Dodd-Frank Making U.S. Banks Uncompetitive, Says White & Case Partner
at The Street - Fri Jul 24, 3:49PM CDT
America's banks are indeed safer and sounder than they were prior to the passage of Dodd-Frank five years ago this week.
XLF: 24.94 (-0.18)
Bullish Banking Earnings Drive Up These ETFs - ETF News And Commentary
Zacks Equity Research - Zacks Investment Research - Tue Jul 21, 6:30AM CDT
A great start to the earnings season put these financial ETFs in focus.
GS: 205.02 (-2.33), VFH: 50.59 (-0.36), JPM: 68.01 (-0.90), KBWB: 39.92 (-0.47), C: 57.96 (-0.74), BAC: 17.67 (-0.23), WFC: 57.59 (-0.19), IYG: 95.16 (-1.15), XLF: 24.94 (-0.18), MS: 39.25 (-0.35)
Insurance ETFs -- Another Idea for Profiting From Rising Rates
at The Street - Thu Jul 16, 9:10AM CDT
Financial services exchange-traded funds are getting plenty of attention of rising interest rates, but investors might want to drill down on insurance funds, too.
IAK: 52.45 (-0.37), MET: 55.60 (-0.55), KIE: 70.85 (-0.44), AIG: 63.24 (-0.40), XLF: 24.94 (-0.18)
Cramer -- Bank of America Could Have Huge Earnings Growth in 2016
at The Street - Wed Jul 15, 10:00AM CDT
Bank of America could earn $2 per share next year, Cramer said, vastly higher than the $1.34 analysts expect for 2015.
JPM: 68.01 (-0.90), WFC: 57.59 (-0.19), BAC: 17.67 (-0.23), XLF: 24.94 (-0.18)
It's Time for Investors to Focus on Individual Stocks, Not Macro Events
at The Street - Mon Jul 13, 1:42PM CDT
The 'Fast Money Halftime' trading panel says that in this weak macro market, momentum stocks, individual companies and specific sectors should be the theme for investors, not broad-based index funds.
FIT: 43.93 (-1.61), GREK: 9.33 (-0.42), XBI: 251.78 (-3.60), C: 57.96 (-0.74), IBB: 373.58 (-4.00), BAC: 17.67 (-0.23), TLT: 122.04 (+0.65), MS: 39.25 (-0.35), NFLX: 106.43 (-2.91), SPY: 206.79 (-1.21), GS: 205.02 (-2.33), JPM: 68.01 (-0.90), QQQ: 110.18 (-0.92), DIA: 174.23 (-1.29), IWM: 120.57 (-1.01), XLF: 24.94 (-0.18)
Uncertainty Escalates After Greek Referendum
David Fry - at Seeking Alpha - Mon Jul 06, 11:14PM CDT
At this point words fail me once again. What will happen to Greece and their EU partners, no one knows. For now it's a cancer growing on both Greece and many world stock indexes. China is more alarming after the PBOC intervened in markets to no...
XLB: 44.58 (-0.50), GREK: 9.33 (-0.42), IBB: 373.58 (-4.00), EWO: 16.15 (-0.15), TLT: 122.04 (+0.65), EEM: 36.36 (-0.70), XLP: 49.65 (-0.03), SPY: 206.79 (-1.21), ITB: 27.09 (-0.08), IYR: 74.11 (+0.16), XLI: 52.64 (-0.26), SLV: 13.92 (-0.10), FXE: 108.90 (+1.15), XLF: 24.94 (-0.18), GDX: 13.57 (-0.51), JJC: 27.59 (-0.54), XLE: 68.51 (-1.00), FXI: 40.13 (-1.61), USO: 15.65 (-0.38), DBC: 15.83 (-0.31), DBA: 21.33 (-0.37), XLY: 78.26 (-0.59), FXY: 78.76 (+0.35), EZU: 38.10 (-0.35), XLU: 42.87 (+0.54), HAO: 26.11 (-1.99), UUP: 25.25 (-0.20), XRT: 96.33 (-0.81), XLV: 74.78 (-0.07), IEV: 43.83 (-0.35), GLD: 104.86 (-0.49), EPI: 21.52 (-0.41), RSX: 16.52 (-0.43), EFA: 63.42 (-0.47), EWZ: 28.05 (-0.45)
BAML: Financial bull intact despite Greece
Seeking Alpha - at Seeking Alpha - Mon Jul 06, 12:31PM CDT
FINZ: 19.52 (+0.66), EWBC: 44.01 (-0.59), UYG: 77.15 (-1.27), SEF: 16.88 (+0.15), VFH: 50.59 (-0.36), RF: 10.41 (-0.15), FINU: 90.44 (-2.41), WFC: 57.59 (-0.19), BTO: 27.81 (-0.51), KEY: 14.78 (-0.24), IYG: 95.16 (-1.15), IYF: 91.84 (-0.72), TCBI: 57.66 (-1.20), JPM: 68.01 (-0.90), FNCL: 29.47 (-0.25), FXO: 24.03 (-0.21), RWW: 50.81 (-0.83), SIVB: 137.90 (-5.54), FAS: 33.24 (-0.81), XLF: 24.94 (-0.18), FAZ: 10.80 (+0.27), RYF: 44.80 (-0.31), CMA: 46.63 (-1.23)
3 Sectors To Watch In The Second Half Of 2015
David Fabian - at Seeking Alpha - Fri Jul 03, 5:48PM CDT
The S&P 500 Index was nearly unchanged in the first half of 2015, yet the divergences in underlying sectors told a very different tale. The tepid return in the major averages was generated by weakening in interest rate sensitive areas and...
MTUM: 72.80 (-0.57), KBE: 35.92 (-0.40), DVY: 74.90 (+0.06), FDL: 22.91 (+0.03), IYR: 74.11 (+0.16), XLU: 42.87 (+0.54), XLF: 24.94 (-0.18), XLV: 74.78 (-0.07)
Snake Oil Stats
David Fry - at Seeking Alpha - Thu Jul 02, 11:44PM CDT
Economic reports Thursday were mixed with some hard to believe. The all-important Employment Report led the list of reports. It showed 223K jobs created vs 230K expected & prior revised lower to 254K. The Unemployment Rate dropped to 5.3% vs...
USO: 15.65 (-0.38), EWH: 21.71 (-0.60), PEK: 48.39 (-5.25), KBE: 35.92 (-0.40), CNXT: 42.30 (-5.56), UNG: 13.37 (+0.02), XLU: 42.87 (+0.54), HAO: 26.11 (-1.99), TLT: 122.04 (+0.65), XLV: 74.78 (-0.07), HEDJ: 62.52 (-1.20), KRE: 43.44 (-0.35), EEM: 36.36 (-0.70), IDX: 19.95 (-0.46), EWW: 54.32 (-0.67), EWU: 17.95 (-0.08), PGJ: 30.35 (-1.22), EWA: 20.27 (+0.05), IYR: 74.11 (+0.16), RSX: 16.52 (-0.43), IWM: 120.57 (-1.01), XLF: 24.94 (-0.18), ILF: 26.37 (-0.40), GDX: 13.57 (-0.51), EWZ: 28.05 (-0.45)
Brazil opens investigation into currency rigging
Seeking Alpha - at Seeking Alpha - Thu Jul 02, 10:50AM CDT
FINZ: 19.52 (+0.66), UYG: 77.15 (-1.27), SEF: 16.88 (+0.15), VFH: 50.59 (-0.36), FINU: 90.44 (-2.41), BTO: 27.81 (-0.51), IYG: 95.16 (-1.15), IYF: 91.84 (-0.72), FXO: 24.03 (-0.21), FNCL: 29.47 (-0.25), RWW: 50.81 (-0.83), FAS: 33.24 (-0.81), XLF: 24.94 (-0.18), FAZ: 10.80 (+0.27), RYF: 44.80 (-0.31)
ETF Strategies For 2H
Zacks Funds - Seeking Alpha - Thu Jul 02, 7:04AM CDT
The first half of the year was extremely volatile for the U.S. stock market. While a gradually improving economy and merger mania drove the stocks higher, a strong dollar, uncertain timing of interest rate hikes and global growth concerns were the...
VGK: 54.23 (-0.42), SPLV: 37.39 (-0.08), IWO: 151.47 (-1.75), PGJ: 30.35 (-1.22), XLK: 41.98 (-0.38), PIN: 21.31 (-0.43), VWO: 37.53 (-0.86), XLF: 24.94 (-0.18), USMV: 41.14 (-0.11), VBK: 131.54 (-1.27), EWJ: 12.70 (-0.05), XLV: 74.78 (-0.07)
Sector ETFs' Technical Charts Suggest Drag on S&P 500
at The Street - Wed Jul 01, 11:19AM CDT
All 10 sector exchange-traded funds are showing technical reasons why it might be time to start selling.
XLB: 44.58 (-0.50), XLP: 49.65 (-0.03), XLY: 78.26 (-0.59), XLK: 41.98 (-0.38), XLI: 52.64 (-0.26), XLU: 42.87 (+0.54), XLF: 24.94 (-0.18), IYT: 144.41 (-0.22), XLV: 74.78 (-0.07), XLE: 68.51 (-1.00)
ETF Strategies for 2H - ETF News And Commentary
Sweta Killa - Zacks Investment Research - Wed Jul 01, 9:30AM CDT
Here are some ETF strategies that could prove extremely beneficial for investors in the second half given huge volatility and uncertainty.
VGK: 54.23 (-0.42), SPLV: 37.39 (-0.08), IWO: 151.47 (-1.75), PGJ: 30.35 (-1.22), XLK: 41.98 (-0.38), PIN: 21.31 (-0.43), VWO: 37.53 (-0.86), XLF: 24.94 (-0.18), USMV: 41.14 (-0.11), VBK: 131.54 (-1.27), EWJ: 12.70 (-0.05), XLV: 74.78 (-0.07)
Is This a Warning Sign or Buying Opportunity From Greece?
at The Street - Mon Jun 29, 2:50PM CDT
The trading panel discussed which financials stocks -- if any -- investors should buy, and took a closer look at Macy’s following an analyst downgrade.
EWI: 15.04 (-0.31), EWG: 27.93 (-0.32), GREK: 9.33 (-0.42), EWQ: 26.22 (-0.29), M: 69.95 (+0.01), EWP: 34.38 (unch), TLT: 122.04 (+0.65), MS: 39.25 (-0.35), HEWG: 25.81 (-0.55), KRE: 43.44 (-0.35), SPY: 206.79 (-1.21), GS: 205.02 (-2.33), QQQ: 110.18 (-0.92), JPM: 68.01 (-0.90), EWU: 17.95 (-0.08), DIA: 174.23 (-1.29), STI: 43.92 (-0.39), JWN: 77.33 (+0.13), EWGS: 40.21 (-0.59), IWM: 120.57 (-1.01), XLF: 24.94 (-0.18)
S&P 500 Sector P/E Ratio Charts
Bespoke Investment Group - at Seeking Alpha - Sun Jun 28, 3:42AM CDT
Below is an updated look at our sector valuation charts, using trailing 12-month P/E ratios. The S&P 500′s P/E ratio has gone sideways around the 18.5 level for the past few months as the market has gone nowhere. The last time we...
XLB: 44.58 (-0.50), XLP: 49.65 (-0.03), SPY: 206.79 (-1.21), XLY: 78.26 (-0.59), XLK: 41.98 (-0.38), XLI: 52.64 (-0.26), XLU: 42.87 (+0.54), XLF: 24.94 (-0.18), XLV: 74.78 (-0.07), XLE: 68.51 (-1.00)
Lipper Weekly U.S. Fund Flows: Funds Gain $6.1 Billion During Wild Week
Lipper Insight at Thomson Reuters - Seeking Alpha - Sat Jun 27, 8:35AM CDT
Authorized Participants Turn Their Attention Toward Taxable Bond Funds U.S. stocks were on a wild ride during the fund-flows week ended Wednesday, June 24, 2015. Initially, investors sent the NASDAQ and Russell 2000 to new record highs, cheering...
SPY: 206.79 (-1.21), QQQ: 110.18 (-0.92), IWM: 120.57 (-1.01), XLF: 24.94 (-0.18)
Another Greek Weekend Ahead
David Fry - at Seeking Alpha - Sat Jun 27, 1:38AM CDT
It's not a leap to suggest investors are nervous about another Greek weekend ahead to break the negotiating stand-off. Each side states they don't want to be blackmailed which is more bluster for the home audience. Will some settlement be achieved?...
XLB: 44.58 (-0.50), EWH: 21.71 (-0.60), KBE: 35.92 (-0.40), PEK: 48.39 (-5.25), CNXT: 42.30 (-5.56), GREK: 9.33 (-0.42), FXA: 72.83 (-0.13), TLT: 122.04 (+0.65), EEM: 36.36 (-0.70), XLP: 49.65 (-0.03), SPY: 206.79 (-1.21), ITB: 27.09 (-0.08), EWA: 20.27 (+0.05), IYR: 74.11 (+0.16), XLI: 52.64 (-0.26), SLV: 13.92 (-0.10), FXE: 108.90 (+1.15), XLF: 24.94 (-0.18), IYT: 144.41 (-0.22), GDX: 13.57 (-0.51), XLE: 68.51 (-1.00), FXI: 40.13 (-1.61), TIP: 112.33 (+0.23), USO: 15.65 (-0.38), DBB: 13.59 (-0.16), DBC: 15.83 (-0.31), IEF: 106.15 (+0.35), DBA: 21.33 (-0.37), XLY: 78.26 (-0.59), XLU: 42.87 (+0.54), HAO: 26.11 (-1.99), UUP: 25.25 (-0.20), XRT: 96.33 (-0.81), IEV: 43.83 (-0.35), LQD: 115.88 (+0.01), GLD: 104.86 (-0.49), EPI: 21.52 (-0.41), RSX: 16.52 (-0.43), EFA: 63.42 (-0.47), EWZ: 28.05 (-0.45)
'Fast Money' Recap: Transports Struggle; Where's the Greek Deal?
at The Street - Thu Jun 25, 4:00AM CDT
The trading panel discussed Apple's valuation and whether Yahoo!'s Marissa Mayer is living up to the hype.
YHOO: 37.83 (-1.02), CAG: 43.53 (-0.14), IBB: 373.58 (-4.00), XLF: 24.94 (-0.18), IYT: 144.41 (-0.22), AAPL: 122.77 (-1.73), BABA: 81.40 (-1.62)