SPDR Consumer Staples ETF

XLP-N

NYSEARCA:XLP

63.04
0.33 (0.53%)

Analysis and Opinions about XLP-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 21, 2015

They really like this name. The whole space has been beaten up a little bit. But the whole space is looking good and making new highs. Really likes it. 10% upside from here plus the dividend.

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They really like this name. The whole space has been beaten up a little bit. But the whole space is looking good and making new highs. Really likes it. 10% upside from here plus the dividend.

PAST TOP PICK
PAST TOP PICK
June 5, 2015

(A Top Pick April 20/15. Down 3.33%.) On a low beta sector like this, he doesn’t expect much. It is probably at a pretty good point to buy. Thinks the sector will move sideways over the next 3-4 months. Very defensive.

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(A Top Pick April 20/15. Down 3.33%.) On a low beta sector like this, he doesn’t expect much. It is probably at a pretty good point to buy. Thinks the sector will move sideways over the next 3-4 months. Very defensive.

TOP PICK
TOP PICK
May 5, 2015

Staples is defensive in nature and tends to perform well in the more volatile months. Investors are looking more to be defensive and are looking more for stability in earnings, and are willing to pay for it. This ETF is actually trading at a high PE multiple of 20, which is way too high for a slow growth industry, but it has a higher value because people are seeking that type of safety at this time and are willing to pay for it. If the market corrects, this will correct as well, but won’t correct as much typically.

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Staples is defensive in nature and tends to perform well in the more volatile months. Investors are looking more to be defensive and are looking more for stability in earnings, and are willing to pay for it. This ETF is actually trading at a high PE multiple of 20, which is way too high for a slow growth industry, but it has a higher value because people are seeking that type of safety at this time and are willing to pay for it. If the market corrects, this will correct as well, but won’t correct as much typically.

PAST TOP PICK
PAST TOP PICK
April 30, 2015

(A Top Pick April 7/14. Up 15.52%.) He still likes this. It has acted pretty well compared to the market today. Has sort of gone nowhere since the new year, but has formed a base. He would still buy this today.

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(A Top Pick April 7/14. Up 15.52%.) He still likes this. It has acted pretty well compared to the market today. Has sort of gone nowhere since the new year, but has formed a base. He would still buy this today.

TOP PICK
TOP PICK
April 20, 2015

He is trying to hold lower beta stocks which is a great sector to move into, because it can be a lot more stable. Sometimes these lower beta stocks will actually thrive in a somewhat bearish environment. This one has been trending sideways. You are going to see a rotation where the staples start to move up over the next couple of months and discretionaries are going to start to slow down a bit. (See Past Picks.)

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He is trying to hold lower beta stocks which is a great sector to move into, because it can be a lot more stable. Sometimes these lower beta stocks will actually thrive in a somewhat bearish environment. This one has been trending sideways. You are going to see a rotation where the staples start to move up over the next couple of months and discretionaries are going to start to slow down a bit. (See Past Picks.)

PAST TOP PICK
PAST TOP PICK
March 5, 2015

(A Top Pick April 7/14. Up 18.05%.) He still likes it and all its components.

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(A Top Pick April 7/14. Up 18.05%.) He still likes it and all its components.

TOP PICK
TOP PICK
February 9, 2015

Just had a falloff and he thinks that is a good buying opportunity. Have good quality companies. Use the weakness to buy this.

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Just had a falloff and he thinks that is a good buying opportunity. Have good quality companies. Use the weakness to buy this.

TOP PICK
TOP PICK
January 8, 2015

This one just scores very, very well. He feels that if the US$ gets a bit weaker, this will probably do a little bit better because they are multinationals in there.

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This one just scores very, very well. He feels that if the US$ gets a bit weaker, this will probably do a little bit better because they are multinationals in there.

TOP PICK
TOP PICK
November 28, 2014

Thinks consumers will be opening their wallets a little bit wider for staples, but feels discretionary (Consumer Discretionary (XLY-N)) is a little bit tired. Had a little bit of headwind from the US$, but thinks that story is not going to push exceptionally higher, and if anything come back a little bit.

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Thinks consumers will be opening their wallets a little bit wider for staples, but feels discretionary (Consumer Discretionary (XLY-N)) is a little bit tired. Had a little bit of headwind from the US$, but thinks that story is not going to push exceptionally higher, and if anything come back a little bit.

PAST TOP PICK
PAST TOP PICK
October 28, 2014

(A Top Pick May 14/14. Up 5.43%.) This underperformed as the market was going up, but has actually done quite well and outperformed the S&P 500.

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(A Top Pick May 14/14. Up 5.43%.) This underperformed as the market was going up, but has actually done quite well and outperformed the S&P 500.

PAST TOP PICK
PAST TOP PICK
July 17, 2014

(A Top Pick May 27/14. Up 1.48%.) He will probably hold this one until October, and then Sell it. This is a discipline, in that he rotates this trade every year.

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(A Top Pick May 27/14. Up 1.48%.) He will probably hold this one until October, and then Sell it. This is a discipline, in that he rotates this trade every year.

PAST TOP PICK
PAST TOP PICK
July 14, 2014

(Top Pick May 26’14, Up 3.21%) The Canadian dollar is peaking right now so this one will get a little boost.

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(Top Pick May 26’14, Up 3.21%) The Canadian dollar is peaking right now so this one will get a little boost.

TOP PICK
TOP PICK
May 27, 2014

(A Top Pick April 16/14. Up 2.78%.) This is a classic seasonal play. Staples are defensive and do tend to move up over the summer. You would keep this until Sept/Oct.

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(A Top Pick April 16/14. Up 2.78%.) This is a classic seasonal play. Staples are defensive and do tend to move up over the summer. You would keep this until Sept/Oct.

TOP PICK
TOP PICK
May 26, 2014

Since the Russell and NASDAQ broke down, attention from the investors has sort of migrated towards the large cap and this sort of fits that bill. If you have a big move on the downside, it is a bit more systemic, but otherwise the seasonal goes from about April to October.

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Since the Russell and NASDAQ broke down, attention from the investors has sort of migrated towards the large cap and this sort of fits that bill. If you have a big move on the downside, it is a bit more systemic, but otherwise the seasonal goes from about April to October.

TOP PICK
TOP PICK
May 14, 2014

Consumer staples. More defensive and money rotates into those in the summer. Investors start to become more conservative. If the economy slows down you don’t get the variability on earnings. He is comfortable with the PE ratio.

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Consumer staples. More defensive and money rotates into those in the summer. Investors start to become more conservative. If the economy slows down you don’t get the variability on earnings. He is comfortable with the PE ratio.

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