Larry Berman CFA, CMT, CTABMO GLOBAL COMMUNICATIONS INDEXCOMM.TODON'T BUYJun 05, 2020
When you look at the momentum names and value names, the latter tend to be more banks. The online stuff has pulled back a bit. He would not chase COMM-T at present, however.
This ETF is broadly U.S. heavy in tech. Tech does not regress-with iPhones, we haven't gone back to desktop PCs. This is a good way to play this sector.