What are your thoughts on these ETF predictions?
http://seekingalpha.com/article/111933-10-etf-predictions-for-2009
Answers
132 points
imgamekc answered 11 months ago …
Well as ETF's go. Choose one to your liking. Commodity based ETF look very attractive due to the beat down the sector has taken. As for others.. I personally didn't see ones I prefer on the list. I am considering the upside of MOO.. an agriculture ETF and am enjoying a nice ride up on FAS which is a x3 financial bull ETF. Do your research and find one you like in an area you can look at the company and fees. If you want to really take a shot and think oil will recover.. go with the USO.. if you want to leverage out more ERX is a x3 energy ETF ..
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3963 points
MNSL answered 11 months ago …
Except Few Etfs other etfs will underperfom the market in 2009. We can not rely on some predictions.
I think Emerging Markets Telecommunications Fund Inc (ETF) will come down further. Sooner than later their technology sector and property sector also will come down dramatically.
Even in emerging market less know sectors, next rotating sectors, sectors going to benefit from current mess will outperform market in the next 06 months and next 05 years.
In a sector oriented bull markets in the next 05 years these sectors will out perform market continuously.
In some case it is very difficult to idetify oportunities in some etfs due to certain factors. I think we can get clear diection in the etfs sector in May 2009. Until then it is better to invest in etfs which are going to outperform market in the next 06 monhts and next 05 years. In a sector oreinted bull market some etfs will outperform market in the next 18 months.
Emerging market can bounce back. Few telcom companies in emerging market will outperform other markets. However many telecom companies will have to face severe competition in the future. Rather than investing in emerging market telecom etfs, it is better to invest in few best telecom companies in emerging market with government support and monopoly. However there is a risk in some emerging countires due to change of government policies time to time on certain industries including telecom sector.
There are different opnion on etfs among analysts now. Some etfs can go down further.
There are demand for few etfs and after reaching bottom they have appreciated little bit now.
Current economic mess has made some etfs more attractive now.
