SPDR Cons Discretionary ETF

XLY-N

NYSEARCA:XLY

125.95
1.78 (1.39%)

Analysis and Opinions about XLY-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 10, 2019
(A Top Pick Apr 11/18, Up 17%) They hold Amazon, Home Depot, McDonalds. Amazon represents 24% of the holdings. He has stepped out to just own Amazon.
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(A Top Pick Apr 11/18, Up 17%) They hold Amazon, Home Depot, McDonalds. Amazon represents 24% of the holdings. He has stepped out to just own Amazon.
PAST TOP PICK
PAST TOP PICK
February 14, 2019
(A Top Pick Jan 19/18, Up 5%) Discretionary spending.
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(A Top Pick Jan 19/18, Up 5%) Discretionary spending.
John Hood

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Price
$108.500
Owned
Unknown
TOP PICK
TOP PICK
April 11, 2018

This is a new sector for them. It holds everything from Home Depot to Netflix and is well diversified. The recent pull back offers good value, especially if you are looking to add beta to your portfolio. He likes it as a group.

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This is a new sector for them. It holds everything from Home Depot to Netflix and is well diversified. The recent pull back offers good value, especially if you are looking to add beta to your portfolio. He likes it as a group.

BUY
BUY
April 5, 2018

XLY-US or XLF-US? January saw massive gains in the U.S., which was too much, too soon. So, he pulled back and held a lot of cash. Then, in early-Feb he bought both ETFs. He recommends buying both right now.

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XLY-US or XLF-US? January saw massive gains in the U.S., which was too much, too soon. So, he pulled back and held a lot of cash. Then, in early-Feb he bought both ETFs. He recommends buying both right now.

TOP PICK
TOP PICK
January 19, 2018

Consumer Discretionary has been a pretty hot sector already. Price to Book is very high at around 5. If you’ve got a growing US economy and people are now getting the benefits, that means more discretionary money will be spent on big screen TVs, etc.

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Consumer Discretionary has been a pretty hot sector already. Price to Book is very high at around 5. If you’ve got a growing US economy and people are now getting the benefits, that means more discretionary money will be spent on big screen TVs, etc.

COMMENT
COMMENT
May 4, 2017

One of the issues with the Consumer Discretionary space is what is called the “Amazon affect”, which has had such a major impact on so many retailers. He thinks you are almost better off picking a retailer that has been able to restructure itself and immunize itself as best as possible against Amazon. Coach (COH-N) would be an example. If you can afford it, he would buy Amazon as your starting point and look for a couple of retail companies that you think have an opportunity to continue.

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One of the issues with the Consumer Discretionary space is what is called the “Amazon affect”, which has had such a major impact on so many retailers. He thinks you are almost better off picking a retailer that has been able to restructure itself and immunize itself as best as possible against Amazon. Coach (COH-N) would be an example. If you can afford it, he would buy Amazon as your starting point and look for a couple of retail companies that you think have an opportunity to continue.

COMMENT
COMMENT
March 2, 2017

Consumer discretionary ETF? He would go with a broad play and this is one in the US, pretty much a default, and then you can go into more specific plays. There are some restaurant ETF’s. It depends on what industry you want to go into.

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Consumer discretionary ETF? He would go with a broad play and this is one in the US, pretty much a default, and then you can go into more specific plays. There are some restaurant ETF’s. It depends on what industry you want to go into.

COMMENT
COMMENT
June 2, 2016

XLY-N vs. QRD-T. QRD-T is more gambling and entertainment. XLY-N is larger cap.

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XLY-N vs. QRD-T. QRD-T is more gambling and entertainment. XLY-N is larger cap.

John Hood

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Price
$79.630
Owned
Unknown
BUY
BUY
November 9, 2015

The US consumer discretionary sector has done incredibly well for 2 reasons. Amazon (AMZN-Q) falls in there as well as Netflix (NFLX-Q). This is a season where consumer discretionary should do well. A marginal increase in interest rates is not going to affect consumer spending as much as people think.

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The US consumer discretionary sector has done incredibly well for 2 reasons. Amazon (AMZN-Q) falls in there as well as Netflix (NFLX-Q). This is a season where consumer discretionary should do well. A marginal increase in interest rates is not going to affect consumer spending as much as people think.

COMMENT
COMMENT
October 15, 2015

An excellent product which mimics the consumer discretionary Index in the US. Thinks the consumer is coming back and this is a strong area to be in.

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An excellent product which mimics the consumer discretionary Index in the US. Thinks the consumer is coming back and this is a strong area to be in.

PAST TOP PICK
PAST TOP PICK
May 5, 2015

(A Top Pick March 23/15. Down 1.21%.) Sold his holdings on April 23 when it was reaching the end of its seasonal period. It tends to do really well from Oct 28 until mid April, and it did exactly that this year. May still may be okay for this, but in June it starts to fall off. (See Top Picks.)

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(A Top Pick March 23/15. Down 1.21%.) Sold his holdings on April 23 when it was reaching the end of its seasonal period. It tends to do really well from Oct 28 until mid April, and it did exactly that this year. May still may be okay for this, but in June it starts to fall off. (See Top Picks.)

PAST TOP PICK
PAST TOP PICK
April 20, 2015

(A Top Pick March 11/15. Up 2.70%.) This is an annual situation where he buys at a certain time and sells at a certain time. He does a rotation between consumer discretionary and consumer staples every year. Basically the idea is that staples are lower volatility beta stocks. You want to own those when markets get a little bit shaky. (See Top Picks.)

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(A Top Pick March 11/15. Up 2.70%.) This is an annual situation where he buys at a certain time and sells at a certain time. He does a rotation between consumer discretionary and consumer staples every year. Basically the idea is that staples are lower volatility beta stocks. You want to own those when markets get a little bit shaky. (See Top Picks.)

TOP PICK
TOP PICK
March 23, 2015

Has done well because of the under exposure to foreign exchange. If we start to see it weaken in the next month it is time to move on. A one to two month hold.

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Has done well because of the under exposure to foreign exchange. If we start to see it weaken in the next month it is time to move on. A one to two month hold.

TOP PICK
TOP PICK
March 11, 2015

(A Top Pick Jan 30/15. Up 6.09%.) A great sector for seasonal reasons. This had been in a trend and he bought on a dip. A good trade until about April or May, and then you sell it.

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(A Top Pick Jan 30/15. Up 6.09%.) A great sector for seasonal reasons. This had been in a trend and he bought on a dip. A good trade until about April or May, and then you sell it.

TOP PICK
TOP PICK
January 30, 2015

This is a seasonal call. Although he respects the seasonals, he is technical and fundamental. The idea is that you rotate out of the discretionary stocks after the winter, and you go into staples. You then reverse this in the summer. In this case, he waited until December because the staples were the out-performers right up until the end of the year. Then he started to see the staples underperform a bit, so he rolled into the discretionarys late in the year. This is showing the higher highs and higher lows. He thinks this will move until at least April-May.

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This is a seasonal call. Although he respects the seasonals, he is technical and fundamental. The idea is that you rotate out of the discretionary stocks after the winter, and you go into staples. You then reverse this in the summer. In this case, he waited until December because the staples were the out-performers right up until the end of the year. Then he started to see the staples underperform a bit, so he rolled into the discretionarys late in the year. This is showing the higher highs and higher lows. He thinks this will move until at least April-May.

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