Greetings!
Below please find the ETF Spotlight newsletter for
the week of May 31st, containing highlights of the research and
data on www.etfresearchcenter.com
as well as a recap of the past week's action in the ETF market. The focus of this week's edition is net margins. Feel free to share it with others who may be interested. |
In this week's issue
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 Net margins
- Chart of the week: Biggest improvements in net margins
- Fund Focus: iShares N.A. Tech- Semiconductors (IGW)
- Revisions, asset flows & short interest
- EPS estimates, growth rates and P/E multiples for major ETFs
- Market monitor - movers & categories
To download the full newsletter click here. |
| Chart of the week
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Biggest improvement in net margins
Biggest increase in net margins
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Nothing says improving fortunes like a healthy increase in net margins. This week's feature chart screens our database for ETFs with the biggest expected increase in margins versus last year. Not surprisingly, banking-related funds feature prominently, partly due to easy comparisons. But what is also brought to our attention is strength in the semiconductor industry, which has come roaring back to life after the financial crisis. So much so in fact that profitability could reach record levels this year. One such ETF is the subject of this week's Fund Focus. To download the full newsletter, click here. |
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Fund Focus |
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iShares N. American Technology - Semiconductors (IGW)
Demand for semiconductors and semi equipment has come roaring back such that both sales and earnings are expected to easily surpass their prior highs as profitability reaches record levels. Based on this snapshot valuations still appear reasonable, but good times never last in this industry. Compared with average profitability, these stock now appear somewhat expensive, resulting in a relatively low ALTAR Score.
To download the full newsletter, click here.
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