Broadband HOLDRs (BDH)

All Comments on BDH

  • commenter
    sundrenched
    Aug 02 08:38 AM
    ETF Update: Belgium, Broadband, and the Dark Knight [view article]
    I'm Flemish and we're sick to death of seeing 5% of Flemish GDP being used to prop up The People's Republic of Wallonia, which has been running a 10% deficit and has been ruled by old-school socialists for decades (not to mention many corruption scandals involving Parti Socialiste officials). It's the classic welfare problem, why reform your economy if you can get someone else to pay for the shortfall? The Flemish are also scared about seeing our competitiveness erode slowly, because we need to run higher taxes than we otherwise would to keep the national budget in balance.

    That said, at a PE ratio of 8 for the BEL-20, it seems cheap, and I'll put some money in when I think markets are ready to bottom. The risk that I see would not be that the country broke up (that would be positive risk beyond a transition period), but of continued gridlock at national government level. Even that is not a major concern, as most of the important powers have already been devolved to the different regions (mainly Flanders and Wallonia). No, we'll be go on like an old couple that hates each other's guts but that stays together. As the article mentions, the main stumbling block is what to do about Brussels, otherwise we'd have split already.

    I've been thinking about backtesting a strategy involving country-ETFs that are at a cyclical low. Ireland, Belgium, Netherlands, Singapore, Cyprus... all have tantalizingly low average PEs at the moment, lower than my intuition tells me they should be as compared to the US (around 15). The idea is that everything returns to the mean eventually.     Reply
  • commenter
    mikehav
    Jul 29 07:25 AM
    My Website
    5 Stock Market ETFs that Have Defied the Bear Market [view article]
    What do you think about HealthShares Enabling Technologies (HHV) - up 2.6% YTD? Reply
  • commenter
    mavericks
    Jun 28 03:03 PM
    June ETF Short Interest Surges [view article]
    According to ETFconnect.com, there are 476,300,000 shares of the SPY. If there are 197,400,000 shares short then that represents 41.4% of the outstanding shares. That is a huge percentage though the question is how that compares historically. Reply
  • commenter
    J Seabold
    Jun 25 02:24 PM
    Primary US Sector ETFs [view article]
    What about iShares DJ US Tech (IYW)? Reply
  • commenter
    ETF Wanderer
    May 13 12:23 PM
    My Website
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    can you please update this list? thanks. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on BDH
    Is this a buy or a sell? Reply
  • commenter
    David
    Jackson
    Apr 05 04:17 PM
    My Website
    Primary US Sector ETFs [view article]
    Russ, thanks for catching this -- for some reason we'd omitted the Dow Jones Transportation Average Index Fund ETF (IYT). We've added it in now. Reply
  • commenter
    Russ Abbott
    Apr 05 03:38 PM
    My Website
    Primary US Sector ETFs [view article]
    There don't seem to be any transportation ETFs listed. Is that because there simply aren't any? Reply
  • commenter
    Kunst
    Jan 14 09:33 PM
    A guide to technology sector ETFs (IGN, IGV, IGW, BDH, BHH, HHH, IIH, SMH, QQQQ, XLK, IYW, VGT, PXQ, PSI, PSJ) [view article]
    How about an update on this article?
     Reply
  • commenter
    User 110789
    Oct 03 06:54 PM
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    Are there any EFT funds that are purelt composed of vietnam companies? lasmatas@yahoo.com Reply
  • commenter
    davcnslt
    Jul 31 10:33 PM
    My Website
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    Richard,
    Your post is a nifty piece of work, and very helpful as I am currently reconstructing our portfolio (who isn't?). Many thanks, it is much appreciated. Incidentally, I had no problems saving the jpg files in the enlarged format as of 10:00 am asia pac time (10 pm EST). Best Regards,
    Gary Davis     Reply
  • commenter
    Richard Shaw
    Jul 20 07:51 PM
    My Website
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    roncohen,

    Actually the clickable images are 560 pixels wide. Some browsers reduce large images (they are quite tall) and if you put your mouse over certain parts of the image you get an enlargement icon that allows you to see them it full. They are actually quite large and easy to read.

    Richard     Reply
  • commenter
    roncohen
    Jul 20 04:22 PM
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    IN LARGER SIZE;

    roncohen@davtv.com

    Thank you!     Reply
  • commenter
    Mary Ellen
    Stevens
    Jul 17 05:43 PM
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    Mary, I have reported this issue to SeekingAlpha, but need more information to potentially help you. What are you using MAC or PC? That can make a diifferent sometimes. This was done on PC and unfortunately I have MACS, but not at my curren tlocation (on vacation). Just tested SeekingAlpha and my blog and the images open as intended on PC.

    There may be (1) a cross-platform file compatability issue, (2) a temporary internet glitch that may not be a problem if you try again now, or (3) some kind of operator error.

    If you try again and it fails, email me and I will send you the image files as attachments:

    richard.shaw@QVMgroup....     Reply
  • commenter
    P. Bishop
    Jul 17 02:57 PM
    Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
    Unable to enlarge/open the 2nd & 3rd tables (sponsor-name, by 3 yr) at Seeking Alpha & on your blog.

    Can you pls repost?
    Thanks.
    Pat     Reply
Loading...
Symbols:
Authors:
Quick Links: