Consumer Discretionary SPDR (XLY)

All Comments on XLY

  • commenter
    brucem
    Sep 05 11:08 AM
    Sector Prices vs. Summer Lows [view article]
    Wow.. Financials look great compared to their summer lows. Wish I had more guts, or more time to make up losses..
    With yesterdays sell off, it looks like we may be reaching a bottom.
    Pretty good explanation of what to watch for before you get destroyed..
    www.greenfaucet.com/fa...

    Anyone think this guy is right?     Reply
  • commenter
    David Lentz
    Sep 04 12:58 PM
    Options Trader: Wednesday Outlook [view article]
    OK, so why can't you construct options plays (straddles, strangles, and the like) between options on ETFs of commodities, stock and/or currency indices, and capture the shift that way?

    Pretty much everything is monetized in the form of ETFs today, and in many cases, there are options on those ETFs.

    Or did I completely miss the point here?     Reply
  • commenter
    Geocacher
    Sep 04 12:09 PM
    Real Estate, Retail ETFs Better Than You Think [view article]
    Ops... shouldn't that be oops? Just asking. After all, you have an extremely weak understanding of math. Perhaps your lack of knowledge extends to grammar as well.

    A few hedge funds, a number of large instituitonal money as well as savvy managers control the bulk of actual dollars being invested. They may number in the thousands. Moreover, they represent the reason for the rise in early business cycle leaders like real estate/retail.

    Meanwhile, there are hundreds of thousands, if not millions, of small investors who chase performance. The latter group are usually behind the curve. They represent the majority of investors... and they haven't wanted to go near consumer discretionary or real estate stocks.

    Hope that explains it for you, Ops.     Reply
  • commenter
    Cashdollar
    Sep 04 01:35 AM
    Real Estate, Retail ETFs Better Than You Think [view article]
    I think it is due to the large dividend payouts from REITs. But who knows if those can continue?? Reply
  • commenter
    Moral
    Hazards Amok
    Sep 03 11:58 PM
    Real Estate, Retail ETFs Better Than You Think [view article]
    Pull XHB up on a 3 year chart. It appears that this year’s gain is probably only yet another bear market rally inside of a much stronger long-term trend down. The unwinding of the great credit supercycle marches on, imho.

    (I’m trying really hard to avoid mentioning the falling knife cliché.)     Reply
  • commenter
    buyitcheap
    Sep 03 09:44 PM
    Real Estate, Retail ETFs Better Than You Think [view article]
    This two groups, along with telecom have a certain "so bad, they're good" value category, they've been beaten up either on a perception basis or a true sell off, the author is on to something here. Reply
  • commenter
    Ops did it
    again
    Sep 03 08:53 PM
    Real Estate, Retail ETFs Better Than You Think [view article]
    Let's face it, most investors have not wanted to touch real estate or the consumer with a twenty-foot pole...

    Then why did they go up? magic?     Reply
  • commenter
    1modelcitize
    n
    Sep 03 12:56 PM
    My Website
    Consumer Discretionary Sector is Going Down [view article]
    WeeklyTA: Yeah, the 200-day SMA is the old stand-by and a good reference point. The fib time series for this issue in the intermediate/long term prognosticates a holding period through June of 2010. Thanks for the question. I'll address that in future articles. Reply
  • commenter
    WeeklyTA
    Sep 02 08:38 PM
    My Website
    Consumer Discretionary Sector is Going Down [view article]
    what's your anticipated holding period? So far, the 200-day MA has held nicely as resistance for the past 9 months. Reply
  • commenter
    Alan
    Brochstein
    Sep 02 08:19 PM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    I appreciate the compliment, as at 43 I don't often get called "young". I also appreciate not only yours but also the many other accusations of insanity, as it helps me to get a feel for the psychological state of the market. Reply
  • commenter
    whidbey
    Sep 02 05:21 PM
    A Perfect Storm: Retail Is a Buy [view article]
    Insanity is not catching I hope.

    What is it about bottoms and young men? They seem to always see them and go overboard. In this case: today's market is not a bottom, and you may have lost your mind if you like this bottom.

    Just a ladies view for what its worth.     Reply
  • commenter
    captainccs
    Sep 02 01:40 PM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    As with everything else, there is good retail and poor retail. Long TRLG, BWLD, URBN which have done good.

    Then there is poor retail like CHS and CROX.     Reply
  • commenter
    Did U Think
    The Ponzi
    Scheme
    Would Last?
    Sep 02 01:14 PM
    A Perfect Storm: Retail Is a Buy [view article]
    I think it would be instructive for you to learn how to read a mania chart.

    Then go look at the dow.

    Then look at the mania chart example again (Prechter's book has a few good ones).

    Then look at the Nikkei 225 over the past 2 decades.

    Then glance back at the mania chart examples like tulipmania and south sea trading.

    Then review the dow one last time.

    See a pattern?

    Now look at all the charts of financial stocks one at a time.

    See a pattern?

    Now look at the FDX chart.

    See a pattern?

    Now look at DE.

    See a pattern?

    If you haven't gotten the point by now then you are not very good at pattern matching.     Reply
  • commenter
    Alan
    Brochstein
    Sep 02 12:58 PM
    My Website
    A Perfect Storm: Retail Is a Buy [view article]
    Thanks 300mph. secmaven, TLB price action may be confusing, but often (usually) stocks bottom before the news gets better. Just because it got a good reaction to a crappy report doesn't prove the worst is behind them, but someone with some bucks thinks so. I have a client that has had a position there - deep value. Their thesis is that the depressed margins can expand dramatically when the economy recovers. Of course, they were early on the stock, but I think it looks ok. The stock trades at 1.8X book value, having bottomed (for now) at about 1X. I would note, though, that there are significant intangibles. Additionally, the company has a lot of debt in my view. It's certainly not the one I would buy, but I can see how folks got excited by the plunge in inventories. Maybe they will get those margins back into the historical range... Reply
  • commenter
    p. smith
    Sep 02 12:03 PM
    A Perfect Storm: Retail Is a Buy [view article]
    of stem cell research and therapy, KOOL. Reply
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