SPDR Financial E.T.F.

XLF-N

NYSEARCA:XLF

23.68
0.38 (1.58%)

Analysis and Opinions about XLF-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 23, 2014

US financials. We are coming into the year end for banks and will be coming out with their announcements mid-January. They are cheap relative to the Canadian banks. They have been participating in the run and are starting to outperform and have been doing so for the last couple of months relative to the S&P 500. He is expecting this to do well right up to the middle of April. Chart shows a positive trend line, which is going up on a steady, steady basis.

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US financials. We are coming into the year end for banks and will be coming out with their announcements mid-January. They are cheap relative to the Canadian banks. They have been participating in the run and are starting to outperform and have been doing so for the last couple of months relative to the S&P 500. He is expecting this to do well right up to the middle of April. Chart shows a positive trend line, which is going up on a steady, steady basis.

TOP PICK
TOP PICK
July 23, 2014

Banks have really under-performed versus the S&P 500. This is due to regulation issues out there and interest rates remaining lower than expected. On valuation you are looking at 1.35X Book Value compared to the TSX financial sector at 1.85X. With the strengthening US economy, a recovering housing market, lower loan loss provisions and better credit issues, this should do quite well.

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Banks have really under-performed versus the S&P 500. This is due to regulation issues out there and interest rates remaining lower than expected. On valuation you are looking at 1.35X Book Value compared to the TSX financial sector at 1.85X. With the strengthening US economy, a recovering housing market, lower loan loss provisions and better credit issues, this should do quite well.

PAST TOP PICK
PAST TOP PICK
May 14, 2014

(Top Pick Feb 20/14, Up 2.85%) Seasonal period for US financials Jan 19 to Apr 13, different from Canadian. It ends on first earnings announcement. This year they pulled off in late March. He sold a few days early.

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(Top Pick Feb 20/14, Up 2.85%) Seasonal period for US financials Jan 19 to Apr 13, different from Canadian. It ends on first earnings announcement. This year they pulled off in late March. He sold a few days early.

PAST TOP PICK
PAST TOP PICK
May 9, 2014

(Top Pick Mar 13/14, Up 0.32%) Seasonal strength lasted until the first week of April, when he got out.

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(Top Pick Mar 13/14, Up 0.32%) Seasonal strength lasted until the first week of April, when he got out.

TOP PICK
TOP PICK
March 13, 2014

This one works well from around the 3rd week in January right through until the 3rd week in April of each year. This year has an extra kicker. The financial services sector has been kept down during the last couple of years because of regulatory requirements. One of them is to have certain reserves to certain levels before they can increase their dividends. The testing of these reserve requirements will come through very shortly and, once they are through, we have pretty good reason to believe that major US banks will be able to increase their dividends coming into April.

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This one works well from around the 3rd week in January right through until the 3rd week in April of each year. This year has an extra kicker. The financial services sector has been kept down during the last couple of years because of regulatory requirements. One of them is to have certain reserves to certain levels before they can increase their dividends. The testing of these reserve requirements will come through very shortly and, once they are through, we have pretty good reason to believe that major US banks will be able to increase their dividends coming into April.

TOP PICK
TOP PICK
February 20, 2014

Best time to own is now until mid April. US banks have been raising dividends (those that can have them). Financial stocks will participate in the market, which will do well.

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Best time to own is now until mid April. US banks have been raising dividends (those that can have them). Financial stocks will participate in the market, which will do well.

BUY
BUY
February 13, 2014

Likes this ETF. Thinks the large-cap banks will continue to do well in the US. They are going to benefit from credit conditions getting better with a closing market recovery and, just generally, the consumer getting better. Believes the US economy will grow at 3% this year and banks will benefit from this.

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Likes this ETF. Thinks the large-cap banks will continue to do well in the US. They are going to benefit from credit conditions getting better with a closing market recovery and, just generally, the consumer getting better. Believes the US economy will grow at 3% this year and banks will benefit from this.

BUY
BUY
January 10, 2014

Diversified American ETF? This is the one he would recommend. Financials will participate very well in a rising economic climate, and as well, they will have inflation protection qualities. They will be the best in industry, but they will participate and be well above the median. Feels the Cdn$ will continue to go down and, over the next year, he can see it down to $0.90 and probably has further to go. This ETF will probably give you some additional income pick up from the exchange rate differential.

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Diversified American ETF? This is the one he would recommend. Financials will participate very well in a rising economic climate, and as well, they will have inflation protection qualities. They will be the best in industry, but they will participate and be well above the median. Feels the Cdn$ will continue to go down and, over the next year, he can see it down to $0.90 and probably has further to go. This ETF will probably give you some additional income pick up from the exchange rate differential.

BUY
BUY
January 3, 2014

Financials enter a period of strength from December all the way through to March. This one has been outperforming the market and we are well within its period of seasonal strength. If you can get it on weakness, all the better.

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Financials enter a period of strength from December all the way through to March. This one has been outperforming the market and we are well within its period of seasonal strength. If you can get it on weakness, all the better.

COMMENT
COMMENT
December 19, 2013

XLF-N or ZUB-T for a rising US$? Feels Cdn$ is going to outperform the US$ next year. Canada will benefit from a stronger US economy. If you are looking for a rising US$, the choice would be ZUB, but he is not expecting a rise in the US$.

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XLF-N or ZUB-T for a rising US$? Feels Cdn$ is going to outperform the US$ next year. Canada will benefit from a stronger US economy. If you are looking for a rising US$, the choice would be ZUB, but he is not expecting a rise in the US$.

BUY
BUY
August 19, 2013

[XLI-N or XLF-N] It depends on what happens with QE and bank regulations. Industrials should have less volatility than financials over 1 year. Over 5 years financials should do better.

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[XLI-N or XLF-N] It depends on what happens with QE and bank regulations. Industrials should have less volatility than financials over 1 year. Over 5 years financials should do better.

HOLD
HOLD
July 24, 2013

This is the financial services, the sub sector in the US. He still likes US banks. This could easily double to get back to where it was prior to the financial crisis. If you own, the Cnd$ will eventually go down which will be in your favour as well.

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This is the financial services, the sub sector in the US. He still likes US banks. This could easily double to get back to where it was prior to the financial crisis. If you own, the Cnd$ will eventually go down which will be in your favour as well.

BUY
BUY
January 17, 2013

US banks and holds some of the larger ones. Traded in US$’s. You are likely going to see more upside from US banks than Canadian banks due to the recovery in the housing market.

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US banks and holds some of the larger ones. Traded in US$’s. You are likely going to see more upside from US banks than Canadian banks due to the recovery in the housing market.

HOLD
HOLD
January 4, 2013

Chart shows this is reaching its old highs and you have to keep in mind that past buyers may Sell some of their holdings. He always waits for a breakout before moving into a stock.

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Chart shows this is reaching its old highs and you have to keep in mind that past buyers may Sell some of their holdings. He always waits for a breakout before moving into a stock.

COMMENT
COMMENT
September 17, 2012

This has done quite well, but when you are dealing with the US financials as opposed to the Canadian, there is a much riskier paradigm going on. Also, what he is sometimes concerned about in US financials are lawsuits. It will be a riskier sector but he sees nothing wrong with being in it.

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SPDR Financial E.T.F. (XLF-N)
September 17, 2012

This has done quite well, but when you are dealing with the US financials as opposed to the Canadian, there is a much riskier paradigm going on. Also, what he is sometimes concerned about in US financials are lawsuits. It will be a riskier sector but he sees nothing wrong with being in it.

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