Is More Inflation Just Around The Corner? What It Means For Your Investments
Joe Leider - Seeking Alpha - Wed Feb 11, 5:56PM CST
Markets seem confused as to whether demand is now solid and deflation fears a thing of the past, or if it is just about to come back with a vengeance. We've had solid job growth (inflation!), tanking oil prices (deflation!), Swiss National Bank...
IYZ: 30.91 (+0.12), XLP: 49.50 (-0.23), VDC: 127.48 (-0.41), CARZ: 39.60 (+0.42), VOX: 89.20 (+0.09), FAS: 125.53 (-0.26), XLF: 24.43 (-0.02)
Neutral Indicators And Mixed Reports, But Sector Rotation Model Is Bullish
Scott Martindale - at Seeking Alpha - Tue Feb 10, 12:20AM CST
Volatility continues as the parade of mixed earnings and economic reports marches along amidst a backdrop of global unrest and economic uncertainties. This has led to a neutral near-term outlook for both the technical picture and fundamentals-based...
IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), MCHP: 50.71 (+0.73), IYC: 142.85 (+0.77), AMP: 137.81 (+0.24), TDW: 30.01 (+1.45), TAN: 38.79 (+0.25), ALL: 71.46 (-0.11), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), KBWI: 69.42 (unch), IYZ: 30.91 (+0.12), FSLR: 48.84 (-0.58), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), XSD: 85.30 (+0.53), IYW: 107.68 (+0.94), CODE: 35.99 (+0.03)
Volatility Continues As Earnings Reports Create Excitement And Despair
Scott Martindale - at Seeking Alpha - Mon Feb 02, 9:02PM CST
Volatility reigned in January on elevated volume as stock investors shifted their focus from global events to U.S. earnings reports, which have ranged from amazing (e.g., Apple) to crushing (e.g., Microsoft). Although the earnings reports have...
IYK: 106.66 (-0.09), BIIB: 391.66 (-0.45), CAVM: 62.86 (-0.55), IYJ: 109.15 (+0.67), KBWD: 25.26 (-0.02), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), IYC: 142.85 (+0.77), IBB: 323.46 (+3.04), SMH: 56.39 (+0.33), IT: 81.53 (+1.64), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), STWD: 24.24 (-0.10), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), SUI: 66.58 (-0.57), IDU: 113.30 (-1.71), SHPG: 239.82 (+6.11), IYW: 107.68 (+0.94)
With The Fed Fading Into The Shadows, Investors Look Overseas For New Catalysts
Scott Martindale - at Seeking Alpha - Mon Jan 26, 1:50AM CST
Last week, the S&P 500 put an end to its streak of weekly losses, despite giving back some gains on Friday. Thursday provided the big catalyst, with the ECB's announcement of its bold new monetary stimulus plan. Investors were cheered and soothed...
AMBA: 50.71 (-4.46), IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), PCYC: 163.28 (+0.23), IYH: 149.63 (+0.84), SPG: 193.11 (-1.61), IYM: 86.13 (+0.83), INCY: 75.94 (+0.28), IYC: 142.85 (+0.77), IBB: 323.46 (+3.04), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), KBWI: 69.42 (unch), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), PSI: 26.30 (-0.18), IDU: 113.30 (-1.71), PVTB: 34.98 (+0.18), IYW: 107.68 (+0.94), CODE: 35.99 (+0.03)
Telecom ETFs To Watch After Dull Verizon Earnings
Zacks Funds - Seeking Alpha - Fri Jan 23, 4:57PM CST
Verizon Communications Inc . (NYSE: VZ ), the largest U.S. wireless carrier, has come out with lukewarm earnings for the fourth quarter of 2014. While the company managed to surpass the Zacks Consensus Estimate for revenues, it reported in line...
IYZ: 30.91 (+0.12), VOX: 89.20 (+0.09), FCOM: 28.08 (+0.01), VZ: 49.31 (-0.21)
Telecom ETFs to Watch After Dull Verizon (VZ) Earnings - ETF News And Commentary
Zacks Equity Research - ZACKS - Fri Jan 23, 2:30PM CST
These telecommunication ETFs are ones to watch following the sluggish earnings report from Verizon (VZ).
T: 34.66 (+0.05), IYZ: 30.91 (+0.12), S: 5.23 (+0.08), VOX: 89.20 (+0.09), FCOM: 28.08 (+0.01), TMUS: 31.75 (+0.16), VZ: 49.31 (-0.21)
New Year Kicks Off With New Fears To Keep Investors On Edge
Scott Martindale - Seeking Alpha - Tue Jan 20, 4:47AM CST
As widely expected, the new year has begun with a lot of volatility on high trading volume, as investors fear more than just a mild correction to start out the year. Despite the strong fundamentals here in the U.S., there are plenty of dangers around...
IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), ACT: 285.37 (+3.71), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), UNH: 109.44 (-0.40), PSA: 202.61 (-1.18), IYC: 142.85 (+0.77), SMH: 56.39 (+0.33), NXPI: 84.79 (-0.60), IT: 81.53 (+1.64), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), LUV: 43.30 (-0.20), JLL: 161.15 (+0.18), PPH: 67.69 (+0.60), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), REM: 11.74 (+0.04), TYL: 116.28 (+1.36), IDXX: 159.08 (+1.72), IYW: 107.68 (+0.94)
Bulls Close Out Another Solid Year With Expectation Of Further Gains But Higher Volatility In 2015
Scott Martindale - at Seeking Alpha - Tue Jan 06, 1:45AM CST
Another solid year for U.S. equities came to a close. But it's not like everyone is jumping up and down with enthusiasm, which is a good thing. With plenty of bogeymen in the closet and under the bed, there is little in the way of irrational...
IYK: 106.66 (-0.09), BERY: 34.98 (+0.03), HII: 125.12 (+1.02), IYJ: 109.15 (+0.67), XTN: 106.48 (+0.70), ACT: 285.37 (+3.71), WLK: 66.58 (+1.58), FTLS: 32.08 (+0.33), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), HA: 18.72 (-0.31), IYC: 142.85 (+0.77), SOXX: 95.43 (+0.67), NXPI: 84.79 (-0.60), BRCD: 12.56 (+0.50), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), LUV: 43.30 (-0.20), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), TYL: 116.28 (+1.36), VAW: 112.81 (+1.05), IYW: 107.68 (+0.94)
The Market's Best and Worst Sectors of 2014
Dan Caplinger, The Motley Fool - Motley Fool - Fri Jan 02, 2:58PM CST
Healthcare stocks were among the top performers in 2014. Source: StockMonkeys.com , Flickr 2014 is over and done with, and investors are already looking forward to what 2015 will bring as the stock market aims for what could be its seventh...
IYZ: 30.91 (+0.12), XLU: 45.17 (-0.70), XLV: 70.72 (+0.28), XLE: 82.04 (+1.70)
The Global Defenders
Eric Parnell, CFA - at Seeking Alpha - Wed Dec 24, 12:25AM CST
BUD: 121.72 (-0.80), EIS: 46.89 (-0.17), UN: 42.28 (-0.30), UL: 43.03 (-0.17), EWN: 24.91 (+0.08), GSK: 47.94 (+1.99), XLU: 45.17 (-0.70), EWL: 32.82 (+0.02), DEO: 113.89 (-1.40), EWK: 17.15 (unch), XLV: 70.72 (+0.28), XLP: 49.50 (-0.23), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), RDS.A: 66.32 (+0.97), NVO: 43.76 (+0.61), AZN: 69.96 (+0.20), ENZL: 39.85 (+0.12), EWU: 18.91 (+0.09), TEVA: 56.77 (-0.58), ACWX: 44.67 (+0.34), EDEN: 47.97 (+0.09), NGG: 68.59 (-0.46), NVS: 102.20 (-0.17)
Fed's Patience Puts Bulls In A Hurry
Scott Martindale - Seeking Alpha - Tue Dec 23, 11:08AM CST
U.S. stocks found support once again last week and rallied on strong volume. Of course, the main catalyst was the FOMC policy statement on Wednesday that maintained its dovish language with a pledge of considerable time before raising the fed funds...
DEF: 38.91 (-0.11), NFO: 49.60 (+0.26), PNW: 65.13 (-1.81), UTHR: 151.11 (+3.59), ED: 63.92 (-1.69), IBB: 323.46 (+3.04), LUV: 43.30 (-0.20), IYZ: 30.91 (+0.12), LYB: 89.99 (+0.19), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), IYW: 107.68 (+0.94), IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), IYH: 149.63 (+0.84), BCR: 175.38 (+0.50), IYM: 86.13 (+0.83), IYC: 142.85 (+0.77), NXPI: 84.79 (-0.60), FUTY: 29.25 (-0.39), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), PYZ: 55.47 (+0.36), SHW: 285.00 (+1.98), KNOW: 69.90 (+0.16)
Energy Sector Rains On Bulls' Parade, But Skies May Clear Soon
Scott Martindale - at Seeking Alpha - Mon Dec 15, 4:15AM CST
Stocks have needed a reason to take a breather and pull back in this long-standing ultra-bullish climate, with strong economic data and seasonality providing impressive tailwinds -- and plummeting oil prices certainly have given it to them. But this...
IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), WLK: 66.58 (+1.58), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), IYC: 142.85 (+0.77), AMGN: 153.48 (+0.30), ALK: 62.56 (-0.19), IYF: 90.01 (-0.04), UPS: 101.79 (+0.38), IYE: 46.47 (+0.95), XLV: 70.72 (+0.28), CELG: 115.88 (+0.16), VAL: 86.85 (-0.80), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), PYZ: 55.47 (+0.36), IYT: 162.23 (+0.43), IYW: 107.68 (+0.94)
WTO IT trade deal on verge of collapse
Seeking Alpha - at Seeking Alpha - Fri Dec 12, 2:33AM CST
PXQ: 35.11 (unch), ROM: 160.74 (+2.80), TLL: 54.44 (-1.41), CQQQ: 36.39 (+0.41), XSW: 97.06 (+0.43), QTEC: 44.20 (+0.37), PBS: 26.38 (+0.23), PTF: 40.07 (+0.30), FXL: 36.04 (+0.45), IYZ: 30.91 (+0.12), TECL: 150.75 (+2.80), TDIV: 28.44 (+0.22), XLK: 42.65 (+0.27), XSD: 85.30 (+0.53), IYW: 107.68 (+0.94), XTL: 59.49 (+0.33), SOXS: 11.88 (-0.30), LTL: 96.91 (+0.43), KWEB: 33.34 (+0.39), IGM: 105.15 (+0.85), REW: 51.64 (-0.82), SOXL: 143.99 (+3.00), QQQC: 22.20 (+0.17), FDN: 64.55 (+0.93), FCOM: 28.08 (+0.01), SMH: 56.39 (+0.33), SOXX: 95.43 (+0.67), TECS: 10.04 (-0.20), RYT: 93.11 (+0.73), PSCT: 51.78 (+0.40), SSG: 46.40 (-0.66), FTEC: 32.71 (+0.22), PSJ: 41.85 (+0.74), IGV: 96.57 (+1.32), PSI: 26.30 (-0.18), USD: 94.92 (+0.46), MTK: 103.74 (+1.00), VOX: 89.20 (+0.09), IGN: 37.85 (+0.29), VGT: 108.04 (+0.87)
Bulls Revel In New Highs And Blue Skies, But Oil Introduces A Dark Cloud
Scott Martindale - Seeking Alpha - Mon Dec 08, 2:50PM CST
As everyone knows, stocks do not go up in a straight line, not even during the holidays. So although the future looks bright for U.S. equities as the major indexes continue to hit or challenge new highs, the market has been gasping for a breather to...
FDX: 176.47 (+0.17), IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), XTN: 106.48 (+0.70), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), IYC: 142.85 (+0.77), IYF: 90.01 (-0.04), HNT: 55.97 (-0.43), IYE: 46.47 (+0.95), CNC: 118.18 (-0.01), IHF: 123.33 (-0.30), SWI: 50.55 (+0.79), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), SAVE: 79.32 (-0.80), IDU: 113.30 (-1.71), XLK: 42.65 (+0.27), SNDK: 82.81 (+0.51), IYW: 107.68 (+0.94)
Market Outlook - Grinding Higher Economy And Stocks
Price Headley, CFA - Seeking Alpha - Mon Dec 01, 4:20AM CST
As is usually the case, Thanksgiving week proved to be a rather tepid one for stocks, with most of the trading crowd choosing to check out around the middle of the week. Volume for last week as about half the norm. Nevertheless, where we left off on...
XTL: 59.49 (+0.33), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), QQQ: 106.91 (+0.91), VXX: 30.97 (-0.38), DIA: 180.34 (+0.50), IWM: 121.53 (+0.72)
Holiday Fever Takes Hold Of Stock Investors, But A Pullback Is Needed
Scott Martindale - Seeking Alpha - Mon Nov 24, 3:14PM CST
With warmer weather arriving to melt the early snowfall across much of the country, investors seem to be catching a severe case of holiday fever and positioning themselves for the seasonally bullish time of the year. And to give an added boost, both...
IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), XTN: 106.48 (+0.70), ACT: 285.37 (+3.71), IYH: 149.63 (+0.84), LSTR: 68.62 (-0.05), IYM: 86.13 (+0.83), HAL: 44.19 (+1.42), IYC: 142.85 (+0.77), AMGN: 153.48 (+0.30), SOXX: 95.43 (+0.67), INTC: 34.36 (+0.23), IYF: 90.01 (-0.04), UPS: 101.79 (+0.38), IYE: 46.47 (+0.95), CELG: 115.88 (+0.16), AGN: 229.49 (+1.87), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), TXN: 57.97 (+0.53), BBH: 122.45 (+0.86), IYW: 107.68 (+0.94), BHI: 64.31 (+1.93)
S&P 500 Weekly Earnings Update: Q3 '14 Earnings Were Strong; Q4 '14 Will Also Be Very Healthy (Despite Energy)
Brian Gilmartin, CFA - Seeking Alpha - Mon Nov 24, 6:28AM CST
Per Thomson Reuters, the “forward 4-quarter” estimate last week fell slightly to $126.48 from the previous week’s $126.64. The metrics as of 11/21/14’s close: SP 500: 2,063.50 P.E ratio: 16.3(x) PEG ratio: ...
XTL: 59.49 (+0.33), RXI: 89.58 (+0.50), KXI: 92.57 (-0.62), IYJ: 109.15 (+0.67), DBE: 17.43 (+0.30), XLB: 51.44 (+0.43), IYH: 149.63 (+0.84), IPS: 40.00 (-0.26), IPD: 39.17 (+0.18), IYM: 86.13 (+0.83), FXU: 24.58 (-0.17), XLU: 45.17 (-0.70), IYF: 90.01 (-0.04), XLV: 70.72 (+0.28), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), XLK: 42.65 (+0.27), JJE: 10.42 (+0.25), XLI: 57.17 (+0.26), XLF: 24.43 (-0.02), IYW: 107.68 (+0.94)
U.S., China to liberalize tech trade
Seeking Alpha - at Seeking Alpha - Tue Nov 11, 1:52AM CST
PXQ: 35.11 (unch), ROM: 160.74 (+2.80), TLL: 54.44 (-1.41), CQQQ: 36.39 (+0.41), XSW: 97.06 (+0.43), QTEC: 44.20 (+0.37), PBS: 26.38 (+0.23), PTF: 40.07 (+0.30), FXL: 36.04 (+0.45), IYZ: 30.91 (+0.12), TECL: 150.75 (+2.80), TDIV: 28.44 (+0.22), XLK: 42.65 (+0.27), XSD: 85.30 (+0.53), IYW: 107.68 (+0.94), XTL: 59.49 (+0.33), SOXS: 11.88 (-0.30), LTL: 96.91 (+0.43), KWEB: 33.34 (+0.39), IGM: 105.15 (+0.85), REW: 51.64 (-0.82), SOXL: 143.99 (+3.00), QQQC: 22.20 (+0.17), FDN: 64.55 (+0.93), FCOM: 28.08 (+0.01), SMH: 56.39 (+0.33), SOXX: 95.43 (+0.67), TECS: 10.04 (-0.20), RYT: 93.11 (+0.73), PSCT: 51.78 (+0.40), SSG: 46.40 (-0.66), FTEC: 32.71 (+0.22), PSJ: 41.85 (+0.74), IGV: 96.57 (+1.32), PSI: 26.30 (-0.18), USD: 94.92 (+0.46), MTK: 103.74 (+1.00), VOX: 89.20 (+0.09), IGN: 37.85 (+0.29), VGT: 108.04 (+0.87)
Bulls Rule As Volatility Recedes And Investors Position For Holiday Cheer
Scott Martindale - Seeking Alpha - Mon Nov 10, 9:10AM CST
After displaying a classic V-bottom reversal to what turned out to be a quick and anemic attempt by the bears to bring about a real correction, bullish fervor is becoming contagious, especially as the traditionally strong holiday season approaches....
ACT: 285.37 (+3.71), LUV: 43.30 (-0.20), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), AMAT: 24.12 (-0.02), JAZZ: 169.69 (+6.89), IYW: 107.68 (+0.94), FDX: 176.47 (+0.17), IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), XTN: 106.48 (+0.70), IYH: 149.63 (+0.84), LSTR: 68.62 (-0.05), SWKS: 81.85 (-0.57), IYM: 86.13 (+0.83), IYC: 142.85 (+0.77), NXPI: 84.79 (-0.60), SOXX: 95.43 (+0.67), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), ADM: 48.10 (+0.66), ARRS: 26.68 (+0.41), PJP: 73.81 (+0.69), ALXN: 182.29 (+6.02)