Short-Term ETF Investment Capitalizing On This Time Of Year

Matt Thalman - Contributor - ETFs

The Holiday Season is now upon us, and in just a matter of days, millions of dollars will be spent buying presents. On Thanksgiving Thursday, Black Friday, Small Business Saturday, and Cyber Monday we will see millions of shoppers spending billions of dollars on gifts for the holidays.

But since we have a 'holiday' shopping season every year the more important thing from an investors perspective is whether holiday sales will be higher or lower than last year. Luckily this year the National Retail Federation expects annual holiday spending will increase by 3.6% to 4% this holiday season over last year.

Soon after the weekend, sales figures will start rolling in, and investors will either start selling or buying shares of the companies winning the retail holiday war. This makes it hard for investors to accurately predict ahead of time which companies will be the winners and which will be the losers, and therefore Exchange Traded Funds are the best way to make this investment.

With ETF's you can easily purchase a small or large basket of retail stocks right before the holiday shopping season, benefit from the winners while not getting crushed by the losers, and then get out of investing in retail before the end of the year.

So, if this sounds like the kind of purchase you want to make this holiday season, let's look at a few different ETF's you can buy now. Continue reading "Short-Term ETF Investment Capitalizing On This Time Of Year"

How To Profit From The Amazon-Whole Foods Deal Before It Happens

Matt Thalman - Contributor - ETFs

The announcement that Inc. (NASDAQ:AMZN) had made an offer to purchase Whole Foods Market Inc. (NASDAQ:WFM) sent the grocery stocks plummeting. While some experts think Amazon's move into the grocery business is a great idea, others aren’t so sold on the idea.

Regardless of whether this move by Amazon is good or bad for Amazon, the grocery sector was punished by this news and I don’t think stocks like The Kroger Co. (NYSE:KR) deserved to fall nearly 10% on the news. Or even Wal-Mart Stores Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST) all losing billions in market capitalization just because Amazon is buying Whole Foods.

Really? Continue reading "How To Profit From The Amazon-Whole Foods Deal Before It Happens"

Now May Be the Time to Buy Retail ETFs

Matt Thalman - Contributor - ETFs

A Wells Fargo analyst recently said retail has bottomed and now may be time to start buying into the sector. With a weak holiday shopping season, followed by poor retail numbers in January and February retail stocks have hit hard times.

Compound that with the need for clarity on a possible border tax and other political issues hanging in the background, uncertainty in the industry is high. But while high uncertainty leads to lower stock prices, it also brings opportunity for smart investors.

Currently we are seeing specialty retailers outperforming the big box retailers like Macy's, Kohl's, Sear's, and JCPenny's. The downsizing of the big box retailers is also a good thing for the smaller players since it gives shoppers fewer options to choose from. But as a whole, this downsizing is hurting the group's overall performance as share prices of the big names companies have been beaten up. Continue reading "Now May Be the Time to Buy Retail ETFs"

3 ETFs Investors In Their 30s Should Buy

Matt Thalman - Contributor - ETFs

The best time to start investing, no matter you age is always now. But depending on your age, there are better investment options than others. I recently wrote a piece discussing a few of my favorite Exchange Traded Funds geared for all investors. Now I am working through different age groups and pointing out some of my favorite ETFs that are more focused on each age group based on where investors are in their life cycle and their interests.

A month ago I published a piece geared toward 20-year-olds, and today we are going to focus on ETF options that fit better for those in their 30's. By the time you turn 30, a few things have or will soon likely happen in your life. You will have begun progressing in your career, you are making more money than when you were in your early 20's, you may be a home owner or planning to become one, you either have started a family or again have plans to do so, and lastly maintaining your health. With those three things in mind, I have found a few ETFs that play into those life changes. Continue reading "3 ETFs Investors In Their 30s Should Buy"

3 ETFs To Play The Housing Boom

Matt Thalman - Contributor - ETFs

The true pure-play housing stocks have been on a tear lately, as new home construction picks up and industry insiders believe the market could get even hotter as another rate hike is likely in the fall.

In April data indicated that new home sales grew at the fastest rate in eight years. Furthermore, during the earnings conference call for homebuilder Toll Brothers' (TOL), the companies Chairman Robert Toll said that a rate increase could actually help continue spurring demand.

“What you have with a price increase is an increase in demand created because the price has gone up, which by the way may come to us in the summer months this year,” he said. “If the Fed goes up and the mortgage rates go up an eighth or a quarter, it probably means price increases are coming soon, which spurs demand and spurs action. So it's too early yet to tell, but we could be onto something good.”

If higher rates or just the threat of higher rates is going to help the housing industry than now is the time to buy. Over the last few weeks, the Federal Reserve's meeting minutes and a number of Fed members have hinted that rates will likely increase in the fall. To me, that sounds like at least a threat, if not a clear sign that higher rates are coming soon.

So, what should you buy to profit from a strong housing industry? Continue reading "3 ETFs To Play The Housing Boom"