ETFS

Since my recommendation in May to purchase the shares of the VanEck Vectors Oil Refiners ETF (CRAK), shares have slightly increased by about 5%. In this article, I am going to give an update to the thesis I expounded in the previous article and share why I’m even more bullish on refineries and why I
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(Pic Sourced Here) We may still have weeks to wait for the next FOMC meeting, but in his congressional testimony Chairman Powell sealed the deal to lower the Fed Funds rate for the first time since the end of the Great Recession and the fallout has been almost predictable. Ignoring the reason why Powell feels
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In this article, we examine the significant weekly order flow and market structure developments driving XLF price action. The highest probability path for this week, based on market structure, was for price discovery higher. This primary expectation did not play out as balance developed early week before rotation higher to test key resistance ahead of
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The Eaton Vance Tax-Advantaged Global Dividend Fund (ETG) is a leveraged close-end fund that primarily invests in dividend-paying stocks around the world. Despite returns that have handily outperformed other global equity indices, the fund may not be such a great investment. After taking into account leverage, the fund’s performance looks less impressive, and it may
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One of the best investments for income-focused investors is master limited partnerships. This is due to the fact that these companies typically boast relatively stable business models that generate high levels of cash flow and pay out a high percentage of this cash flow to their investors in the form of distributions. In addition, many
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SRVR: Getting Exposure to Next-Gen Tech Through Real Estate The Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF ([[SRVR]]) is an ETF that concentrates on the real estate aspect of data and infrastructure, with a main mission to get exposure to the growth opportunities that lie within data centers, wireless towers, and fiber optic
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It must be said that June was certainly an interesting month for the markets as the price of essentially everything was up over the month. Most sources in the financial press attributed this to faith that the Federal Reserve would be reversing course on interest rates and will soon begin to drop them. Indeed, the
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Continuing on the theme to position for IMO 2020, I published one article featuring Valero (VLO) and another featuring Phillips 66 (PSX). These refiners provide direct exposure to independent, U.S.-based complex refinery operations. VanEck Vectors Oil Refiners ETF (CRAK) provides exposure to a portfolio of companies that derive at least 50% of their revenues from
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The Voya Global Equity Dividend and Premium Opportunity Fund (IGD) looks to be another in a long line of funds marketed to investors based on income but generating sub-par total returns and poor risk-adjusted returns. Investors, even those seeking income, are best served looking elsewhere. IGD Overview and Performance IGD is a closed-end fund that,
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(Source: AFP) On July 1, hundreds of protesters wearing yellow hard hats stormed the Hong Kong parliament building and defaced the post-1997 emblem. Many were seen raising the British colonial flag and pleaded to G-20 leaders, including Trump, to assist in their cause. The primary concern of protesters is a bill from the Hong Kong
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The last time I covered BlackRock Health Sciences Trust (BME), I believed that the fund deserved a “Hold.” I wasn’t accumulating at that time. Although, had an investor purchased at that time, they may not have been disappointed. The market return for the 1-year period shows 6.27% as of 6/26/2019. This was short of the
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The iShares U.S. Home Construction ETF (NYSE:ITB) and the SPDR Homebuilders ETF (NYSEARCA:XHB) are the two leading homebuilder equity ETFs. They hold large national construction companies such as D.R. Horton (NYSE:DHI) and Lennar (NYSE:LEN), and we believe they are an excellent value play for a long-term investor. Further, we have reason to believe that the
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Photo Source: Reuters/Jose Luis Gonzalez. Trucks wait in a queue for border customs control to cross into the U.S. at the Zaragoza-Ysleta border crossing bridge in Ciudad Juarez, Mexico, June 1, 2019. For the first month in three, investors were net purchasers of mutual fund assets, injecting $82.6 billion into the conventional funds business (excluding
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Share to facebook Share to twitter Share to linkedin Shutterstock To become a “Dividend Aristocrat,” a dividend paying company must accomplish an incredible feat: consistently increase shareholder dividends every year for at least 20 consecutive years. Companies with this kind of track record tend to attract a lot of investor attention — and furthermore, “tracking”
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Introduction The week was once again quite successful for the fixed-income world. The leading benchmark reached a new high. The 10-year interest rates went to new lows and the bond ETF trades stable for now. Statistically, most of the closed-end funds are “Sell” candidates and we do not have any “Buy” candidates. The NAV/Price spreads
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