Self Directed Investor Inc
SDI: "Empowering investors with ideas and education"
Symbol Lookup »  
Topics:ChinaETFsEarningsEconomyEnergyForexGoldIncomeLessonsIdeasTrading

  • Other news: News from PR Newswire
| More

Retail ETFs In Focus Ahead Of Black Friday

Tue, Nov 20, 8:15 AM ET, by Michael Johnston

With the 2012 holiday season just around the corner, the U.S. retail sector is already gearing up for what could be another make-or-break year for many companies. Many retailers generate significant portions of annual revenues and profit during the holiday months of November and December, with Black Friday and Cyber Monday sales accounting for a significant portion of profits. And with this year’s rather dreary global economic outlook, companies have already begun ramping up advertisements and marketing strategies to get Americans on board again with the holiday shopping craze [see also Consumer-Centric ETFdb Portfolio].

According to the National Retail Federation, up to 147 million shoppers are expected to visit stores and shop online this Black Friday weekend. But with many Americans still feeling the pinch, average holiday gift budgets are forecasted to remain conservative as cash-strapped shoppers reign in their spending; analysts expect the average holiday shopper to spend $749.51 this season, up slightly from the $740.57 that was actually spent last year. NRF President and CEO Mathew Shay believes that "More than half of Americans this holiday season will feel the impact of the economy and will compensate by doing what they've been doing for several years - looking for ways to cut any corners, comparative shop online and in stores more often, and even planning to travel less or not at all."

Though consumer spending is not expected to hit its pre-recession highs this holiday season, the outlook is “cautiously optimistic” despite the challenges seen in our current economic environment. For those looking to make a play on the biggest shopping season of the year, we outline four retail ETF options that could see some high levels of activity in the next few weeks [see also Free Report: How To Pick The Right ETF Every Time]:

  • SPDR S&P Retail ETF (XRT): With over $610 million in total assets and an average daily trading volume of 3.6 million, this ETF is by far the largest, most popular and most heavily-traded retail fund on the market. XRT offers concentrated exposure to traditional brick-and-mortar retail giants, spreading exposure across about 95 individual holdings. Top holdings include Barnes & Noble (BKS), Netflix (NFLX), SUPERVALU (SVU), Stage Stores (SSI), HSN (HSNI) and AutoZone (AZO).
  • PowerShares Dynamic Retail Portfolio (PMR): This ETF is part of the PowerShares lineup of "intelligent" ETFs linked to benchmarks that use quantitative analysis in an attempt to outperform traditional cap-weighted indexes. The resulting portfolio is rather shallow with only about 30 holdings, though allocations are nicely spread out across large-, mid- and small-cap firms. CVS Caremark (CVS), Kroger (KR), Costco (COST), Wal-Mart (WMT) and Limited Brands (LTD) make up PMR’s top five holdings.
  • Market Vectors Retail ETF (RTH): Van Eck’s RTH is yet another compelling option, as it charges an expense ratio of only 35 basis points, making it tied with XRT for the cheapest fund in the retail ETF category. The fund’s portfolio consists of only about 25 individual securities, with Wal-Mart, online behemoth Amazon.com (AMZN) and Home Depot (HD) given the heaviest weightings.
  • Direxion Daily Retail Bull 3x Shares (RETL): For those willing to stomach the risk, this leveraged ETF can be a powerful tool, with its 3x exposure allowing investors to make big bets on this year’s holiday shopping season. Currently, RETL’s underlying index’s sector weightings are heavily titled towards hypermarkets and super centers, home improvement, apparel and internet retail equities.

Follow me on Twitter @DPylypczak

[For more ETF analysis, make sure to sign up for our free ETF newsletter or try a free seven day trial to ETFdb Pro]

Disclosure: No positions at time of writing.

Click here to read the original article on ETFdb.com.


SDI Glossary: "ETFs" Definition
SDI Glossary: "NI" Definition
This Article's Word Cloud:   Americans   Black   ETFdb   Friday   Mart   Portfolio   PowerShares   RETL   Retail   With   about   across   already   also   analysis   another   average   companies   doing   economic   exposure   free   fund   heavily   holdings   holiday   looking   make   many   million   online   only   outlook   portfolio   rather   retail   season   shopping   significant   spending   stores   that   this   those   traditional   weightings   what   will   with   year

| More

Alexion Pharmaceuticals Moves Up In Analyst Rankings, Passing EOG Resources
Fri, Apr 28, 11:54 AM ET, by ETF Channel

In a study of analyst recommendations at the major brokerages, for the underlying components of ...

iShares Residential Real Estate Capped Breaks Below 200-Day Moving Average - Notable for REZ
Fri, Apr 28, 11:14 AM ET, by ETF Channel

In trading on Friday, shares of the iShares Residential Real Estate Capped ETF (REZ) crossed ...

IBDL Crosses Above Key Moving Average Level
Fri, Apr 28, 11:14 AM ET, by ETF Channel

In trading on Friday, shares of the iBonds Dec 2020 Term Corporate ETF (IBDL) crossed ...

SPLV, DTE, PNW, ES: ETF Inflow Alert
Fri, Apr 28, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: SPLV, DTE, PNW, ES Exchange traded funds (ETFs) trade just ...

PPC Crosses Above Average Analyst Target
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of Pilgrims Pride Corp. (PPC) have crossed above the average analyst ...

Forward Air Reaches Analyst Target Price
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of Forward Air Corp (FWRD) have crossed above the average analyst ...

Entegris Reaches Analyst Target Price
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of Entegris Inc (ENTG) have crossed above the average analyst 12-month ...

Z Crosses Above Average Analyst Target
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of Zillow Group Inc (Z) have crossed above the average analyst ...

The LRCX Paradox: Analysts Bullish But Forecast -1.12% Fall
Fri, Apr 28, 9:15 AM ET, by ETF Channel

Analyst ratings can sometimes be complicated, and we here at ETF Channel have noticed a ...

PYPL Crosses Above Average Analyst Target
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of PayPal Holdings Inc (PYPL) have crossed above the average analyst ...

TREE Crosses Above Average Analyst Target
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of LendingTree Inc (TREE) have crossed above the average analyst 12-month ...

Everbridge Reaches Analyst Target Price
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of Everbridge Inc (EVBG) have crossed above the average analyst 12-month ...

IPGP Crosses Above Average Analyst Target
Fri, Apr 28, 9:15 AM ET, by ETF Channel

In recent trading, shares of IPG Photonics Corp (IPGP) have crossed above the average analyst ...

TRI Crosses Above Average Analyst Target
Fri, Apr 28, 8:54 AM ET, by ETF Channel

In recent trading, shares of Thomson Reuters Corp (TRI) have crossed above the average analyst ...

FTXR's Underlying Holdings Imply 11% Gain Potential
Fri, Apr 28, 8:54 AM ET, by ETF Channel

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, ...

PII Crosses Above Average Analyst Target
Fri, Apr 28, 8:54 AM ET, by ETF Channel

In recent trading, shares of Polaris Industries Inc. (PII) have crossed above the average analyst ...

WST Crosses Above Average Analyst Target
Fri, Apr 28, 8:54 AM ET, by ETF Channel

In recent trading, shares of West Pharmaceutical Services, Inc. (WST) have crossed above the average ...

TWI Crosses Above Average Analyst Target
Fri, Apr 28, 8:54 AM ET, by ETF Channel

In recent trading, shares of Titan International Inc (TWI) have crossed above the average analyst ...

Aqua America Reaches Analyst Target Price
Fri, Apr 28, 8:54 AM ET, by ETF Channel

In recent trading, shares of Aqua America Inc (WTR) have crossed above the average analyst ...

NOK Crosses Above Average Analyst Target
Fri, Apr 28, 8:54 AM ET, by ETF Channel

In recent trading, shares of Nokia Corp (NOK) have crossed above the average analyst 12-month ...

Lowe's Companies Reaches Analyst Target Price
Fri, Apr 28, 8:54 AM ET, by ETF Channel

In recent trading, shares of Lowe's Companies Inc (LOW) have crossed above the average analyst ...

LEMB: Large Outflows Detected at ETF
Thu, Apr 27, 11:54 AM ET, by ETF Channel

Symbols mentioned in this story: LEMB Exchange traded funds (ETFs) trade just like stocks, but ...

iShares Core MSCI Emerging Markets ETF Experiences Big Inflow
Thu, Apr 27, 11:54 AM ET, by ETF Channel

Symbols mentioned in this story: IEMG, NTES, CTRP, YUMC Exchange traded funds (ETFs) trade just ...

KIE, FNF, FAF, PRI: ETF Outflow Alert
Thu, Apr 27, 11:54 AM ET, by ETF Channel

Symbols mentioned in this story: KIE, FNF, FAF, PRI Exchange traded funds (ETFs) trade just ...

SPDR S&P Oil & Gas Exploration & Production ETF Experiences Big Inflow
Thu, Apr 27, 11:54 AM ET, by ETF Channel

Symbols mentioned in this story: XOP, RICE, EQT, COG Exchange traded funds (ETFs) trade just ...

15.9% of MGV Holdings Seeing Recent Insider Buys
Thu, Apr 27, 9:34 AM ET, by ETF Channel

A look at the weighted underlying holdings of the Vanguard Mega Cap Value ETF (MGV) ...

CCL Crosses Above Average Analyst Target
Thu, Apr 27, 9:24 AM ET, by ETF Channel

In recent trading, shares of Carnival Corp (CCL) have crossed above the average analyst 12-month ...

PBE's Holdings Could Mean 23% Gain Potential
Thu, Apr 27, 9:24 AM ET, by ETF Channel

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, ...

We Did The Math UOP Can Go To $33
Thu, Apr 27, 9:24 AM ET, by ETF Channel

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, ...

The Math Shows MLPX Can Go To $16
Thu, Apr 27, 9:24 AM ET, by ETF Channel

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, ...

The MZOR Paradox: Analysts Bullish But Forecast -14.85% Fall
Thu, Apr 27, 9:14 AM ET, by ETF Channel

Analyst ratings can sometimes be complicated, and we here at ETF Channel have noticed a ...

Maxwell Technologies Reaches Analyst Target Price
Thu, Apr 27, 9:14 AM ET, by ETF Channel

In recent trading, shares of Maxwell Technologies, Inc. (MXWL) have crossed above the average analyst ...

Bloomin' Brands Reaches Analyst Target Price
Thu, Apr 27, 9:14 AM ET, by ETF Channel

In recent trading, shares of Bloomin' Brands Inc (BLMN) have crossed above the average analyst ...

H.B. Fuller Reaches Analyst Target Price
Thu, Apr 27, 9:14 AM ET, by ETF Channel

In recent trading, shares of H.B. Fuller Company (FUL) have crossed above the average analyst ...

NMFC Crosses Above Average Analyst Target
Thu, Apr 27, 9:14 AM ET, by ETF Channel

In recent trading, shares of New Mountain Finance Corp (NMFC) have crossed above the average ...

Tanger Factory Outlet Centers a Top Ranked SAFE Dividend Stock With 4.4% Yield (SKT)
Thu, Apr 27, 8:14 AM ET, by ETF Channel

Tanger Factory Outlet Centers, Inc. (SKT) has been named to the Dividend Channel ''S.A.F.E. ...

MPC Named A Top Socially Responsible Dividend Stock
Thu, Apr 27, 8:14 AM ET, by ETF Channel

Marathon Petroleum Corp. (MPC) has been named a Top Socially Responsible Dividend Stock by Dividend ...

TechnipFMC Takes Over #129 Spot From Abbott Laboratories
Wed, Apr 26, 11:54 AM ET, by ETF Channel

In a study of analyst recommendations at the major brokerages, for the underlying components of ...

FEZ: Large Inflows Detected at ETF
Wed, Apr 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: FEZ Exchange traded funds (ETFs) trade just like stocks, but ...

RSX, MBT, YNDX, VEON: ETF Outflow Alert
Wed, Apr 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: RSX, MBT, YNDX, VEON Exchange traded funds (ETFs) trade just ...

UPRO, MDT, MCD, ABBV: Large Outflows Detected at ETF
Wed, Apr 26, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: UPRO, MDT, MCD, ABBV Exchange traded funds (ETFs) trade just ...

SSO, MRK, UNH, AMGN: Large Outflows Detected at ETF
Wed, Apr 26, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: SSO, MRK, UNH, AMGN Exchange traded funds (ETFs) trade just ...

PowerShares High Yield Equity Dividend Achievers Portfolio Experiences Big Outflow
Wed, Apr 26, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: PEY, PPL, CNP, ED Exchange traded funds (ETFs) trade just ...

EWP: ETF Inflow Alert
Wed, Apr 26, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: EWP Exchange traded funds (ETFs) trade just like stocks, but ...

EWZ: ETF Outflow Alert
Wed, Apr 26, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: EWZ Exchange traded funds (ETFs) trade just like stocks, but ...

15.2% of DVY Holdings Seeing Recent Insider Buys
Wed, Apr 26, 10:34 AM ET, by ETF Channel

A look at the weighted underlying holdings of the iShares Select Dividend ETF (DVY) shows ...

Healthstream Reaches Analyst Target Price
Wed, Apr 26, 10:34 AM ET, by ETF Channel

In recent trading, shares of Healthstream Inc (HSTM) have crossed above the average analyst 12-month ...

CDW Reaches Analyst Target Price
Wed, Apr 26, 10:24 AM ET, by ETF Channel

In recent trading, shares of CDW Corp (CDW) have crossed above the average analyst 12-month ...

ICHR Crosses Above Average Analyst Target
Wed, Apr 26, 10:24 AM ET, by ETF Channel

In recent trading, shares of Ichor Holdings Ltd (ICHR) have crossed above the average analyst ...

BIDU Crosses Above Average Analyst Target
Wed, Apr 26, 10:24 AM ET, by ETF Channel

In recent trading, shares of Baidu, Inc. (BIDU) have crossed above the average analyst 12-month ...

  More articles:  1 2 3 4 5 6 7 next »

ABOUT US »   ADVERTISE »   CONTACT US »   TERMS OF USE & PRIVACY POLICY »

Retail ETFs In Focus Ahead Of Black Friday | Self Directed Investor | Copyright © 2008 - 2017, All Rights Reserved

Any ideas and opinions presented in Self Directed Investor content are for informational and educational purposes only, and do not reflect the opinions of BNK Invest, Inc. or any of its affiliates, subsidiaries or partners. In no way should any content contained herein be interpreted to represent trading or investment advice. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All site visitors agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. Read Full Disclaimer.

SDI is associated with: ValueForum.com -- a subscription-based online social networking forum of serious individual investors. | MarketNewsVideo.com -- videos appearing on SDI are produced by Market News Video. | TickerTech.com -- stock quote content appearing on SDI is at least 20 minutes delayed and is powered by Ticker Technologies. | GoldStockStrategist.com -- Edited by Scott V. Nystrom, PhD, Gold Stock Strategist provides analysis on gold mining companies.