Blog Profile / Focus on Funds


URL :http://blogs.barrons.com/focusonfunds
Filed Under:Business & Finance / Investing
Posts on Regator:10645
Posts / Week:33
Archived Since:February 17, 2011

Blog Post Archive

ETF Flopper: The VIX’s Sixth-Worst Decline in History

The broad market's gain was volatility traders' pain. While the Dow Jones Industrial Average and the S&P 500 finished up more than 1%, short-term VIX futures exchange-traded funds were the biggest flops of the day.

ETF Flyer: Macron is Good for European Stocks

First round French election results gave European stocks a boost with Emmanuel Macron and Marine Le Pen taking the top spots, but Monday's best-performing ETF wasn't French.

Biotech: 3 Things to Focus on as Biogen and Amgen Report

The iShares Nasdaq Biotechnology (IBB) has gained 1.6% so far on Monday. Top holdings Biogen (BIIB) and Amgen (AMGN) have gained 1.95% and 1.56% ahead of earnings results, respectively. Photo Illus: Christopher Furlong/Getty Images Alliance Bernstein analyst Ronny Gal has an Outperform rating on Biogen with a price target of $310, implying an upside of 12% […]

Bank ETFs: Big, Regional, and European Stocks Get a Boost

Barron’s Andrew Bary says it’s time to put money in banks. Bank exchange-traded funds are winning back lost ground after showing a relatively muted response to earnings results. Bank and Businessman go a-riding one day Getty Images/iStockphoto The Financial Select Sector SPDR ETF (XLF) has gained 2.1%. The SPDR S&P Bank ETF (KBE) has gained 2.46%, […]

Ooh, La, La This French ETF!!!

Markets are breathing easy following centrist candidate Emmanuel Macron‘s first round win in the French elections. Last week, this blog noted that iShares MSCI France (EWQ), in particular, looked enticing. PARIS, FRANCE – APRIL 23: Emmanuel Macron of the political movement ‘En Marche !’   Photo by Sylvain Lefevre/Getty Images As of this morning, EWQ has […]

Look at JNUG Tumble

Gold mining exchange-traded funds are a hot mess right now. Rising geopolitical tensions caused a stampede into miners ETFs, a modern-day gold rush some sponsors clearly weren’t prepared for. In this week’s ETF Focus column, I explained how that created capacity issues for VanEck Vectors Junior Gold Miners ETF (GDXJ) and the Direxion Daily Junior Gold […]

Goldman Upgrades Amazon and Other Reasons to Buy Retail ETFs

Goldman Sachs (GS) raised its price target on Amazon.com (AMZN) by $100 to $1,100 in a report published Monday morning. Goldman analyst Heath Terry expects faster revenue growth than consensus estimates. Photo by LOIC VENANCE/AFP/Getty Images “We raise out 2017-19 revenue/EBITDA estimates 1% each on average to reflect continued accrual of share gains against the backdrop […]

ETF Flyers: Slim Pickings

The Dow Jones Industrial Average and the S&P 500 may have finished the week up, but they were both down on the day. The Dow declined 0.15% to 20,547.76 and the S&P dipped 0.30% to 2348.69. Getty Images So the day’s highest flyers were not only a mixed bag, but the ETFs all posted rather unimpressive […]

ETF Flopper: Crude Slips and Slides…but There’s Hope

Crude oil took a dive on Wednesday and continued sliding through the rest of the week. On Friday, prices fell more than 2% to below $50, dragging energy stocks with it. Photo by Joe Raedle/Getty Images That’s why the United States Oil Fund (USO), which fell 2.1%, and the iPath S&P GSCI Crude Oil Total […]

How Much Longer Can XLY Continue to Fly?

Of the S&P sector exchange-traded funds, the Consumer Discretionary Select Sector SPDR (XLY) was the only one to log a new all-time high on Thursday. Of its 85 constituents, only seven company stocks fell and three of those were residential construction stocks tied to interest rates, notes Instinet technical analyst Frank Cappelleri. Three pigeons perched […]

The Inefficiency of CEFs; How to Buy Gold at a Discount

The inefficiency of closed-end funds never ceases to amaze this blogger. One hundred gram gold bars. Photographer: Chris Ratcliffe/Bloomberg The Eagle Point Credit Co (ECC) yesterday fell sharply following its 1.35 million share follow-on offering. Shares closed at $19.50 yesterday, a full dollar below Wednesday’s close, but still trading at a more than 12% premium […]

Credit Suisse: Blackstone ‘Remains Undervalued’

Alternatives asset manager Blackstone Group (BX) had a heck of a quarter. It more than doubled revenue to $1.85 billion in the March-end quarter, compared to the year-ago period, and economic net income or ENI came in at $0.82, walloping consensus expectations for $0.68. Shares gained on the news and are gaining today. Its stock has […]

ETF Flopper: All is Calm… at Least for Now

Volatility reigned supreme yesterday, but today the biggest ETF flops are short-term VIX futures. The Dow Jones Industrial Average gained 0.85% to 20,578.71 and the S&P 500 climbed 0.76% to 2355.84. A Hippopotamus breaches the water in a pool in Kruger National Park.  Photo by Dan Kitwood/Getty Images Meanwhile ProShares VIX Short-Term Futures (VIXY) slipped 2.4% […]

ETF Flyer: Trumped Up Steel?!

The VanEck Vectors Steel ETF (SLX) is Thursday’s highest flyer, gaining 3.57%. On the steel company front Nucor (NUE) and Steel Dynamics (STLD) reported strong earnings, but it was President Donald Trump‘s executive order pressing for an investigation on U.S. steel imports that was responsible for the metal’s rally. Morgan Stanley’s Evan Kurtz on Tuesday published a […]

The Bullish Case For Energy Stocks

West Texas crude continued its slide on Thursday, but energy stocks are gaining. United States Oil (USO) has fallen 0.52% so far today, while the Energy Select Sector SPDR ETF (XLE) has gained 0.87%. The Wilmington ARCO refinery  Photo by David McNew/Getty Images ExxonMobil (XOM) has climbed 1.06%, Chevron‘s stock (CVX) has risen 0.89% and […]

Janus Capital Up Modestly

Janus Capital Group (JNS) shares have gained 0.68% to $13.30 after reporting March-end quarter results that modestly beat analyst expectations. circa 1890: Two-headed Janus.  Photo by Hulton Archive/Getty Images Adjusted earnings-per-share came in at $0.23, above consensus estimates of $0.21. Show More Summary

This French Stock ETF Looks Enticing…For Now

The iShares MSCI France ETF (EWQ) has climbed 2.1% today, following fairly steady declines since the end of March. French presidential election Photo by: GEOFFROY VAN DER HASSELT/AFP/Getty Images Some investors just missed the rally with $57 million flowing out of the ETF in the past day, according to XTF.  Brean Capital’s Russ Certo says […]

This Levered Gold Mining ETF Looks Super Scary

The Direxion Daily Junior Gold Miners Bull 3X ETF (JNUG) is trading at a significant premium to its net asset value, possibly the largest in its history. Getty Images That’s likely a direct result of Direxion suspending its creation units for the ETF on April 13. “The suspension is due to the limited availability of […]

Blackstone Group Shows its Brawn

Blackstone Group (BX) shares have advanced 1.66% to around $30.59 after reporting stellar quarterly results. 5th January 1959: Strongman Butty Sugroe uses his teeth to hold up Irish singer Bridie Gallagher on her chair after her performance at the London Palladium.  Photo by Keystone/Getty Images The asset manager more than doubled revenue to $1.85 billion in […]

Traders Shopping For Bargains Give Retail Stocks a Lift

The rise of e-commerce has been putting the hurt on retailers, but options traders could give their stocks a much needed boost, according to ETrade Financial (ETFC). Photo by Dan Kitwood/Getty Images Some 5,000 May 50 calls of Nordstrom (JWN) were bought for $1.31, while May 55 calls were sold for 27 cents. This is known […]

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