Bayer Cutting Back In Emerging Markets
Mike Bayer considers himself a contrarian investor.
In the past few months, as stock markets soared, that sort of go-against-the-grain approach has taken center stage.
Archive
Archive for June, 2009
Dividend.com: Midday Update
The markets are getting hit very hard and traders may want to prepare for further weakness. Let’s take a look at what is working and what is not.
Midday Market Check – The Dow Jones Industrial Average Drops 190 Points
We head deeper into the second half of the session with the Dow Jones Industrial Average (DJIA) down 190 points. An initial burst of selling at the open has been followed by steady pressure which currently puts the Dow at its lows of the day.
Can Malaysia Rebound?
The iShares MSCI Malaysia (EWM – commentary – Trade Now) ETF tracks companies in the small Asian nation of Malaysia. Although the country has recently fallen upon hard times, new steps by top Malaysian officials are seeking to expand the nation’s appeal among its Asian neighbors and recharge the nation’s economy. This may mean more good things for investors holding this ETF in their portfolios.
The Five Best Oil Stocks In The First-Half Of ’09
The United States Oil Fund ETF (NYSE:USO) bottomed out, along with the price of crude back in February. Since then, plays on oil have proven to be among some of the most profitable investments. Here are the five best performing oil stocks with a market cap of at least $10 billion during the first-half of 2009. (For a primer on the oil industry, refer to our Oil and Gas Industry Primer.)
Mean Street: Caveat Lector! Six Predictions for the New World Order
Hey, all you volatility junkies, are you bored yet?
You must be. Today was a jolt, but the S&P 500 has barely budged over the past month. And we haven’t had a nice big scandal since the AIG bonus brouhaha of March.
The Next “Frontier” in ETF Investing
Many investors who had the resolve to keep their equity holdings in place as global markets plunged to new lows in the first few months of 2009 were the beneficiaries of a familiar gift from an old friend. Emerging markets, which have regularly enhanced investor returns in recent years (well, prior to 2008 at least…) have led the way in the recent bull run, recovering a significant portion of the disproportionate losses they incurred during the global recession. But as the ETF industry continues to expand, investors may begin to look beyond emerging markets to a new group of countries for both international diversification and enhanced portfolio returns.
Roundtable: Do You Buy and Hold?
As you may be aware, we’ve had a lot of discussions around Fooldom regarding the (greatly exaggerated?) death of buy and hold investing. We asked some of our newsletter advisors for their thoughts last week. Today, we ask some of our Foolish writer-analysts for their thoughts (and we welcome you to chime in via the comments section below):
AfterNoon Report – SPY – SPDR S&P 500 ETF (SPY) PriceWatch Alert Shows Changes in Stock – Sourced WhisperFromWallStreet.com
AfterNoon Report – SPY – SPDR S&P 500 ETF (SPY) PriceWatch Alert Shows Changes in Stock – Sourced WhisperFromWallStreet.com
Even when down, bet on the best
Burned on foreign stocks by a surging loonie, Canadian investors have been retrenching to domestic securities, even though the local market is notoriously concentrated in materials, energy and financial services.
The Alternative Energy Market: Bullish & Bearish Scenarios For NYSE: PBW
When oil prices moved over $30 a barrel in the mid 1980s, it was considered a significant event. It also signaled the birth of small ethanol companies in the Midwest. Many of them managed to hang around long enough to get a second wind when Iraq’s invasion of Kuwait and the ensuing Gulf War pushed oil prices pushed past $40.
(Natural) Gas Pains?
Has the U.S. Natural Gas ETF (NYSE Arca: UNG) gotten almost too big for its britches? The fund, which began trading two years ago, has generated so much interest that it has had to ask the SEC for permission to expand, not once, but twice since the beginning of the year. As you’d expect with any growing ETF, trading volumes have also skyrocketed. But the timing seems odd, if you check out the chart, as interest seems to have increased in the fund after the price of natural gas dropped last summer. Now we’re in a period of low natural gas prices and interest has skyrocketed.
Net inflows in gold ETFs after 3 months
After three months of outflows, gold exchange-traded funds (ETFs) saw net inflows in May, primarily due to the decline in gold prices. According to data from the Association of Mutual Funds in India (Amfi), gold ETFs witnessed net inflows of Rs 113 crore.
Marker Briefing For Monday: June 22 2009
Clearly, the economy has sidestepped a prolonged economic disaster, but the strong recovery in the stock market has brought hopes that growth will return to historical norms. One day it may, but not for another year or more.
What Retirement?
Bad news for anyone who works for a living: Chances are, you’re gonna be working even longer.
Sure, things are tough all over, but this little tidbit from Charles Schwab is particularly depressing (via Reuters).
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