iShares North American Tech-Software ETF

IGV-A

Analysis and Opinions about IGV-A

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 3, 2019
(A Top Pick Jul 31/19, Down 5%) All the growth names have pulled back. Software stocks tend to be more defensive, so you can hold them during periods of stock weakness. Software is your new defensive play during the summer. July-November still has some seasonal runway, but the chart shows a head and shoulders pattern, so technically the trend is over.
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(A Top Pick Jul 31/19, Down 5%) All the growth names have pulled back. Software stocks tend to be more defensive, so you can hold them during periods of stock weakness. Software is your new defensive play during the summer. July-November still has some seasonal runway, but the chart shows a head and shoulders pattern, so technically the trend is over.
HOLD
HOLD
September 4, 2019

A great name. He likes their migration to a subscription basis. It has good pricing power and he personally uses their products all the time. They are the defacto standard. A little rich at today's value though. He would also consider the ETF IGV-A to help diversify some of the risk in the space.

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A great name. He likes their migration to a subscription basis. It has good pricing power and he personally uses their products all the time. They are the defacto standard. A little rich at today's value though. He would also consider the ETF IGV-A to help diversify some of the risk in the space.

COMMENT
COMMENT
August 28, 2019
How to take advantage of a recession? There has been a great run in the market. He would buy into an alternative offering that allows the manager to be long or short or to get an active manager. You need to be disciplined on your entry and exit levels. His minimum to get into his fund is $50k. He could suggest two ETFs: IGV-T and FTN-N. He thinks it is dangerous to get into a long only ETF at this stage of the cycle.
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How to take advantage of a recession? There has been a great run in the market. He would buy into an alternative offering that allows the manager to be long or short or to get an active manager. You need to be disciplined on your entry and exit levels. His minimum to get into his fund is $50k. He could suggest two ETFs: IGV-T and FTN-N. He thinks it is dangerous to get into a long only ETF at this stage of the cycle.
TOP PICK
TOP PICK
July 31, 2019

July 31-Nov.8 is seasonality. It's outperformed the market by 4.2% in this period. It's trending higher and consistently. Software stocks are the new defensive stocks because they're adopting the subscription model, like Microsoft.

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July 31-Nov.8 is seasonality. It's outperformed the market by 4.2% in this period. It's trending higher and consistently. Software stocks are the new defensive stocks because they're adopting the subscription model, like Microsoft.

PAST TOP PICK
PAST TOP PICK
July 31, 2019
(A Top Pick May 10/19, Up 3%) Software is the new staples, because it's going to the subscription model and will do well in upturns and downturns. Defensive. July 31-Nov.8 is seasonality. Summer is very good for this sector.
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(A Top Pick May 10/19, Up 3%) Software is the new staples, because it's going to the subscription model and will do well in upturns and downturns. Defensive. July 31-Nov.8 is seasonality. Summer is very good for this sector.
BUY
BUY
July 22, 2019

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

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A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

COMMENT
COMMENT
July 10, 2019

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

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Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

TOP PICK
TOP PICK
May 10, 2019
Tends to be less volatile than higher beta areas of software. Revenues are growing. Holds Microsoft, Oracle, Salesforce. Optimal is July - November. Not in it yet, but the runway is coming up. Trend is still positive.
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Tends to be less volatile than higher beta areas of software. Revenues are growing. Holds Microsoft, Oracle, Salesforce. Optimal is July - November. Not in it yet, but the runway is coming up. Trend is still positive.
COMMENT
COMMENT
February 6, 2019
A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.
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A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.
DON'T BUY
DON'T BUY
September 21, 2018

An older ETF. It’s software, high growth, high margin business. Tremendous run this year up 25-30% YTD. Not wise after this move to be going in so specifically. If you want tech in the US you should look at ETF not so specific to software, an equally weighted tech ETF would be an interesting thing to look at such as RYT that Invesco has in the US. He tends to avoid IGV. Nothing wrong with this, but it’s a bit late. Not enough unknowns in these companies that will cause them to outperform going forward. You might want to buy a stock specifically rather than a group of others stocks that are pretty mature companies.

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An older ETF. It’s software, high growth, high margin business. Tremendous run this year up 25-30% YTD. Not wise after this move to be going in so specifically. If you want tech in the US you should look at ETF not so specific to software, an equally weighted tech ETF would be an interesting thing to look at such as RYT that Invesco has in the US. He tends to avoid IGV. Nothing wrong with this, but it’s a bit late. Not enough unknowns in these companies that will cause them to outperform going forward. You might want to buy a stock specifically rather than a group of others stocks that are pretty mature companies.

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