Blogs about XLE - Stockpickr! Your Source for Stock Ideas

Blogs about XLE

Blogs	Description	Date Updated
Fast Money Recap	Dollar Trade The “Fast Money” crew talked about the recent strength in the dollar. “Higher inflation is positive for short-term interest rates in general, but an inflation-driven rise in yields wouldn’t necessarily be good for the dollar in the medium term,” said Bob Lynch, a currency strategist at HSBC in New York. Merrill Lynch told clients Thursday that inflation will remain a problem for the coming quarters. All the traders said get long the dollar. Quint Tatro ...	August 14, 2008
The Momentum Crowd Runs Into Biotech	Rob Curran reports: If Herman Melville were around today, he might be working for Pequod, or maybe White Whale Fund Management in Greenwich, Conn., shorting the hell out of oil stocks and making gung-ho bets on biotech stocks. Market participants say stock and commodity markets increasingly follow a bunch of adventurers known as “momentum,” or “momo,” traders. Once a sector or commodity price starts to beat the broad market, these hedgies and prop desks sign up in drove...	August 13, 2008
Energy Vs. Financials Trade — Gone for Good?	For months investors reaped the rewards of long positions in energy-related stocks while simultaneously going short financial names. That trend abruptly reversed in July after oil hit its apex and financial shares began to recover. However, popular strategies tend to die hard, and some analysts believe the fundamental picture remains strong for energy stocks and cloudy for financials. “There are fundamental investors who still believe that in the long-term this is the right trade,” ...	August 08, 2008
Clues can be found in WMT, ETFs	Filed under: Wal-Mart (WMT), Indices, Commodities, Oil, HousingMinyanville Professor Quint Tatro dares to share the kind of keen insight and actionable information you won't find in any prospectus. For more original thought, visit www.minyanville.com. There are a few things I am watching for today to give me better clues as to the internal character of the market. Wal-Mart (NYSE: WMT): It's off on retail numbers after the stock broke out of a four-month consolidation pattern on good volume. I...	August 07, 2008
Earnings Around the Markets Boost Energy, Food ETFs	Glug, glug, glug. That’s the sound of Pepsi’s second-quarter profit rising, which has bubbled up the food and beverage exchange traded fund (ETF). PepsiCo (PEP) reported a 9% jump in profits in the most recent quarter, thanks to strong international sales and a weak U.S. dollar, reports Vinnee Tong for the Associated Press. The company is 4.6% of PowerShares Dynamic Food & Beverage (PBJ), which is down 5.7% year-to-date. Pepsi isn’t just a purveyor of beverages: the company...	July 23, 2008
Four at Four: This Doesn’t Look Good, Indy	Fortune and glory? Not so much. (IMB, one year) The scene probably looked like this: a representative from IndyMac Bancorp wonders how an analyst will value the company at this time. “My offer is this: nothing,” the analyst intones, reminiscent of the Lake Tahoe sit-down between Sen. Geary and Michael Corleone. The senator eventually got nothing — and that’s about what Indymac is worth these days too. Shares of the mortgage lender closed at 44 cents after a fall of 27...	July 08, 2008
The Divergence between Gas Prices and Energy SPDR	I noodled around with the recent monthly history of regular gas prices since 2000 and monthly performance of the Energy ETF XLE. As you can imagine, the two time series are correlated; as gas prices rise, so does the XLE. What was curious though was the recent large divergence between the increasing price of gas and the zooming performance of the Energy ETF. The link to a spreadsheet with the data and a chart shows the story. Gas vs XLE, shows that over the last 24 months, from Jun...	June 24, 2008
In Slicing Up the Dow's ETF Sectors, a Picture Emerges	The past few weeks have been hard on investors and their sector-focused exchange traded funds (ETFs). But not all sectors are suffering equally. A glance at the Diamonds Trust (DIA), which tracks the Dow Jones industrial average, shows that the benchmark-tracking ETF has fallen to a near six-month low, reports Jonathan Bernstein for ETFZone. Year-to-date, DIA is down 6.6%. The thesis for the lowered optimism toward the Dow revolves around certain economic factors: through-the-roof energy pri...	June 17, 2008
Recent Key ETF Performance	Below we highlight the recent performance of key ETFs across a number of asset classes. The best performers over the last month have been international ETFs and commodity ETFs. The oil-tracking ETF (USO) is up 18.6% over the last 30 days, while the BRIC emerging market ETF is up 18.55%. US sector ETF performance is varied. Energy (XLE), Materials (XLB),... ...	April 23, 2008
Even In These Markets, You Can Still Find ETF Movers and Shakers	Yesterday, the markets delivered outstanding performance and some exchange traded funds (ETFs) finished up in the double digits. But one good day doesn't mean we're out of the slump yet. It's still time to take a defensive stance with your portfolio and make sure you've got that exit strategy firmly in place. But while it seems as though everything is in a downward spiral, but there are still some buying opportunities, believe it or not. At our asset management firm, we track a list of about ...	March 12, 2008

Enter search text here: