The End Of BRICs... Here's How To Profit

Posted on by admin

By: Joseph Hogue of Street Authority

The days of dartboard investing in emerging markets are over.

Over the two years ended April 2008, a basket of these markets, as represented by the iShares MSCI Emerging Markets (NYSE: EEM), surged an impressive 60%. You could have invested in any number of these economies and seen solid returns.

This group of markets eventually swooned and rebounded, but it's increasingly clear that the days of heady returns are gone. In the two years to 2015, the fund lost 11% and individual country funds are posting huge disparities in returns.

As an emerging markets analyst and an expatriate living in South America, I see the shifting economic environment first hand and it's not just down here. The Russian market is crumbling and stocks of African countries have not done any better.

Yet you can't paint these markets with a broad brush. Some markets, notably China and India, have done very well over the last year. The iShares China Large-Cap fund (NYSE: FXI) has risen 14% and the WisdomTree India Earnings ETF (NYSE: EPI) has zoomed 38% higher in that period. Continue reading "The End Of BRICs... Here's How To Profit" →

Looks Like The Trade Triangles Got It Right

Posted on by The INO.com Team

Before Apple Inc. (NASDAQ:APPL) and Yahoo (NASDAQ:YHOO) announced their earnings yesterday, I shared with you exactly how the Trade Triangles were positioned going into this earnings announcement.

I am happy to report that things turned out exactly how MarketClub's Trade Triangles had predicted. Apple closed up on the day with a solid gain of a little over 6% and Yahoo closed out the day down almost 3%.

Here is the link to my original post.

If you take the time to follow the Trade Triangles, you will do very well, in my opinion.

You can also follow one of our three model portfolios: Continue reading "Looks Like The Trade Triangles Got It Right" →

How To Manage A Natural Resources Fund When You're Bearish On Natural Resources

Posted on by Adam Feik

Adam Feik - INO.com Contributor - Energies


I wrote a couple weeks ago about whether we're seeing the end of the oil supercycle. In my article, I heavily referenced a money management firm (WHV Investments) that has been bullish on energy investments since predicting a “supercycle” in 2000 (great call at the time!). Despite the massive turmoil since last June, WHV continues to be bullish.

An oil-bullish money manager

To get a flavor for stocks owned by a manager who is bullish on the continuation of the energy supercycle, check out this partial list of WHVIX's stock holdings. Granted, the holdings data are a few weeks old, but WHV tends to have very low turnover and says it’s sticking with its thesis. WHV management believes we’re still in the oil supercycle; accordingly, WHVIX owns stocks like these (as of 12/31/2014, source: WHV.com; this list represents selected stocks rather than a complete Top 10 list):

WHVIX Natural Resources Stock List

* “Bullish signal” refers to whether MarketClub is displaying “green triangles” for both the intermediate - and long-term outlook.

Of the above holdings, WHVIX appears to have (during 4Q 2014) increased its exposure to Suncor, which derives a large plurality of its business from “downstream” refining and marketing activities. Additionally, Suncor has significant development efforts in Canada’s Athabasca oil sands. Continue reading "How To Manage A Natural Resources Fund When You're Bearish On Natural Resources" →

Positions In Apple and Yahoo Before Today's Earnings

Posted on by The INO.com Team

After the close of business today, Apple Inc. (NASDAQ:AAPL) and Yahoo! Inc. (NASDAQ:YHOO) will release their earnings. I thought it would be interesting to share with you how the Trade Triangles are positioned going into the release of their earnings.

As always, expectations are extremely high for Apple. But it's a different picture for Yahoo who is sitting on a $40 billion cash hoard from their stake in Alibaba.

The question will be, how many iPhones did Apple sell and how did the iMac perform in comparison to the previous quarter? Did people opt for the iPhone 6+ or did they simply go with the regular iPhone 6? Continue reading "Positions In Apple and Yahoo Before Today's Earnings" →

How to Perform Serious Sector Analysis Using ETFs

Posted on by The INO.com Team

In today's video, I'll be examining nine different sectors of the economy and analyzing their trends using SPDR ETFs. Out of the nine different sectors, I'll be looking at three of these sectors with strong uptrends, while the remaining six sectors are in a transition stage.

I will, of course, be applying the Trade Triangle technology to each of these nine sectors so you can clearly see how to put each of these sectors to work you.

Creating an ETF sector portfolio is easy and is not as difficult as you may imagine. The first thing you need to do is create a separate portfolio in your Portfolio Manager and enter these nine ETF symbols. Continue reading "How to Perform Serious Sector Analysis Using ETFs" →