NEW YORK (TheStreet) -- Don Dion posts his current insights on the stock, bond, commodity and currency markets in his RealMoney blog, anticipating which ETFs will be in play next.
Here are three of his blog posts from the past week:
Consider Investing in the Great White North
Published 2/25/2011 11:50 a.m. ESTMany international ETFs have taken a hit this year, particularly "BRIC" (Brazil, Russia, India and China) themed ETFs that track popular emerging markets. Investors looking to diversify beyond U.S. markets, however, need to look no further than our neighbor to the North and the iShares MSCI Canada (EWC). EWC has advanced more than 11% in the last three months, and a raft of earnings next week could help lift the fund even higher. Three leading Canadian banks -- which are each included in EWC's underlying portfolio -- are slated to release their quarterly earnings numbers next week. Together, Royal Bank of Canada (RBC), Toronto-Dominion Bank (TD) and the Bank of Montreal (BMO) account for close to 15% of the fund's total portfolio. Fellow top holding Canadian Natural Resources (CNQ) is listed on this week's earnings calendar as well. CNQ represents makes up 3.7% of the fund's total index. > > Bull or Bear? Vote in Our Poll Canada's big financial firms have held up well in 2011, and the country's abundant natural resources continue to be attractive to outside investors. Energy companies are strongly represented in the EWC portfolio, and rising commodity prices should also help to push the fund higher. EWC is a large, liquid ETF with an average daily trading volume of more than 2.5 million shares. In addition to RBC, TD, BMO, and CNQ, other top EWC components include Suncor Energy (SU), Potash (POT), Barrick Gold (ABX) and Goldcorp (G).
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
24/7 market commentary from Jim Cramer and 20+ veteran Wall Street gurus. Get access to the latest trading ideas on stocks, options, and ETFs as well as a real-time forum to see the pros exchanging their investment ideas.
- Jim Cramer + 20 Wall Street pros
- Intraday commentary & news
- Real-time trading forum
- Actionable trade ideas
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV