stocks
on Aug 20, 2005 by Nick Perry about RTH, WMT
Jim Cramer on the energy sector (IYE, OIF, XLE)
on Aug 18, 2005 by Roger Nusbaum about IYE, OIH, XLE
Trimming our energy ETF position (XLE), comments on GLD, IEF, EWA, EWC, EWP, EWW, FXI and PGJ
on Aug 17, 2005 by David Fry about EWA, EWW, FXI
Comparing the Cost of Real Estate ETFs (discusses ICF, IYR and RWR)
on Aug 17, 2005 by David Jackson about ICF, IYR, RWR
Chart analysis for EEM, FXI, XLY, RTH
on Aug 16, 2005 by David Fry about EEM, FXI, XLY
Have the energy ETFs peaked? (discusses XLE)
on Aug 15, 2005 by Roger Nusbaum about 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)
on Aug 12, 2005 by Nick Perry about 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)
on Aug 10, 2005 by David Fry about EWJ, IGN, XLE
Interest-rate sensitive sector ETFs (discusses IYR, XLU, PEY)
on Aug 08, 2005 by David Fry about IYR, PEY, XLU
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)
on Aug 07, 2005 by Nick Perry about ICF, IYR, 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)
on Jul 31, 2005 by Nick Perry about HHH, SWH
Energy bill passed ... the Edison Electric Institute view
on Jul 31, 2005 by Sandy Cohen
Earnings 7/25/05 - 7/29/05
on Jul 22, 2005 by Michael McAllister about ATW, GIFI, WLL
Comments on energy ETFs - OIH and IGE
on Jul 22, 2005 by Nick Perry about IGE, OIH
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)
on Jul 22, 2005 by Tom Coyne about IDU, SHY, TIP
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)
on Jul 19, 2005 by David Jackson about 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)
on Jul 15, 2005 by Nick Perry about BBH, SMH
The Yuan and oil
on Jul 15, 2005 by Michael McAllister
How hedge funds are trading Semiconductor Holdrs (SMH)
on Jul 15, 2005 about IGW, SMH
Sector Correlation With Energy (IYC, IYH, IYJ, IYK, IYZ, XLB, XLF, XLK, XLU)
on Jul 14, 2005 by Roger Nusbaum about IYZ, XLB, 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
on Jul 13, 2005 by Sandy Cohen about CPN
Pros and cons of Internet HOLDRs (HHH)
on Jul 12, 2005 by David Jackson about 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 | Last Updated 06:04 ET

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