Archive for the ‘TEF’ Category

Taking Advantage of Telecom Sector Consolidation

Tuesday, September 3rd, 2013

NEW YORK (TheStreet) -- The telecommunications sector has been heating up lately with merger and acquisition news as Verizon has reached a deal to buy out Vodafone from their partnership in Verizon Wireless.

Separately, Vodafone is in the process of taking over Kabel Deutschland, Germany's largest cable company. Latin American giant America Movil is embroiled in a so-far unsuccessful attempt to take over KPN from the Netherlands. The latest news has AT&T interested in bidding for Vodafone.

M&A activity often comes in waves within a sector or industry, and the telecom sector has historically seen a lot of M&A activity, although not recently. The original AT&T was split into seven regional bell operating companies, or "baby bells," in 1984. In subsequent years the seven have become three. ...

Click to view a price quote on VZ.

Click to research the Telecommunications industry.

    






Foreign Funds that Excel in Downturns

Friday, November 30th, 2012

NEW YORK (TheStreet) -- With much of Europe stuck in recession, investors have reason to be wary about international funds. More bad news from the eurozone could send markets reeling. But at a time when the outlook for the U.S. economy is uncertain, it is important to be globally diversified.

To limit the risk of foreign investments, consider low-volatility ETFs that have proven relatively resilient during downturns. Top choices include iShares MSCI EAFE Minimum Volatility Index , iShares MSCI EAFE Growth Index , and PowerShares International Dividend Achievers Portfolio .

A particularly steady performer is iShares MSCI EAFE Minimum Volatility. The ETF demonstrated its value in the second quarter of this year when concerns about the European crisis sank foreign stocks. During the period, the MSCI EAFE index -- a popular foreign benchmark -- dropped 7.1%, but the Minimum Volatility fund only declined 1.0%, according to Morningstar. ...

Click to view a price quote on EFAV.

Click to research the Financial Services industry.

Cramer’s ‘Mad Money’ Recap: New Playbook (Final)

Tuesday, March 13th, 2012

Search Jim Cramer's Mad Money trading recommendations using our exclusive Mad Money Stock Screener and watch Jim Cramer's Mad Money Post Game video exclusively on TheStreet.com.

(Story updated to add Cramer's Lightning Round picks, his comments on the health of the banking sector, and his concluding remarks.) ...

Click to view a price quote on CFR.

Click to research the Banking industry.


Humana, Gilead: Top Corporate Bonds for 2012

Tuesday, December 13th, 2011

The key is to investing in corporate bonds in 2012 is to identify companies that have used the low interest rate environment to their advantage, says Scott Kimball, portfolio manager for the Marshall Corporate Income fund , who is particularly bullish on issues from Transocean , Humana and Gilead Sciences.

The $97 million fund, which launched in December 2008, has returned 7% over the past year, outpacing 86% of its rivals in Morningstar's intermediate-term bond fund category.

As for healthcare insurance provider Humana, Kimball is confident that concerns over a negative Supreme Court ruling on President Barack Obama's healthcare legislation won't undermine the company's credit. In Kimball's view, the issues facing the Court are not unique to Humana and the key is to identify industry competitors that will best weather the risk. ...

Click to view a price quote on MCIIX.


Go Global With Dividend ETFs

Wednesday, November 9th, 2011

NEW YORK (TheStreet) -- With the European debt crisis falling back into focus, investor fears that were put on the backburner during October have witnessed a comeback. Investing in this type of choppy market environment will require patience and flexibility.

For conservative investors, it may be tempting to flee from risky assets and ride out the market storms in shelter. While long-term U.S. treasuries and cash may provide some welcomed comfort during periods of market duress, such a strategy will keep an investor from potential gains in the event of a turnaround. Rather than let market headwinds deter investors from taking on equity exposure, dividend-paying stocks will likely be better way to navigate the market's volatility.

There are number of ETFs that investors can turn to when taking on exposure to income-bearing companies. In the past, I have pointed to such funds as the iShares Dow Jones Select Dividend Index Fund, SPDR S&P Dividend ETF and the iShares High Dividend Equity Fund. ...

Click to view a price quote on DVY.

Click to research the Financial Services industry.


Go Global With Dividend ETFs

Wednesday, November 9th, 2011

NEW YORK (TheStreet) -- With the European debt crisis falling back into focus, investor fears that were put on the backburner during October have witnessed a comeback. Investing in this type of choppy market environment will require patience and flexibility.

For conservative investors, it may be tempting to flee from risky assets and ride out the market storms in shelter. While long-term U.S. treasuries and cash may provide some welcomed comfort during periods of market duress, such a strategy will keep an investor from potential gains in the event of a turnaround. Rather than let market headwinds deter investors from taking on equity exposure, dividend-paying stocks will likely be better way to navigate the market's volatility.

There are number of ETFs that investors can turn to when taking on exposure to income-bearing companies. In the past, I have pointed to such funds as the iShares Dow Jones Select Dividend Index Fund, SPDR S&P Dividend ETF and the iShares High Dividend Equity Fund. ...

Click to view a price quote on DVY.

Click to research the Financial Services industry.


3 High Yield ETFs to Buy

Thursday, August 4th, 2011

NEW YORK (TheStreet Ratings) -- With the rate on 30-year mortgages down near 4.4% and 10-year Treasury note yields at eight-month lows on slowing economic growth in the United States, income-seeking investors may have sardonically lamented the debt ceiling increase and the rise in interest rates that never happened.

With interest rates scraping rock bottom, some 'buy'-rated exchange-traded funds offer compelling dividend income yields.

At a current dividend yield of 5.18% over the trailing 12 months, SPDR S&P International Telecommunications Sector ETF compares favorably to 12-month bank certificates of deposit offering yields of less than one half of one percent. ...

Click to view a price quote on IST.

Click to research the Financial Services industry.


Cramer’s ‘Mad Money’ Recap: Waiting Game (Final)

Monday, July 18th, 2011

Search Jim Cramer's Mad Money trading recommendations using our exclusive Mad Money Stock Screener and watch Jim Cramer's Mad Money Post Game video exclusively on TheStreet.com.

NEW YORK (TheStreet) -- "The best defense in this market is to be patient," Jm Cramer told the viewers of his "Mad Money" TV show viewers Monday after another down day for stocks. ...

Click to view a price quote on GLD.

Click to research the Financial Services industry.


Templeton Growth Manager Spotting European Values

Wednesday, May 18th, 2011
NEW YORK - - Norman Boersma, portfolio manager for the Templeton Growth Fund, says Europe may be suffering economic problems, but he is still finding promising stocks including Telefonica and Siemens.