An Unkind Bond Unwind
The Nattering Naybob - at Seeking Alpha - Thu Nov 13, 1:57PM CST
HYG: 91.45 (-0.46), IEF: 105.10 (+0.22), UUPT: 24.41 (-0.16), FXY: 83.70 (-0.37), UUP: 23.25 (-0.06), JNK: 39.86 (-0.13), HY: 78.23 (+1.05), IMO: 48.00 (+0.39), LQD: 118.51 (+0.15), CORP: 103.11 (+0.08), EMB: 113.25 (-0.09), FXE: 123.43 (+0.48), UDN: 24.61 (+0.08), UDNT: 13.25 (+0.17), BKF: 37.24 (+0.37)
European Bonds Offer Opportunities Says Babson Fund Manager Freno
at The Street - Wed Nov 12, 4:32PM CST
Corporate bond opportunities abound in Europe, especially in Germany where a weakening Euro is helping exporters, said Michael Freno, Babson portfolio manager.
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), FXE: 123.43 (+0.48), UUP: 23.25 (-0.06)
Dual Momentum ETF Portfolio For November
Scott's Investments - Seeking Alpha - Wed Nov 12, 2:23PM CST
Scott's Investments provides a free "Dual ETF Momentum" spreadsheet which was originally created in February 2013. The strategy was inspired by a paper written by Gary Antonacci and available on Optimal Momentum . Antonacci has a new...
VTI: 105.17 (+0.01), HYG: 91.45 (-0.46), GLD: 114.47 (+2.80), REM: 12.48 (+0.02), SHY: 84.69 (+0.04), VNQ: 78.45 (-0.65), VEU: 48.80 (+0.18), TLT: 119.49 (+0.58), CIU: 109.66 (+0.17)
Strategist Sees 'Low-Single-Digit' Return for S&P 500 in Next 12 Months
at The Street - Wed Nov 12, 10:57AM CST
Current valuations remain reasonable and the S&P should see a low double-digit rise over the next 12 months, said Alan Gayle, Senior Investment Strategist at RidgeWorth Investments.
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), SPY: 204.24 (+0.05), QQQ: 103.22 (+0.32), DIA: 176.35 (-0.09), IWM: 116.69 (-0.21), TLT: 119.49 (+0.58)
High Yield Attractive as Rates Creep Higher Says Nuveen's Rodriguez
at The Street - Mon Nov 10, 4:27PM CST
Fixed income investors should expect single digit returns in 2015 as rates drift higher, said Tony Rodriguez, co-head of fixed income for Nuveen Asset Management.
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), TLT: 119.49 (+0.58), TBT: 52.47 (-0.49)
Creating The Perfect Bond ETF Portfolio
The 5 Funds - at Seeking Alpha - Sun Nov 09, 3:48AM CST
HYG: 91.45 (-0.46), SCHZ: 52.06 (+0.06), FLTR: 25.04 (-0.02), FLOT: 50.70 (-0.03), DVY: 77.81 (-0.35), BOND: 109.19 (+0.15), PHB: 19.09 (-0.08), VTI: 105.17 (+0.01), JNK: 39.86 (-0.13), AGG: 109.86 (+0.10), BKLN: 24.34 (-0.10), LAG: 58.04 (+0.11), BND: 82.26 (+0.02)
'Risk On' For Now
Scott Minerd - Seeking Alpha - Fri Nov 07, 5:34PM CST
U.S. economic data remain strong with the third quarter's 3.5 percent GDP growth signaling that the economy is doing pretty well across the spectrum. Net exports were strong, unemployment has fallen much faster than expected, and consumer confidence...
HYG: 91.45 (-0.46), ANGL: 27.68 (-0.06), HYLD: 47.29 (+0.05), UJB: 58.23 (-1.17), UUP: 23.25 (-0.06), JNK: 39.86 (-0.13), SPY: 204.24 (+0.05), SJB: 27.75 (+0.08), QQQ: 103.22 (+0.32), XOVR: 26.27 (-0.09), DIA: 176.35 (-0.09), QLTC: 52.05 (+0.03), IWM: 116.69 (-0.21), UDN: 24.61 (+0.08), HYLS: 51.08 (-0.32)
Hunting For Yield Like Elmer Fudd
Cup & Handle - at Seeking Alpha - Fri Nov 07, 2:37PM CST
KO: 42.73 (-0.06), HYG: 91.45 (-0.46), MCD: 96.21 (+0.73)
High-Quality Bond Yields' Divergence
ValueWalk - Seeking Alpha - Thu Nov 06, 4:12PM CST
By LPL Financial High-yield bonds bounced back after a weak start to October 2014, but underperformed their stock counterparts. High-yield bonds typically lag stocks in a rising market, but while stocks made new highs for the year, high-yield...
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), SJB: 27.75 (+0.08), IYLD: 26.30 (+0.07), MDIV: 21.74 (+0.03), XOVR: 26.27 (-0.09), DVHL: 26.19 (+0.15), QLTC: 52.05 (+0.03), ANGL: 27.68 (-0.06), UJB: 58.23 (-1.17), HYLS: 51.08 (-0.32), HYLD: 47.29 (+0.05), DVHI: 25.65 (unch), CVY: 23.94 (+0.05)
Fed Tightening + HY Distress = 2015 Bear Market?
Cam Hui, CFA - Seeking Alpha - Tue Nov 04, 7:30AM CST
Despite my bullish stock market outlook (see my last post Enjoy the party, but watch for the police raid ), a good investor always thinks about the risks to his forecasts. So it is in that spirit that I explore the scenario of what might trigger a...
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), AGG: 109.86 (+0.10), BND: 82.26 (+0.02)
iShares iBoxx $ High Yield Corporate Bond Fund announces monthly distribution of $0.4041
Seeking Alpha - at Seeking Alpha - Mon Nov 03, 12:48PM CST
HYG: 91.45 (-0.46)
The Next Big Short Strategy: Rise And Fall Of Fixed Income ETFs
Macro Strategist - at Seeking Alpha - Mon Nov 03, 10:11AM CST
VCIT: 86.18 (+0.09), SJNK: 29.64 (-0.07), HYEM: 24.88 (-0.03), VCSH: 79.97 (+0.11), HYLD: 47.29 (+0.05), TLT: 119.49 (+0.58), JNK: 39.86 (-0.13), HYS: 104.00 (-0.28), SCHO: 50.64 (+0.01), EMB: 113.25 (-0.09), EMLC: 22.43 (+0.02), HYG: 91.45 (-0.46), IEI: 122.36 (+0.13), IEF: 105.10 (+0.22), UST: 54.86 (+0.22), PHB: 19.09 (-0.08), VCLT: 90.12 (+0.01), TMV: 38.37 (-0.52), LEMB: 47.40 (-0.10), PCY: 28.62 (-0.11), BSJF: 26.51 (-0.02), ELD: 43.80 (unch), LQD: 118.51 (+0.15), SHY: 84.69 (+0.04), BIL: 45.74 (unch), CIU: 109.66 (+0.17), VGSH: 61.02 (+0.01), SHV: 110.27 (unch)
Japan Stimulus: Not My Cup Of Sake
Eric Parnell, CFA - Seeking Alpha - Sat Nov 01, 12:48PM CDT
Friday highlighted once again the importance of maintaining a long bias to stocks at least for now in an investment portfolio regardless of your long-term outlook for the global economy and its markets. In a surprise revelation, the Bank of Japan...
HYG: 91.45 (-0.46), ACWI: 59.71 (+0.08), FXY: 83.70 (-0.37), XLU: 44.94 (-0.19), UUP: 23.25 (-0.06), XLV: 67.25 (-0.56), EWJ: 11.77 (unch), SPY: 204.24 (+0.05), GLD: 114.47 (+2.80), OIL: 18.49 (+0.32), SPHB: 34.29 (+0.01), PFF: 39.86 (+0.07), EMB: 113.25 (-0.09), FXE: 123.43 (+0.48), SLV: 15.63 (+0.66), JJC: 36.75 (+0.69), JJA: 42.99 (-0.36)
Shift In Quality Spectrum Argues We've Entered Later Innings Of Bull Market
Chris Puplava - Seeking Alpha - Fri Oct 31, 5:53PM CDT
Was it all just a bad dream? Had you closed your eyes a month ago you would have seen the S&P 500 hovering between 1980-1990. Fast forward a month ahead and we have the S&P 500 essentially unchanged. Monthly closing values are often the only...
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), OEF: 91.03 (+0.08), SPY: 204.24 (+0.05), LQD: 118.51 (+0.15), DIA: 176.35 (-0.09), IWM: 116.69 (-0.21), IVV: 205.58 (+0.09), TLT: 119.49 (+0.58)
Nuveen Manager Sees Mexico, High Yield as Better Bets Than Europe
at The Street - Thu Oct 30, 4:17PM CDT
High yield bond prices have become far more reasonable after the recent selloff, said Tim Palmer, portfolio manager for the Nuveen Strategic Income Fund.
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), EWW: 65.74 (-0.10), EZA: 70.39 (+2.22), IEV: 43.68 (-0.04), IEUR: 44.73 (+0.07)
A Once In A Generation Change For Stocks
Eric Parnell, CFA - Seeking Alpha - Thu Oct 30, 4:30AM CDT
The Federal Reserve is currently undergoing a monumental change in its monetary policy priorities. This shift marks a major departure from the focus that has defined the Fed's work for more than a generation. And if the Fed actually follows through...
HYG: 91.45 (-0.46), SPY: 204.24 (+0.05), QQQ: 103.22 (+0.32), LQD: 118.51 (+0.15), GLD: 114.47 (+2.80), DIA: 176.35 (-0.09), IWM: 116.69 (-0.21), TLT: 119.49 (+0.58)
Expect Rate Sensitive ETFs To Extend Their Lead Due To Housing Uncertainty
Gary Gordon - Seeking Alpha - Wed Oct 29, 2:12PM CDT
I have not been able to sell my house. I have lowered the original asking price ($1,139,000) by more than 5%. I have jacked up the commission for buyer agents. None of it matters - million dollar homes throughout Orange County, California are not...
TLH: 132.64 (+0.41), HYG: 91.45 (-0.46), PKB: 21.74 (+0.02), EDV: 114.90 (+0.98), BLV: 91.26 (+0.19), ZROZ: 109.62 (+0.99), OEF: 91.03 (+0.08), XHB: 32.27 (+0.07), ITB: 25.12 (+0.04), VPU: 97.66 (-0.43), VYM: 69.21 (+0.08), VNQ: 78.45 (-0.65), USMV: 39.81 (-0.07)
'Fast Money' Recap: Facebook Expenses Overshadows Great Earnings
at The Street - Wed Oct 29, 4:00AM CDT
The trading panel discussed Facebook and other companies reporting earnings including U.S. Steel and Panera Bread.
HYG: 91.45 (-0.46), EA: 41.47 (+0.03), PNRA: 169.76 (-0.47), FB: 74.88 (+0.63), NNA: 2.75 (+0.01), FCX: 28.30 (+0.40), HIG: 39.90 (+0.01), YHOO: 51.75 (+1.25), GILD: 102.06 (-2.14), CMG: 669.80 (-0.95), NDLS: 23.48 (+0.01), LOCO: 34.33 (-0.17), TWTR: 41.85 (+1.81), X: 36.24 (+0.99), AAPL: 114.18 (+1.36), APC: 90.19 (+0.73), BABA: 115.10 (+0.26)
Red Sky In The Morn', Junk Bond Investors Be Warn'd
Saturna Capital - Seeking Alpha - Tue Oct 28, 7:47AM CDT
[Originally published June, 2014] By Bryce Fegley, Tactician, Investment Analyst, and Portfolio Manager Sextant Global High Income Fund Investor appetite for income has pushed yields and spreads on high-yield bonds to very low levels, while...
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), SJB: 27.75 (+0.08), XOVR: 26.27 (-0.09), QLTC: 52.05 (+0.03), ANGL: 27.68 (-0.06), UJB: 58.23 (-1.17), HYLS: 51.08 (-0.32), HYLD: 47.29 (+0.05)
Moody's: High-yield default rate to stay low
Seeking Alpha - at Seeking Alpha - Thu Oct 23, 2:03PM CDT
JNK: 39.86 (-0.13), HYG: 91.45 (-0.46), SJB: 27.75 (+0.08), XOVR: 26.27 (-0.09), QLTC: 52.05 (+0.03), ANGL: 27.68 (-0.06), UJB: 58.23 (-1.17), HYLS: 51.08 (-0.32), HYLD: 47.29 (+0.05)