Semiconductor HOLDRs (SMH)

All Comments on SMH

  • commenter
    Jul 30 08:58 PM
    Most Heavily Shorted ETFs [view article]
    If a short squeeze started to develop in an ETF, wouldn't an institutional invester simply deposit a large amount of money and "create" a large number of new shares? That should collapse the squeeze. Reply
  • commenter
    Jul 30 06:30 PM
    Most Heavily Shorted ETFs [view article]
    6 times outstanding shares? Wow.

    Those the buying and selling of these ETFs actually impact the price of the underlying index somehow? Does a short squeeze in the ETFs entail a short squeeze in all stocks represented by the ETF?
    Reply
  • commenter
    Jul 21 04:02 PM
    Best and Worst Performing ETFs This Week [view article]
    And we are paying...? Oh, I get it.

    Actually, I like Bespoke's stuff. I was even going to sign up with them one time, but their site insisted I use PayPal.
    Reply
  • commenter
    Jul 21 01:54 AM
    Best and Worst Performing ETFs This Week [view article]
    Kunst, I am pulling your leg. These "articles" contain all the value that you and I are paying for them. Reply
  • commenter
    Jul 20 10:13 AM
    Best and Worst Performing ETFs This Week [view article]
    Wow. You completely missed the SKF (UltraShort Financials) as one of the worst performing ETFs this past week. It was down nearly 21% from the close of 174.46 on Friday, July 11, to the close of 138.00 on Friday, July 18. That would place it at the top of your list of worst performers this week.

    I imagine this has something to do with SKF being a B.I.G. recommendation. You probably don't want to draw attention to that right now, do you?

    You guys completely missed BAC as a key earnings report next week in your other blog post, and now this? You need to do some more homework if you want to be taken seriously.
    Reply
  • commenter
    Jul 19 09:19 PM
    Best and Worst Performing ETFs This Week [view article]
    Bohica, you wouldn't be in advertising by any chance? Reply
  • commenter
    Jul 18 04:34 PM
    ETF Update: Materials, Semiconductors, Homebuilders [view article]
    I don't know any "sector rotation" practitioners who can beat the all-sectored S&P 500 over time. Would be interested in hearing all about some successful sector switchers because even the big name guys like Sam haven't beaten the market over any meaningful stretch. Reply
  • commenter
    Jul 18 04:29 PM
    Best and Worst Performing ETFs This Week [view article]
    Yes, but don't you agree the depth of analysis of this and the other articles shared by Bespoke is just amazing? Reply
  • commenter
    Jul 18 01:29 PM
    My Website
    Best and Worst Performing ETFs This Week [view article]
    If the bullish commodity ETFs were the biggest decliners this week, then it only makes sense that some of the biggest winners would have been the leveraged commodity shorting ETFs. Why have these been omitted? Perhaps these new short commodity ETFs/ETNs will play a critical role going forward to keep commodity prices in check. Banning commodity traders at this point would be shooting ourselves in the foot! Reply
  • commenter
    Jul 18 11:26 AM
    Best and Worst Performing ETFs This Week [view article]
    Really informative. All the Beespoke articles on Seeking Alpha show a depth of analysis not offered by other authors. Reply
  • commenter
    Jun 28 03:03 PM
    June ETF Short Interest Surges [view article]
    According to ETFconnect.com, there are 476,300,000 shares of the SPY. If there are 197,400,000 shares short then that represents 41.4% of the outstanding shares. That is a huge percentage though the question is how that compares historically. Reply
  • commenter
    Jun 28 02:10 PM
    Oil Rises, Dow Falls - Fast Money Recap (6/26/08) [view article]
    I know someone's always looking for an article idea, so here's one. Find out what on earth the energy stock WES is all about? All insider buying, no selling, Andarko buying. Analysts now making recommendations of buy, on a stock with no news. No news ever. Mysterious indeed. $17/share. Reply
  • commenter
    Jun 25 02:24 PM
    Primary US Sector ETFs [view article]
    What about iShares DJ US Tech (IYW)? Reply
  • commenter
    Jun 13 02:19 AM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    Ahh...the words of a true LDKer...so unmistakable. Reply
  • commenter
    Jun 11 10:00 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    "pretty much the same business model as LDK - except with great analyst support"

    LOL! It may be a similar business model, but it's not half the business, and it costs just as much. Their margins are much worse, and their future vision and potential doesn't touch that of Light Peng and LDK.

    As for analyst support for LDK, it really depends on which analyst you're following. Needham and UBS have targets will above the current price. Are they fools? Who are you following, and what rationale are they using that suggests to you that they are right about this company?
    Reply

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