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

Red Hat Moves Up In Analyst Rankings, Passing Invesco
Fri, Apr 29, 11:54 AM ET, by ETF Channel

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

QQQ, QCOM, TXN, AVGO: ETF Outflow Alert
Fri, Apr 29, 11:24 AM ET, by ETF Channel

Symbols mentioned in this story: QQQ, QCOM, TXN, AVGO Exchange traded funds (ETFs) trade just ...

IWD, CSCO, MDT, UTX: ETF Outflow Alert
Fri, Apr 29, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IWD, CSCO, MDT, UTX Exchange traded funds (ETFs) trade just ...

iShares Asia 50 (AIA) Shares Cross Below 200 DMA
Fri, Apr 29, 11:14 AM ET, by ETF Channel

In trading on Friday, shares of the iShares Asia 50 ETF (AIA) crossed below their ...

XLK Crosses Below Key Moving Average Level
Fri, Apr 29, 11:14 AM ET, by ETF Channel

In trading on Friday, shares of the Technology Select Sector SPDR Fund ETF (XLK) crossed ...

EZU: Large Outflows Detected at ETF
Fri, Apr 29, 11:14 AM ET, by ETF Channel

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

MLP and Energy Infrastructure ETF -- Insider Buying Index Registering 24.5%
Fri, Apr 29, 9:44 AM ET, by ETF Channel

A look at the weighted underlying holdings of the MLP and Energy Infrastructure ETF (MLPX) ...

DUST Crosses Critical Technical Indicator
Thu, Apr 28, 3:54 PM ET, by ETF Channel

In trading on Thursday, shares of the Daily Gold Miners Index Bear 3x Shares ETF ...

Nielsen Holdings Takes Over #15 Spot From Facebook
Thu, Apr 28, 11:54 AM ET, by ETF Channel

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

IGE, OXY, COP, SU: ETF Outflow Alert
Thu, Apr 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IGE, OXY, COP, SU Exchange traded funds (ETFs) trade just ...

SUB: Large Outflows Detected at ETF
Thu, Apr 28, 11:14 AM ET, by ETF Channel

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

TLO: ETF Outflow Alert
Thu, Apr 28, 11:14 AM ET, by ETF Channel

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

XLY, CMCSA, NKE, LOW: ETF Outflow Alert
Thu, Apr 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: XLY, CMCSA, NKE, LOW Exchange traded funds (ETFs) trade just ...

VDE, PAGP, EEQ, TEP: Large Outflows Detected at ETF
Thu, Apr 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VDE, PAGP, EEQ, TEP Exchange traded funds (ETFs) trade just ...

IWV, GOOGL, GOOG, V: ETF Outflow Alert
Thu, Apr 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IWV, GOOGL, GOOG, V Exchange traded funds (ETFs) trade just ...

iShares MSCI Brazil Capped ETF Experiences Big Inflow
Thu, Apr 28, 10:54 AM ET, by ETF Channel

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

VB, NCT, RUSHB: ETF Inflow Alert
Thu, Apr 28, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: VB, NCT, RUSHB Exchange traded funds (ETFs) trade just like ...

REM's Holdings Imply 11% Gain Potential
Thu, Apr 28, 8:44 AM ET, by ETF Channel

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

SPDR Barclays Short Term High Yield Bond Breaks Above 200-Day Moving Average - Bullish for SJNK
Wed, Apr 27, 4:14 PM ET, by ETF Channel

In trading on Wednesday, shares of the SPDR Barclays Short Term High Yield Bond ETF ...

ProShares Short VIX Short-Term Futures Breaks Above 200-Day Moving Average - Bullish for SVXY
Wed, Apr 27, 4:14 PM ET, by ETF Channel

In trading on Wednesday, shares of the ProShares Short VIX Short-Term Futures ETF (SVXY) crossed ...

iShares Russell 2000 Growth (IWO) Shares Cross Above 200 DMA
Wed, Apr 27, 3:54 PM ET, by ETF Channel

In trading on Wednesday, shares of the iShares Russell 2000 Growth ETF (IWO) crossed above ...

VOE: ETF Outflow Alert
Wed, Apr 27, 11:14 AM ET, by ETF Channel

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

iShares U.S. Pharmaceuticals ETF Experiences Big Outflow
Wed, Apr 27, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IHE, BMY, LLY, AGN Exchange traded funds (ETFs) trade just ...

TLH: Large Outflows Detected at ETF
Wed, Apr 27, 10:54 AM ET, by ETF Channel

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

iShares Morningstar Large-Cap Growth (JKE) Shares Cross Below 200 DMA
Wed, Apr 27, 10:54 AM ET, by ETF Channel

In trading on Wednesday, shares of the iShares Morningstar Large-Cap Growth ETF (JKE) crossed below ...

JNK: Large Outflows Detected at ETF
Wed, Apr 27, 10:54 AM ET, by ETF Channel

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

SPDR Barclays High Yield Bond (JNK) Shares Cross Above 200 DMA
Wed, Apr 27, 10:54 AM ET, by ETF Channel

In trading on Wednesday, shares of the SPDR Barclays High Yield Bond ETF (JNK) crossed ...

WisdomTree SmallCap Dividend Fund -- Insider Buying Index Registering 18.0%
Wed, Apr 27, 9:44 AM ET, by ETF Channel

A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (DES) shows ...

17.9% of FYT Holdings Seeing Recent Insider Buys
Wed, Apr 27, 9:44 AM ET, by ETF Channel

A look at the weighted underlying holdings of the First Trust Small Cap Value AlphaDEX ...

FPX's Holdings Could Mean 14% Gain Potential
Wed, Apr 27, 8:14 AM ET, by ETF Channel

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

Implied RZG Analyst Target Price: $91
Wed, Apr 27, 8:14 AM ET, by ETF Channel

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

FAZ Crowded With Sellers
Tue, Apr 26, 4:19 PM ET, by ETF Channel

In trading on Tuesday, shares of the Daily Financial Bear 3x Shares ETF (FAZ) entered ...

See How Boeing Ranks Among Analysts' Top Dow 30 Picks
Tue, Apr 26, 11:54 AM ET, by ETF Channel

A study of analyst recommendations at the major brokerages shows that Boeing Co. (BA) is ...

PG&E Takes Over #62 Spot From Constellation Brands
Tue, Apr 26, 11:54 AM ET, by ETF Channel

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

XHB, WHR, FBHS, OC: Large Outflows Detected at ETF
Tue, Apr 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: XHB, WHR, FBHS, OC Exchange traded funds (ETFs) trade just ...

XME, CLF, CDE, HL: Large Outflows Detected at ETF
Tue, Apr 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: XME, CLF, CDE, HL Exchange traded funds (ETFs) trade just ...

Analysts See 52% Gains Ahead For XBI
Tue, Apr 26, 8:54 AM ET, by ETF Channel

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

FXL's Holdings Could Mean 11% Gain Potential
Tue, Apr 26, 8:54 AM ET, by ETF Channel

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

We Did The Math RZV Can Go To $65
Tue, Apr 26, 8:54 AM ET, by ETF Channel

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

Implied ADRA Analyst Target Price: $32
Tue, Apr 26, 8:54 AM ET, by ETF Channel

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

Genuine Parts a Top Socially Responsible Dividend Stock With 2.7% Yield (GPC)
Tue, Apr 26, 8:34 AM ET, by ETF Channel

Genuine Parts Co. (GPC) has been named a Top Socially Responsible Dividend Stock by Dividend ...

McKesson Achieves #90 Analyst Rank, Surpassing Marathon Petroleum
Mon, Apr 25, 12:14 PM ET, by ETF Channel

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

GDX, ABX, NEM, GG: ETF Outflow Alert
Mon, Apr 25, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: GDX, ABX, NEM, GG Exchange traded funds (ETFs) trade just ...

IWR, LUV, AON, ICE: Large Outflows Detected at ETF
Mon, Apr 25, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IWR, LUV, AON, ICE Exchange traded funds (ETFs) trade just ...

EUM: Large Outflows Detected at ETF
Mon, Apr 25, 11:14 AM ET, by ETF Channel

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

MDY, ALK, GPN, RE: Large Inflows Detected at ETF
Mon, Apr 25, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: MDY, ALK, GPN, RE Exchange traded funds (ETFs) trade just ...

HYG: Large Outflows Detected at ETF
Mon, Apr 25, 10:54 AM ET, by ETF Channel

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

This ETF Holds Companies With Heavy Insider Buying - VONE
Mon, Apr 25, 9:44 AM ET, by ETF Channel

A look at the weighted underlying holdings of the Vanguard Russell 1000 ETF (VONE) shows ...

Add Up The Parts: PTF Could Be Worth $40
Mon, Apr 25, 8:24 AM ET, by ETF Channel

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

Implied PEZ Analyst Target Price: $47
Mon, Apr 25, 8:24 AM ET, by ETF Channel

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

  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 - 2016, 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.