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Items Tagged With Exchange Traded Funds

Claymore Securities and KLD Launch Sudan Free ETF (KSF)
Written By: David Neubert
2007-06-25 11:59:48
Claymore Securities launched the Claymore/KLD Sudan Free Large-Cap Core ETF (KSF - $25.00) today.  The Claymore/KLD Sudan Free Large-Cap Core ETF tracks the KLD Large Cap Sudan Free SocialSM Index, which, according the KLD/Claymore press release, is the first socially responsible index tied to the issue of Sudan divestment.
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Financial Stocks: Take Sector Risk, Not Specific Risk at this Point
Written By: David Neubert
2008-03-10 14:24:03
A friend who must remain anonymous asks:

"Sent you a message on your Facebook acct...you adding to Merrill Lynch (MER - $42.97)?  Can't get a read on the big pullback..do the institutional traders know something we dont?"

I'm not adding to MER and I'm actually out of it for a while.  My stop loss rule got me out just after I wrote about Thain. (Sadly, I did not apply that same stop loss rule to some other stocks recently).

The institutional traders are selling everything financial.  There is nothing special happening with MER that isn't happening with Lehman (LEH - $42.03 ), Goldman (GS - $160.92), Citigroup (C - 20.16), Morgan Stanley (MS - $40.62) and the rest.  And if there is I'm not sure what it is.  Unless you have really done a lot of research and figured out something special about specific financial companies, I'd rather play the financials using the financials iShare (XLF -23.66) at this point.  I'd rather not take the specific risk of any one company at this point.  If you believe financials are cheap you might as well buy them all.  The fund provides diversification and thus is much less risky.  I don't know if any of these firms are going under but I'm sure they are all not.  And when they bounce back up they will NEARLY all bounce together.


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HSBC Climate Change Suite
Written By: Elaine Chan
2008-03-23 10:23:45

HSBC
Photo:Singapor3, Creative Commons, Flickr
Among banks and investment companies that are playing the green card, British bank HSBC Holdings (NYSE: HBC) is really a good sport with its triple threat: a climate change index, a climate change fund, and a climate confidence index.
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I Have New IRA - What Do I Invest In?
Written By: David Neubert
2007-04-10 13:22:31

Some friends of The Panelist, a couple, took my suggestion and opened their IRAs.  They checked with their accountant and figured out what plan would be best for them. 

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I Will Buy Investment Banks as They Buy the Democrats
Written By: David Neubert
2008-03-21 11:30:55
I'm looking for Wall Street to do well no matter who wins the election this year.

Three factors will keep the cash register ringing for investment banks:
1. Demographics of baby-boomers saving for retirement.
2. The cheaper dollar, meaning that foreign firms will be on a shopping spree for U.S. companies, which will help M&A advisory.
3. Mortgage portfolios that have been marked to market. When liquidity retuns to this market, portfolios of mortgages will start to show profits.

It would seem that Wall Street also hasn't forgotten that it is the second most regulated industry in the U.S. (after nucular energy) and that it needs to keep track of where its bread is buttered. Banks are betting that the butter will be spread by a Democrat in 2009.

On the next pullback, which I think is coming once all the shorts are done covering, I'll be looking to buy the investment banks cheap again. Look out for U.S. firms like Goldman Sachs (GS - $179.63), Lehman (LEH - $48.65), Morgan Stanley (MS - $49.67) and Merill Lynch (MER - $46.71) to continue to do well. I own the investment banks directly, but rather than pick individuals, the Exchange traded fund (IAI - $39.43) works well as a proxy.


Bread and Butter
Photo:ebby, Creative Commons, Flickr
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