(HHK)

All Comments on HHK

  • commenter
    Aug 29 08:15 AM
    Five Good ETF Ideas That Have Yet to Catch On [view article]
    The Nasdaq-100 is not an "odd" index. It's comprised of the 100 largest Nasdaq-listed companies. The ArcaTech 100 is not comparable. It's sector-specific and QQQQ is exchange-specific. Your criticism is equivalent to faulting DIA for holding only the Dow 30 and then suggesting that IYW is a better pick. Reply
  • commenter
    Aug 29 01:11 AM
    Five Good ETF Ideas That Have Yet to Catch On [view article]
    Then there are the ETFs no one has yet thought to offer. For example, a cash ETF that is designed to function as an effective low-risk, interest-bearing store of value for any investor anywhere in the world at any time. Such an ETF might consist of 25% gold and 15% silver, with the balance in perhaps 8-10 (probably sovereign) issuers' 3-month top-rated paper denominated in a variety of currencies. Reasonable requirements would be that the issuer is investment-grade and has the best credit rating of any issuer offering paper in a given currency, and that the currency itself has ample global liquidity. Using such a fund to store one's uninvested cash would be quite attractive for the global investor; it is unlikely to change much in absolute value, will have much lower volatility than any one currency or metal, and will generate a respectable yield (unlike certain currencies I could name). Where is this ETF? Sadly, it doesn't exist, so anyone with less than a few million in cash will have a hard time getting these benefits. Reply
  • commenter
    Aug 28 12:27 PM
    Five Good ETF Ideas That Have Yet to Catch On [view article]
    Good article, but for the typo noted by Jimstam, and one omission: there are not two, but _three_ new ETFs focusing on the Middle East; the third being Wisdom Tree's GULF. And a couple of others just for Africa. Reply
  • commenter
    Aug 28 09:57 AM
    My Website
    Five Good ETF Ideas That Have Yet to Catch On [view article]
    Good article. One clarification is required however.

    You state:

    "USO follows the "classic" method.. then rolls that position over month-to-month

    By contrast, USO spreads its oil contracts out over 12 months.."

    One has to be USL, which is it?
    Reply
  • commenter
    Aug 28 09:27 AM
    Five Good ETF Ideas That Have Yet to Catch On [view article]
    HAO and GXC both look like good diversified China ETFs and both have gotten bloodied and neither have much in the way of assets which is too bad. Reply
  • commenter
    Aug 25 11:20 AM
    ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade [view article]
    Greetings,

    You have repeated Hougan's error. DBV is leveraged 2:1. The prospectus probably should be read by "professionals.&q...

    Cheers from Osaka,
    John
    Reply
  • commenter
    Aug 24 09:48 PM
    My Website
    ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade [view article]
    Good to know the different tax rates applied to various ETFs. Suggest you do one exclusively on this topic. Also, the phrase "earning 28% capital gain rate" is misleading. Reply
  • commenter
    Aug 24 11:08 AM
    My Website
    ETF Update: Pharma ETFs, Commodity ETFs, Carry Trade [view article]
    I wouldn't bank on long term growth here. Reply
  • commenter
    Aug 17 12:04 AM
    A Healthcare ETF Strategy To Outpace the Market [view article]
    Failing Economy Predicts Worse Health:

    "...each percentage-point rise in unemployment would result in an additional 1.1 million people losing health insurance"

    www.time.com/time/busi...
    Reply
  • commenter
    Aug 16 11:44 PM
    A Healthcare ETF Strategy To Outpace the Market [view article]
    On a related topic, "medical tourism", this addresses the gross inefficiency of the US medical system. It might remind you of a few other industries.

    www.economist.com/disp...
    Reply
  • commenter
    Aug 16 09:33 PM
    A Healthcare ETF Strategy To Outpace the Market [view article]
    This is just an incredibly irrational market. Financials down 20%, up 30%. Oil up 60%, down 30%. Money rushes into this sector, then that sector. So right now, tech and health are the hot sectors. Anything fundamental going on here? Sure, just like oil went to $147 and back to $115 on "supply and demand". Follow the trend while it lasts, but don't tell me it is anything more than the latest fad, destined to follow the no-longer-latest fads.

    Healthcare is bloated almost as much as government. They've been the last sectors still increasing employment. Consumers are having an increasingly difficult time paying insurance and medical bills. The sector is horribly inefficient and financially irrational. What do you think is going to happen as more workers lose their jobs, and therefore medical insurance? I just had a not-too-major surgery that was about $3000 after insurance (interestingly, nearly $30,000 before my PPO discount). Many families would find that a serious if not disastrous problem. One of the leading causes of bankruptcy is unexpected medical expense.

    The healthcare sector is going to get beaten to death over the new few years between high costs and decreasing ability of consumers to pay for it. A lot of health care is discretionary. Even if you need it, many medical expenses can and will be put off. And speaking of bloated, government at all levels (the #1 addition to employment in the last few years) is going to get crunched big-time by falling revenues. Borrowing only works so long; then you have to actually cut spending. What's that going to do to the healthcare industry?

    The hot money will flee tech and healthcare in due time, leaving all the later-coming trend followers holding the bag. Those of you who bought commodities late know the feeling.
    Reply
  • commenter
    Aug 14 08:52 AM
    A Healthcare ETF Strategy To Outpace the Market [view article]
    This sector as well as small caps seem to be the new sectors of choice for this latest rotation. Reply
  • commenter
    Aug 01 10:04 PM
    Most Overbought and Oversold ETFs [view article]
    bravo Reply
  • commenter
    Aug 01 09:19 AM
    My Website
    Most Overbought and Oversold ETFs [view article]
    Excellent presentation. How should one take advantage of this overbought/oversold info? Kindly follow your presentation with an action plan. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on HHK
    Is this a buy or a sell? Reply

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