etf
A: NICE Ltd. (ADR), $152.79, symbol NICE on Nasdaq (ADRs outstanding: 62.3 billion; Market cap: $9.6 billion; www.nice.com), is an Israel-based company, specializing in telephone voice recording, data security and surveillance, as well as systems that analyze this recorded data....
A: Lloyds Banking Group plc (ADR), $3.07, symbol LYG on New York (ADRs outstanding: 17.6 billion; Market cap: $50.6 billion; www.lloydsbankinggroup.com) offers a range of banking and financial services through its subsidiaries and associated companies....
Here’s the text of the most-recent letter I sent to our Portfolio Management clients in August.
“In recent years, I’ve mentioned that the world is going through a gigantic monetary experiment. At first, I was referring to the “quantitative easing” that the U.S....
“In recent years, I’ve mentioned that the world is going through a gigantic monetary experiment. At first, I was referring to the “quantitative easing” that the U.S....
Value investing is one of several investment styles that have over time performed better than the overall market. Other long-term styles with strong track records include small companies, low volatility stocks, and high-quality companies.
The problem for you as an investor is that the winning styles vary over time.
As we highlighted in our October 2018 issue, value stock investors globally have enjoyed a superior long-term performance....
Investor demand for gold is very strong right now, with consistent buying by central banks as well as exchange-traded funds. Silver has also moved lately, but platinum has lagged.
Those last two precious metals have proportionally larger industrial applications than gold (see graph), which strengthens their appeal for investors....
A varied assortment of equity ETFs, as well as base metal producer ETFs, gave investors the biggest gains in September 2019. “Value” ETFs were also well represented at the top end of the leaderboard. The Alpha US Quant Value ETF (QVAL) jumped by 6% while the Vanguard Global Value ETF (Toronto symbol VVL) added 5.7%.
Courtesy of some stability in the economic environment, the iShares MSCI Turkey ETF (TUR) did very well for its investors, with a 12.2% gain in the third quarter....
iShares recently published its future megatrends report and launched two new ETFs aimed at capitalizing on them. Here’s your quick look at both of iShares’ new funds. Each one is a buy, but only for aggressive investors willing to bet on the broad unfolding of these industry-disrupting trends.
BlackRock’s iShares recently introduced its new megatrend investing outlook, which includes a line of exchange-traded funds aimed at profiting from structural shifts influencing the global economy and society, generally.
The five megatrends identified are technological breakthroughs, emerging global wealth and shifting economic power, climate change and resource scarcity, demographics and social change, and rapid urbanization.
To profit from these trends, BlackRock introduced two new ETFs:
ISHARES CYBERSECURITY & TECH ETF $25.13 (New York symbol IHAK) invests in companies involved in cyber security and technology, including cyber security hardware, software, products, and services....
The Ferrari motor car manufacturing business was started in 1929 by Enso Ferrari with the goal to build a car that people would dream of owning, but which only a few could ever afford. Ninety years later, the vision of the company (symbol RACE on the New York exchange) still refers to “Italian excellence that makes the world dream.”
While Ferrari manufactures motor cars, it is positioned as an aspirational luxury goods business....
The Italian economy ranks among the biggest in the world but has offered investors very little growth for the past decade. High unemployment—especially among the country’s youth—as well as regional income disparities and high government debt are key problems.
Still the country is home to some exceptional companies, such as Ferrari (see page 106), that flourish despite the difficult overall economic situation.
Here is one ETF buy that provides you with exposure to the top public companies in Italy.
ISHARES MSCI ITALY ETF $26.98 (New York symbol EWI; TSI Network ETF Rating: Aggressive; Market cap: $233.4 million) offers investors exposure to Italy’s top publicly listed companies.
Financial firms account for 24.5% of its assets, while Utilities (21.2%), Energy (17.2%), Consumer Cyclicals (15.0%), Industrials (14.3%) and Telecommunications (3.5%) are other key segments.
The ETF holds a portfolio of 24 stocks; the top 10 make up a high 70% of its assets.
Those top stocks include Enel SpA (utilities; 18.1%), Eni SpA (energy, 11.3%), Intesa Sanpaolo (financials, 10.1%), UniCredit (financials, 6.5%), Assicurazioni Generali (financials, 4.6%), Fiat Chrysler Automobiles (consumer cyclical; 4.2%), Ferrari NV (consumer cyclical, 4.0%), Atlantia (industrials, 3.9%), CNH Industrial (industrials, 3.7%) and Snam SpA (utilities, 3.7%).
The ETF started in 1996 and charges investors a moderate 0.47% MER....