Health Care Select Sect SPDR (XLV)

All Comments on XLV

  • commenter
    Aug 27 12:06 PM
    Wednesday Outlook: Low Volume Storm? [view article]
    David, did you ever figure out how the 2:1 double shorts work in IYR/FXI etc?

    I would appreciate your thoughts.

    Thanks for your research and great graphs. John
    Reply
  • commenter
    Aug 27 09:53 AM
    My Website
    Wednesday Outlook: Low Volume Storm? [view article]
    w/deflation, bonds would be good, at least for awhile - good info on your charts, as usual :-)

    thanks!
    Reply
  • commenter
    Aug 27 05:59 AM
    My Website
    Wednesday Outlook: Low Volume Storm? [view article]
    at least we know you are long IEF,
    agreed, no interest rates risk yet
    Reply
  • commenter
    Aug 20 01:13 AM
    Performance Since the Dollar's Lows [view article]
    Dollar will be down again, no problem. Energy will be up, along with the precious and platinum group metals. Reply
  • commenter
    Aug 19 06:35 AM
    Second Quarter Sector Beat Rates [view article]
    Frankfurt whoever you are - shut up already. Nobody cares that you have the ability to be rude in broken English while repeating more or less the same thing on every site this morning. If you think every contibutor is stupid, then contribute something yourself. Reply
  • commenter
    Aug 18 02:57 PM
    My Website
    Performance Since the Dollar's Lows [view article]
    fairly clear, selling everything and staying in cash as inflation os booming,
    looks good for gold
    Reply
  • commenter
    Aug 17 08:52 AM
    Changes in P/E Ratios During the Current Bear Market [view article]
    Close observation of behaviour of p/e ratios is important. Many interesting views has been expressed in the article and comments above. Markmedayski has been brutally frank about the bear eating "investors" alive; I am afraid that if you comb through all the articles in SeekingAlpha in the last month or two on the subject of investment outlook, Markmedayski may be on the mark! or at least it is a possibility we cannot simply dismiss. Dow 9000 by December? chilly enough but who knows? Prieus has just written an article which concluded that under present "treacherous investment waters" we should focus on return OF capital, not return on capital--some wisdom there?? Based on my personal experience I have to agree with
    Webisking that buying high p/e works only during bull markets.
    Reply
  • commenter
    Aug 17 08:51 AM
    My Website
    Changes in P/E Ratios During the Current Bear Market [view article]
    As a newcomer to investing, it's hard to to understand the promotion of stock purchases based on a single metric such as P/E, especially in today's irrational market. Sorry! Reply
  • commenter
    Aug 17 12:04 AM
    A Healthcare ETF Strategy To Outpace the Market [view article]
    Failing Economy Predicts Worse Health:

    "...each percentage-point rise in unemployment would result in an additional 1.1 million people losing health insurance"

    www.time.com/time/busi...
    Reply
  • commenter
    Aug 16 11:44 PM
    A Healthcare ETF Strategy To Outpace the Market [view article]
    On a related topic, "medical tourism", this addresses the gross inefficiency of the US medical system. It might remind you of a few other industries.

    www.economist.com/disp...
    Reply
  • commenter
    Aug 16 09:33 PM
    A Healthcare ETF Strategy To Outpace the Market [view article]
    This is just an incredibly irrational market. Financials down 20%, up 30%. Oil up 60%, down 30%. Money rushes into this sector, then that sector. So right now, tech and health are the hot sectors. Anything fundamental going on here? Sure, just like oil went to $147 and back to $115 on "supply and demand". Follow the trend while it lasts, but don't tell me it is anything more than the latest fad, destined to follow the no-longer-latest fads.

    Healthcare is bloated almost as much as government. They've been the last sectors still increasing employment. Consumers are having an increasingly difficult time paying insurance and medical bills. The sector is horribly inefficient and financially irrational. What do you think is going to happen as more workers lose their jobs, and therefore medical insurance? I just had a not-too-major surgery that was about $3000 after insurance (interestingly, nearly $30,000 before my PPO discount). Many families would find that a serious if not disastrous problem. One of the leading causes of bankruptcy is unexpected medical expense.

    The healthcare sector is going to get beaten to death over the new few years between high costs and decreasing ability of consumers to pay for it. A lot of health care is discretionary. Even if you need it, many medical expenses can and will be put off. And speaking of bloated, government at all levels (the #1 addition to employment in the last few years) is going to get crunched big-time by falling revenues. Borrowing only works so long; then you have to actually cut spending. What's that going to do to the healthcare industry?

    The hot money will flee tech and healthcare in due time, leaving all the later-coming trend followers holding the bag. Those of you who bought commodities late know the feeling.
    Reply
  • commenter
    Aug 16 11:25 AM
    My Website
    Changes in P/E Ratios During the Current Bear Market [view article]
    buying high pes ONLY work during bull markets.Of course most everything does. The investor who purchased JNJ last year at 61 dollars witha 15 PE orWMT at 43 with a pe of 16 has combined safety and growth and has outperformed the DOW in the past 12 months by more than 30 percent. Those who bought MO JNJ KO PG MSFT XOM etc in the past year with the PES under 16 will show similar results in 12 months Reply
  • commenter
    Aug 16 10:49 AM
    Changes in P/E Ratios During the Current Bear Market [view article]
    We have nothing to fear except the possibility of marxist Obama getting elected. If he wins expect a stampede of stock sales by people trying to pay the 15% capital gains tax as opposed to his proposed 28% capital gains tax. This doesn't take into account the effect other tax increases he wants and his socialist agenda, and the effect it will have on the US productivity and economy.

    When asked by a reporter why he would increase capital gains taxes, Obama replied that the government needed the additional revenue. When the reporter retorted that was he aware that Bush's tax cuts resulted in more tax dollars pouring into the government, he was totally caught off guard, and replied "well if that is so, it is still only fair"! Welcome to his idea of government, Comrade!
    Reply
  • commenter
    Aug 15 08:21 PM
    Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs [view article]
    but this is hindsight
    and investment is foresight
    Reply
  • commenter
    Aug 15 12:58 PM
    Changes in P/E Ratios During the Current Bear Market [view article]
    Elaine - 1932 was the 4th year of the great depression, not the first. It was also literally the best time in world history to buy stocks.

    Baron Rothschild was asked how he made his fortune, over the course of the 19th century. He said "when the streets of Paris are running with blood, I buy".
    Reply

Trading Center