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728200.0
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2012-04-16 00:00:00 UTC
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Diageo's Marketing Under Review - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/diageos-marketing-under-review-analyst-blog-2012-04-16
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nan
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nan
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Reportedly, the world's leading brewer, Diageo Plc. ( DEO ), has been asked by the Federal Trade Commission ( FTC ) to provide the details of its digital marketing and data collection.
The commission has taken this measure to stop the underage teens getting access to the advertisements and promotions undertaken by the alcohol company. This initiative is a part of FTC's periodic review and it is aimed at finding how effective the industry's voluntary guidelines are in reducing marketing messages to underage audiences.
However, Diageo can be claimed to be a socially responsible company and has taken active part in supporting the FTC's public awareness programs. In September 2010, Diageo had announced its active support for the agency's anti-underage drinking campaign, We Don't Serve Teens. This campaign aims at making the adults aware that they should stop providing alcohol beverages to the underage drinkers and it is an endeavor to reduce underage drinking in US.
In the same year, the company was honored by the Washington Regional Alcohol Program ( WRAP ) for the second year in a row for its whole-hearted support of WRAP's efforts to combat underage drinking and drunk driving in the Washington Metropolitan Area.
Moreover, Diageo had urged its wine lovers to drink responsibly during the holiday season of 2011.
The retail giant took several steps to promote responsible drinking and also distributed thousands of free water bottles that provided the party-goers with tips on responsible drinking. The water bottles were distributed on the popular party nights of the last holiday season in the busiest party circuits of London.
The FTC has also asked several other alcohol companies like Anheuser-Busch InBev ( BUD ) and Pernod Ricard to provide the same information by June 11 this year.
Over the years, alcohol advertisements have followed stricter rules and the commercials are now flashed in such a way so that 70% of the audience is 21 and older. Previously in 2003 the threshold was determined at only 50%.
Diageo, which faces stiff competition from Molson Coors Brewing Company ( TAP ) holds a Zacks #3 Rank, which translates into a short-term Hold rating. Currently, we have a Neutral recommendation on the stock.
ANHEUSER-BU ADR ( BUD ): Free Stock Analysis Report
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
MOLSON COORS-B ( TAP ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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( DEO ), has been asked by the Federal Trade Commission ( FTC ) to provide the details of its digital marketing and data collection. ANHEUSER-BU ADR ( BUD ): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. This initiative is a part of FTC's periodic review and it is aimed at finding how effective the industry's voluntary guidelines are in reducing marketing messages to underage audiences.
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ANHEUSER-BU ADR ( BUD ): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. ( DEO ), has been asked by the Federal Trade Commission ( FTC ) to provide the details of its digital marketing and data collection. However, Diageo can be claimed to be a socially responsible company and has taken active part in supporting the FTC's public awareness programs.
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ANHEUSER-BU ADR ( BUD ): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. ( DEO ), has been asked by the Federal Trade Commission ( FTC ) to provide the details of its digital marketing and data collection. In the same year, the company was honored by the Washington Regional Alcohol Program ( WRAP ) for the second year in a row for its whole-hearted support of WRAP's efforts to combat underage drinking and drunk driving in the Washington Metropolitan Area.
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ANHEUSER-BU ADR ( BUD ): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. ( DEO ), has been asked by the Federal Trade Commission ( FTC ) to provide the details of its digital marketing and data collection. The commission has taken this measure to stop the underage teens getting access to the advertisements and promotions undertaken by the alcohol company.
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1210d7f7-45c9-461f-8c13-052452e25272
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728201.0
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2012-04-13 00:00:00 UTC
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Diageo's Smirnoff in New Flavor - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/diageos-smirnoff-in-new-flavor-analyst-blog-2012-04-13
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nan
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nan
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The world's leading brewer Diageo Plc. 's ( DEO ) signature brand Smirnoff is all set to tingle the taste buds of its vodka lovers with the launch of its new flavored malt beverage offering, Smirnoff Ice Black.
Smirnoff Ice Black, with its bold and refreshing taste comes in three flavors of Lemon Lime, Fruit Punch and Watermelon. They will be distributed in sleek, black can with higher Alcohol By Volume ( ABV ) compared to other products from the brand.
They will be offered in 16oz and 23.5oz cans for a suggested retail price of $1.69 and $2.69, respectively.
However, the 16 oz cans will only be available in Iowa, Kentucky, South Carolina, Florida, Georgia, North Carolina, Virginia, Oregon, New Mexico and Alabama.
Smirnoff sells two different products by the name of Smirnoff Ice. The one available in France and the US is a citrus-flavored malt beverage, which does not actually contain vodka. Its taste is more akin to beer than to vodka.
The other, sold in Europe (excluding France), Latin America, Australia and Canada, is a premixed vodka drink.
The newest version of the Smirnoff malt-flavored beverage joins the Smirnoff Ice and Smirnoff Premium Malt Mixed Drinks, which are already popular among the connoisseurs of sprit lovers.
Management claims that Smirnoff Ice Black is different from the previous traditional versions of malt-flavored beverages in its boldness that caters to the tastes of adult drinkers.
The company notably wants to use this new product to capture beer's market share in US.
In another separate story, Diageo brands topped the 2012 Ultimate Spirits Challenge held in New York City in April, 2012. The Ultimate Spirits Challenge identifies, recognizes and rewards products that show superior quality. In total, Diageo brands claimed 44 awards.
Diageo, which faces stiff competition from Molson Coors Brewing Company ( TAP ), holds a Zacks #3 Rank, which translates into a short-term Hold rating. Currently we have a Neutral recommendation on the stock.
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
MOLSON COORS-B ( TAP ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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's ( DEO ) signature brand Smirnoff is all set to tingle the taste buds of its vodka lovers with the launch of its new flavored malt beverage offering, Smirnoff Ice Black. DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. Smirnoff Ice Black, with its bold and refreshing taste comes in three flavors of Lemon Lime, Fruit Punch and Watermelon.
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's ( DEO ) signature brand Smirnoff is all set to tingle the taste buds of its vodka lovers with the launch of its new flavored malt beverage offering, Smirnoff Ice Black. DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. The newest version of the Smirnoff malt-flavored beverage joins the Smirnoff Ice and Smirnoff Premium Malt Mixed Drinks, which are already popular among the connoisseurs of sprit lovers.
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's ( DEO ) signature brand Smirnoff is all set to tingle the taste buds of its vodka lovers with the launch of its new flavored malt beverage offering, Smirnoff Ice Black. DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. The newest version of the Smirnoff malt-flavored beverage joins the Smirnoff Ice and Smirnoff Premium Malt Mixed Drinks, which are already popular among the connoisseurs of sprit lovers.
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's ( DEO ) signature brand Smirnoff is all set to tingle the taste buds of its vodka lovers with the launch of its new flavored malt beverage offering, Smirnoff Ice Black. DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. The one available in France and the US is a citrus-flavored malt beverage, which does not actually contain vodka.
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b3037b22-0592-4ae9-99b9-43470a775f1f
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728202.0
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2012-04-11 00:00:00 UTC
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Earnings Scorecard: STZ - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/earnings-scorecard%3A-stz-analyst-blog-2012-04-11
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nan
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nan
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Constellation Brands Inc. ( STZ ), the largest wine company in the world, posted its fourth-quarter 2012 results last week on Thursday. Therefore, the covering analysts have had roughly a week to ponder the results. In the subsequent paragraphs, we will cover the recent earnings announcement, analysts' estimate revisions as well as the Zacks Rank and long-term recommendation on the stock.
Earnings Review
Constellation Brands delivered adjusted EPS of 69 cents per share in the fourth quarter of fiscal 2012, surpassing the Zacks Consensus Estimate of 38 cents and surged nearly two-folds from the prior-year earnings of 35 cents. The year-over-year increase in the bottom line was primarily driven by benefits from negative tax rates and improved margins.
Sales in the quarter dropped 12.2% to $628.1 million from the year-ago quarter. The fall was due to the divestitures of the Australian and U.K. wine businesses, partially offset by improved sales in the North American business. Sales also missed the Zacks Consensus forecast of $633 million. The company's North American organic constant currency net sales increased 5% driven by improved volume and favorable product mix.
Management Guidance for Fiscal 2013
The company expects fiscal 2013 adjusted EPS in the band of $1.93 to $2.03 per share compared with $2.34 in fiscal 2012. The guidance factors in an interest expense expectation in the range of approximately $210-$220 million, an approximate tax rate of 34% and weighted average diluted shares outstanding of approximately 185-190 million.
On a reported basis, the company expects earnings in the range of $1.89-$1.99 per share compared with $2.13 in fiscal 2012.
Moreover, the company anticipates generating free cash flow in the range of $425 million to $475 million.
(Read our full coverage on this earnings report: STZ's EPS Up, Posts Record FCF )
Agreement of Analysts
The estimate revision trend for the first and second quarters of fiscal 2013 portrays negative sentiment among the analysts covering the stock. Over the last 7 days, 6 out of 8 analysts lowered their estimates for the first quarter with no movement in the opposite direction. Similarly, for the second quarter, 6 analysts lowered their estimates over the last 7 days.
For fiscal 2013, estimate revision trends show a negative sentiment among the analysts covering the stock. Over the last 7 days, 9 analysts cut their estimates for fiscal 2013. For fiscal 2014, estimate revision trend portrays a mixed sentiment as 2 analysts raised their estimates while 1 analyst lowered its estimate over the last 7days.
Magnitude of Estimate Revisions
As a result of the bearish sentiment of most of the analysts over the past week, the Zacks Consensus Estimate for first-quarter 2013 moved down by 10 cents to 39 cents per share. For second-quarter 2013, earnings per share as projected by the Zacks Consensus are down by 5 cents to 58 cents.
Similarly, the Zacks Consensus Estimate for fiscal 2013 and fiscal 2014 earnings per share are down by 24 cents and 3 cents, to $2.00 and $2.30, respectively.
Constellation Brands is expecting a lower year-over-year EPS in fiscal 2013 compared with fiscal 2012. The company expects its fiscal 2013 adjusted EPS in the band of $1.93 to $2.03 per share compared with $2.34 in fiscal 2012. The lower guidance range provided by Constellation Brands is in anticipation of a higher tax rate of 34% in fiscal 2013 compared with 17% in fiscal 2012 along with increased expenses due to investments in brand building.
Moreover, the company also expects higher cost of goods sold, which may lead to lower operating income growth compared to sales growth. We believe the analysts covering the stock adjusted their estimates according to the company's guidance range.
Our Recommendation
We believe that the company's strategic initiative of expanding its foothold in the U.S wine industry along with focus on brand building and promotion will accelerate its growth opportunities while strengthening its market position. Moreover, in an effort to generate strong margins, Constellation Brands is also focusing on higher priced segments across all key categories.
Moreover, the company's recent stake sale in the Australian and U.K. businesses will help it to focus on organic growth of its brand portfolio, margin improvement, return on invested capital and free cash flow. During the last two years, the Australian and U.K. businesses were facing challenging market conditions, which were no longer consistent with Constellation Brands' business strategy.
However, distilled spirits are subject to excise tax in various countries. Rising fiscal pressure in the U.S., European and many emerging markets may lead to increasing risk of a potential excise tax on spirits by governments of respective countries. We believe any excise tax increase in future may have an adverse effect on Constellation Brands' financial performance.
Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). Moreover, Constellation Brands also encounters competition from local and regional players in the respective countries. Consequently, this may dent the company's future operating performance.
Currently, Constellation Brands holds a Zacks #3 Rank, implying a short-term Hold rating on the stock. Moreover, in the long term, we have a Neutral recommendation on the stock.
BEAM INC ( BEAM ): Free Stock Analysis Report
BROWN FORMAN B (BF.B): Free Stock Analysis Report
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
CONSTELLATN BRD ( STZ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. Our Recommendation We believe that the company's strategic initiative of expanding its foothold in the U.S wine industry along with focus on brand building and promotion will accelerate its growth opportunities while strengthening its market position.
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BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). For fiscal 2014, estimate revision trend portrays a mixed sentiment as 2 analysts raised their estimates while 1 analyst lowered its estimate over the last 7days.
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Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. Earnings Review Constellation Brands delivered adjusted EPS of 69 cents per share in the fourth quarter of fiscal 2012, surpassing the Zacks Consensus Estimate of 38 cents and surged nearly two-folds from the prior-year earnings of 35 cents.
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Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. (Read our full coverage on this earnings report: STZ's EPS Up, Posts Record FCF ) Agreement of Analysts The estimate revision trend for the first and second quarters of fiscal 2013 portrays negative sentiment among the analysts covering the stock.
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998e3052-f216-4903-b8f5-19a07aa3a27e
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728203.0
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2012-04-02 00:00:00 UTC
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Earnings Preview: Constellation - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/earnings-preview%3A-constellation-analyst-blog-2012-04-02
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nan
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nan
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Constellation Brands Inc. ( STZ ), the largest wine company in the world, is scheduled to release its fourth-quarter 2012 results before the opening bell on Thursday, April 5, 2012.
The current Zacks Consensus Estimate for earnings for the quarter is 38 cents a share. For the fourth quarter, revenue is expected at $633 million, according to the Zacks Consensus Estimate.
Third-Quarter Recap
Constellation Brands posted earnings of 50 cents per share for third-quarter 2012, missing the Zacks Consensus Estimate of 52 cents and declining over 24% from the prior-period level of 66 cents.
Sales in the quarter dropped 27% to $701 million from the year-ago quarter. The decline was due to the divestitures of the Australian and U.K. wine businesses. Sales also missed the Zacks Consensus forecast of $718.0 million.
The company's organic constant currency net sales decreased 8% due to a decline in volume that stemmed from the overlap of distributor inventory build in the third quarter of fiscal 2011 as part of the U.S. distributor consolidation initiative.
Fiscal 2012 Outlook
The company expects its fiscal 2012 adjusted EPS in the band of $2.00 to $2.10 compared with $1.91 in fiscal 2011. The guidance factors in an interest expense expectation in the range of approximately $180-$185 million, an approximate tax rate of 27% and weighted average diluted shares outstanding of approximately 209 million.
On a reported basis, the company expects EPS in the range of $1.96-$2.06 compared with $2.62 in fiscal 2011.
Constellation Brands' third-quarter release points to a $100 million growth in its free cash flow target for fiscal 2012, bringing the guidance to a range of $700 million to $750 million.
Zacks Consensus
The analysts covered by Zacks expect Constellation Brands to post fourth-quarter 2012 earnings of 38 cents a share, higher than 35 cents registered in the prior-year quarter. Currently, the Zacks Consensus Estimate ranges between 34 cents and 42 cents a share.
For fiscal 2012, the Zacks Consensus Estimate stood at $2.05 per share, higher than the previous fiscal earnings of $1.91. The current Zacks Consensus Estimate for the fiscal ranges between $2.00 and $2.09 per share.
Agreement of Estimate
Over the last 7 and 30 days, no movement in estimates has been noticed either for the fourth quarter or for fiscal 2012.
Magnitude of Estimate Revisions
With no earnings revisions by the analysts over the last 30 days, the Zacks Consensus Estimates for the fourth quarter of 2012 and fiscal 2012 remained unchanged at 38 cents and $2.05 per share, respectively.
Surprise History
With respect to earnings surprises, Constellation Brands has topped the Zacks Consensus Estimate over the last four quarters in the range of flat to 34.6%. The average remained at positive 18.9%, suggesting that Constellation Brands has surpassed the Zacks Consensus Estimate by that measure in the trailing four quarters.
Our Take
We believe that the company's strategic initiative of expanding its foothold in the U.S wine industry along with focus on brand building and promotion will accelerate its growth opportunities while strengthening its market position. Moreover, in an effort to generate strong margins, Constellation Brands is also focusing on higher priced segments across all key categories.
Moreover, the company'srecent stake sale in the Australian and U.K. businesses will help it to focus on organic growth of its brand portfolio, margin improvement, return on invested capital and free cash flow. During the last two years, the Australian and U.K. businesses were facing challenging market conditions, which were no longer consistent with Constellation Brands' business strategy.
However, distilled spirits are subject to excise tax in various countries. Rising fiscal pressure in the U.S., European and many emerging markets may lead to increasing risk of a potential excise tax on spirits by governments of respective countries. We believe any excise tax increase in future may have an adverse effect on Constellation Brands' financial performance.
Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). Moreover, Constellation Brands also encounters competition from local and regional players in the respective countries. Consequently, this may dent the company's future operating performance.
Currently, Constellation Brands holds a Zacks #2 Rank, implying a short-term 'Buy' rating on the stock. However, in the long term, we have a 'Neutral' recommendation on the stock.
BEAM INC ( BEAM ): Free Stock Analysis Report
BROWN FORMAN B (BF.B): Free Stock Analysis Report
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
CONSTELLATN BRD ( STZ ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. Our Take We believe that the company's strategic initiative of expanding its foothold in the U.S wine industry along with focus on brand building and promotion will accelerate its growth opportunities while strengthening its market position.
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BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). Third-Quarter Recap Constellation Brands posted earnings of 50 cents per share for third-quarter 2012, missing the Zacks Consensus Estimate of 52 cents and declining over 24% from the prior-period level of 66 cents.
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Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. Third-Quarter Recap Constellation Brands posted earnings of 50 cents per share for third-quarter 2012, missing the Zacks Consensus Estimate of 52 cents and declining over 24% from the prior-period level of 66 cents.
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Above all, the company faces intense competition from other well-established players in the industry, including Beam Inc. ( BEAM ), Brown-Forman Corporation ( BF.B ) and Diageo plc ( DEO ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report To read this article on Zacks.com click here. For the fourth quarter, revenue is expected at $633 million, according to the Zacks Consensus Estimate.
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a32ac0ba-07ae-45b3-8d5b-9d3a13dbaa03
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728204.0
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2012-03-08 00:00:00 UTC
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Diageo Offers Chinese Baijiu Shot - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/diageo-offers-chinese-baijiu-shot-analyst-blog-2012-03-08
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nan
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nan
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Diageo Plc. ( DEO ) has recently launched two limited versions of Shui Jing Fang gift packs that are brewed by homegrown baijiu in China.
The two editions mark the celebration of Chinese New Year 2012. Be in Asia or Europe, one can taste the flavor all around as the editions are shelved in 20 international airports across Asia Pacific, key airports in Manchester, London, Paris, Brussels, Milan and Schiphol.
Diageo, the distributor of Smirnoff and Johnny Walker, hopes that the new brand Shui Jing Fang, acquired recently, will be more popular than the existing tequila or scotch available in the market.
Diageo took over the local Sichuan white-spirit maker Shui Jing Fang in June 2011, after Chinese regulators approved the bid made by the liquor giant in 2010. The takeover made Diageo the largest single shareholder in the Chinese baijiu brand. The brewer paid $21.6 million to increase its stake in Shui Jing Fang from 43% to 59%.
Shui Jing Fang is an oldie in the business; it has existed since 1408. Chinese National Cultural Relics Bureau credited one of its distilleries in 2000 to be China's first distillery. However, in the robust $41 billion baijiu market of China, the company has a mere 1% stake.
Diageo first invested in the Chinese brand in 2007, for a stake of 43%, after which it increased its holding to 49% in 2008.
Diageo distributes the Shui Jing Fang portfolio across South East Asia, Korea and Australia. It also took the super premium vodka Shanghai White to Hong Kong, Macau, where they are available at select duty-free outlets.
Shui Jing Fang is liked for its fiery taste and is a premium brand of the translucent Chinese white spirit.
Diageo, which faces stiff competition from Molson Coors Brewing Company ( TAP ) holds a Zacks #3 Rank, which translates into a short-term Hold rating.
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
MOLSON COORS-B ( TAP ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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( DEO ) has recently launched two limited versions of Shui Jing Fang gift packs that are brewed by homegrown baijiu in China. DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. Diageo, the distributor of Smirnoff and Johnny Walker, hopes that the new brand Shui Jing Fang, acquired recently, will be more popular than the existing tequila or scotch available in the market.
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DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. ( DEO ) has recently launched two limited versions of Shui Jing Fang gift packs that are brewed by homegrown baijiu in China. Diageo, which faces stiff competition from Molson Coors Brewing Company ( TAP ) holds a Zacks #3 Rank, which translates into a short-term Hold rating.
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( DEO ) has recently launched two limited versions of Shui Jing Fang gift packs that are brewed by homegrown baijiu in China. DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. Diageo, the distributor of Smirnoff and Johnny Walker, hopes that the new brand Shui Jing Fang, acquired recently, will be more popular than the existing tequila or scotch available in the market.
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( DEO ) has recently launched two limited versions of Shui Jing Fang gift packs that are brewed by homegrown baijiu in China. DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report MOLSON COORS-B ( TAP ): Free Stock Analysis Report To read this article on Zacks.com click here. Shui Jing Fang is an oldie in the business; it has existed since 1408.
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728205.0
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2012-02-16 00:00:00 UTC
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Sin Stocks Trailing Their More Virtuous Peers in 2012
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DEO
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https://www.nasdaq.com/articles/sin-stocks-trailing-their-more-virtuous-peers-2012-2012-02-16
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nan
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nan
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Submitted by Charles Sizemore at Sizemore Investment Letter as part of our contributors program
With the first week of February behind us, one trend has been unmistakable in early 2012: cyclical and more speculative sectors are outperforming defensive ones (see Figure 1 ). At 13 percent YTD returns apiece, materials and financials have nearly doubled the 6.9 percent return of the S&P 500. More staid utilities, telecom and consumer staples are actually in negative territory.
Though I consider "sin stocks" to be a stock sector in of themselves, tobacco and alcohol generally fall under the umbrella of defensive consumer staples. And as such, the sin stock recommendations of the Sizemore Investment Letter have underperformed the market year to date (see Figure 2 ).
After massively outperforming the market in 2011, Sizemore Investment Letter recommendations Altria (NYSE:$MO), Philip Morris International (NYSE:$PM) , and Diageo (NYSE:$DEO) have all underperformed the S&P 500 year to date.
I continue to recommend the three, and I expect all to generate market-beating returns over time. Sin stocks such as these throw off buckets of cash flow and pay great dividends. They are exactly the kinds of stocks you want to own during a protracted sideways market; at a time when capital gains are unreliable, getting paid in cold, hard cash may be the only return you get at all. And while there is no such thing as a truly "recession proof" stock, tobacco and alcohol are about as recession resistant as they come.
Bottom line: it makes sense to have sin stocks as a core piece of your long-term portfolio. (For a longer explanation on the virtues of investing in vice, see "The Price of Sin." )
Investing for the long-term is great, but many readers are no doubt asking "what about now?"
Whether sin stocks enjoy a good 2012 or not will largely depend on what happens in Europe. If the crisis conditions continue to ease, more speculative sectors should continue to outperform for at least the first two quarters of the year. This is the scenario that the Sizemore Investment Letter considers most likely, and we've chosen German, Spanish, and Emerging Market stocks as our preferred way to profit from this return of risk appetites.
But as investors, we must always hope for the best but prepare for the worst. If Europe slips back into crisis, I expect 2012 to follow the same basic path as 2011: on again / off again volatility in a market that hangs on every conflicting word coming out of the mouths of European policymakers. In this scenario, sin stocks would be an attractive safe haven, as they were in 2011.
In the Sizemore Investment Letter , we're increasing our risk exposure by allocating to riskier sectors. But we're also hedging our bets by maintaining long-term positions in our core sin stocks. Tobacco and booze served us well during a very turbulent period in the stock market, providing calm and stability when it was needed most. We would expect much the same were the volatility to return.
And if the stocks themselves aren't sufficient to help us relax…well…we might just have to rely on the products. Scotch, anyone?
If you liked this article by Sizemore Insights , you'd probably enjoy The Sizemore Investment Letter , our premium members-only newsletter. Click here for more information.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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After massively outperforming the market in 2011, Sizemore Investment Letter recommendations Altria (NYSE:$MO), Philip Morris International (NYSE:$PM) , and Diageo (NYSE:$DEO) have all underperformed the S&P 500 year to date. They are exactly the kinds of stocks you want to own during a protracted sideways market; at a time when capital gains are unreliable, getting paid in cold, hard cash may be the only return you get at all. This is the scenario that the Sizemore Investment Letter considers most likely, and we've chosen German, Spanish, and Emerging Market stocks as our preferred way to profit from this return of risk appetites.
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After massively outperforming the market in 2011, Sizemore Investment Letter recommendations Altria (NYSE:$MO), Philip Morris International (NYSE:$PM) , and Diageo (NYSE:$DEO) have all underperformed the S&P 500 year to date. And as such, the sin stock recommendations of the Sizemore Investment Letter have underperformed the market year to date (see Figure 2 ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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After massively outperforming the market in 2011, Sizemore Investment Letter recommendations Altria (NYSE:$MO), Philip Morris International (NYSE:$PM) , and Diageo (NYSE:$DEO) have all underperformed the S&P 500 year to date. Though I consider "sin stocks" to be a stock sector in of themselves, tobacco and alcohol generally fall under the umbrella of defensive consumer staples. And as such, the sin stock recommendations of the Sizemore Investment Letter have underperformed the market year to date (see Figure 2 ).
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After massively outperforming the market in 2011, Sizemore Investment Letter recommendations Altria (NYSE:$MO), Philip Morris International (NYSE:$PM) , and Diageo (NYSE:$DEO) have all underperformed the S&P 500 year to date. And as such, the sin stock recommendations of the Sizemore Investment Letter have underperformed the market year to date (see Figure 2 ). I continue to recommend the three, and I expect all to generate market-beating returns over time.
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2012-01-19 00:00:00 UTC
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Beam Acquires Irish Distillery - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/beam-acquires-irish-distillery-analyst-blog-2012-01-19
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nan
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Recently, liquor producer, Beam Inc. ( BEAM ), announced the completion of its acquisition of renowned Irish whiskey maker Cooley Distillery. Beam got hold of this leading spirits company for about $95 million on a debt-free basis.
As per the transaction, Beam paid Cooley shareholders $8.25 in cash in exchange of every Cooley share. The acquisition is expected to facilitate Beam in building brand portfolio while enhancing market share in the world's fastest growing spirits categories.
Beam expects earnings from the addition of Cooley's brands to increasingly reflect in Beam's financial statements after 2012. The acquisition will have no impact on fiscal 2012 earnings.
About Cooley Distillery
The award winning Cooley Distillery, based in Cooley Mountains, Ireland, was founded in 1987. Cooley is one of the only three sources for Irish whiskey. Cooley has a huge production capacity and sales approximately 250,000 9-liter cases per year, which includes its brands, private label products and bulk sales to third-party customers.
The product portfolio of the Irish distillery includes Kilbeggan Irish whiskey, Tyrconnell Single Malt, Connemara Peated Single Malt and Greenore Single Grain Irish whiskey.
Our Take on the Acquisition
We believe that Beam's deal with Cooley provides a solid gateway for Beam to enter into one of the spirits industry's fastest growing categories. The Irish whiskey category grew 11.5% in 2010 to 4.86 million cases, according to a report released by Impact Databank. Moreover, the acquisition will facilitate Beam in adding more consumers and building a strong platform for future growth.
Deerfield, Illinois-based spirits giant Beam engages in producing and selling branded distilled spirits products worldwide. The company's portfolio includes 10 of the world's top 100 premium spirits brands and some of the industry's fastest growing innovations.
Worldwide, the company generated 2010 sales of about $2.7 billion on volume of 33 million 9-liter cases. Beam was formerly part of Fortune Brands, which separated into two publicly traded companies, Beam Inc. and Fortune Brands Home & Security Inc. ( FBHS ).
Beam, which competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ), currently has a Zacks #5 Rank, implying a short-term Strong Sell rating on the stock. However, the company retains a long-term Neutral recommendation.
BEAM INC ( BEAM ): Free Stock Analysis Report
BROWN FORMAN B (BF.B): Free Stock Analysis Report
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Beam, which competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ), currently has a Zacks #5 Rank, implying a short-term Strong Sell rating on the stock. BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report To read this article on Zacks.com click here. The acquisition is expected to facilitate Beam in building brand portfolio while enhancing market share in the world's fastest growing spirits categories.
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BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report To read this article on Zacks.com click here. Beam, which competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ), currently has a Zacks #5 Rank, implying a short-term Strong Sell rating on the stock. The acquisition is expected to facilitate Beam in building brand portfolio while enhancing market share in the world's fastest growing spirits categories.
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BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report To read this article on Zacks.com click here. Beam, which competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ), currently has a Zacks #5 Rank, implying a short-term Strong Sell rating on the stock. Recently, liquor producer, Beam Inc. ( BEAM ), announced the completion of its acquisition of renowned Irish whiskey maker Cooley Distillery.
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Beam, which competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ), currently has a Zacks #5 Rank, implying a short-term Strong Sell rating on the stock. BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report To read this article on Zacks.com click here. The acquisition is expected to facilitate Beam in building brand portfolio while enhancing market share in the world's fastest growing spirits categories.
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2011-12-19 00:00:00 UTC
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Beam to Still Irish Whiskey - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/beam-to-still-irish-whiskey-analyst-blog-2011-12-19-0
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Spun off of Fortune Brands, liquor producer Beam Inc. ( BEAM ) will buy renowned Irish whiskey maker Cooley Distillery. Per the deal, Beam will gain control of this leading spirits company for about $95 million on a debt-free basis.
Under the transaction, Beam will offer Cooley shareholders $8.25 in cash in exchange of every Cooley share. Depending on the acceptance of a minimum of 80% Cooley shareholders and other customary conditions, the companies expect to close the transaction in the first quarter of 2012.
Beam's deal with Cooley, one of the only three sources for Irish whiskey and the only independent player, provides a solid gateway for Beam's entry into one of the spirits industry's highest growth categories. The Irish whiskey category grew 11.5% in 2010 to 4.86 million cases, according to Impact Databank.
Product portfolio of the Irish distillery includes Kilbeggan Irish whiskey, Tyrconnell Single Malt, Connemara Peated Single Malt and Greenore Single Grain Irish whiskey. Cooley's sales for 2010 reached nearly 250,000 9-liter cases per year including its brands, private label products and bulk sales to third-party customers.
Beam's brands include Jim Beam Bourbon, Maker's Mark Bourbon, Sauza Tequila, Canadian Club Whiskey, Courvoisier Cognac, Teacher's Scotch Whisky, Laphroaig Scotch Whisky, Cruzan Rum, Hornitos Tequila, Knob Creek Bourbon, EFFEN Vodka, Pucker Flavored Vodka, Larios Gin, Whisky DYC, DeKuyper Cordials, and Skinnygirl Cocktails.
The company expects earnings from the addition of Cooley's brands to increasingly reflect in Beam's financial statements after 2012. The acquisition will have no impact on fiscal 2012 earnings.
Deerfield, Illinois-based spirits giant Beam engages in producing and selling branded distilled spirits products worldwide. The company's portfolio includes 10 of the world's top 100 premium spirits brands and some of the industry's fastest growing innovations.
Worldwide, the company generated 2010 sales of about $2.7 billion on volume of 33 million 9-liter cases. Beam was formerly part of Fortune Brands, which separated into two publicly traded companies, Beam Inc. and Fortune Brands Home & Security Inc. ( FBHS ).
Currently, Beam has a Zacks #2 Rank, implying a short-term Buy rating on the stock. However, the company retains a long-term Neutral recommendation. The company competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ).
BEAM INC ( BEAM ): Free Stock Analysis Report
BROWN FORMAN B (BF.B): Free Stock Analysis Report
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The company competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Depending on the acceptance of a minimum of 80% Cooley shareholders and other customary conditions, the companies expect to close the transaction in the first quarter of 2012.
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BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The company competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ). Spun off of Fortune Brands, liquor producer Beam Inc. ( BEAM ) will buy renowned Irish whiskey maker Cooley Distillery.
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BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The company competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ). Spun off of Fortune Brands, liquor producer Beam Inc. ( BEAM ) will buy renowned Irish whiskey maker Cooley Distillery.
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The company competes with well-established players, such as Diageo plc ( DEO ) and Brown-Forman Corporation ( BF.B ). BEAM INC ( BEAM ): Free Stock Analysis Report BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report FORTUNE BRD H&S ( FBHS ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Spun off of Fortune Brands, liquor producer Beam Inc. ( BEAM ) will buy renowned Irish whiskey maker Cooley Distillery.
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2011-12-09 00:00:00 UTC
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Brown-Forman Hits Record Sales - Analyst Blog
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DEO
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https://www.nasdaq.com/articles/brown-forman-hits-record-sales-analyst-blog-2011-12-09
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nan
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Brown-Forman Corp. ( BF.B ) reported a record fiscal 2012 second-quarter result, as it is first time in the company's history that it crossed the $1 billion sales mark.
The company's reported earnings of $1.09 per share came in line with Zacks Consensus Estimate and grew 3.8% from the year-ago earnings of $1.05.The robust increase in quarterly earnings was primarily driven by strong top-line growth and volume gains.
During the quarter earnings per share grew 8% after excluding the net effect of Hopland-based wine business.
Quarterly Details
Brown-Forman's net sales recorded a growth of 11.9% to $1,013.7 million from $905.7 million in the prior-year quarter. The growth was primarily attributable to solid performance in Germany, Turkey, France, the U.K., Russia, Canada, Australia and Brazil, which was more than offset by declines in Poland and Spain. Total Revenue beat the Zacks Consensus Estimate of $966 million.
During the quarter, Brown-Forman's gross profit grew 9.4% from the prior-year quarter to $501.9 million primarily driven by increased volumes. However, gross margin contracted 120 basis points (bps) year over year to 49.5% due to increased input and excise costs.
During the quarter, the company made huge advertising expenses in order to support several brand innovation launches. Advertising expenses increased 14.1% year over year to $106.7 million. Selling, general and administrative expenses surged 10.5% year over year to $146.8 million due to increased salary and related expenses. Conversely, Brown-Forman's operating profit grew 4.8% from the prior-year quarter to $246.3 million, while operating margin contracted 160 basis points to 24.3% from the prior-year period.
Balance Sheet & Cash Flow
Brown-Forman ended the quarter with cash and cash equivalents of $380.1 million and long-term debt of $504.2 million.
During the first six months of fiscal 2012, Brown-Forman generated $155.5 million of cash from operations and deployed $92.4 million for dividend payout, and $18.8 million on capital expenditures. On November 30, 2011, Brown-Forman's $250 million share repurchase program expired. During the program period, the company repurchased a total of 3.4 million shares for $234 million, at an average price of $69.39 per share.
Dividend
During the quarter, Brown-Forman paid a regular quarterly cash dividend of 35 cents a share on Class A and Class B common stock, an increase of 9.4% over the prior dividend. This is the company's 28 th consecutive year of dividend growth.
Guidance and Zacks Consensus
Moving forward, Brown-Forman expects strong improvement in customer trends in the remaining period of fiscal 2012. However, it also anticipates that the stronger U.S. dollar value may have an adverse impact on its bottom-line. Accordingly, the company has lowered its upper end of earnings guidance. Currently, Brown-Forman expects fiscal 2012 earnings in the range of $3.45 to $3.70 per share instead of $3.45 to $3.85. Currently, the Zacks Consensus Estimate stood at $3.63 per share.
Brown-Forman, which competes with Constellation Brands Inc . ( STZ ) and Diageo plc ( DEO ), currently holds a Zacks #4 Rank, implying a short-term 'Sell' rating on the stock. Besides, the company retains a long-term 'Outperform' recommendation on the stock.
BROWN FORMAN B (BF.B): Free Stock Analysis Report
DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report
CONSTELLATN BRD ( STZ ): Free Stock Analysis Report
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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( STZ ) and Diageo plc ( DEO ), currently holds a Zacks #4 Rank, implying a short-term 'Sell' rating on the stock. BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Brown-Forman Corp. ( BF.B ) reported a record fiscal 2012 second-quarter result, as it is first time in the company's history that it crossed the $1 billion sales mark.
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BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ( STZ ) and Diageo plc ( DEO ), currently holds a Zacks #4 Rank, implying a short-term 'Sell' rating on the stock. During the quarter, Brown-Forman's gross profit grew 9.4% from the prior-year quarter to $501.9 million primarily driven by increased volumes.
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BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ( STZ ) and Diageo plc ( DEO ), currently holds a Zacks #4 Rank, implying a short-term 'Sell' rating on the stock. The company's reported earnings of $1.09 per share came in line with Zacks Consensus Estimate and grew 3.8% from the year-ago earnings of $1.05.The robust increase in quarterly earnings was primarily driven by strong top-line growth and volume gains.
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BROWN FORMAN B (BF.B): Free Stock Analysis Report DIAGEO PLC-ADR ( DEO ): Free Stock Analysis Report CONSTELLATN BRD ( STZ ): Free Stock Analysis Report Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ( STZ ) and Diageo plc ( DEO ), currently holds a Zacks #4 Rank, implying a short-term 'Sell' rating on the stock. The company's reported earnings of $1.09 per share came in line with Zacks Consensus Estimate and grew 3.8% from the year-ago earnings of $1.05.The robust increase in quarterly earnings was primarily driven by strong top-line growth and volume gains.
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2011-10-18 00:00:00 UTC
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Sifting Through the Rubble
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https://www.nasdaq.com/articles/sifting-through-rubble-2011-10-18
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nan
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With all the structural problems plaguing European economies, most investors now take a dim view toward the Continent. But Matthew Benkendorf, manager ofVirtus Greater European Opportunities (VGEAX, 800-243-1574), has successfully navigated these treacherous markets. His fund ranks among the top 1 percent of European equity funds, according to Morningstar's rankings. We recently spoke with Benkendorf about his outlook for the region and he believes there are plenty of opportunities for the patient, quality-oriented investor.
What is your outlook for Europe?
Europe made a critical error with its response to the 2008 credit crisis. During that crisis, the US initiated programs such as the Troubled Asset Relief Program (TARP) which it used to infuse banks with capital. Although that may not have been the intended purpose of TARP, injecting banks with capital and then forcing them to raise additional capital turned out to be the right course of action. European banks did raise some capital at that point in time, but they didn't do so to the fullest extent necessary. Instead they took a piecemeal approach with the hope that the resulting growth from an eventual economic recovery would obviate the need for additional borrowing.
Even after the equity markets finally rallied off their lows, European regulators failed to push the banks to strengthen their balance sheets by raising additional capital. One can draw a simple contrast between the relative strength of US and European banks with basic metrics. In terms of tangible common equity (TCE), US banks are roughly twice as capitalized as European banks. On average, European banks are at 3 percent TCE to assets while US banks are at about 6 percent.
It's difficult to know the right level of capitalization, but the market's action suggests that European banks need more capital. Unfortunately, it's far more difficult for banks to raise capital from exiting shareholders after the market selloff.
Beyond that, most entities take a risk-weighted approach to judging a bank's capital needs. That risk-weighted methodology examines a bank's asset base and discounts its assets according to their perceived risk levels. Under that system, sovereign debt isn't discounted-it's considered sacrosanct because it is theoretically redeemable at part with no risk. Of course, those assets do carry risk and, considering the risk to certain sovereign bonds such as those issued by Greece, the banks probably aren't sufficiently capitalized to endure losses on those bonds.
Many politicians in Europe are being disingenuous when they say Greece won't default on its bonds. Greece has over $300 billion in outstanding debt and there's no way the country can continue to make payments on it. The Greek debt load should be cut by at least one half. You can't expect an economy or a population to shoulder that burden; the Greek population isn't going to struggle for the next 100 years to pay back Europe for its folly in offering them cheap financing for so many years. There will be social revolt before that happens and we're already seeing signs of unrest. Although most politicians would likely deny it, default is obviously the endgame. For now politicians are simply trying to buy some time and hoping for the situation to improve. They're just delaying the inevitable.
What is the most likely resolution to Europe's debt crisis?
The problem with many of the solutions offered thus far is that they involve raising additional debt to deal with an already unsustainable debt burden. This approach doesn't make sense. Nations with stronger economies such as Germany simply can't shoulder the whole load, and it wouldn't be prudent for them to try. The other problem with raising additional debt is that it would be done on a European-wide basis, with every nation contributing proportionately. It's perverse that some of the weaker nations would be contributing to a vehicle that quite possibly will have to bail them out as well.
The cold, hard reality comes down to Europe either printing money to inflate away its debt or deflating its debt by allowing debtors to default. Because nobody likes the risk involved in deflating debt, Europe is more likely to print money.
But for that solution to work over the long term, they'll have to create greater fiscal integration in the groin, which will raise a lot of philosophical questions for the Europeans. Fore example, how much of their sovereignty and national identity are the individual nations willing to concede?
Are there any bright spots on the Continent?
This is an exciting time because investors ultimately produce their best returns by buying stocks during such crises. Of course, investors must still do their research to find the best risk-reward scenarios.
Our concentrated portfolio focuses on high-quality companies that have proven track records of profitability and operate in markets with high barriers to entry. I won't buy a stock simply because it's been beaten down. I only buy the best, most stable stocks when the prices are right.
At the moment, multinational consumer staples companies in Europe offer especially attractive valuations. They've been consistently profitable and they do a strong business in emerging markets.
We own a number of tobacco names such as British American Tobacco ( BTI ), Imperial Tobacco (London: IMT, OTC: ITYBY) and Philip Morris International ( PM ). Philip Morris is a Swiss-based business that owns all the international rights to a portfolio of popular brands such as Marlboro cigarettes. It's a very predictable and stable business that gives all of its excess capital back to shareholders.
The food space also offers a number of opportunities, including Nestle (Switzerland: NESN, OTC: NSRGY). In the spirits space, Anheuser-Busch InBev ( BUD ) throws off a lot of cash and is very attractive to investors. In addition to its US business, a high proportion of its earnings come from the emerging markets. For instance, it has a huge share of the beer market in Brazil. Diageo ( DEO ) is the world's largest spirits maker, boasting a portfolio of some of the best-known brands, including Johnnie Walker and Smirnoff. Similar to Anheuser-Busch InBev, it's generating significant growth from emerging markets.
There are also some compelling health care names. Although most pharmaceutical companies have pipeline issues with their portfolios of drugs, there are some opportunities.
Novo Nordisk ( NVO ) offers the world's best insulin franchise. Because of this focus, it differs from the typical pharmaceutical company that tries to compete in five or six different therapeutic areas. As an increasing portion of the global population becomes diabetic, so Novo Nordisk has great structural long-term business drivers which aren't going to change any time soon.
There are also good deals on some durable franchises in the industrials space.
We hold both France-based Bureau Veritas (France: BVI) and Switzerland-based SGS (Switzerland: SGSN) in our portfolio. Both are global testing and inspection companies. They inspect everything from testing batches of toys exported from China, the soundness of the construction of commercial buildings in France to the quality of grains being exported from Africa. All those operations capitalize on continued long-term global growth within a highly consolidated industry while maintaining high margins and returns.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Article Republished with permission from www.KCIinvesting.com and www.rukeyser.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Diageo ( DEO ) is the world's largest spirits maker, boasting a portfolio of some of the best-known brands, including Johnnie Walker and Smirnoff. Even after the equity markets finally rallied off their lows, European regulators failed to push the banks to strengthen their balance sheets by raising additional capital. But for that solution to work over the long term, they'll have to create greater fiscal integration in the groin, which will raise a lot of philosophical questions for the Europeans.
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Diageo ( DEO ) is the world's largest spirits maker, boasting a portfolio of some of the best-known brands, including Johnnie Walker and Smirnoff. You can't expect an economy or a population to shoulder that burden; the Greek population isn't going to struggle for the next 100 years to pay back Europe for its folly in offering them cheap financing for so many years. The problem with many of the solutions offered thus far is that they involve raising additional debt to deal with an already unsustainable debt burden.
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Diageo ( DEO ) is the world's largest spirits maker, boasting a portfolio of some of the best-known brands, including Johnnie Walker and Smirnoff. European banks did raise some capital at that point in time, but they didn't do so to the fullest extent necessary. It's difficult to know the right level of capitalization, but the market's action suggests that European banks need more capital.
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Diageo ( DEO ) is the world's largest spirits maker, boasting a portfolio of some of the best-known brands, including Johnnie Walker and Smirnoff. In terms of tangible common equity (TCE), US banks are roughly twice as capitalized as European banks. The problem with many of the solutions offered thus far is that they involve raising additional debt to deal with an already unsustainable debt burden.
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2011-07-11 00:00:00 UTC
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Diageo Downgraded to “Market Perform” at Bernstein; Target Raised (DEO)
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DEO
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https://www.nasdaq.com/articles/diageo-downgraded-market-perform-bernstein-target-raised-deo-2011-07-11
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Alcoholic beverage producer Diageo plc ( DEO ) on Monday saw its rating cut, but price target raised, by analysts at Bernstein.
The firm said it downgraded DEO from "Outperform" to "Market Perform," but lifted its price target to $90. That new target suggests an 8% upside to the stock's Friday closing price of $83.49.
DEO produces famous liquor brands such as Johnnie Walker, Bailey's, Captain Morgan, Tanqueray, and Guinness.
Diageo shares were mostly flat in premarket trading Monday.
The Bottom Line
We have been recommending shares of Diageo ( DEO ) since Dec.8, 2010, when the stock was trading at $72.10. The company has a 2.96% dividend yield, based on Friday's closing stock price of $83.49.
Diageo plc ( DEO ) is a "Recommended" dividend stock, holding a Dividend.com DARS™ Rating of 3.5 out of 5 stars.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Alcoholic beverage producer Diageo plc ( DEO ) on Monday saw its rating cut, but price target raised, by analysts at Bernstein. DEO produces famous liquor brands such as Johnnie Walker, Bailey's, Captain Morgan, Tanqueray, and Guinness. The firm said it downgraded DEO from "Outperform" to "Market Perform," but lifted its price target to $90.
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Alcoholic beverage producer Diageo plc ( DEO ) on Monday saw its rating cut, but price target raised, by analysts at Bernstein. Diageo plc ( DEO ) is a "Recommended" dividend stock, holding a Dividend.com DARS™ Rating of 3.5 out of 5 stars. The firm said it downgraded DEO from "Outperform" to "Market Perform," but lifted its price target to $90.
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Alcoholic beverage producer Diageo plc ( DEO ) on Monday saw its rating cut, but price target raised, by analysts at Bernstein. The Bottom Line We have been recommending shares of Diageo ( DEO ) since Dec.8, 2010, when the stock was trading at $72.10. Diageo plc ( DEO ) is a "Recommended" dividend stock, holding a Dividend.com DARS™ Rating of 3.5 out of 5 stars.
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DEO produces famous liquor brands such as Johnnie Walker, Bailey's, Captain Morgan, Tanqueray, and Guinness. Diageo plc ( DEO ) is a "Recommended" dividend stock, holding a Dividend.com DARS™ Rating of 3.5 out of 5 stars. Alcoholic beverage producer Diageo plc ( DEO ) on Monday saw its rating cut, but price target raised, by analysts at Bernstein.
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728211.0
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2011-02-17 00:00:00 UTC
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My Friends Laughed At Me... But Now I'm Up Double-Digits
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DEO
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https://www.nasdaq.com/articles/my-friends-laughed-me-now-im-double-digits-2011-02-17
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nan
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nan
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For nearly a decade, I have gone to Las Vegas to meet up with a group of friends who share my interest in poker. Every year, we have our picture taken at Binion's Horseshoe Casino, the birthplace of the World Series of Poker.
Looking back over past pictures, I can see how much my friends and I have changed. (By the way, we aren't old, we're "seasoned.") But if we have changed over the years, so has Las Vegas.
Las Vegas transformed itself from a cheap gambling destination to a celebrity hangout. In the mid-2000s, casinos tried to outdo each other for the title of most luxurious. Rooms on the Strip were hard to find less than $200 a night -- and $10,000-a-night suites were there for the asking.
To some extent, the economic downturn has Las Vegas returning to its roots. Bargain shoppers are finding plenty of rooms in luxury hotels for less than $40 a night. And casinos are bending over backward to cater to their new price-sensitive clientele.
During my last visit, I saw off-peak breakfast specials for $1.99. Happy hours and "ladies drink free" nights were hosted by almost every casino nightclub and bar. But what I saw on the casino floor got me thinking about investing... "penny" casino video games were packed with bargain gamblers.
These gaming devices aren't your old one-armed-bandit slot machines. They offer players a sophisticated audio and video experience, many with themes based on popular TV shows and movies. "I Dream of Jeannie," "Happy Days," "Jaws" and "The Wizard of Oz" were popular themes. There were a number of original content games that were also favorites.
I usually like to try things before I invest in them. I've personally checked out the hair care products and customer experience at Sally Beauty Holdings (NYSE: SBH ) stores. I also sampled the wares of my former portfolio holding Diageo (NYSE: DEO ) -- an alcohol and beer distributor ( both delivered nice gains , by the way). So while I hate to play when the house has the advantage, I tested out a number of the latest casino video games.
At first, my traveling companions made fun of my low stakes, non-poker dalliance. But before long, they had each enjoyed the experience. Of course, they gravitated toward games more favored by their gender. Star Trek, a fishing-based game called Reel 'em In, and a number of battle-themed games seemed to attract my male counterparts. In fact, looking around the casino floor, I saw more men playing machine-based games than I had in years of visiting Vegas.
That's a pretty nice trend for the companies making slot machines. And then I started doing a bit of research...
No doubt casino budgets are still tight, but that hasn't affected their ability to sell new machines at higher price-points. This has been achieved through increased sales of premium-priced Wide-Area Progressive (WAP) and networked systems. WAPs allow a casino company to link progressive jackpots across multiple locations. Networked systems allow a casino company to change or update key features of a game at the server level, as opposed to making changes to each individual machine.
More interesting? Replacement of older machines on the casino floor has been slow during the past two years. But conditions for casino companies have stabilized -- and in many cases improved -- and I'm expecting casino budgets to be healthier in 2011.
Action to Take--> There are certainly no guarantees, but I think the machine replacement rate could soar from what the industry is executing now, and that means shares of slot machine-makers would likely follow.
There are basically three big players in the slot machine market. I picked the current market leader -- a company I've been following for years -- for inclusion in my $100,000 real-money Stock of the Month portfolio a few months ago. So far, it's showing a nice double-digit gain, but nowhere near what I expect if the replacement cycle really heats up.
-- Amy Calistri
P.S. -- My entire strategy behind Stock of the Month? Keep things simple. It's why I only have one portfolio of my top dozen picks... and only cover my one best idea each month. To see the returns I've generated, I invite you to read this memo (my performance is listed about halfway down the page).
Disclosure: Neither Amy Calistri nor StreetAuthority, LLC hold positions in any securities mentioned in this article.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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But what I saw on the casino floor got me thinking about investing... "penny" casino video games were packed with bargain gamblers. They offer players a sophisticated audio and video experience, many with themes based on popular TV shows and movies. I also sampled the wares of my former portfolio holding Diageo (NYSE: DEO ) -- an alcohol and beer distributor ( both delivered nice gains , by the way).
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But what I saw on the casino floor got me thinking about investing... "penny" casino video games were packed with bargain gamblers. They offer players a sophisticated audio and video experience, many with themes based on popular TV shows and movies. I also sampled the wares of my former portfolio holding Diageo (NYSE: DEO ) -- an alcohol and beer distributor ( both delivered nice gains , by the way).
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But what I saw on the casino floor got me thinking about investing... "penny" casino video games were packed with bargain gamblers. They offer players a sophisticated audio and video experience, many with themes based on popular TV shows and movies. I also sampled the wares of my former portfolio holding Diageo (NYSE: DEO ) -- an alcohol and beer distributor ( both delivered nice gains , by the way).
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But what I saw on the casino floor got me thinking about investing... "penny" casino video games were packed with bargain gamblers. They offer players a sophisticated audio and video experience, many with themes based on popular TV shows and movies. I also sampled the wares of my former portfolio holding Diageo (NYSE: DEO ) -- an alcohol and beer distributor ( both delivered nice gains , by the way).
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728212.0
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2011-01-28 00:00:00 UTC
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Market Wrap-Up for Jan.28 (AMZN, F, VZ, MSFT, TROW, XOM, more)
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DEO
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https://www.nasdaq.com/articles/market-wrap-jan28-amzn-f-vz-msft-trow-xom-more-2011-01-28
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nan
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nan
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We are hearing about the deluge of IPOs coming out already in 2011, as well as the filings beginning to jam up the pipeline. From the valuations we are hearing on companies like Facebook and LinkedIn, I am beginning to wonder if publicly-traded corporations are thinking about taking their own companies private and then coming back to the markets at some point in the future, likely greeted with higher valuations than Wall Street is currently placing on their shares. You can bet there are many scenarios being discussed in corporate boardrooms as to how to take advantage of companies that may be undervalued.
We could also see more M&A as companies take some of the large cash hoards and put them to work. One of our current recommendations, Verizon ( VZ ), put some money to work last night, announcing a $1.4 billion acquisition. We of course would love to keep seeing companies raising dividend payouts, but we can't complain - the number of dividend increases so far this year has been to our liking. Check out last night's long payout changes list and you'll see what I mean.
The market is certainly not off to a good start today, as we inch closer to wrapping up our first month of 2011 for the markets on Monday. The headlines coming out of Egypt didn't seem to matter much a few days back, but with the indices in the red today, more attention is being paid to the happenings in the Middle East. It will be interesting to see if commodity names get a bid today, following the heavy selling we have seen in metals, oil, and elsewhere.
Before we look at today's movers, just a quick note to remind everyone that we added a new high-yield name to our recommended list today. Be sure to check out the article detailing our upgrade here if you did not receive the e-mail alert we sent out earlier. It's been a decent week as far as new recommendations go, with 7 new names in total joining the rest of our Best Dividend Stocks List .
With some of the momentum money coming out of stocks like Amazon.com ( AMZN ) and Ford ( F ) today, we were looking to see if buyers would look to dividend names for comfort. It wasn't the case for companies like Microsoft ( MSFT ) and T.Rowe Price ( TROW ), both seeing some selling following earnings results. Wall Street downgrades were also being felt in shares of Consol Energy ( CNX ), Diageo ( DEO ), and Lincoln National ( LNC ). Today's sell-off today is not necessarily a bad thing as I would love to see better entry points for various stocks currently on our recommended list.
Here are the final investing anecdotes from this week's series. I hope everyone gets something out of these. If you are newer to the markets, keep these points somewhere where you can go back and reference. If you are an experienced investor, it doesn't hurt to get a bit of re-schooling on points you may have overlooked through the years. I can tell you this from a personal experience. One should never stop learning or re-learning. Think of it like a superstar athlete does. Why do they practice? Because they want to keep their skills sharp! The same concept applies for investors.
Investment Strategy Anecdote #21 - "Anything can and will happen in the markets."
Who would have thought we would have seen a General Motors ( GM ) bankruptcy? The stock was a fixture in many dividend portfolios. This is why you can't just put your portfolio on auto-pilot and think it will manage itself. You should be checking out your holdings at least once a month, as well as making it a goal to put new money to work each month, at a minimum.
Investment Strategy Anecdote #22 - "The stock market does not follow conventional wisdom."
Boy, I'll say! There will be times that large caps dominate and conservative investing works best, but then there are the go-go times of internet stocks mania - when companies made no money but had insane valuations. We'll be sure to keep our subscribers on the steadier path to wealth building.
Investment Strategy Anecdote #23 - "There are continual opportunities in the market."
Without question! There are always areas that you can commit new money to, even when the market looks its most scary and volatile. Our recommendations go through numerous checks, so that our best dividend stocks list is always up-to-date for investors considering new capital to put to work.
Investment Strategy Anecdote #24 - "There is way too much information and very little good information."
I have always said this and still do. There are some great services out there, and there is nothing wrong to subscribing to multiple sources when it comes to stock research. Think of it as an investment in your continuing money education. Just stay away from the chat rooms and advice from your friends/relatives on "hot" stocks (almost always a penny stock that they hear about from an unreliable source).
Investment Strategy Anecdote #25 - "The market can be irrational longer than you can be solvent."
This refers to investors that take it upon themselves to draw lines in the sand on a particular stock or investing style. There will be times when someone decides to let his/her discipline slip away and it can lead to portfolio blow-ups. Avoid jumping on the margin bandwagon. The lure is there for all, but don't ever play with money that you don't have, or can't get back if you need to.
As we look ahead to next week, earnings season will continue to be in full bloom with reports coming from the likes of Exxon Mobil ( XOM ), Dow Chemical ( DOW ), MasterCard ( MA ), Merck ( MRK ), and plenty more. Be sure to catch up with our latest watchlist updates this weekend on Dividend.com Premium, including reports on earnings/story stocks, analyst upgrades/downgrades, dividend ETFs, and more. And as always, you can view our current recommendations on our industry-leading Best Dividend Stocks List .
Thanks again for reading everybody!
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Wall Street downgrades were also being felt in shares of Consol Energy ( CNX ), Diageo ( DEO ), and Lincoln National ( LNC ). The headlines coming out of Egypt didn't seem to matter much a few days back, but with the indices in the red today, more attention is being paid to the happenings in the Middle East. It wasn't the case for companies like Microsoft ( MSFT ) and T.Rowe Price ( TROW ), both seeing some selling following earnings results.
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Wall Street downgrades were also being felt in shares of Consol Energy ( CNX ), Diageo ( DEO ), and Lincoln National ( LNC ). From the valuations we are hearing on companies like Facebook and LinkedIn, I am beginning to wonder if publicly-traded corporations are thinking about taking their own companies private and then coming back to the markets at some point in the future, likely greeted with higher valuations than Wall Street is currently placing on their shares. Investment Strategy Anecdote #22 - "The stock market does not follow conventional wisdom."
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Wall Street downgrades were also being felt in shares of Consol Energy ( CNX ), Diageo ( DEO ), and Lincoln National ( LNC ). From the valuations we are hearing on companies like Facebook and LinkedIn, I am beginning to wonder if publicly-traded corporations are thinking about taking their own companies private and then coming back to the markets at some point in the future, likely greeted with higher valuations than Wall Street is currently placing on their shares. There will be times that large caps dominate and conservative investing works best, but then there are the go-go times of internet stocks mania - when companies made no money but had insane valuations.
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Wall Street downgrades were also being felt in shares of Consol Energy ( CNX ), Diageo ( DEO ), and Lincoln National ( LNC ). From the valuations we are hearing on companies like Facebook and LinkedIn, I am beginning to wonder if publicly-traded corporations are thinking about taking their own companies private and then coming back to the markets at some point in the future, likely greeted with higher valuations than Wall Street is currently placing on their shares. Our recommendations go through numerous checks, so that our best dividend stocks list is always up-to-date for investors considering new capital to put to work.
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3f358420-3ffb-41d1-bb35-2137c0eeef95
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728213.0
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2011-01-21 00:00:00 UTC
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Top 10 Most Profitable Consumer Goods Companies
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DEO
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https://www.nasdaq.com/articles/top-10-most-profitable-consumer-goods-companies-2011-01-21
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nan
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nan
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Compiled by Luis Gonzalez: The following is a list of consumer goods sector stocks that have been more profitable than their competitors over the last five years, when comparing gross and net profit margins.
Will these companies continue to be more profitable than their industry competitors? What do you think? Perhaps more importantly, considering their track record of profitability, is most of the good news already priced into these stock prices?
Profitability data and industry comps sourced from Reuters, short float and performance data sourced from Finviz.
Analyze These Ideas (Tools Will Open In A New Window)
1. Access a thorough description of all companies mentioned
2. Compare analyst ratings for all stocks mentioned below
3. Visualize market cap changes for the top stocks mentioned
The list has been sorted alphabetically.
1. Companhia de Bebidas Das Americas (ABV): Beverages Industry. Market cap of $84.65B. 5-year average gross margin at 65.75% vs. industry average at 41.22%. 5-year average net profit margin at 21.61% vs. industry average at 4.61%. Short float at 0.94%, which implies a short ratio of 2.76 days. The stock has gained 42.98% over the last year.
2. Clorox Corporation (CLX): Housewares & Accessories Industry. Market cap of $8.92B. 5-year average gross margin at 42.79% vs. industry average at 7.27%. 5-year average net profit margin at 9.68% vs. industry average at 1.27%. Short float at 1.71%, which implies a short ratio of 1.48 days. The stock has gained 8.33% over the last year.
3. Diageo plc (DEO): Beverages Industry. Market cap of $47.98B. 5-year average gross margin at 65.18% vs. industry average at 45.12%. 5-year average net profit margin at 20.06% vs. industry average at 4.47%. Short float at 0.09%, which implies a short ratio of 0.92 days. The stock has gained 14.29% over the last year.
4. Hansen Natural Corporation (HANS): Beverages Industry. Market cap of $4.87B. 5-year average gross margin at 52.48% vs. industry average at 48.93%. 5-year average net profit margin at 15.53% vs. industry average at 5.75%. Short float at 2.19%, which implies a short ratio of 1.96 days. The stock has gained 35.75% over the last year.
5. Kimberly-Clark Corporation (KMB): Personal Products Industry. Market cap of $26.32B. 5-year average gross margin at 31.46% vs. industry average at 24.49%. 5-year average net profit margin at 9.15% vs. industry average at 2.94%. Short float at 1.37%, which implies a short ratio of 2.06 days. The stock has gained 10.21% over the last year.
6. Knoll Inc. (KNL): Business Equipment Industry. Market cap of $791.28M. 5-year average gross margin at 34.15% vs. industry average at 24.64%. 5-year average net profit margin at 5.86% vs. industry average at 2.18%. Short float at 3.16%, which implies a short ratio of 7.23 days. The stock has gained 47.03% over the last year.
7. The Coca-Cola Company (KO): Beverages Industry. Market cap of $146.13B. 5-year average gross margin at 64.58% vs. industry average at 48.93%. 5-year average net profit margin at 20.69% vs. industry average at 5.75%. Short float at 0.96%, which implies a short ratio of 2.32 days. The stock has gained 19.39% over the last year.
8. Mead Johnson Nutrition Company (MJN): Processed & Packaged Goods Industry. Market cap of $12.56B. 5-year average gross margin at 63.88% vs. industry average at 31.82%. 5-year average net profit margin at 15.91% vs. industry average at 5.33%. Short float at 0.82%, which implies a short ratio of 1.32 days. The stock has gained 38.34% over the last year.
9. Pepsico, Inc. (PEP): Processed & Packaged Goods Industry. Market cap of $104.44B. 5-year average gross margin at 54.34% vs. industry average at 48.93%. 5-year average net profit margin at 13.7% vs. industry average at 5.75%. Short float at 0.43%, which implies a short ratio of 1.1 days. The stock has gained 11.39% over the last year.
10. Procter & Gamble Co. (PG): Personal Products Industry. Market cap of $186.7B. 5-year average gross margin at 50.91% vs. industry average at 7.27%. 5-year average net profit margin at 13.65% vs. industry average at 1.27%. Short float at 0.95%, which implies a short ratio of 2.78 days. The stock has gained 13.37% over the last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Diageo plc (DEO): Beverages Industry. Visualize market cap changes for the top stocks mentioned The list has been sorted alphabetically. Companhia de Bebidas Das Americas (ABV): Beverages Industry.
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Diageo plc (DEO): Beverages Industry. 5-year average net profit margin at 21.61% vs. industry average at 4.61%. 5-year average net profit margin at 9.68% vs. industry average at 1.27%.
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Diageo plc (DEO): Beverages Industry. 5-year average net profit margin at 21.61% vs. industry average at 4.61%. 5-year average net profit margin at 9.68% vs. industry average at 1.27%.
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Diageo plc (DEO): Beverages Industry. Compiled by Luis Gonzalez: The following is a list of consumer goods sector stocks that have been more profitable than their competitors over the last five years, when comparing gross and net profit margins. Hansen Natural Corporation (HANS): Beverages Industry.
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2010-12-24 00:00:00 UTC
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Roger Nusbaum Positions for 2011: Sector Picking Less Important Than Country / Theme Selection
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DEO
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https://www.nasdaq.com/articles/roger-nusbaum-positions-2011-sector-picking-less-important-country-theme-selection-2010-12
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nan
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Roger Nusbaum submits:
Roger Nusbaum is an Arizona-based financial advisor at Your Source Financial who builds and manages client portfolios using a mix of individual stocks and ETFs. Roger writes a popular blog, which focuses on 'top down' asset allocation. Roger is particularly focused on exchange-traded funds, risk management in portfolio building and investing in international markets.
Seeking Alpha's Jonathan Liss recently spoke with Mr. Nusbaum to find out how he planned to position clients in 2011 in light of his understanding of how a range of macro-economic trends were likely to unfold in the coming year.
Seeking Alpha: Despite predictions of a dip in equities amid slow global growth in 2010, stocks were clearly the better choice than bonds in 2010, especially in Q4 where bonds sold off almost across the board whereas stock returns remained robust. How are you planning to position clients with a longer-term horizon in 2011 in terms of an equities/bond mix?
Roger Nusbaum: Perhaps I am remembering incorrectly but that stocks were cheaper than bonds one year ago was widely believed, although of course there was no guarantee that the cheaper asset would be the outperformer. While I expected a modest decline in equities for 2010, I think the consensus was pointed more towards an up year, at least on the sell side.
We don't really have plans to alter people's target allocations based on perceptions of what the market may do. Within each asset class we have specific ideas on how to position. In equities we have been slowly increasing our foreign exposure for many years and expect that to continue. Five or six years ago we were about 30% in foreign equities whereas now we are well above 40%. Among other places, I would expect that we would add South Africa into client accounts this year, and increase China (we are underweight China via China's weight in [[EMIF]] and [[KOL]]).
In fixed income we have been favoring short dated corporate bonds (individual issues) and short dated foreign sovereigns (individual issues) to minimize interest rate risk. We are underweight with funds that could be hurt should rates rise meaningfully. We will go further out on the curve when bonds aren't so close to all-time low yields.
SA: Are we likely to see a continued sell-off in fixed income ETFs into 2011? Where can income investors turn for safety while still getting a reasonable yield?
RN: Yields are very close to all-time lows which obviously means prices are high. Prices can stay high for a long time but buying high carries risks of large declines. Short dated paper, talking individual issues, does not run the risk of getting crushed if rates go up, because they have a par value to return to in a year or two. ETFs have no such par value to return to.
The bigger point is that ETFs are simply tools. For some exposures they are the best way to go and some exposures they are not and that which is best now may not be best in the future. Most of our exposure, as mentioned above, is in short dated individual issues because that is where I see the least risk of large price declines. We do use ETFs here and there for certain fixed income exposures, for example we recently added the PowerShares Emerging Market Bond ETF ( PCY ), specifically choosing dollar denominated exposure for now.
In my opinion this has been a lousy environment for bonds. "Reasonable" yield is in the eye of the beholder, but fixed income is not really a place where I want to take a lot of risk for clients. On a related note we are avoiding municipal bonds, which seem like an obvious trouble spot waiting to happen.
SA: In which sectors do you expect strength in 2011 and beyond? Where do you expect particular weakness? What factors are key in coming to your investment thesis?
RN: An idea I have been working with is that sector decisions will be far less important in the new decade than the previous decade. Tech warned of trouble by virtue of its 30% weighting in the S&P 500 11 years ago, as did financials by virtue of their weighting of 20-22% as what we now know as the bubble was inflating (a sector greater than 20% is a warning sign). That this happened twice, so close together leads me to think it won't happen for a while, which makes sector decisions less important for now.
That being said, I think the fundamentals for domestic and European financials stink and want no part of them. "The book" would tell us to reduce exposure to utilities and to a lesser extent Ma Bell types of telecom in the face of rising rates. The demographics of the US would seem to favor health-related companies but that has been true for awhile and certainly did not matter in 2010. As a note, we own [[NVO]] with the expectation that more people will have diabetes.
I can't stress enough on this point that I think country selection and theme selection are going to be more important than sector decisions.
SA: What are your expectations for commodities, the dollar and precious metals in 2011 and beyond? Will we finally start to see some real inflation in the coming year?
RN: I should qualify one thing before trying to address this question which is that, inspired by John Hussman, we are focused on the portfolio result over a longer period of time, like an entire stock market cycle. Going back over the last five years things like currencies and commodities have had favorable returns, even if they have not done well every single year. Looking forward I can't construct a fundamental case for the US dollar, but of course, like in 2008, the dollar can go up. The dollar winning an ugly contest and going up in 2011 is not what I would call a fundamental argument. I do think the euro is worse off and we are avoiding that as much as possible.
We own gold in the belief that no matter the price, if something bad happens today it will go up tomorrow--insurance. Ex-gold our commodity exposure is in the related equities for now. In the past we have had agricultural commodity exposure but for now do not. This could change at any time.
One thing I would add here is that some of the asset allocation suggestions of 20% in commodities is way too much for us. Commodities, among other things, are a source of volatility. Such a large component in such a volatile space invariably causes a lot of anguish during a downturn, as people find out the hard way that they had too much exposure.
As far as inflation, we already have it--inflation being an increase in the money supply. The question everyone cares about is whether it leads to price inflation. It would be hard for me to peg whether meaningful price inflation starts in 2011. What is more important to me is that the Fed and the Treasury are resorting to desperate measures to try to pump up the economy. Expecting unintended consequences is only logical. Disbelieving that Bernanke can control inflation is only logical. As our debt is not denominated in another currency I do not believe true hyperinflation is in the cards, but inflation that is high enough to be a meaningful drag on the economy is easy to visualize, as bond yields would have to go up to an uncomfortable (for borrowers) level.
As one anecdotal note, my health insurance premium went up 25% for the New Year.
SA: Let's move on to some specific issues that will affect equity returns in 2011 and beyond. In November the Fed implemented another round of QE. Will we get a third round of fiscal stimulus in 2011? Which sectors/asset classes do you think are ideal to play the Fed's actions?
RN: The day I am writing this James Bullard said that the dates and amounts for QE2 might change, in an attempt to say there would be no QE3. It would be difficult to assess what the political will for this will be a few months from now, but that they have embarked on a series of desperate measures to try to fix things, which combined with my belief that it will take quite a few years to fix the worst financial crisis in 80 years, leads me to believe there will be more policy regardless of what it is called. All of the policy measures taken have come up far short of what was promised and this will continue to be the case which creates visibility for this to go on for years. Contributing to this is the lack of political will to make uncomfortable spending cuts, a political cycle that seems to not be conducive to addressing large macro problems and the failure of society to realize that a solution involves sacrifice by everyone.
The obvious investment solution would seem to be to seek out investment destinations where desperate actions are not being taken, markets that had more of a normal contraction/bear market, which includes just about everywhere except the US, big Western Europe and Japan.
SA: Which countries exactly are you referring to when you say "big Western Europe"?
RN: This is a term I use frequently to mean Germany, France, Spain and although not 'big', Portugal and although not really 'Western', Italy.
SA: How does the incoming Republican House majority affect the economic outlook for the next two years? Is gridlock ultimately good or bad for equity returns?
RN: Gridlock, historically a positive, probably lengthens the kicking of the can down the road. This country needs politicians willing to make difficult decisions (this is of course oxymoronic) and if we do not have that then things cannot get back on the "right track." Other markets can do well regardless of the US political environment, which is again where I think people need to look. To be clear I would not expect any market to go up during a worldwide panic but Brazil, as one of many examples, went up 300% in the previous decade as the US was dropping 24%.
SA: How about the situation in the EU. Have you lightened up on European stock/bond exposure in client portfolios as a result of continuing contagion there? Are there any bright spots you'd focus on in terms of European equity allocation?
RN: We have had little to no exposure to 'big' Western Europe long before the crisis due to a generally uncompelling growth story, and I do not see changing this anytime soon. We sold our one Irish bank in March 2008 and Telefonica ( TEF ) shortly thereafter, but we've always been aggressively underweight the region. We do like Scandinavia with Statoil ( STO ), Volvo (VOLVY.PK) and NVO. We've also had Novartis ( NVS ) for years and in the UK we've had Diageo ( DEO )--we sold Barclays PLC (BCS) in December 2007.
To my way of thinking, Europe is in obvious trouble and while the outcome may not be as bad as people think, it would make sense for European equity performance to generally lag the rest of the world.
SA: Same question but for U.S. states like California and Illinois. Will a government bailout ultimately be necessary to backstop state debt as defaults pile up? Are muni bond funds something you're avoiding going into 2011, or do their significant tax benefits still outweigh the possible downside of one or more states defaulting?
RN: As mentioned above we are avoiding municipal bonds as they seem like an obvious trouble spot. The states are in trouble with only two states not in deficit the last time I looked (Montana and South Dakota) and almost every state having pension shortfalls. These problems combine with lower income tax revenues (fewer people working), lower property tax revenue (lower assessed values) and lower sales tax revenue (presumably people not working spend less money).
This adds up to make munis unattractive. If the risk is abnormal, where we are talking fixed income, I'd rather avoid it altogether and not have to be right about whether any states need to be bailed out.
SA: The U.S. housing market seems to be in the midst of another prolonged leg down. How are you playing this via ETFs? Is the commercial real estate market a better bet going forward? How much weight are you giving to REIT funds in client portfolios?
RN: We sold Equity Residential (EQR) almost immediately after Sam Zell sold Equity Office Property and haven't been back since. As a repeat theme, I think the fundamentals stink so we have no exposure. If I were going to look at this space I would look at the college campus-related REITS, but again, I am not looking.
SA: One of the great economic stories of our time is the emergence of China and, to a lesser extent, India as global economic powerhouses. How much weight do you recommend for emerging market ETFs in both stock and bond ETF allocations?
RN: First let me say I have come to believe the term "emerging markets" has lost most of its meaning, as it is now the developed markets that are closer to being over-indebted banana republics than many of the so-called emerging markets.
That being said I pick countries for inclusion in the portfolio based on their attributes. Commodity based economies tend to offer better diversification for US based investors who of course live in a service based economy. The idea here is that countries with different attributes have a good chance of being at different points in their economic cycles which means they could be at different points in their stock market cycles. Case in point, both Brazil and Norway kept going up for eight months past the US peak in October 2007.
Right now we either target 10.5% or 14.5% in emerging market exposure depending on whether you consider Israel an emerging market or not.
Specifically with China we owned an oil stock for years up until June 2007. We sold out after a nice gain and stayed out until August 2008 when we bought China Mobile (CHL). We sold CHL in late 2009. For now our exposure to China, as mentioned above, is an underweight that comes from China's weight in the iShares Emerging Market Infrastructure Fund (EMIF) and China's weight in the Market Vectors Coal ETF (KOL).
We have not had across-the-board India exposure in a long time but that could change soon. It seems like a more difficult country to access as most of the ETFs are broad based, which is not my preferred way into too many countries. There also seem to be fewer individual stocks to choose from. By default that might point me to the EG Shares India Infrastructure Fund (INXX) but to be clear I am not there yet and don't know if I will get there.
For the coming year, also mentioned above, I can see increasing China one way or another, and I think I will be adding South Africa but am not sure of the best way in as of yet.
As for fixed income I mentioned owning [[PCY]] for most clients. This is a recent purchase and it is down a little from where we bought it.
SA: Name one ETF investment that worked out particularly well in 2010 and one that was a bust.
RN: In the equity portion of client portfolios we own a mix of individual stocks and ETFs, but that mix favors individual stocks. A couple of our best performers have been Novo Nordisk (NVO) which we bought early in the year, Nike (NKE) and Caterpillar (CAT) which are both long-term holdings, and anything to do with Chile. Most clients own Santander Bank (SAN) and some own iShares MSCI Chile (ECH). The SPDR Gold Trust (GLD) has done well too. One other ETF that has done well is the WisdomTree International Energy ETF (DKA).
Luckily we've not had anything really blow up on us--not to say there have not been laggards. Statoil ( STO ) is down 8% YTD as I write this, which is disappointing. The nature of this name is to move higher in short violent spurts but it's no stranger to long sideways moves. Johnson & Johnson (JNJ) seems to have a bad headline every other day but the name is only down 3% for the year.
See also Target Retirement Date Lifecycle Funds: Ignorance Is Never Bliss on seekingalpha.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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We've also had Novartis ( NVS ) for years and in the UK we've had Diageo ( DEO )--we sold Barclays PLC (BCS) in December 2007. Seeking Alpha's Jonathan Liss recently spoke with Mr. Nusbaum to find out how he planned to position clients in 2011 in light of his understanding of how a range of macro-economic trends were likely to unfold in the coming year. RN: I should qualify one thing before trying to address this question which is that, inspired by John Hussman, we are focused on the portfolio result over a longer period of time, like an entire stock market cycle.
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We've also had Novartis ( NVS ) for years and in the UK we've had Diageo ( DEO )--we sold Barclays PLC (BCS) in December 2007. We do use ETFs here and there for certain fixed income exposures, for example we recently added the PowerShares Emerging Market Bond ETF ( PCY ), specifically choosing dollar denominated exposure for now. These problems combine with lower income tax revenues (fewer people working), lower property tax revenue (lower assessed values) and lower sales tax revenue (presumably people not working spend less money).
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We've also had Novartis ( NVS ) for years and in the UK we've had Diageo ( DEO )--we sold Barclays PLC (BCS) in December 2007. We do use ETFs here and there for certain fixed income exposures, for example we recently added the PowerShares Emerging Market Bond ETF ( PCY ), specifically choosing dollar denominated exposure for now. For now our exposure to China, as mentioned above, is an underweight that comes from China's weight in the iShares Emerging Market Infrastructure Fund (EMIF) and China's weight in the Market Vectors Coal ETF (KOL).
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We've also had Novartis ( NVS ) for years and in the UK we've had Diageo ( DEO )--we sold Barclays PLC (BCS) in December 2007. SA: Are we likely to see a continued sell-off in fixed income ETFs into 2011? SA: Let's move on to some specific issues that will affect equity returns in 2011 and beyond.
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2010-10-10 00:00:00 UTC
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What Buffett Says About Diversification Will Shock You
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https://www.nasdaq.com/articles/what-buffett-says-about-diversification-will-shock-you-2010-10-10
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nan
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nan
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Working for StreetAuthority, I do a lot of different things.
In the course of a day, I may be writing an article... editing a newsletter... discussing potential picks with our staff... researching the next investing hotspot... even going over article ideas with Bob Bogda , our managing editor.
And with so much going on, I actually find myself a little frazzled as the day goes on.
To combat this, I've started getting to work about an hour earlier than the rest of the staff. I don't do this to show off, but found I can do more in that one hour (when I can simply focus on one task without distraction) than I could in two hours when the rest of the staff has the office buzzing.
Turning off the background noise allowed me to simplify things -- and get better results.
What does this have to do with investing? A ton.
Whydiversification is like drinking from a fire hose
Sometimes the investing waters are as clear as mud to retail investors. After all, there are literally thousands of potential plays out there.
You could try to play a rebound in the automakers. You could day-trade the banks. You could stick with index funds and ride out any storm. You could even try to find companies that are simply undervalued and will rebound once the market notices.
But the problem is that there are too many options -- it's like trying to drink from a fire hose. Too many choices make it hard to nail down the one investment that will make your portfolio a winner.
Instead, like I do every morning by getting an early start, I think successful investors need to turn off the distractions and focus their attention on a small group of the best ideas... drink from a glass, instead of a fire hose.
By shrinking your portfolio, you'll find:
It's easier to stay on top of your investments -- If you have a portfolio of 50 stocks, how well can you pay attention to each one?
Even if you read up on each one just an hour each week, you'd have a full-time job (plus 10 hours of overtime) just to give each its due.
And with this market, it's more important than ever to watch your holdings. Instead, a portfolio of just 10-12 of your best picks would need significantly less time to track each week and you'll likely sleep better at night knowing you've done your homework.
(bullet) Better portfolio performance -- Which do you think would average higher on a test: an entire class full of students, or a handful of the smartest students as picked by the teacher?
The answer is obvious... and it's the same with your portfolio.
Look through your holdings. If you have upwards of 30, 40, even 50 holdings or more, I bet you'll find some that you think are simply "OK." It wouldn't even surprise me if you have some you don't even like but simply haven't sold yet.
Instead, what if you culled down your portfolio to just your favorite picks? Wouldn't your portfolio be in much better shape going forward? You'd have the cream of the crop, instead of the entire field. Remember, it's hard to outperform the market if your portfolio is the market.
That you're not alone in trimming down your portfolio -- Warren Buffett's Berkshire Hathaway (NYSE: BRK-B) holds just 37 positions. That's a lot for an individual investor, but for a company with billions of dollars at its disposal, it's surprisingly few. On top of that, in the past 25 years, Berkshire's top five holdings have made up an average of 73% of its portfolio.
Buffett is simply a proponent for positioning a portfolio to take advantage of the best picks. He's even gone as far as saying:
"If it's your game, diversification doesn't make sense. It's crazy to put money into your 20th choice rather than your 1st choice. It's the 'LeBron James' analogy. If you have LeBron James on your team, don't take him out of the game just to make room for someone else."
If the world's greatest investor is following this approach, shouldn't other investors?
That's what I'm doing with $100,000
Warren Buffett's school of thought is one of the main tenets of my Stock of the Month newsletter, and its $100,000 real-money portfolio. Think about it -- our economy and the markets still continue to run hot and cold. Investors are still skittish about unemployment, interest rates, housing... the list goes on.
But no matter what's happening, there are always some stocks doing well. And if you focus on a select group of your best picks, you can profit.
Companies that cater to tougher economic times have done well. Ross Stores (Nasdaq: ROST) is up +121% since 2008... Dollar Tree (Nasdaq: DLTR) is up +182%. Auto-parts stores (critical, as drivers are keeping cars longer) are the same story: Advance Auto Parts ( AAP ) is up +57%... AutoZone ( AZO ) is up +90%.
One of the best performers in my newsletter, Olin Corp. ( OLN ) gained +58% in about a year before I closed the position. Sally Beauty Supply ( SBH ) had the same return. Liquor distributor Diageo ( DEO ) gained +34%. And these returns have been during what can at best be described as a "rocky" environment.
[I'm very open with my closed Stock of the Month positions. You can view them all here .]
Action to Take --> I understand that years of conditioning has led millions of investors to think diversification is crucial to success. And it is, if you want to simply match the market. But that's not what I, nor Warren Buffett, want to do. I doubt you do either.
-- Amy Calistri
A graduate of both Columbia University and The University of Texas, Amy's experience includes managing $5 million in trust funds, economic consulting and financial risk management. Read more...
Disclosure: Neither Amy Calistri nor StreetAuthority, LLC hold positions in any securities mentioned in this article.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Liquor distributor Diageo ( DEO ) gained +34%. Instead, like I do every morning by getting an early start, I think successful investors need to turn off the distractions and focus their attention on a small group of the best ideas... drink from a glass, instead of a fire hose. That's what I'm doing with $100,000 Warren Buffett's school of thought is one of the main tenets of my Stock of the Month newsletter, and its $100,000 real-money portfolio.
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Liquor distributor Diageo ( DEO ) gained +34%. Instead, like I do every morning by getting an early start, I think successful investors need to turn off the distractions and focus their attention on a small group of the best ideas... drink from a glass, instead of a fire hose. Read more... Disclosure: Neither Amy Calistri nor StreetAuthority, LLC hold positions in any securities mentioned in this article.
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Liquor distributor Diageo ( DEO ) gained +34%. By shrinking your portfolio, you'll find: It's easier to stay on top of your investments -- If you have a portfolio of 50 stocks, how well can you pay attention to each one? If you have upwards of 30, 40, even 50 holdings or more, I bet you'll find some that you think are simply "OK." It wouldn't even surprise me if you have some you don't even like but simply haven't sold yet.
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Liquor distributor Diageo ( DEO ) gained +34%. You could even try to find companies that are simply undervalued and will rebound once the market notices. Buffett is simply a proponent for positioning a portfolio to take advantage of the best picks.
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2010-07-26 00:00:00 UTC
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Why History Could Tell Us Where European Stocks are Headed
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DEO
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https://www.nasdaq.com/articles/why-history-could-tell-us-where-european-stocks-are-headed-2010-07-26
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nan
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nan
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Soon after taking office, U.S. Treasury Secretary Tim Geithner made U.S. banks undergo a stress test to see how they would fare in ever more dire economic scenarios. Almost all U.S. banks passed the test with flying colors. And as investors breathed a sigh of relief, they called their brokers to place "buy" orders. From there ensued one of the greatest bull market runs in history from the market bottom of March, 2009.
More than a year later, European regulators decided to copy that move, and sure enough, almost all European banks passed the test as well. Could a similar rally result in Europe? The answer is a qualified "yes."
Nobody can predict or should expect stocks to post the +50%, +100% and even +200% gains we saw after March of 2009. But this is a major market hurdle, and these stress tests may be flashing a solid buy signal.
What it means (and what it doesn't)
The key takeaway from these tests is that European banks aren't likely to teeter and pull the whole continent into an economic maelstrom. And as long as investors can assume that the economic environment will remain generally stable, they'll be emboldened to seek out bargain-priced stocks. But this doesn't mean that European economic activity is about to take off. Here in the United States, even as banks got much healthier, they still kept lending activity to a minimum. Many U.S. businesses and consumers have had a tough time borrowing money, and the same will continue to be said of their peers in Europe.
Just as was the case with the stress tests, the U.S. economy has a chance of getting back on a solid growth path before Europe does. U.S. corporate profits have risen sharply in recent quarters and as corporate cash balances rise, we could see the long-awaited hiring spree we've all been waiting for. More jobs means more consumer spending -- always a good thing. In Europe, however, job growth could remain anemic for some time.
Moving up off the lows
Using Barclays' iShares S&P Europe 350 Index ( IEV ) as a proxy , investors had already anticipated positive results from last week's stress tests and started pushing stocks up from their lows of several weeks earlier. In early July, the index flirted with 25-week lows, hovering around $31, but is now moving toward the $36 mark. Yet the index remains more than -40% below the low $60s range seen in 2007 and P/E ratios of many European blue chips remain well below historical levels.
I remain a fan of blue chips like Diageo ( DEO ) , Arcelor ( MT ) and ABB ( ABB ) , as I've noted earlier .
But I'm even more enamored with Europe's small cap stocks, for one main reason. Coming out of a recession, stocks of smaller companies tend to outperform their larger peers, in large part because they were more heavily sold off going into the downturn. For example, Invesco's European Small Company Fund (Nasdaq: ESMAX) plunged from $35 in early 2008 to $6 in early 2009. More than a year later, the fund still remains below $10.
In a recent interview with Reuters, JP Morgan's mid-cap strategist Eduardo Lecubarri noted that the current environment is a "once in a lifetime opportunity" for investors to find real value among small/mid-cap equities, noting that more than 40% of pan-European small/mid-cap stocks, are still down more than -50% from their three-year highs and more than half of those stocks trade below book value .
Action to Take --> Risks still remain in Europe, especially if belt-tightening measures trigger a fresh recession. But it increasingly looks as if the deepest fears have been overblown.
You can play a potential rebound in one of four ways:
-- Buy a U.S. multinational like Procter & Gamble ( PG ) or Ford Motor ( F ) that have a high degree of exposure to Europe.
-- One of those European blue chips I noted earlier.
-- A mutual fund like Invesco's European Small Company Fund
-- Or a low-cost index fund like the Vanguard European ETF ( VGK ) .
-- David Sterman
David Sterman has worked as an investment analyst for nearly two decades. He started his career in equity research at Smith Barney, culminating in a position as Senior Analyst covering European banks. David has also served as Director of Research at Individual Investor and has made numerous media appearances over the years, primarily on CNBC and Bloomberg TV. David has a master's degree in management from Georgia Tech. Read More...
Disclosure: Neither David Sterman nor StreetAuthority, LLC hold positions in any securities mentioned in this article.
StreetAuthority
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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I remain a fan of blue chips like Diageo ( DEO ) , Arcelor ( MT ) and ABB ( ABB ) , as I've noted earlier . Soon after taking office, U.S. Treasury Secretary Tim Geithner made U.S. banks undergo a stress test to see how they would fare in ever more dire economic scenarios. You can play a potential rebound in one of four ways: -- Buy a U.S. multinational like Procter & Gamble ( PG ) or Ford Motor ( F ) that have a high degree of exposure to Europe.
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I remain a fan of blue chips like Diageo ( DEO ) , Arcelor ( MT ) and ABB ( ABB ) , as I've noted earlier . Moving up off the lows Using Barclays' iShares S&P Europe 350 Index ( IEV ) as a proxy , investors had already anticipated positive results from last week's stress tests and started pushing stocks up from their lows of several weeks earlier. For example, Invesco's European Small Company Fund (Nasdaq: ESMAX) plunged from $35 in early 2008 to $6 in early 2009.
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I remain a fan of blue chips like Diageo ( DEO ) , Arcelor ( MT ) and ABB ( ABB ) , as I've noted earlier . More than a year later, European regulators decided to copy that move, and sure enough, almost all European banks passed the test as well. Moving up off the lows Using Barclays' iShares S&P Europe 350 Index ( IEV ) as a proxy , investors had already anticipated positive results from last week's stress tests and started pushing stocks up from their lows of several weeks earlier.
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I remain a fan of blue chips like Diageo ( DEO ) , Arcelor ( MT ) and ABB ( ABB ) , as I've noted earlier . More than a year later, European regulators decided to copy that move, and sure enough, almost all European banks passed the test as well. In Europe, however, job growth could remain anemic for some time.
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2010-06-28 00:00:00 UTC
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Great Deals in Banking and Investing Right Now
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DEO
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https://www.nasdaq.com/articles/great-deals-banking-and-investing-right-now-2010-06-28
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nan
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Closed-End Funds
Closed-end funds trade on exchanges just as stocks do, but their share prices are typically more or less than the value of their underlying assets, creating opportunities for bargains. Take AllianceBernstein Income Fund (symbol ACG ).
At a bit less than $8 a share in early June, the fund traded at 7% below its net asset value and yielded a tidy 6.6%. The fund invests mainly in triple-A-rated U.S. fixed-income securities, but it also holds foreign debt. Another bargain, Alpine Global Premier Properties Fund ( AWP ), holds real estate stocks, with about 40% of assets in the U.S. and the rest scattered around the world. At $5.49, the fund traded at an 18% discount to NAV and yielded 7.2%.
ETF Trades
Investors with a brokerage account at Charles Schwab, Fidelity or Vanguard can now trade many exchange-traded funds with no commission -- making ETFs more appealing for dollar-cost averaging or rebalancing your portfolio regularly.
Euro Stocks
The euro and European stocks have taken a beating this year as investors fret about whether spendthrift nations such as Greece, Spain and Portugal can repay their debts (see GOING LONG: The Upside of the Euro Crisis ). With the MSCI Europe index down 20% from April 15 through June 4, deals in European stocks abound. Amid the wreckage, we like stocks of large companies with thriving operations beyond Europe.
A weak euro gives the Continent's exporters a boost. Expect two German companies, SAP ( SAP ), a business-software maker, and Siemens ( SI ), an electrical-equipment conglomerate, to benefit mightily because both companies generate more than 40% of their sales outside of Europe. At $42, SAP's American depositary receipts are down 13% since April 15 (all prices are as of the June 4 close). Siemens, at $87, also dropped 13%.
Even if Europe is unable to solve its financial woes, drug stocks should hold up well because of their defensive characteristics. Roche ( RHHBY ), which acquired Genentech in 2009, focuses on cutting-edge biotech drugs. At $35, the stock has sunk 17% since mid April and trades for only 11 times expected 2010 earnings.
U.K.-based spirits maker Diageo ( DEO ) isn't headquartered on the Continent, but we recommend it for the good cheer it brings to bargain hunters. The company owns eight of the world's 20 best-selling liquor brands, including Johnnie Walker whisky and Smirnoff vodka. At $62, the stock has fallen 13% since April 15.
You needn't possess a small fortune to invest in top-notch funds. Just $100 will grant you access to Schwab S&P 500 Index ( SWPPX ), which tracks Standard & Poor's 500-stock index. Index funds are highly cost-efficient because they aim merely to match, rather than beat, their benchmarks. And with a 0.09% expense ratio, Schwab's is the cheapest of all funds that follow the S&P 500.
With a $500 initial investment you gain entry to Homestead Value ( HOVLX ). The management's approach of buying good companies that are temporarily out of favor has generated 4.1% annualized gains over the past ten years, besting the S&P 500 by an average of six percentage points per year. The fund charges a reasonable 0.80% in annual expenses.
Looking for a really low hurdle? You can open an account with T. Rowe Price Equity Income ( PRFDX ), a member of the Kiplinger 25 , with as little as $50 to start, provided you commit to funding your account with automatic deposits of at least $50 per month. By investing mainly in high-quality dividend payers, veteran manager Brian Rogers has driven the fund to a 3.4% annualized return over the past ten years. Annual fees are 0.72%.
Credit Cards
Credit cards are expanding 0% offers on new purchases and balance transfers. One of the best deals is the Citi Platinum Select MasterCard , which has a 0% balance-transfer offer (with a 3% transaction fee) and a zero rate on purchases for up to 18 months. The card carries no annual fee and a perk: a $30 credit if you charge $30 in the first three months.
For more deals, see LowCards.com .
Thanks to the Internet, anyone anywhere in the U.S. can earn as much as 3.5% on an account, up to $25,000, with no fees and no minimum balance, at Westfield Bank in Ohio. You're also reimbursed up to $12 a month for ATM fees. To qualify, you must receive your account statement online, use your debit card 12 times a month, and arrange for direct deposit or make at least one automatic payment a month. Find more high-yielding accounts at www.checkingfinder.com .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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U.K.-based spirits maker Diageo ( DEO ) isn't headquartered on the Continent, but we recommend it for the good cheer it brings to bargain hunters. Another bargain, Alpine Global Premier Properties Fund ( AWP ), holds real estate stocks, with about 40% of assets in the U.S. and the rest scattered around the world. By investing mainly in high-quality dividend payers, veteran manager Brian Rogers has driven the fund to a 3.4% annualized return over the past ten years.
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U.K.-based spirits maker Diageo ( DEO ) isn't headquartered on the Continent, but we recommend it for the good cheer it brings to bargain hunters. Closed-End Funds Closed-end funds trade on exchanges just as stocks do, but their share prices are typically more or less than the value of their underlying assets, creating opportunities for bargains. With the MSCI Europe index down 20% from April 15 through June 4, deals in European stocks abound.
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U.K.-based spirits maker Diageo ( DEO ) isn't headquartered on the Continent, but we recommend it for the good cheer it brings to bargain hunters. Closed-End Funds Closed-end funds trade on exchanges just as stocks do, but their share prices are typically more or less than the value of their underlying assets, creating opportunities for bargains. ETF Trades Investors with a brokerage account at Charles Schwab, Fidelity or Vanguard can now trade many exchange-traded funds with no commission -- making ETFs more appealing for dollar-cost averaging or rebalancing your portfolio regularly.
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U.K.-based spirits maker Diageo ( DEO ) isn't headquartered on the Continent, but we recommend it for the good cheer it brings to bargain hunters. With the MSCI Europe index down 20% from April 15 through June 4, deals in European stocks abound. Expect two German companies, SAP ( SAP ), a business-software maker, and Siemens ( SI ), an electrical-equipment conglomerate, to benefit mightily because both companies generate more than 40% of their sales outside of Europe.
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2010-06-25 00:00:00 UTC
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Stocks to Watch amid Europe's Tricky Dance
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DEO
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https://www.nasdaq.com/articles/stocks-watch-amid-europes-tricky-dance-2010-06-25
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nan
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During the past few months, experts have been slowly ratcheting down their global economic growth forecasts. A robust first half rebound is likely to be followed by a second half slowdown. Where the global economy heads from there is a crucial question for investors.
It all starts with Europe. The economies of the PIIGS (Portugal, Italy, Ireland, Greece and Spain) are all likely to keep contracting in the second half, as businesses freeze spending and consumers stay at home. In Ireland, for example, the nation's savings rate has soared, which is another way of saying that consumer spending has ground to a halt.
Meanwhile in places like Germany and France, economic activity is hanging tough. A recent economic survey of business confidence in Germany showed impressive gains, no doubt aided by the weaker euro, which is fattening export profits.
Europe's ability to avoid another recession will greatly depend on its trading partners in North America and Asia. Then again, China is counting on Europe to stay in fighting shape to keep sucking in Chinese imports. Here in the United States, our economic outlook is increasingly dependent on our trade partners in Europe and Asia. In effect, we're all hoping and praying that another region doesn't take us down with them.
More than the currency
In theory, a weaker euro should bring a real tailwind to Europe as its exports become more competitive. But currency only plays a small part in reality. Instead, relative competitiveness and a business-friendly environment dictate a country's level of exports. Generally speaking, it is a lot more cost-effective to produce a manufactured good in Germany than in Greece. Germany has the transportation links, supply-chain efficiencies and factory line productivity to outsell its neighbors to the south.
The PIIGS are learning to improve business conditions by making sharp government cuts that should eventually lead to lower taxes. In Spain, labor laws are becoming far more flexible and are encouraging companies to take more chances on payroll expansion.
But there's a real danger that even if Germany and France post slow or moderate economic growth, their neighbors on the periphery of Europe will contract and take the entire European Union down with them. Grumbling from the German or French electorate is likely to only grow louder. The next time you hear rumors that member states may move away from the euro, U.S. stocks will again take a hit. Investors don't like the uncertainty that might create.
Slow progress
The response to the European crisis has not been uniform. The United Kingdom has announced a massive austerity plan that runs the risk of forcing the economy into an even deeper hole as taxes sharply rise and spending is sharply reduced. The PIIGS have no choice but to be similarly austere, inviting those same concerns. France and Germany, on the other hand, are moving in a more restrained fashion. Germany just raised taxes by 11 billion euros, while France has enacted roughly five billion euros worth of tax hikes. France and Germany likely wish they were islands unto themselves right about now. But they know that a divorce from their neighbors would cause more harm than good.
Action to Take --> The current crisis spells real opportunity for companies based in these stronger countries. A weaker currency boosts export prospects and gives them a chance to make a major push into faster-growing markets like Brazil, Turkey and China.
For example, U.K.-based Diageo (NYSE: DEO ) , which makes Captain Morgan, Smirnoff, Johnny Walker and other spirits, notes that export sales are faring well. Shares are roughly -30% lower than before the 2008 economic crisis began and trade for about 13 times projected 2011 profits.
Investors may also want to dig deeper into Luxembourg-based Arcelor Mittal (NYSE: MT ) , the world's largest steel maker. Shares have lost a third of their value on fears of slumping demand, but the company is not seeing much of a slowdown and is well-positioned to capitalize on rising steel demand in Brazil, South Asia and the United States.
You should also check out Swiss-based ABB (NYSE: ABB ) , the General Electric (NYSE: GE ) of Europe. Goldman Sachs points out that shares of ABB start to garner a higher P/E multiple whenever orders exceed shipment (which is known as a book-to-bill ratio greater than 1.0). But it notes that "the multiple has yet to respond."
ABB's sales are expected to moderately decline this year but grow by +6% to +8% next year, simply based on the recently building backlog . If the weaker euro helps boost competitiveness in other parts of the world, then growth will be even more robust.
-- David Sterman
Staff Writer
StreetAuthority
Disclosure: Neither StreetAuthority, LLC nor the David Sterman hold positions in any securities mentioned in this report.
StreetAuthority
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© Copyright 2001-2010 StreetAuthority, LLC. All Rights Reserved.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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For example, U.K.-based Diageo (NYSE: DEO ) , which makes Captain Morgan, Smirnoff, Johnny Walker and other spirits, notes that export sales are faring well. A recent economic survey of business confidence in Germany showed impressive gains, no doubt aided by the weaker euro, which is fattening export profits. But there's a real danger that even if Germany and France post slow or moderate economic growth, their neighbors on the periphery of Europe will contract and take the entire European Union down with them.
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For example, U.K.-based Diageo (NYSE: DEO ) , which makes Captain Morgan, Smirnoff, Johnny Walker and other spirits, notes that export sales are faring well. Germany just raised taxes by 11 billion euros, while France has enacted roughly five billion euros worth of tax hikes. Shares have lost a third of their value on fears of slumping demand, but the company is not seeing much of a slowdown and is well-positioned to capitalize on rising steel demand in Brazil, South Asia and the United States.
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For example, U.K.-based Diageo (NYSE: DEO ) , which makes Captain Morgan, Smirnoff, Johnny Walker and other spirits, notes that export sales are faring well. A recent economic survey of business confidence in Germany showed impressive gains, no doubt aided by the weaker euro, which is fattening export profits. But there's a real danger that even if Germany and France post slow or moderate economic growth, their neighbors on the periphery of Europe will contract and take the entire European Union down with them.
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For example, U.K.-based Diageo (NYSE: DEO ) , which makes Captain Morgan, Smirnoff, Johnny Walker and other spirits, notes that export sales are faring well. Here in the United States, our economic outlook is increasingly dependent on our trade partners in Europe and Asia. More than the currency In theory, a weaker euro should bring a real tailwind to Europe as its exports become more competitive.
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cf133bc7-dc34-46c1-8b16-1636227bddcd
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728219.0
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2010-05-05 00:00:00 UTC
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Market Wrap-Up for May 5 (PNC, X, CLF, BBY, HOT, WAG, more)
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DEO
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https://www.nasdaq.com/articles/market-wrap-may-5-pnc-x-clf-bby-hot-wag-more-2010-05-05
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nan
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nan
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The market was certainly as much of a rollercoaster today as we have seen in a while. A poor start, followed by a big rally back, but only to see the last few hours drift into the red once again.
We are using the pullbacks in a different way, as we are going through the recommended names to remove some names that we see as potentially vulnerable in any sustained market correction. We removed 5 of the higher-yielding plays that were on our recommended list, as we would prefer investors focus on some of the other attractive high-yield plays that are still currently on our list. Be sure to check out the premium post if you did not read the e-mail alert we sent out this morning.
As for today's movers, some of the names that were able to hold up best in the selling included PNC Financial ( PNC ) , Walgreen Co. ( WAG ) , and TJX Companies ( TJX ) . Also, buyers did show up for the recently beaten-up commodity plays. Some of the names rebounding today included beaten-up commodity plays, U.S. Steel ( X ) , and Cliffs Natural Resources ( CLF ) . Elsewhere, there were some names that continued to lag. Diageo ( DEO ) , Best Buy ( BBY ) , and Starwood Hotels ( HOT ) were some examples of names that could not get much going. Volume was heavy once again, with 6.79 Billion shares traded on the NYSE and 2.87 Billion shares traded on the NASDAQ.
We'll continue to go through the recommended list names and be sure to take further action if necessary. We'll be sure to keep subscribers alerted to any further changes.
Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Created by Dividend.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Diageo ( DEO ) , Best Buy ( BBY ) , and Starwood Hotels ( HOT ) were some examples of names that could not get much going. Some of the names rebounding today included beaten-up commodity plays, U.S. Steel ( X ) , and Cliffs Natural Resources ( CLF ) . Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .
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Diageo ( DEO ) , Best Buy ( BBY ) , and Starwood Hotels ( HOT ) were some examples of names that could not get much going. Some of the names rebounding today included beaten-up commodity plays, U.S. Steel ( X ) , and Cliffs Natural Resources ( CLF ) . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Diageo ( DEO ) , Best Buy ( BBY ) , and Starwood Hotels ( HOT ) were some examples of names that could not get much going. We are using the pullbacks in a different way, as we are going through the recommended names to remove some names that we see as potentially vulnerable in any sustained market correction. We removed 5 of the higher-yielding plays that were on our recommended list, as we would prefer investors focus on some of the other attractive high-yield plays that are still currently on our list.
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Diageo ( DEO ) , Best Buy ( BBY ) , and Starwood Hotels ( HOT ) were some examples of names that could not get much going. We removed 5 of the higher-yielding plays that were on our recommended list, as we would prefer investors focus on some of the other attractive high-yield plays that are still currently on our list. Some of the names rebounding today included beaten-up commodity plays, U.S. Steel ( X ) , and Cliffs Natural Resources ( CLF ) .
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89364cf1-dac5-41bc-9e6a-01f968d64624
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728220.0
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2009-12-16 00:00:00 UTC
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Three Resolutions for a Profitable New Year
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DEO
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https://www.nasdaq.com/articles/three-resolutions-profitable-new-year-2009-12-16
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nan
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nan
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It's coming.
Or, I should say, "he's" coming.
Warren Buffett? No.
Bill Gross? No.
I am referring to Dick Clark.
He's on his way. He will be hosting, again, the annual ball-drop on Times Square -- for the 435th year -- in just a few short weeks.
And you know what that means.
It's time to set some New Year's resolutions.
From an investment standpoint -- the "macro" view -- I always find myself wondering the degree to which these annual promises are harmful to companies like cigarette maker Altria ( MO ) , booze purveyor Diageo ( DEO ) and houses of goodness and calories like Starbucks (Nasdaq: SBUX) or Coca-Cola ( KO ) . Happil
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From an investment standpoint -- the "macro" view -- I always find myself wondering the degree to which these annual promises are harmful to companies like cigarette maker Altria ( MO ) , booze purveyor Diageo ( DEO ) and houses of goodness and calories like Starbucks (Nasdaq: SBUX) or Coca-Cola ( KO ) . He will be hosting, again, the annual ball-drop on Times Square -- for the 435th year -- in just a few short weeks. It's time to set some New Year's resolutions.
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From an investment standpoint -- the "macro" view -- I always find myself wondering the degree to which these annual promises are harmful to companies like cigarette maker Altria ( MO ) , booze purveyor Diageo ( DEO ) and houses of goodness and calories like Starbucks (Nasdaq: SBUX) or Coca-Cola ( KO ) . It's coming. Or, I should say, "he's" coming.
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From an investment standpoint -- the "macro" view -- I always find myself wondering the degree to which these annual promises are harmful to companies like cigarette maker Altria ( MO ) , booze purveyor Diageo ( DEO ) and houses of goodness and calories like Starbucks (Nasdaq: SBUX) or Coca-Cola ( KO ) . It's coming. He will be hosting, again, the annual ball-drop on Times Square -- for the 435th year -- in just a few short weeks.
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From an investment standpoint -- the "macro" view -- I always find myself wondering the degree to which these annual promises are harmful to companies like cigarette maker Altria ( MO ) , booze purveyor Diageo ( DEO ) and houses of goodness and calories like Starbucks (Nasdaq: SBUX) or Coca-Cola ( KO ) . It's coming. Or, I should say, "he's" coming.
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0caad01c-5d72-4927-bcf1-a3136d4b6878
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728221.0
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2023-12-13 00:00:00 UTC
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DES, CEIX, EPR, CCOI: ETF Inflow Alert
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DES
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https://www.nasdaq.com/articles/des-ceix-epr-ccoi%3A-etf-inflow-alert
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nan
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nan
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $191.1 million dollar inflow -- that's a 10.0% increase week over week in outstanding units (from 61,050,000 to 67,150,000). Among the largest underlying components of DES, in trading today CONSOL Energy Inc (Symbol: CEIX) is up about 1.1%, EPR Properties (Symbol: EPR) is up about 0.8%, and Cogent Communications Holdings, Inc. (Symbol: CCOI) is up by about 1.9%. For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $26.4101 per share, with $32.31 as the 52 week high point — that compares with a last trade of $32.03. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Free Report: Top 8%+ Dividends (paid monthly)
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Click here to find out which 9 other ETFs had notable inflows »
Also see:
Institutional Holders of OSIZ
Top Ten Hedge Funds Holding HCMT
DS Split History
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $191.1 million dollar inflow -- that's a 10.0% increase week over week in outstanding units (from 61,050,000 to 67,150,000). These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Among the largest underlying components of DES, in trading today CONSOL Energy Inc (Symbol: CEIX) is up about 1.1%, EPR Properties (Symbol: EPR) is up about 0.8%, and Cogent Communications Holdings, Inc. (Symbol: CCOI) is up by about 1.9%.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $191.1 million dollar inflow -- that's a 10.0% increase week over week in outstanding units (from 61,050,000 to 67,150,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $26.4101 per share, with $32.31 as the 52 week high point — that compares with a last trade of $32.03. Among the largest underlying components of DES, in trading today CONSOL Energy Inc (Symbol: CEIX) is up about 1.1%, EPR Properties (Symbol: EPR) is up about 0.8%, and Cogent Communications Holdings, Inc. (Symbol: CCOI) is up by about 1.9%.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $191.1 million dollar inflow -- that's a 10.0% increase week over week in outstanding units (from 61,050,000 to 67,150,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $26.4101 per share, with $32.31 as the 52 week high point — that compares with a last trade of $32.03. Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $191.1 million dollar inflow -- that's a 10.0% increase week over week in outstanding units (from 61,050,000 to 67,150,000). Among the largest underlying components of DES, in trading today CONSOL Energy Inc (Symbol: CEIX) is up about 1.1%, EPR Properties (Symbol: EPR) is up about 0.8%, and Cogent Communications Holdings, Inc. (Symbol: CCOI) is up by about 1.9%. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand.
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078fa004-7742-4b3a-a307-6d96312ffdc4
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728222.0
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2023-12-11 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-10
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nan
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nan
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.86 billion, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
With more potential comes more risk, and small cap companies, with market capitalization below $2 billion, epitomizes this way of thinking.
Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. But in strong bull markets, growth stocks are more likely to be winners.
Costs
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.88%.
Sector Exposure and Top Holdings
ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 22.90% of the portfolio. Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Consol Energy Inc (CEIX) accounts for about 1.22% of total assets, followed by Cogent Communications Hldgs (CCOI) and Radian Group Inc (RDN).
The top 10 holdings account for about 8.59% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has added about 9.48% so far this year and is up roughly 6.88% in the last one year (as of 12/12/2023). In the past 52-week period, it has traded between $26.55 and $32.13.
The ETF has a beta of 1.12 and standard deviation of 19.99% for the trailing three-year period, making it a medium risk choice in the space. With about 615 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, DES is a reasonable option for those seeking exposure to the Style Box - Small Cap Value area of the market. Investors might also want to consider some other ETF options in the space.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $11.38 billion in assets, Vanguard Small-Cap Value ETF has $25.49 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Bottom-Line
Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
Radian Group Inc. (RDN) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
Consol Energy Inc. (CEIX) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Thus, DES is a reasonable option for those seeking exposure to the Style Box - Small Cap Value area of the market.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Radian Group Inc. (RDN) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Consol Energy Inc. (CEIX) : Free Stock Analysis Report To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Radian Group Inc. (RDN) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Consol Energy Inc. (CEIX) : Free Stock Analysis Report To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Thus, DES is a reasonable option for those seeking exposure to the Style Box - Small Cap Value area of the market.
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2d2a62ad-4995-40ae-a183-cdf8e7f7209b
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728223.0
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2023-11-24 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-10
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nan
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nan
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.
Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.
If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.
Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results.
Fund Sponsor & Index
Managed by Wisdomtree, DES has amassed assets over $1.78 billion, making it one of the average sized ETFs in the Style Box - Small Cap Value. DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.
With on par with most peer products in the space, this ETF has annual operating expenses of 0.38%.
The fund has a 12-month trailing dividend yield of 2.81%.
Sector Exposure and Top Holdings
While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
For DES, it has heaviest allocation in the Financials sector --about 22.20% of the portfolio --while Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Consol Energy Inc (CEIX) accounts for about 1.22% of total assets, followed by Cogent Communications Hldgs (CCOI) and Radian Group Inc (RDN).
Its top 10 holdings account for approximately 8.59% of DES's total assets under management.
Performance and Risk
Year-to-date, the WisdomTree U.S. SmallCap Dividend ETF has added about 4.27% so far, and is down about -1.09% over the last 12 months (as of 11/24/2023). DES has traded between $26.55 and $32.13 in this past 52-week period.
DES has a beta of 1.12 and standard deviation of 20.08% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 615 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. However, there are other ETFs in the space which investors could consider.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard Small-Cap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $10.75 billion in assets, Vanguard Small-Cap Value ETF has $24.39 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
Radian Group Inc. (RDN) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
Consol Energy Inc. (CEIX) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.78 billion, making it one of the average sized ETFs in the Style Box - Small Cap Value. DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Radian Group Inc. (RDN) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Consol Energy Inc. (CEIX) : Free Stock Analysis Report To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.78 billion, making it one of the average sized ETFs in the Style Box - Small Cap Value.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Radian Group Inc. (RDN) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Consol Energy Inc. (CEIX) : Free Stock Analysis Report To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.78 billion, making it one of the average sized ETFs in the Style Box - Small Cap Value.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.78 billion, making it one of the average sized ETFs in the Style Box - Small Cap Value. DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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728224.0
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2023-11-06 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund -- Insider Buying Index Registering 12.3%
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-insider-buying-index-registering-12.3
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months.
Simmons First National Corp (Symbol: SFNC), which makes up 0.33% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $5,729,695 worth of SFNC, making it the #80 largest holding. The table below details the recent insider buying activity observed at SFNC:
SFNC — last trade: $15.71 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
05/10/2023 Stephen C. Massanelli SEVP 3,000 $14.99 $44,970
05/11/2023 Stephen C. Massanelli SEVP 500 $14.75 $7,375
05/12/2023 James M. Brogdon President & CFO 15,000 $14.98 $224,700
10/27/2023 Stephen C. Massanelli SEVP 2,000 $14.15 $28,300
10/30/2023 Robert L. Shoptaw Director 10,000 $14.34 $143,400
And Northwest Bancshares, Inc. (Symbol: NWBI), the #100 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $5,149,796 worth of NWBI, which represents approximately 0.30% of the ETF's total assets at last check. The recent insider buying activity observed at NWBI is detailed in the table below:
NWBI — last trade: $11.02 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
05/08/2023 Mark A. Paup Director 5,000 $10.40 $52,000
05/16/2023 Timothy M. Hunter Director 15,000 $10.67 $160,017
06/12/2023 Timothy B. Fannin Director 1,675 $11.52 $19,295
07/26/2023 Scott J. Watson EVP, Chief Information Officer 5,000 $12.23 $61,127
08/23/2023 Louis J. Torchio President & CEO 1,352 $11.07 $14,967
09/13/2023 Jeffrey J. Maddigan EVP, Corporate Treasurer 9,600 $10.47 $100,512
10 ETFs With Stocks That Insiders Are Buying »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Simmons First National Corp (Symbol: SFNC), which makes up 0.33% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 05/10/2023 Stephen C. Massanelli SEVP 3,000 $14.99 $44,970 05/11/2023 Stephen C. Massanelli SEVP 500 $14.75 $7,375 05/12/2023 James M. Brogdon President & CFO 15,000 $14.98 $224,700 10/27/2023 Stephen C. Massanelli SEVP 2,000 $14.15 $28,300 10/30/2023 Robert L. Shoptaw Director 10,000 $14.34 $143,400 And Northwest Bancshares, Inc. (Symbol: NWBI), the #100 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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Simmons First National Corp (Symbol: SFNC), which makes up 0.33% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 05/10/2023 Stephen C. Massanelli SEVP 3,000 $14.99 $44,970 05/11/2023 Stephen C. Massanelli SEVP 500 $14.75 $7,375 05/12/2023 James M. Brogdon President & CFO 15,000 $14.98 $224,700 10/27/2023 Stephen C. Massanelli SEVP 2,000 $14.15 $28,300 10/30/2023 Robert L. Shoptaw Director 10,000 $14.34 $143,400 And Northwest Bancshares, Inc. (Symbol: NWBI), the #100 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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05/10/2023 Stephen C. Massanelli SEVP 3,000 $14.99 $44,970 05/11/2023 Stephen C. Massanelli SEVP 500 $14.75 $7,375 05/12/2023 James M. Brogdon President & CFO 15,000 $14.98 $224,700 10/27/2023 Stephen C. Massanelli SEVP 2,000 $14.15 $28,300 10/30/2023 Robert L. Shoptaw Director 10,000 $14.34 $143,400 And Northwest Bancshares, Inc. (Symbol: NWBI), the #100 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months. Simmons First National Corp (Symbol: SFNC), which makes up 0.33% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Simmons First National Corp (Symbol: SFNC), which makes up 0.33% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months. 05/10/2023 Stephen C. Massanelli SEVP 3,000 $14.99 $44,970 05/11/2023 Stephen C. Massanelli SEVP 500 $14.75 $7,375 05/12/2023 James M. Brogdon President & CFO 15,000 $14.98 $224,700 10/27/2023 Stephen C. Massanelli SEVP 2,000 $14.15 $28,300 10/30/2023 Robert L. Shoptaw Director 10,000 $14.34 $143,400 And Northwest Bancshares, Inc. (Symbol: NWBI), the #100 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases.
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728225.0
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2023-10-11 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-9
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.74 billion, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.
Carrying lower than average price-to-earnings and price-to-book ratios, value stocks also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets.
Costs
When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 3.10%.
Sector Exposure and Top Holdings
ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 21.90% of the portfolio. Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Cogent Communications Hldgs (CCOI) accounts for about 0.91% of total assets, followed by Epr Properties (EPR) and Scotts Miracle-Gro Co/the (SMG).
The top 10 holdings account for about 7.58% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has added about 0.86% so far this year and is up about 9.66% in the last one year (as of 10/11/2023). In the past 52-week period, it has traded between $26.44 and $32.13.
The ETF has a beta of 1.12 and standard deviation of 20.53% for the trailing three-year period, making it a medium risk choice in the space. With about 627 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $10.27 billion in assets, Vanguard Small-Cap Value ETF has $23.87 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Bottom-Line
While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report
EPR Properties (EPR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market.
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728226.0
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2023-10-03 00:00:00 UTC
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Domestic Small-Caps Getting Too Interesting to Ignore
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DES
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https://www.nasdaq.com/articles/domestic-small-caps-getting-too-interesting-to-ignore
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nan
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With the Russell 2000 Index up just 1% year to date, small-caps stocks and related ETFs aren’t giving investors much to cheer about. But recent weakness among smaller equities has created valuation opportunities that may be too compelling to ignore.
That could bode well for ETFs such as the WisdomTree U.S. SmallCap Dividend Fund (DES). The $1.76 billion DES, which follows the WisdomTree U.S. SmallCap Dividend Index, could be interesting to investors at a time when small-cap stocks appear unusually cheap.
Another point in the WisdomTree ETF’s favor is its dedication to dividends. That's something many investors don’t think of when evaluating small-cap stocks. DES’ dividend DNA has paid off for long-term investors. Over the past three years, the fund has soundly outperformed the Russell 2000 and S&P SmallCap 600 indexes. It's also delivering less annualized volatility than those gauges.
Small-Caps ETF DES' Value Proposition
DES isn’t a value ETF in the strictest sense of the term. But regardless of market capitalization spectrum, there are often links between value and dividend-paying equities. That’s relevant because current valuations on small-caps could be a harbinger of upside to come.
“Since the end of July, the Russell 2000’s price-to-book has fallen by 16% to 1.8, which is close to the biggest discount to large caps on record. When small caps have traded at this type of discount in the past, they have historically gone on to deliver strong returns over the following 12 months and tended to outperform large caps,” noted Geoff Dailey, BNP Paribas head of U.S. equities.
Another reason to consider DES is that many dividend-paying companies are profitable or, at the very least, have avenues for supporting their payouts. Profitability isn’t guaranteed some traditional small-cap structures.
“If you compare the price-earnings ratios of profitable small caps (around a third of Russell 2000 companies are life science or tech companies that lose money) to large caps, they are trading at about a 30% discount — the widest gap since the peak of the tech bubble in 2000,” added Dailey.
That could be a sign there’s value in DES’s relatively small lineup. The WisdomTree ETF is home to 613 stocks, not necessarily “small,” but smaller than the Russell 2000 roster. That quality tilt could be rewarding as small-caps attempt to play catch-up with large-caps.
“We are still at extreme levels of valuation with the price-earnings ratio of small caps relative to large caps close to the lows of the past 20 years. We expect that gap to narrow,” concluded Dailey.
For more news, information, and analysis, visit the Modern Alpha Channel.
Read more on ETFTrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The $1.76 billion DES, which follows the WisdomTree U.S. SmallCap Dividend Index, could be interesting to investors at a time when small-cap stocks appear unusually cheap. That could bode well for ETFs such as the WisdomTree U.S. SmallCap Dividend Fund (DES). DES’ dividend DNA has paid off for long-term investors.
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“If you compare the price-earnings ratios of profitable small caps (around a third of Russell 2000 companies are life science or tech companies that lose money) to large caps, they are trading at about a 30% discount — the widest gap since the peak of the tech bubble in 2000,” added Dailey. That could bode well for ETFs such as the WisdomTree U.S. SmallCap Dividend Fund (DES). The $1.76 billion DES, which follows the WisdomTree U.S. SmallCap Dividend Index, could be interesting to investors at a time when small-cap stocks appear unusually cheap.
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Small-Caps ETF DES' Value Proposition DES isn’t a value ETF in the strictest sense of the term. “If you compare the price-earnings ratios of profitable small caps (around a third of Russell 2000 companies are life science or tech companies that lose money) to large caps, they are trading at about a 30% discount — the widest gap since the peak of the tech bubble in 2000,” added Dailey. That could bode well for ETFs such as the WisdomTree U.S. SmallCap Dividend Fund (DES).
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Small-Caps ETF DES' Value Proposition DES isn’t a value ETF in the strictest sense of the term. “If you compare the price-earnings ratios of profitable small caps (around a third of Russell 2000 companies are life science or tech companies that lose money) to large caps, they are trading at about a 30% discount — the widest gap since the peak of the tech bubble in 2000,” added Dailey. That could bode well for ETFs such as the WisdomTree U.S. SmallCap Dividend Fund (DES).
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728227.0
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2023-09-28 00:00:00 UTC
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3 Reasons Why Small-Cap Value ETFs Could Emerge Winners
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DES
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https://www.nasdaq.com/articles/3-reasons-why-small-cap-value-etfs-could-emerge-winners
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nan
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In the first half of 2023, U.S. small-cap stocks showed decent trends but lagged the S&P 500 (up about 16%) and Nasdaq Composite (up about 31.7%). The small-cap Russell 2000, an index tracking U.S. small-cap stocks, saw modest gains of around 7.2% during that period. The S&P 600 small-cap ETF SLY offered an even muted performance of 4% in 1H.
However, the pint-sized stocks should gain momentum in 2H due to a better-than-expected U.S. economic recovery and a still-resilient consumer base. Since small-cap stocks are closely tied to the domestic economy, an uptick in economic outlook bodes well for small caps. These stocks are not heavily export-centric and, hence, do not get battered if the greenback rises.
Below, we highlight a few reasons why small-cap stocks should soar higher in the coming days.
Decent U.S. GDP Growth
The U.S. economy expanded at an annualized rate of 2.1% in the second quarter of 2023 compared to the preliminary figure of 2.4% and the first quarter’s expansion of 2.0%. Downward revisions to both private inventory investment and nonresidential fixed investment were partially made up by an upward revision to state and local government spending.
Greenback to Remain Strong Ahead?
Solid economic data points raise the odds of rate hikes in the next Fed meeting. Additionally, inflation remains sticky, which will make it difficult for the Fed to cut rates anytime soon. This, in turn, should keep the greenback strong.
The U.S. dollar index rallied to the highest level since November on Sep 26, 2023 as the U.S. 10-Year Treasury Note yield also hit the highest level since 2007. With small-cap companies being more inclined to the domestic economy and having less foreign exposure, a stronger U.S. dollar is beneficial for the segment.
Consumer Confidence Wanes but Spending Still High
Wells Fargo senior economist Tim Quinlan noted that consumer confidence and consumer spending have not consistently matched up in the post-pandemic era in the United States, partly due to stimulus-driven spending, as quoted on Yahoo Finance.
In July, nominal U.S. retail sales growth accelerated to 0.7% sequentially from 0.3% in June. Private consumption (which makes up about 70% of U.S. GDP) continues to be bolstered by low unemployment and robust wage growth. The year-on-year increase in average hourly earnings has grown faster than consumer price inflation for the past three months, per eiu.com.
However, this trend may change as credit card delinquencies increase. With credit becoming more expensive, we might see an actual drop in spending.
Time for Value ETFs?
Given this favorable yet edgy investing backdrop, investors can bet on small-cap value ETFs. After all, value investing requires buying securities that appear underpriced. Also, value stocks perform better in a rising rate environment.
ETFs to Buy
WisdomTree U.S. SmallCap Dividend ETF (DES) – Zacks Rank #1 (Strong Buy)
Vanguard Russell 2000 Value ETF (VTWV) – Zacks Rank #1
SPDR S&P 600 Small Cap Value ETF (SLYV) – Zacks Rank #1
Invesco S&P SmallCap Value With Momentum ETF (XSVM) – Zacks Rank #2 (Buy)
iShares Russell 2000 Value ETF IWN– Zacks Rank #1
First Trust Small Cap Value AlphaDEX ETF FYT – Zacks Rank #2
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
First Trust Small Cap Value AlphaDEX ETF (FYT): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
Vanguard Russell 2000 Value ETF (VTWV): ETF Research Reports
SPDR S&P 600 Small Cap Value ETF (SLYV): ETF Research Reports
Invesco S&P SmallCap Value with Momentum ETF (XSVM): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Since small-cap stocks are closely tied to the domestic economy, an uptick in economic outlook bodes well for small caps. The small-cap Russell 2000, an index tracking U.S. small-cap stocks, saw modest gains of around 7.2% during that period. ETFs to Buy WisdomTree U.S. SmallCap Dividend ETF (DES) – Zacks Rank #1 (Strong Buy) Vanguard Russell 2000 Value ETF (VTWV) – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF (SLYV) – Zacks Rank #1 Invesco S&P SmallCap Value With Momentum ETF (XSVM) – Zacks Rank #2 (Buy) iShares Russell 2000 Value ETF IWN– Zacks Rank #1 First Trust Small Cap Value AlphaDEX ETF FYT – Zacks Rank #2 Want key ETF info delivered straight to your inbox?
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The small-cap Russell 2000, an index tracking U.S. small-cap stocks, saw modest gains of around 7.2% during that period. ETFs to Buy WisdomTree U.S. SmallCap Dividend ETF (DES) – Zacks Rank #1 (Strong Buy) Vanguard Russell 2000 Value ETF (VTWV) – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF (SLYV) – Zacks Rank #1 Invesco S&P SmallCap Value With Momentum ETF (XSVM) – Zacks Rank #2 (Buy) iShares Russell 2000 Value ETF IWN– Zacks Rank #1 First Trust Small Cap Value AlphaDEX ETF FYT – Zacks Rank #2 Want key ETF info delivered straight to your inbox? Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports First Trust Small Cap Value AlphaDEX ETF (FYT): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Vanguard Russell 2000 Value ETF (VTWV): ETF Research Reports SPDR S&P 600 Small Cap Value ETF (SLYV): ETF Research Reports Invesco S&P SmallCap Value with Momentum ETF (XSVM): ETF Research Reports To read this article on Zacks.com click here.
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ETFs to Buy WisdomTree U.S. SmallCap Dividend ETF (DES) – Zacks Rank #1 (Strong Buy) Vanguard Russell 2000 Value ETF (VTWV) – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF (SLYV) – Zacks Rank #1 Invesco S&P SmallCap Value With Momentum ETF (XSVM) – Zacks Rank #2 (Buy) iShares Russell 2000 Value ETF IWN– Zacks Rank #1 First Trust Small Cap Value AlphaDEX ETF FYT – Zacks Rank #2 Want key ETF info delivered straight to your inbox? Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports First Trust Small Cap Value AlphaDEX ETF (FYT): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Vanguard Russell 2000 Value ETF (VTWV): ETF Research Reports SPDR S&P 600 Small Cap Value ETF (SLYV): ETF Research Reports Invesco S&P SmallCap Value with Momentum ETF (XSVM): ETF Research Reports To read this article on Zacks.com click here. The small-cap Russell 2000, an index tracking U.S. small-cap stocks, saw modest gains of around 7.2% during that period.
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ETFs to Buy WisdomTree U.S. SmallCap Dividend ETF (DES) – Zacks Rank #1 (Strong Buy) Vanguard Russell 2000 Value ETF (VTWV) – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF (SLYV) – Zacks Rank #1 Invesco S&P SmallCap Value With Momentum ETF (XSVM) – Zacks Rank #2 (Buy) iShares Russell 2000 Value ETF IWN– Zacks Rank #1 First Trust Small Cap Value AlphaDEX ETF FYT – Zacks Rank #2 Want key ETF info delivered straight to your inbox? Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports First Trust Small Cap Value AlphaDEX ETF (FYT): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Vanguard Russell 2000 Value ETF (VTWV): ETF Research Reports SPDR S&P 600 Small Cap Value ETF (SLYV): ETF Research Reports Invesco S&P SmallCap Value with Momentum ETF (XSVM): ETF Research Reports To read this article on Zacks.com click here. The small-cap Russell 2000, an index tracking U.S. small-cap stocks, saw modest gains of around 7.2% during that period.
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728228.0
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2023-09-14 00:00:00 UTC
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Bullish Two Hundred Day Moving Average Cross - DES
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DES
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https://www.nasdaq.com/articles/bullish-two-hundred-day-moving-average-cross-des
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nan
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.12, changing hands as high as $29.14 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.8% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $29.08.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
Also see:
Cheap Stocks To Watch
NATI YTD Return
DHS market cap history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.12, changing hands as high as $29.14 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $29.08. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: Cheap Stocks To Watch NATI YTD Return DHS market cap history The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.12, changing hands as high as $29.14 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $29.08. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.8% on the day.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.12, changing hands as high as $29.14 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $29.08. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: Cheap Stocks To Watch NATI YTD Return DHS market cap history The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.12, changing hands as high as $29.14 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $29.08. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.8% on the day.
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728229.0
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2023-09-13 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-9
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nan
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns.
But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.
These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor & Index
Managed by Wisdomtree, DES has amassed assets over $1.81 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. Before fees and expenses, DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same.
Annual operating expenses for this ETF are 0.38%, making it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.99%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
Representing 21.70% of the portfolio, the fund has heaviest allocation to the Financials sector; Industrials and Consumer Discretionary round out the top three.
When you look at individual holdings, Cogent Communications Hldgs (CCOI) accounts for about 0.91% of the fund's total assets, followed by Epr Properties (EPR) and Scotts Miracle-Gro Co/the (SMG).
DES's top 10 holdings account for about 7.58% of its total assets under management.
Performance and Risk
The ETF has added roughly 2.95% and was up about 1.06% so far this year and in the past one year (as of 09/13/2023), respectively. DES has traded between $25.74 and $32.13 during this last 52-week period.
DES has a beta of 1.12 and standard deviation of 20.79% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 627 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard Small-Cap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $10.87 billion in assets, Vanguard Small-Cap Value ETF has $24.73 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report
EPR Properties (EPR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.81 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. Before fees and expenses, DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index. DES has a beta of 1.12 and standard deviation of 20.79% for the trailing three-year period, which makes the fund a medium risk choice in the space.
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728230.0
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2023-08-16 00:00:00 UTC
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DES Fundamental Analysis
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DES
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https://www.nasdaq.com/articles/des-fundamental-analysis
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nan
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nan
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Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility.
WisdomTree Trust SmallCap Dividend Fund ETF (DES) is a Small-Cap Value ETF. The largest sector in its portfolio is the Services sector. The largest industry in its portfolio is Money Center Banks.
The following table summarizes the ETF's exposure to the major investing factors. The scores range from 1 to 99, with 99 indicating the highest exposure to the factor.
Factor Score
Value 89
Momentum 41
Quality 36
Low Volatilty 36
Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF
DES ETF Fundamental Analysis
Additional Research Links
Top Technology ETFs
High Momentum ETFs
Top Low Volatility ETFs
High Fundamental Momentum ETFs
Excess Returns Investing Podcast
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility. Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). WisdomTree Trust SmallCap Dividend Fund ETF (DES) is a Small-Cap Value ETF.
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Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility. Factor Score Value 89 Momentum 41 Quality 36 Low Volatilty 36 Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF DES ETF Fundamental Analysis Additional Research Links Top Technology ETFs High Momentum ETFs Top Low Volatility ETFs High Fundamental Momentum ETFs Excess Returns Investing Podcast About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends.
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Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). WisdomTree Trust SmallCap Dividend Fund ETF (DES) is a Small-Cap Value ETF. Factor Score Value 89 Momentum 41 Quality 36 Low Volatilty 36 Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF DES ETF Fundamental Analysis Additional Research Links Top Technology ETFs High Momentum ETFs Top Low Volatility ETFs High Fundamental Momentum ETFs Excess Returns Investing Podcast About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends.
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The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility. Factor Score Value 89 Momentum 41 Quality 36 Low Volatilty 36 Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF DES ETF Fundamental Analysis Additional Research Links Top Technology ETFs High Momentum ETFs Top Low Volatility ETFs High Fundamental Momentum ETFs Excess Returns Investing Podcast About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES).
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b397789f-3f05-4b25-9925-925725e2dfd2
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728231.0
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2023-08-11 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-8
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nan
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Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.89 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
Small cap companies have market capitalization below $2 billion. They usually have higher potential than large and mid cap companies with stocks but higher risk.
While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets.
Costs
Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.85%.
Sector Exposure and Top Holdings
It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 22.20% of the portfolio. Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Cogent Communications Hldgs (CCOI) accounts for about 0.91% of total assets, followed by Epr Properties (EPR) and Scotts Miracle-Gro Co/the (SMG).
The top 10 holdings account for about 7.58% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has added about 7.24% so far this year and is up about 1.76% in the last one year (as of 08/11/2023). In the past 52-week period, it has traded between $25.74 and $32.13.
The ETF has a beta of 1.12 and standard deviation of 20.86% for the trailing three-year period, making it a medium risk choice in the space. With about 627 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $11.58 billion in assets, Vanguard Small-Cap Value ETF has $25.76 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Bottom-Line
Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report
EPR Properties (EPR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Because of this, DES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk.
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You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk.
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You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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728232.0
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2023-07-20 00:00:00 UTC
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ETF Fundamental Report for DES
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DES
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https://www.nasdaq.com/articles/etf-fundamental-report-for-des
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nan
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nan
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Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility.
WisdomTree Trust SmallCap Dividend Fund ETF (DES) is a Small-Cap Value ETF. The largest sector in its portfolio is the Services sector. The largest industry in its portfolio is Money Center Banks.
The following table summarizes the ETF's exposure to the major investing factors. The scores range from 1 to 99, with 99 indicating the highest exposure to the factor.
Factor Score
Value 89
Momentum 41
Quality 36
Low Volatilty 36
Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF
DES ETF Fundamental Analysis
Additional Research Links
Top Technology ETFs
High Momentum ETFs
Top Low Volatility ETFs
High Fundamental Momentum ETFs
Excess Returns Investing Podcast
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility. Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). WisdomTree Trust SmallCap Dividend Fund ETF (DES) is a Small-Cap Value ETF.
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Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility. Factor Score Value 89 Momentum 41 Quality 36 Low Volatilty 36 Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF DES ETF Fundamental Analysis Additional Research Links Top Technology ETFs High Momentum ETFs Top Low Volatility ETFs High Fundamental Momentum ETFs Excess Returns Investing Podcast About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends.
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Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES). WisdomTree Trust SmallCap Dividend Fund ETF (DES) is a Small-Cap Value ETF. Factor Score Value 89 Momentum 41 Quality 36 Low Volatilty 36 Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF DES ETF Fundamental Analysis Additional Research Links Top Technology ETFs High Momentum ETFs Top Low Volatility ETFs High Fundamental Momentum ETFs Excess Returns Investing Podcast About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends.
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The report looks at DES's exposure to the major investing factors including value, quality, momentum and low volatility. Factor Score Value 89 Momentum 41 Quality 36 Low Volatilty 36 Detailed Factor Analysis of WisdomTree Trust SmallCap Dividend Fund ETF DES ETF Fundamental Analysis Additional Research Links Top Technology ETFs High Momentum ETFs Top Low Volatility ETFs High Fundamental Momentum ETFs Excess Returns Investing Podcast About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Below is Validea's ETF fundamental report for WisdomTree Trust SmallCap Dividend Fund ETF (DES).
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1e4a176b-5e34-42f4-9779-99f5def5da2d
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728233.0
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2023-07-18 00:00:00 UTC
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Top-Ranked ETFs to Buy as Goldman Cuts U.S. Recession Forecast
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DES
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https://www.nasdaq.com/articles/top-ranked-etfs-to-buy-as-goldman-cuts-u.s.-recession-forecast
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The recessionary fears are ebbing in the United States. Goldman Sachs expects a 20% chance of a U.S. recession in the next 12 months, per a Yahoo Finance article. The firm had initially predicted a 25% probability of a recession, which is significantly lower than the 54% chance indicated by the consensus estimates mentioned in the Wall Street Journal, as quoted on the Yahoo article.
With the U.S. economy witnessing upbeat economic datapoints and Q2 earnings season unfolding in a decent manner, Goldman Sachs lowered their recession forecast. The University of Michigan Consumer Sentiment Index for July jumped to its highest level since September 2021, indicating growing confidence in the U.S. economy.
This unexpected increase reflects positive factors such as the slowdown in inflation and stability in labor markets. The University of Michigan report highlights a 19% surge in long-term business conditions and a 16% increase in short-run business conditions.
The Consumer Price Index for June and the Producer Price Index both indicated slower-than-expected increases in prices. Additionally, weekly jobless claims were lower than anticipated, demonstrating the resilience of the labor market.
How Will Fed React?
A 25-bp rate hike is almost sanguine this month while chances of a 25-bp rate hike in September is meagre. Per CME FedWatch Tool, there is 86% chance of no further rate hike in September, after July rate hike. Chances of no further rate hike in November is 70.4%. Its means rates in the United States are about to peak in latter part of this year. This is going to spell good for the overall stock investing.
ETFs to Invest
Against this backdrop, below we highlight a few ETFs that could good bets currently.
Vanguard Consumer Discretionary Fund VCR
The underlying MSCI US Investable Market Consumer Discretionary 25/50 Index is designed to transition in and out of securities affected by pending updates to the consumer discretionary sector. The fund, which charges 10 bps in fees, has a Zacks Rank #2.
Financial Select Sector SPDR ETF (XLF)
The underlying Financial Select Sector Index seeks to provide an effective representation of the financial sector of the S&P 500 Index. The fund, which has a Zacks Rank #1, charges 10 bps in fees and yields 2.0% annually.
WisdomTree U.S. SmallCap Dividend ETF (DES)
The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market. The fund charges 38 bps in fees and yields 3.03% annually. The fund has a Zacks Rank #1.
Vanguard Information Technology ETF (VGT)
The underlying MSCI US Investable Market Information Technology 25/50 Index is designed to transition in and out of securities affected by pending updates to the information technology sector. The Zacks Rank #1 fund charges 10 bps in fees and yields 0.69% annually.
SPDR S&P Semiconductor ETF (XSD)
The underlying S&P Semiconductor Select Industry Index represents the Semiconductor sub-industry portion of the S&P Total Markets Index. The S&P TMI tracks all the U.S. common stocks listed on the NYSE, AMEX, NASDAQ National Market and NASDAQ Small Cap exchanges. The Semiconductor Index is a modified equal weight index. The Zacks Rank #1 fund charges 35 bps in fees.
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Financial Select Sector SPDR ETF (XLF): ETF Research Reports
Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
SPDR S&P Semiconductor ETF (XSD): ETF Research Reports
Vanguard Information Technology ETF (VGT): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Vanguard Consumer Discretionary Fund VCR The underlying MSCI US Investable Market Consumer Discretionary 25/50 Index is designed to transition in and out of securities affected by pending updates to the consumer discretionary sector. WisdomTree U.S. SmallCap Dividend ETF (DES) The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market. Vanguard Information Technology ETF (VGT) The underlying MSCI US Investable Market Information Technology 25/50 Index is designed to transition in and out of securities affected by pending updates to the information technology sector.
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Vanguard Consumer Discretionary Fund VCR The underlying MSCI US Investable Market Consumer Discretionary 25/50 Index is designed to transition in and out of securities affected by pending updates to the consumer discretionary sector. Vanguard Information Technology ETF (VGT) The underlying MSCI US Investable Market Information Technology 25/50 Index is designed to transition in and out of securities affected by pending updates to the information technology sector. Click to get this free report Financial Select Sector SPDR ETF (XLF): ETF Research Reports Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports SPDR S&P Semiconductor ETF (XSD): ETF Research Reports Vanguard Information Technology ETF (VGT): ETF Research Reports To read this article on Zacks.com click here.
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Vanguard Consumer Discretionary Fund VCR The underlying MSCI US Investable Market Consumer Discretionary 25/50 Index is designed to transition in and out of securities affected by pending updates to the consumer discretionary sector. Vanguard Information Technology ETF (VGT) The underlying MSCI US Investable Market Information Technology 25/50 Index is designed to transition in and out of securities affected by pending updates to the information technology sector. Click to get this free report Financial Select Sector SPDR ETF (XLF): ETF Research Reports Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports SPDR S&P Semiconductor ETF (XSD): ETF Research Reports Vanguard Information Technology ETF (VGT): ETF Research Reports To read this article on Zacks.com click here.
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Click to get this free report Financial Select Sector SPDR ETF (XLF): ETF Research Reports Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports SPDR S&P Semiconductor ETF (XSD): ETF Research Reports Vanguard Information Technology ETF (VGT): ETF Research Reports To read this article on Zacks.com click here. Vanguard Consumer Discretionary Fund VCR The underlying MSCI US Investable Market Consumer Discretionary 25/50 Index is designed to transition in and out of securities affected by pending updates to the consumer discretionary sector. WisdomTree U.S. SmallCap Dividend ETF (DES) The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
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2023-06-29 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund Breaks Above 200-Day Moving Average - Bullish for DES
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-breaks-above-200-day-moving-average-bullish-for-1
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.73, changing hands as high as $28.83 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.84.
Free Report: Top 8%+ Dividends (paid monthly)
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
Also see:
SEMR Stock Predictions
DBEM Options Chain
ETFs Holding FDML
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.73, changing hands as high as $28.83 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.84. Free Report: Top 8%+ Dividends (paid monthly) Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: SEMR Stock Predictions DBEM Options Chain ETFs Holding FDML The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.73, changing hands as high as $28.83 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.84. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.73, changing hands as high as $28.83 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.84. Free Report: Top 8%+ Dividends (paid monthly) Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: SEMR Stock Predictions DBEM Options Chain ETFs Holding FDML The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.73, changing hands as high as $28.83 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.84. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day.
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2023-06-08 00:00:00 UTC
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Ride Small Cap Dividend ETFs Interest in This Duo
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DES
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https://www.nasdaq.com/articles/ride-small-cap-dividend-etfs-interest-in-this-duo
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Looking behind the curtain in VettaFi’s data, it’s small-cap dividend ETFs that are picking up steam. In a year defined by the stubborn success of megacap tech names, that may be surprising. Looking under the hood, however, the advantages of a small-cap dividend ETF focus reveal themselves pretty clearly. That invites investors and advisors to look at a pair of strategies from WisdomTree Investments that fall into that category.
Dividends had already taken a leading role over the last year or so, with their current income supporting beleaguered portfolios. With so much inflationary, rate hike, and recessionary volatility hovering around, adding income to a portfolio can provide needed ballast. Not only that, however, but also dividends provide the benefit of indicating the health of a given firm.
That can help investors looking to navigate small caps, particularly. Small caps can be nimble, but their small size sometimes means some added risk. A small-cap firm with dividends must have sufficient cash stores, offering investors a powerful indicator of overall corporate health. That also helps investors identify which firms may be close to graduating from small-cap to mid-cap status.
See more: “Diversify With Quality International Dividends ETFs”
Those factors and others have helped boost a pair of WisdomTree small-cap dividend ETFs over the last week. The WisdomTree U.S. Small Cap Quality Dividend Growth Fund (DGRS) has returned 9.7% over the last week according to VettaFi. The WisdomTree U.S. Small Cap Dividend Fund (DES) returned 9.6% in that time, as well. DGRS has returned 7% YTD, compared to 3.5% for DES.
DGRS charges 38 basis points to track the WisdomTree U.S. SmallCap Quality Dividend Growth Index, adding a growth view to the small cap, quality dividend focus. The small cap dividend ETF hits its ten-year anniversary in July, offering a 2.8% annual dividend yield. DES meanwhile charges the same fee to charge a slightly different index. DES offers a 3.2% annual dividend yield.
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For more news, information, and analysis, visit the Modern Alpha Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. Small Cap Dividend Fund (DES) returned 9.6% in that time, as well. DGRS has returned 7% YTD, compared to 3.5% for DES. DES meanwhile charges the same fee to charge a slightly different index.
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The WisdomTree U.S. Small Cap Dividend Fund (DES) returned 9.6% in that time, as well. DGRS has returned 7% YTD, compared to 3.5% for DES. DES meanwhile charges the same fee to charge a slightly different index.
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The WisdomTree U.S. Small Cap Dividend Fund (DES) returned 9.6% in that time, as well. DGRS has returned 7% YTD, compared to 3.5% for DES. DES meanwhile charges the same fee to charge a slightly different index.
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The WisdomTree U.S. Small Cap Dividend Fund (DES) returned 9.6% in that time, as well. DGRS has returned 7% YTD, compared to 3.5% for DES. DES meanwhile charges the same fee to charge a slightly different index.
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2023-06-07 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund Breaks Above 200-Day Moving Average - Bullish for DES
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-breaks-above-200-day-moving-average-bullish-for-0
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.79, changing hands as high as $28.98 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.9% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.90.
Free Report: Top 8%+ Dividends (paid monthly)
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
Also see:
TSLX Historical Stock Prices
STML Price Target
PETS Next Dividend Date
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.79, changing hands as high as $28.98 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.90. Free Report: Top 8%+ Dividends (paid monthly) Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: TSLX Historical Stock Prices STML Price Target PETS Next Dividend Date The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.79, changing hands as high as $28.98 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.90. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.9% on the day.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.79, changing hands as high as $28.98 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.90. Free Report: Top 8%+ Dividends (paid monthly) Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: TSLX Historical Stock Prices STML Price Target PETS Next Dividend Date The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.79, changing hands as high as $28.98 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $32.31 as the 52 week high point — that compares with a last trade of $28.90. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.9% on the day.
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2023-05-30 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-7
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.72 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
There's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk.
Value stocks have lower than average price-to-earnings and price-to-book ratios. They also have lower than average sales and earnings growth rates. While value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets.
Costs
Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 3.32%.
Sector Exposure and Top Holdings
While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 21.30% of the portfolio. Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Cogent Communications Hldgs (CCOI) accounts for about 0.91% of total assets, followed by Epr Properties (EPR) and Scotts Miracle-Gro Co/the (SMG).
The top 10 holdings account for about 7.58% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has lost about -3.67% so far this year and is down about -9.11% in the last one year (as of 05/30/2023). In the past 52-week period, it has traded between $25.74 and $32.13.
The ETF has a beta of 1.10 and standard deviation of 22.27% for the trailing three-year period, making it a medium risk choice in the space. With about 627 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $10.69 billion in assets, Vanguard Small-Cap Value ETF has $23.20 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Bottom-Line
An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report
EPR Properties (EPR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Because of this, DES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The Scotts Miracle-Gro Company (SMG) : Free Stock Analysis Report EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Because of this, DES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market.
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2023-04-28 00:00:00 UTC
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Friday's ETF with Unusual Volume: DES
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DES
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https://www.nasdaq.com/articles/fridays-etf-with-unusual-volume%3A-des
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nan
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The WisdomTree U.S. SmallCap Dividend Fund ETF is seeing unusually high volume in afternoon trading Friday, with over 418,000 shares traded versus three month average volume of about 153,000. Shares of DES were up about 1% on the day.
Components of that ETF with the highest volume on Friday were Pacwest Bancorp, trading off about 3.9% with over 5.2 million shares changing hands so far this session, and Permian Resources, up about 3.4% on volume of over 2.9 million shares. Arcosa is the component faring the best Friday, up by about 13.7% on the day, while Northrim Bancorp is lagging other components of the WisdomTree U.S. SmallCap Dividend Fund ETF, trading lower by about 15.9%.
VIDEO: Friday's ETF with Unusual Volume: DES
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares of DES were up about 1% on the day. VIDEO: Friday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The WisdomTree U.S. SmallCap Dividend Fund ETF is seeing unusually high volume in afternoon trading Friday, with over 418,000 shares traded versus three month average volume of about 153,000.
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VIDEO: Friday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Shares of DES were up about 1% on the day. The WisdomTree U.S. SmallCap Dividend Fund ETF is seeing unusually high volume in afternoon trading Friday, with over 418,000 shares traded versus three month average volume of about 153,000.
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Shares of DES were up about 1% on the day. VIDEO: Friday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The WisdomTree U.S. SmallCap Dividend Fund ETF is seeing unusually high volume in afternoon trading Friday, with over 418,000 shares traded versus three month average volume of about 153,000.
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VIDEO: Friday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Shares of DES were up about 1% on the day. Components of that ETF with the highest volume on Friday were Pacwest Bancorp, trading off about 3.9% with over 5.2 million shares changing hands so far this session, and Permian Resources, up about 3.4% on volume of over 2.9 million shares.
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2023-04-17 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-7
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.
Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.
If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.
These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.
The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns.
Fund Sponsor & Index
Managed by Wisdomtree, DES has amassed assets over $1.84 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. Before fees and expenses, DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
Expense ratios are an important factor in the return of an ETF and in the long-term, cheaper funds can significantly outperform their more expensive cousins, other things remaining the same.
Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
The fund has a 12-month trailing dividend yield of 3.08%.
Sector Exposure and Top Holdings
While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
For DES, it has heaviest allocation in the Financials sector --about 21.60% of the portfolio --while Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Epr Properties (EPR) accounts for about 0.81% of total assets, followed by Cogent Communications Hldgs (CCOI) and Arch Resources Inc (ARCH).
The top 10 holdings account for about 6.89% of total assets under management.
Performance and Risk
The ETF has lost about -0.04% so far this year and is down about -6.81% in the last one year (as of 04/17/2023). In the past 52-week period, it has traded between $25.74 and $32.14.
The ETF has a beta of 1.10 and standard deviation of 24.29% for the trailing three-year period, making it a medium risk choice in the space. With about 631 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard Small-Cap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $11.19 billion in assets, Vanguard Small-Cap Value ETF has $23.65 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
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Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
EPR Properties (EPR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
Arch Resources Inc. (ARCH) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.84 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. Before fees and expenses, DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Arch Resources Inc. (ARCH) : Free Stock Analysis Report To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.84 billion, making it one of the larger ETFs in the Style Box - Small Cap Value.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Arch Resources Inc. (ARCH) : Free Stock Analysis Report To read this article on Zacks.com click here. The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.84 billion, making it one of the larger ETFs in the Style Box - Small Cap Value.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. Fund Sponsor & Index Managed by Wisdomtree, DES has amassed assets over $1.84 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. Before fees and expenses, DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
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728240.0
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2023-03-28 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-6
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nan
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nan
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.82 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
With more potential comes more risk, and small cap companies, with market capitalization below $2 billion, epitomizes this way of thinking.
Carrying lower than average price-to-earnings and price-to-book ratios, value stocks also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets.
Costs
Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 3.12%.
Sector Exposure and Top Holdings
It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 22.70% of the portfolio. Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Epr Properties (EPR) accounts for about 0.81% of total assets, followed by Cogent Communications Hldgs (CCOI) and Arch Resources Inc (ARCH).
The top 10 holdings account for about 6.89% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has lost about -1.41% so far this year and is down about -10.43% in the last one year (as of 03/28/2023). In the past 52-week period, it has traded between $25.74 and $32.61.
The ETF has a beta of 1.11 and standard deviation of 25.34% for the trailing three-year period, making it a medium risk choice in the space. With about 631 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is a great option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $11.04 billion in assets, Vanguard Small-Cap Value ETF has $23.48 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Bottom-Line
Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
EPR Properties (EPR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard Small-Cap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
Arch Resources Inc. (ARCH) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Arch Resources Inc. (ARCH) : Free Stock Analysis Report To read this article on Zacks.com click here. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Arch Resources Inc. (ARCH) : Free Stock Analysis Report To read this article on Zacks.com click here. If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk.
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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2023-03-07 00:00:00 UTC
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Winning Dividend ETFs So Far in First Quarter
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DES
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https://www.nasdaq.com/articles/winning-dividend-etfs-so-far-in-first-quarter
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nan
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Dividend stocks have been beating the market for quite some months. The S&P 500 is up 5.4% this year and has lost about 6.5% past year. However, the highest gain from the U.S. dividend space came from WisdomTree US Smallcap Quality Dividend Growth Fund DGRS (up 11.2%), while the highest return offered by the space was 6% past year from ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL.
The year 2022 was all about the Russia-Ukraine war, red-hot inflation and rising rates. Although inflation started showing signs of cooling and the pace of central banks’ rate hikes slowed, the investing landscape for early 2023 has not changed much. We have seen a bear market rally this year, but occasional releases of upbeat economic data points amid still-high inflation triggered bets for further hawkish Fed actions.
Dividend investing has been in vogue amid huge volatility and uncertainty. This was especially true as dividend stocks and ETFs are major sources of consistent income for investors in any type of market though they do not offer dramatic price appreciation. These stocks tend to outperform in volatile markets and can reduce the volatility of a portfolio.
Both dividend aristocrats and high-dividend ETFs have gained strength so far this year. High-dividend ETFs have been gaining more than dividend aristocrats. Since rising rates have been prevalent, investors are interested in equities that have the potential to offer capital appreciation as well as decent current income. After all, dividends are one of the ways to ride out turbulent times.
Against this backdrop, below, we highlight a few dividend ETFs that are rising fast in prices to start 2023. These ETFs have beaten the broader market with ease.
ETFs in Focus
WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS) – Up 11.2% YTD; Yields 2.61% Annually
The underlying WisdomTree U.S. SmallCap Quality Dividend Growth Index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying stocks with growth characteristics.
First Trust SMID Cap Rising Dividend Achievers ETF SDVY – Up 9.9% YTD; Yields 2.06% Annually
The underlying NASDAQ US Small Mid Cap Rising Dividend Achievers Index is composed of the securities of 100 small and mid-cap companies with a history of raising their dividends that exhibit the characteristics to continue to do so in the future. The fund charges 60 bps in fees.
WisdomTree Europe SmallCap Dividend Fund DFE – Up 9.6% YTD; Yields 5.26% Annually
The underlying WisdomTree Europe SmallCap Dividend Index is a fundamentally weighted index that measures the performance of the small-capitalization segment of the European dividend-paying market. The fund charges 58 bps in fees.
WisdomTree U.S. SmallCap Dividend Fund DES – Up 8.8% YTD; Yields 2.63% Annually
The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. The fund charges 38 bps in fees.
Invesco KBW High Dividend Yield Financial ETF KBWD – Up 8.6% YTD; Yields 10.52% Annually
The underlying KBW Nasdaq Financial Sector Dividend Yield Index is a dividend-yield-weighted index seeking to reflect the performance of approximately 24 to 40 publicly listed financial companies engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The fund’s expense ratio is 3.84% annually.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL): ETF Research Reports
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
WisdomTree Europe SmallCap Dividend ETF (DFE): ETF Research Reports
WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS): ETF Research Reports
Invesco KBW High Dividend Yield Financial ETF (KBWD): ETF Research Reports
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree U.S. SmallCap Dividend Fund DES – Up 8.8% YTD; Yields 2.63% Annually The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports WisdomTree Europe SmallCap Dividend ETF (DFE): ETF Research Reports WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS): ETF Research Reports Invesco KBW High Dividend Yield Financial ETF (KBWD): ETF Research Reports First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports To read this article on Zacks.com click here. Although inflation started showing signs of cooling and the pace of central banks’ rate hikes slowed, the investing landscape for early 2023 has not changed much.
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Click to get this free report ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports WisdomTree Europe SmallCap Dividend ETF (DFE): ETF Research Reports WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS): ETF Research Reports Invesco KBW High Dividend Yield Financial ETF (KBWD): ETF Research Reports First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Dividend Fund DES – Up 8.8% YTD; Yields 2.63% Annually The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. ETFs in Focus WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS) – Up 11.2% YTD; Yields 2.61% Annually The underlying WisdomTree U.S. SmallCap Quality Dividend Growth Index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying stocks with growth characteristics.
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Click to get this free report ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports WisdomTree Europe SmallCap Dividend ETF (DFE): ETF Research Reports WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS): ETF Research Reports Invesco KBW High Dividend Yield Financial ETF (KBWD): ETF Research Reports First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Dividend Fund DES – Up 8.8% YTD; Yields 2.63% Annually The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. However, the highest gain from the U.S. dividend space came from WisdomTree US Smallcap Quality Dividend Growth Fund DGRS (up 11.2%), while the highest return offered by the space was 6% past year from ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL.
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Click to get this free report ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports WisdomTree Europe SmallCap Dividend ETF (DFE): ETF Research Reports WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS): ETF Research Reports Invesco KBW High Dividend Yield Financial ETF (KBWD): ETF Research Reports First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Dividend Fund DES – Up 8.8% YTD; Yields 2.63% Annually The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. The year 2022 was all about the Russia-Ukraine war, red-hot inflation and rising rates.
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2023-01-23 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-5
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nan
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nan
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Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.94 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
With more potential comes more risk, and small cap companies, with market capitalization below $2 billion, epitomizes this way of thinking.
Carrying lower than average price-to-earnings and price-to-book ratios, value stocks also have lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets.
Costs
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.73%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 23.80% of the portfolio. Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Epr Properties (EPR) accounts for about 0.81% of total assets, followed by Cogent Communications Hldgs (CCOI) and Arch Resources Inc (ARCH).
The top 10 holdings account for about 6.89% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF return is roughly 5.80% so far this year and is down about -2.09% in the last one year (as of 01/23/2023). In the past 52-week period, it has traded between $25.74 and $32.61.
The ETF has a beta of 1.09 and standard deviation of 30.70% for the trailing three-year period, making it a medium risk choice in the space. With about 631 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard SmallCap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $12.34 billion in assets, Vanguard SmallCap Value ETF has $25.06 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Bottom-Line
Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
EPR Properties (EPR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
Arch Resources Inc. (ARCH) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund launched on 06/16/2006. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund launched on 06/16/2006. Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard SmallCap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Arch Resources Inc. (ARCH) : Free Stock Analysis Report To read this article on Zacks.com click here. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports EPR Properties (EPR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard SmallCap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Arch Resources Inc. (ARCH) : Free Stock Analysis Report To read this article on Zacks.com click here. Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market.
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2023-01-06 00:00:00 UTC
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DES Makes Bullish Cross Above Critical Moving Average
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DES
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https://www.nasdaq.com/articles/des-makes-bullish-cross-above-critical-moving-average-0
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nan
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nan
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.34, changing hands as high as $29.38 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2.6% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.53 as the 52 week high point — that compares with a last trade of $29.32.
Free Report: Top 8%+ Dividends (paid monthly)
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
Also see:
CNR Historical Stock Prices
Institutional Holders of DVND
Pfizer Average Annual Return
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.34, changing hands as high as $29.38 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.53 as the 52 week high point — that compares with a last trade of $29.32. Free Report: Top 8%+ Dividends (paid monthly) Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: CNR Historical Stock Prices Institutional Holders of DVND Pfizer Average Annual Return The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.34, changing hands as high as $29.38 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.53 as the 52 week high point — that compares with a last trade of $29.32. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2.6% on the day.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.34, changing hands as high as $29.38 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.53 as the 52 week high point — that compares with a last trade of $29.32. Free Report: Top 8%+ Dividends (paid monthly) Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: CNR Historical Stock Prices Institutional Holders of DVND Pfizer Average Annual Return The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.34, changing hands as high as $29.38 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.53 as the 52 week high point — that compares with a last trade of $29.32. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2.6% on the day.
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2022-12-12 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-5
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.
If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.
Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor & Index
The fund is managed by Wisdomtree. DES has been able to amass assets over $1.87 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. Before fees and expenses, DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.
Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
DES's 12-month trailing dividend yield is 2.83%.
Sector Exposure and Top Holdings
While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation in the Financials sector - about 26% of the portfolio. Industrials and Utilities round out the top three.
Looking at individual holdings, South Jersey Industries Inc (SJI) accounts for about 1.29% of total assets, followed by Cogent Communications Hldgs (CCOI) and Spire Inc (SR).
Its top 10 holdings account for approximately 9.42% of DES's total assets under management.
Performance and Risk
So far this year, DES has lost about -9.57%, and is down about -5.96% in the last one year (as of 12/12/2022). During this past 52-week period, the fund has traded between $25.74 and $33.49.
The ETF has a beta of 1.10 and standard deviation of 30.55% for the trailing three-year period, making it a medium risk choice in the space. With about 664 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard SmallCap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $12.13 billion in assets, Vanguard SmallCap Value ETF has $23.86 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
South Jersey Industries, Inc. (SJI) : Free Stock Analysis Report
Spire Inc. (SR) : Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Value category of the market. Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Value category of the market. Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports South Jersey Industries, Inc. (SJI) : Free Stock Analysis Report Spire Inc. (SR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard SmallCap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
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Click to get this free report WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports South Jersey Industries, Inc. (SJI) : Free Stock Analysis Report Spire Inc. (SR) : Free Stock Analysis Report Cogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report Vanguard SmallCap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports To read this article on Zacks.com click here. Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Value category of the market. Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Value category of the market. Before fees and expenses, DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index. Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
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2022-12-07 00:00:00 UTC
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4 ETFs You'll Regret Not Buying at Their Current Price Levels
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https://www.nasdaq.com/articles/4-etfs-youll-regret-not-buying-at-their-current-price-levels
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Wall Street has suffered a disastrous 2022, with the S&P 500 losing about 15.5% (as of Dec 5, 2022). High inflation, rising rates, geopolitical tensions and supply-chain woes due to the zero-Covid policy in China made matters most difficult this year. The Dow Jones has lost 6.3% this year, the Nasdaq has recorded as heavy as 27.6% losses, while the small-cap Russell 2000 is off 16.7%.
Such stock market performance has yielded many losers this year but many of these may come out as winners in the coming days. Those stocks and ETFs currently have a beaten-down valuation and higher chances of outperformance ahead.
This is especially true given the latest comments from the Federal Reserve Chairman Jerome Powell that signaled smaller interest rate increases starting in December. Traders expect the Fed to increase rates by 50 bps in December, with the rates peaking in June 2023.
Additionally, the holiday season started with a big bang despite concerns about inflation. Meanwhile, the U.S. economy added 263,000 jobs in November 2022, above market forecasts of 200,000, per tradingeconomics.
Against this backdrop, below, we highlight a few Zacks Rank #1 (Strong Buy) ETFs that have been down in the one-year frame, but has been showing positive momentum lately.
ETFs in Focus
VanEck Semiconductor ETF SMH – Zacks Rank #1
Semiconductor companies have been in pain this year, but the CHIPS Act may help them recoil. The $280-billion Chips Act addresses the current shortage of semiconductors in Europe. With the Chips Act, the EU looks to double itsglobal marketshare in semiconductors from 10% to at least 20% by 2030 in order to ensure the EU's future technological independence. The Act included $52 billion in aid to domestic semiconductor fabrication plants, per various sources.
The fund has lost 26% in the past year and 10% in the past six months. But the fund has bounced back lately as it gained 7.7% past month.
Global X Cloud Computing ETF CLOU – Zacks Rank #1
The global cloud computing market is projected to increase from $480.04 billion in 2022 to $1,712.44 billion by 2029, at a CAGR of 19.9% in the forecast period, per fortunebusinessinsights.com. Amazon.com Inc.’s AMZN cloud unit plans to recruit employees next year and keep building new data centers, per a Bloomberg article. The news has come at a time when Amazon is reportedly cutting as many as 10,000 jobs from other departments. It also indicates that the company hasn’t stopped investment plans for its most profitable business.
The fund CLOU has lost 36.3% past year and 8.5% in the past six months. But the fund has advanced 3.5% past month.
Vanguard Financials ETF VFH – Zacks Rank #1
Since the Federal Reserve chief predicted a smaller interest rate hike from December, this should lower short-term bond yields and increase the long-term ones (based on higher risk-on sentiments), resulting in a steepening yield curve and higher net interest margins for financial companies. This kind of scenario is great for financial stocks and ETFs.
The fund VFH has lost 6.9% past year but added 1.9% in the past six months and 9% in the past one month.
WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #1
Small-cap stocks normally perform better in this period of a year. This is because of the January Effect. January Effect is a seasonal increase in stock prices due largely to year-end tax considerations. Investors redeploy their capital to speculate on weaker performers in January after selling winners in December to create tax losses. This phenomenon pushes the stock market higher in the first month of the year.
According to some market experts, the January Effect actually runs from mid-December through February, with small caps continuing to outperform their large-cap cousins. The attraction of dividend is an added advantage for DES. DES was just off 1.5% past year and 0.1% in the past six months. The fund has moved up 8% past month.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Amazon.com, Inc. (AMZN) : Free Stock Analysis Report
VanEck Semiconductor ETF (SMH): ETF Research Reports
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
Vanguard Financials ETF (VFH): ETF Research Reports
Global X Cloud Computing ETF (CLOU): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Additionally, the holiday season started with a big bang despite concerns about inflation. WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #1 Small-cap stocks normally perform better in this period of a year. The attraction of dividend is an added advantage for DES.
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WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #1 Small-cap stocks normally perform better in this period of a year. Click to get this free report Amazon.com, Inc. (AMZN) : Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Vanguard Financials ETF (VFH): ETF Research Reports Global X Cloud Computing ETF (CLOU): ETF Research Reports To read this article on Zacks.com click here. Additionally, the holiday season started with a big bang despite concerns about inflation.
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Click to get this free report Amazon.com, Inc. (AMZN) : Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Vanguard Financials ETF (VFH): ETF Research Reports Global X Cloud Computing ETF (CLOU): ETF Research Reports To read this article on Zacks.com click here. Additionally, the holiday season started with a big bang despite concerns about inflation. WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #1 Small-cap stocks normally perform better in this period of a year.
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WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #1 Small-cap stocks normally perform better in this period of a year. Additionally, the holiday season started with a big bang despite concerns about inflation. The attraction of dividend is an added advantage for DES.
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2022-12-06 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund (DES) Shares Cross Below 200 DMA
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-des-shares-cross-below-200-dma
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $29.62, changing hands as low as $29.35 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 1.2% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.775 as the 52 week high point — that compares with a last trade of $29.48.
Click here to find out which 9 other ETFs recently crossed below their 200 day moving average »
Also see:
Funds Holding MDCI
FRC Options Chain
Top Ten Hedge Funds Holding SMHD
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $29.62, changing hands as low as $29.35 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.775 as the 52 week high point — that compares with a last trade of $29.48. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » Also see: Funds Holding MDCI FRC Options Chain Top Ten Hedge Funds Holding SMHD The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $29.62, changing hands as low as $29.35 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.775 as the 52 week high point — that compares with a last trade of $29.48. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 1.2% on the day.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $29.62, changing hands as low as $29.35 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.775 as the 52 week high point — that compares with a last trade of $29.48. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » Also see: Funds Holding MDCI FRC Options Chain Top Ten Hedge Funds Holding SMHD The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $29.62, changing hands as low as $29.35 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.775 as the 52 week high point — that compares with a last trade of $29.48. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 1.2% on the day.
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2022-11-22 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-4
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.91 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
There's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk.
Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets.
Costs
Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.97%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 26.20% of the portfolio. Industrials and Utilities round out the top three.
Looking at individual holdings, South Jersey Industries Inc (SJI) accounts for about 1.29% of total assets, followed by Cogent Communications Hldgs (CCOI) and Spire Inc (SR).
The top 10 holdings account for about 9.42% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has lost about -7.63% so far this year and is down about -6.43% in the last one year (as of 11/22/2022). In the past 52-week period, it has traded between $25.74 and $33.49.
The ETF has a beta of 1.10 and standard deviation of 30.54% for the trailing three-year period, making it a medium risk choice in the space. With about 664 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is a great option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard SmallCap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $12.46 billion in assets, Vanguard SmallCap Value ETF has $24.29 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Bottom-Line
While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
South Jersey Industries, Inc. (SJI): Free Stock Analysis Report
Spire Inc. (SR): Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Because of this, DES is a great option for investors seeking exposure to the Style Box - Small Cap Value segment of the market.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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2022-11-10 00:00:00 UTC
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DES Makes Bullish Cross Above Critical Moving Average
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DES
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https://www.nasdaq.com/articles/des-makes-bullish-cross-above-critical-moving-average
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nan
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nan
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.75, changing hands as high as $29.86 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 4.2% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.95 as the 52 week high point — that compares with a last trade of $29.82.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
Also see:
Consumer Services Dividend Stocks
FNCB Insider Buying
EEFT Stock Predictions
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.75, changing hands as high as $29.86 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.95 as the 52 week high point — that compares with a last trade of $29.82. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: Consumer Services Dividend Stocks FNCB Insider Buying EEFT Stock Predictions The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.75, changing hands as high as $29.86 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.95 as the 52 week high point — that compares with a last trade of $29.82. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 4.2% on the day.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.75, changing hands as high as $29.86 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.95 as the 52 week high point — that compares with a last trade of $29.82. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Also see: Consumer Services Dividend Stocks FNCB Insider Buying EEFT Stock Predictions The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $29.75, changing hands as high as $29.86 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.74 per share, with $33.95 as the 52 week high point — that compares with a last trade of $29.82. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 4.2% on the day.
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e106ba1d-1468-49af-bd8c-a08da89048c0
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728249.0
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2022-10-12 00:00:00 UTC
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Small-Caps an Attractive Buy With Tailwind Potential
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DES
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https://www.nasdaq.com/articles/small-caps-an-attractive-buy-with-tailwind-potential
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nan
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nan
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Small-caps are often to the first to take a hit in markets when concerns of recession rise to the surface, and while this year hasn’t been any different, the degree to which small-caps have been discounted remains disproportionate to their mid- and large-cap peers. This could provide continued opportunity for investors, particularly as the strong dollar drives investor focus towards domestic stocks, creating a potential tailwind for U.S. small-caps.
The Russell 1000 Index, which is comprised of U.S. large-caps, is currently sitting at a forward price-to-earnings ratio of 17.0x, slightly above its 20-year median of 16.5x. The Russell 2000 Index, which is comprised of U.S. small-caps, has a 20-year median of 17.2x, but its forward P/E is just 11.9x.
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Small-caps are often to the first to take a hit in markets when concerns of recession rise to the surface, and while this year hasn’t been any different, the degree to which small-caps have been discounted remains disproportionate to their mid- and large-cap peers. This could provide continued opportunity for investors, particularly as the strong dollar drives investor focus towards domestic stocks, creating a potential tailwind for U.S. small-caps. The Russell 1000 Index, which is comprised of U.S. large-caps, is currently sitting at a forward price-to-earnings ratio of 17.0x, slightly above its 20-year median of 16.5x.
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Small-caps are often to the first to take a hit in markets when concerns of recession rise to the surface, and while this year hasn’t been any different, the degree to which small-caps have been discounted remains disproportionate to their mid- and large-cap peers. The Russell 1000 Index, which is comprised of U.S. large-caps, is currently sitting at a forward price-to-earnings ratio of 17.0x, slightly above its 20-year median of 16.5x. The Russell 2000 Index, which is comprised of U.S. small-caps, has a 20-year median of 17.2x, but its forward P/E is just 11.9x.
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Small-caps are often to the first to take a hit in markets when concerns of recession rise to the surface, and while this year hasn’t been any different, the degree to which small-caps have been discounted remains disproportionate to their mid- and large-cap peers. This could provide continued opportunity for investors, particularly as the strong dollar drives investor focus towards domestic stocks, creating a potential tailwind for U.S. small-caps. The Russell 1000 Index, which is comprised of U.S. large-caps, is currently sitting at a forward price-to-earnings ratio of 17.0x, slightly above its 20-year median of 16.5x.
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Small-caps are often to the first to take a hit in markets when concerns of recession rise to the surface, and while this year hasn’t been any different, the degree to which small-caps have been discounted remains disproportionate to their mid- and large-cap peers. This could provide continued opportunity for investors, particularly as the strong dollar drives investor focus towards domestic stocks, creating a potential tailwind for U.S. small-caps. The Russell 1000 Index, which is comprised of U.S. large-caps, is currently sitting at a forward price-to-earnings ratio of 17.0x, slightly above its 20-year median of 16.5x.
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9fb38643-afc5-4224-8daf-540cd7ad2edb
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728250.0
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2022-10-10 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-4
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nan
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nan
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Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund launched on 06/16/2006.
What Are Smart Beta ETFs?
For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.
On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.
Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor & Index
Managed by Wisdomtree, DES has amassed assets over $1.65 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. This particular fund, before fees and expenses, seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.
Annual operating expenses for this ETF are 0.38%, making it on par with most peer products in the space.
DES's 12-month trailing dividend yield is 3.38%.
Sector Exposure and Top Holdings
Most ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it's still important for investors to research a fund's holdings.
DES's heaviest allocation is in the Financials sector, which is about 26.70% of the portfolio. Its Industrials and Utilities round out the top three.
Taking into account individual holdings, South Jersey Industries Inc (SJI) accounts for about 1.29% of the fund's total assets, followed by Cogent Communications Hldgs (CCOI) and Spire Inc (SR).
DES's top 10 holdings account for about 9.42% of its total assets under management.
Performance and Risk
The ETF has lost about -18.95% so far this year and is down about -14.61% in the last one year (as of 10/10/2022). In the past 52-week period, it has traded between $25.74 and $33.79.
The ETF has a beta of 1.07 and standard deviation of 30.15% for the trailing three-year period, making it a medium risk choice in the space. With about 664 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard SmallCap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $11.15 billion in assets, Vanguard SmallCap Value ETF has $21.44 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
South Jersey Industries, Inc. (SJI): Free Stock Analysis Report
Spire Inc. (SR): Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund launched on 06/16/2006. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund launched on 06/16/2006. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund launched on 06/16/2006. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
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Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a smart beta exchange traded fund launched on 06/16/2006. WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
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5f6f6a05-f81f-4ca6-a27e-52f4a91bc44b
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728251.0
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2022-10-05 00:00:00 UTC
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Analysts Expect DES To Hit $33
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DES
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https://www.nasdaq.com/articles/analysts-expect-des-to-hit-%2433
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nan
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nan
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Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.34 per unit.
With DES trading at a recent price near $27.33 per unit, that means that analysts see 21.99% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of DES's underlying holdings with notable upside to their analyst target prices are Riley Exploration Permian Inc (Symbol: REPX), Spok Holdings Inc (Symbol: SPOK), and LSI Industries Inc. (Symbol: LYTS). Although REPX has traded at a recent price of $20.80/share, the average analyst target is 116.35% higher at $45.00/share. Similarly, SPOK has 79.50% upside from the recent share price of $7.80 if the average analyst target price of $14.00/share is reached, and analysts on average are expecting LYTS to reach a target price of $13.25/share, which is 65.01% above the recent price of $8.03. Below is a twelve month price history chart comparing the stock performance of REPX, SPOK, and LYTS:
Below is a summary table of the current analyst target prices discussed above:
NAME SYMBOL RECENT PRICE AVG. ANALYST 12-MO. TARGET % UPSIDE TO TARGET
WisdomTree U.S. SmallCap Dividend Fund ETF DES $27.33 $33.34 21.99%
Riley Exploration Permian Inc REPX $20.80 $45.00 116.35%
Spok Holdings Inc SPOK $7.80 $14.00 79.50%
LSI Industries Inc. LYTS $8.03 $13.25 65.01%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
10 ETFs With Most Upside To Analyst Targets »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree U.S. SmallCap Dividend Fund ETF DES $27.33 $33.34 21.99% Riley Exploration Permian Inc REPX $20.80 $45.00 116.35% Spok Holdings Inc SPOK $7.80 $14.00 79.50% LSI Industries Inc. LYTS $8.03 $13.25 65.01% Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.34 per unit. With DES trading at a recent price near $27.33 per unit, that means that analysts see 21.99% upside for this ETF looking through to the average analyst targets of the underlying holdings.
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Three of DES's underlying holdings with notable upside to their analyst target prices are Riley Exploration Permian Inc (Symbol: REPX), Spok Holdings Inc (Symbol: SPOK), and LSI Industries Inc. (Symbol: LYTS). WisdomTree U.S. SmallCap Dividend Fund ETF DES $27.33 $33.34 21.99% Riley Exploration Permian Inc REPX $20.80 $45.00 116.35% Spok Holdings Inc SPOK $7.80 $14.00 79.50% LSI Industries Inc. LYTS $8.03 $13.25 65.01% Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.34 per unit.
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A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.34 per unit. With DES trading at a recent price near $27.33 per unit, that means that analysts see 21.99% upside for this ETF looking through to the average analyst targets of the underlying holdings.
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With DES trading at a recent price near $27.33 per unit, that means that analysts see 21.99% upside for this ETF looking through to the average analyst targets of the underlying holdings. WisdomTree U.S. SmallCap Dividend Fund ETF DES $27.33 $33.34 21.99% Riley Exploration Permian Inc REPX $20.80 $45.00 116.35% Spok Holdings Inc SPOK $7.80 $14.00 79.50% LSI Industries Inc. LYTS $8.03 $13.25 65.01% Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.34 per unit.
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6903fee4-750f-4a21-938e-1b4b32fa284a
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728252.0
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2022-09-23 00:00:00 UTC
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DES Crosses Critical Technical Indicator
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DES
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https://www.nasdaq.com/articles/des-crosses-critical-technical-indicator
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nan
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nan
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In trading on Friday, shares of the DES ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.715 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In the case of DES, the RSI reading has hit 29.9 — by comparison, the RSI reading for the S&P 500 is currently 29.8. A bullish investor could look at DES's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.6347 per share, with $33.95 as the 52 week high point — that compares with a last trade of $26.65. DES shares are currently trading off about 2.2% on the day.
Free Report: Top 7%+ Dividends (paid monthly)
Find out what 9 other oversold stocks you need to know about »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A bullish investor could look at DES's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Friday, shares of the DES ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.715 per share. In the case of DES, the RSI reading has hit 29.9 — by comparison, the RSI reading for the S&P 500 is currently 29.8.
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In trading on Friday, shares of the DES ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.715 per share. In the case of DES, the RSI reading has hit 29.9 — by comparison, the RSI reading for the S&P 500 is currently 29.8. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.6347 per share, with $33.95 as the 52 week high point — that compares with a last trade of $26.65.
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In trading on Friday, shares of the DES ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.715 per share. In the case of DES, the RSI reading has hit 29.9 — by comparison, the RSI reading for the S&P 500 is currently 29.8. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.6347 per share, with $33.95 as the 52 week high point — that compares with a last trade of $26.65.
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In trading on Friday, shares of the DES ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.715 per share. In the case of DES, the RSI reading has hit 29.9 — by comparison, the RSI reading for the S&P 500 is currently 29.8. A bullish investor could look at DES's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
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095f99b0-e1f5-48a4-bc6e-2f7520c64887
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728253.0
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2022-09-19 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-3
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nan
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nan
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Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.74 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.
Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. But in strong bull markets, growth stocks are more likely to be winners.
Costs
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 3.15%.
Sector Exposure and Top Holdings
ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 26% of the portfolio. Industrials and Utilities round out the top three.
Looking at individual holdings, South Jersey Industries Inc (SJI) accounts for about 1.37% of total assets, followed by Cogent Communications Hldgs (CCOI) and Spire Inc (SR).
The top 10 holdings account for about 10.77% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has lost about -13.89% so far this year and is down about -6.18% in the last one year (as of 09/19/2022). In the past 52-week period, it has traded between $27.57 and $33.79.
The ETF has a beta of 1.08 and standard deviation of 29.95% for the trailing three-year period, making it a medium risk choice in the space. With about 669 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard SmallCap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $11.81 billion in assets, Vanguard SmallCap Value ETF has $22.61 billion. IWN has an expense ratio of 0.23% and VBR charges 0.07%.
Bottom-Line
While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
South Jersey Industries, Inc. (SJI): Free Stock Analysis Report
Spire Inc. (SR): Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Because of this, DES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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e0bc3a4c-1521-4c1f-84d4-211987239241
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728254.0
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2022-09-13 00:00:00 UTC
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Why Bond Performance Could Lead to Tech Sell-Off
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DES
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https://www.nasdaq.com/articles/why-bond-performance-could-lead-to-tech-sell-off
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nan
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nan
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What once started as a gentle decline for bonds in 2020 has seemingly hit warp speed this year with the Bloomberg U.S. Aggregate Bond Index down greater than 10% in 2022 following a 1.7% decline in 2021. At a time when equities and bonds are both feeling the squeeze of soaring inflation and rising interest rates alongside a quantitative tightening regime that has hit high gear in September, it’s likely the growthiest stocks that will pay the price according to Jeff Weniger, CFA, head of equity strategy at WisdomTree in a recent blog post.
“2022 has been weird. In ‘normal’ times, bonds would be expected to thrive in a weakening economy. But this year, that old truism has been thrown out the window,” Weniger wrote.
Bonds and equities have been highly correlated this year, and in an interesting turn, indexes that are heavy in growth stock allocations seems to be moving in tandem with the long bond yield: The Nasdaq Composite is down 23% year-to-date, and the S&P Growth Index is down 21% over the same period. For comparison, the S&P Value Index is only down 7% this year.
Image source: WisdomTree blog
“Stock market earnings look suspect. I think that is a problem for the very high beta stocks that tend to populate growth baskets,” according to Weniger.
The New York Federal Reserve’s Q3 Senior Loan Officer Survey reported that a net 14% of U.S. banks have tightened lending standards, a phenomenon that has happened three times in the last 25 years: 2000 (the dot com bubble), 2007 (the financial crisis), and 2020 (the onset of COVID-19).
“Granted, I don’t know if making a comparison to the global financial crisis is warranted at this stage of the game, so take this with a grain of salt. Nevertheless, a scenario that sees S&P 500 earnings growth declining in 2023 is plausible, reasonable and possible,” Weniger wrote.
If such a scenario were to come about, Weniger explained that the whole yield curve could move higher alongside the Fed’s rate hikes while equities take hits from despondent earnings reports.
“In other words, growth stocks are now the anti-diversification, pro-concentration asset class. As the bond market receives its proverbial margin call, there may come that time that every investor dreads: scanning the holdings list for something to sell,” Weniger wrote. “If it’s the Bloomberg Aggregate that gives investors headaches in the coming months and years, it might just be the NASDAQ-style holdings that meet the sell button.”
Seeking Shelter in Dividends
"If the bond market’s action continues to punish growth stocks, our dividend strategies may represent something of a shelter," explained Weniger.
WisdomTree offers a suite of dividend ETFs for investors looking for exposure to U.S. equities, whether within core allocations or with a value focus. Options include the WisdomTree US Quality Dividend Growth Fund (DGRW), which invests in large-cap U.S. equity companies that are growing their dividends and applies both quality and growth screens to securities, and the WisdomTree U.S. LargeCap Dividend Fund (DLN), which invests in large-cap companies that pay dividends within the U.S. equity market.
The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure.
There is also the popular WisdomTree U.S. High Dividend Fund (DHS) that invests in high dividend-yielding U.S. equity companies for investors looking for higher yielding opportunities.
For more news, information, and strategy, visit the Modern Alpha Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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If such a scenario were to come about, Weniger explained that the whole yield curve could move higher alongside the Fed’s rate hikes while equities take hits from despondent earnings reports. The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. The New York Federal Reserve’s Q3 Senior Loan Officer Survey reported that a net 14% of U.S. banks have tightened lending standards, a phenomenon that has happened three times in the last 25 years: 2000 (the dot com bubble), 2007 (the financial crisis), and 2020 (the onset of COVID-19).
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The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. If such a scenario were to come about, Weniger explained that the whole yield curve could move higher alongside the Fed’s rate hikes while equities take hits from despondent earnings reports. Options include the WisdomTree US Quality Dividend Growth Fund (DGRW), which invests in large-cap U.S. equity companies that are growing their dividends and applies both quality and growth screens to securities, and the WisdomTree U.S. LargeCap Dividend Fund (DLN), which invests in large-cap companies that pay dividends within the U.S. equity market.
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The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. If such a scenario were to come about, Weniger explained that the whole yield curve could move higher alongside the Fed’s rate hikes while equities take hits from despondent earnings reports. Bonds and equities have been highly correlated this year, and in an interesting turn, indexes that are heavy in growth stock allocations seems to be moving in tandem with the long bond yield: The Nasdaq Composite is down 23% year-to-date, and the S&P Growth Index is down 21% over the same period.
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If such a scenario were to come about, Weniger explained that the whole yield curve could move higher alongside the Fed’s rate hikes while equities take hits from despondent earnings reports. The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. Aggregate Bond Index down greater than 10% in 2022 following a 1.7% decline in 2021.
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2022-08-23 00:00:00 UTC
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Implied DES Analyst Target Price: $34
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DES
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https://www.nasdaq.com/articles/implied-des-analyst-target-price%3A-%2434
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Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.94 per unit.
With DES trading at a recent price near $30.28 per unit, that means that analysts see 12.07% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of DES's underlying holdings with notable upside to their analyst target prices are FAT Brands Inc (Symbol: FAT), Heritage Insurance Holdings Inc (Symbol: HRTG), and Park-Ohio Holdings Corp. (Symbol: PKOH). Although FAT has traded at a recent price of $8.95/share, the average analyst target is 179.46% higher at $25.00/share. Similarly, HRTG has 129.63% upside from the recent share price of $2.70 if the average analyst target price of $6.20/share is reached, and analysts on average are expecting PKOH to reach a target price of $31.00/share, which is 70.14% above the recent price of $18.22. Below is a twelve month price history chart comparing the stock performance of FAT, HRTG, and PKOH:
Below is a summary table of the current analyst target prices discussed above:
NAME SYMBOL RECENT PRICE AVG. ANALYST 12-MO. TARGET % UPSIDE TO TARGET
WisdomTree U.S. SmallCap Dividend Fund ETF DES $30.28 $33.94 12.07%
FAT Brands Inc FAT $8.95 $25.00 179.46%
Heritage Insurance Holdings Inc HRTG $2.70 $6.20 129.63%
Park-Ohio Holdings Corp. PKOH $18.22 $31.00 70.14%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
10 ETFs With Most Upside To Analyst Targets »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree U.S. SmallCap Dividend Fund ETF DES $30.28 $33.94 12.07% FAT Brands Inc FAT $8.95 $25.00 179.46% Heritage Insurance Holdings Inc HRTG $2.70 $6.20 129.63% Park-Ohio Holdings Corp. PKOH $18.22 $31.00 70.14% Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.94 per unit. With DES trading at a recent price near $30.28 per unit, that means that analysts see 12.07% upside for this ETF looking through to the average analyst targets of the underlying holdings.
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Three of DES's underlying holdings with notable upside to their analyst target prices are FAT Brands Inc (Symbol: FAT), Heritage Insurance Holdings Inc (Symbol: HRTG), and Park-Ohio Holdings Corp. (Symbol: PKOH). WisdomTree U.S. SmallCap Dividend Fund ETF DES $30.28 $33.94 12.07% FAT Brands Inc FAT $8.95 $25.00 179.46% Heritage Insurance Holdings Inc HRTG $2.70 $6.20 129.63% Park-Ohio Holdings Corp. PKOH $18.22 $31.00 70.14% Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.94 per unit.
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Three of DES's underlying holdings with notable upside to their analyst target prices are FAT Brands Inc (Symbol: FAT), Heritage Insurance Holdings Inc (Symbol: HRTG), and Park-Ohio Holdings Corp. (Symbol: PKOH). For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.94 per unit. With DES trading at a recent price near $30.28 per unit, that means that analysts see 12.07% upside for this ETF looking through to the average analyst targets of the underlying holdings.
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With DES trading at a recent price near $30.28 per unit, that means that analysts see 12.07% upside for this ETF looking through to the average analyst targets of the underlying holdings. WisdomTree U.S. SmallCap Dividend Fund ETF DES $30.28 $33.94 12.07% FAT Brands Inc FAT $8.95 $25.00 179.46% Heritage Insurance Holdings Inc HRTG $2.70 $6.20 129.63% Park-Ohio Holdings Corp. PKOH $18.22 $31.00 70.14% Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? For the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.94 per unit.
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2022-08-11 00:00:00 UTC
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“Dividends Have Been THE Factor of 2022”
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https://www.nasdaq.com/articles/dividends-have-been-the-factor-of-2022
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nan
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nan
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Much has changed this year in markets and the investment world has pivoted in several ways to try to capture returns and income in a challenging environment for equities and bonds. Strategies that were once out of favor in the last decade have now become some of the most popular, including dividends, particularly high-yield ones, according to Jeremy Schwartz, global CIO at WisdomTree Asset Management.
“Dividends have been THE factor of 2022, but still look relatively reasonably priced,” Schwartz tweeted recently.
Schwartz went on to demonstrate the strong returns that high dividend factor strategies have offered in 2022 compared to other popular factors, such as value, quality dividend growth, and minimum volatility.
Image source: Jeremy Schwartz's Twitter
All dividends are not created equal, however. In this challenging economic and market environment, the highest paying dividend companies within the S&P 500 have performed the strongest while companies that don’t pay dividends performed the weakest. All-in-all there ended up over 3000 basis points (30%) of difference between the top performing quintile of S&P 500 dividend yielding companies and the zero dividend yielding companies.
Image source: Jeremy Schwartz's Twitter
With valuations on the move this year, particularly for some of the previously top-performing, growth-heavy companies, it’s important to dig into how dividend valuations stack up against their traditional value and core benchmarks. Schwartz collated a list of WisdomTree’s dividend ETFs and their estimated and actual price-to-earnings valuations alongside the estimate and actual price-to-earnings of the Russell and S&P benchmarks. The result? Some significant discount opportunities within dividend ETFs, particularly within mid- and small-cap spaces but even within the value plays.
Image source: Jeremy Schwartz's Twitter
WisdomTree offers a suite of dividend ETFs for investors looking for exposure to U.S. equities, whether within core allocations or with a value focus. Options include the WisdomTree US Quality Dividend Growth Fund (DGRW), which invests in large-cap U.S. equity companies that are growing their dividends and applies both quality and growth screens to securities, and the WisdomTree U.S. LargeCap Dividend Fund (DLN) that invests in large-cap companies that pay dividends within the U.S. equity market.
The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure.
There is also the popular WisdomTree U.S. High Dividend Fund (DHS) that invests in high dividend-yielding U.S. equity companies for investors looking for higher-yielding opportunities.
For more news, information, and strategy, visit the Modern Alpha Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. Much has changed this year in markets and the investment world has pivoted in several ways to try to capture returns and income in a challenging environment for equities and bonds. Strategies that were once out of favor in the last decade have now become some of the most popular, including dividends, particularly high-yield ones, according to Jeremy Schwartz, global CIO at WisdomTree Asset Management.
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The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. Image source: Jeremy Schwartz's Twitter WisdomTree offers a suite of dividend ETFs for investors looking for exposure to U.S. equities, whether within core allocations or with a value focus. Options include the WisdomTree US Quality Dividend Growth Fund (DGRW), which invests in large-cap U.S. equity companies that are growing their dividends and applies both quality and growth screens to securities, and the WisdomTree U.S. LargeCap Dividend Fund (DLN) that invests in large-cap companies that pay dividends within the U.S. equity market.
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The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. In this challenging economic and market environment, the highest paying dividend companies within the S&P 500 have performed the strongest while companies that don’t pay dividends performed the weakest. Options include the WisdomTree US Quality Dividend Growth Fund (DGRW), which invests in large-cap U.S. equity companies that are growing their dividends and applies both quality and growth screens to securities, and the WisdomTree U.S. LargeCap Dividend Fund (DLN) that invests in large-cap companies that pay dividends within the U.S. equity market.
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The broader WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market, while the WisdomTree U.S. Midcap Dividend Fund (DON) offers mid-cap exposure, and the WisdomTree U.S. SmallCap Dividend Fund (DES) offers small-cap exposure. Schwartz went on to demonstrate the strong returns that high dividend factor strategies have offered in 2022 compared to other popular factors, such as value, quality dividend growth, and minimum volatility. In this challenging economic and market environment, the highest paying dividend companies within the S&P 500 have performed the strongest while companies that don’t pay dividends performed the weakest.
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2022-08-08 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-3
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nan
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.
There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.
By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such.
While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results.
Fund Sponsor & Index
DES is managed by Wisdomtree, and this fund has amassed over $1.83 billion, which makes it one of the larger ETFs in the Style Box - Small Cap Value. Before fees and expenses, this particular fund seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal.
Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
The fund has a 12-month trailing dividend yield of 3.01%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
DES's heaviest allocation is in the Financials sector, which is about 25% of the portfolio. Its Industrials and Utilities round out the top three.
Looking at individual holdings, South Jersey Industries Inc (SJI) accounts for about 1.37% of total assets, followed by Cogent Communications Hldgs (CCOI) and Spire Inc (SR).
DES's top 10 holdings account for about 10.77% of its total assets under management.
Performance and Risk
The ETF has lost about -8.62% so far this year and is down about -2.04% in the last one year (as of 08/08/2022). In the past 52-week period, it has traded between $27.57 and $33.79.
DES has a beta of 1.08 and standard deviation of 30.01% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 669 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard SmallCap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $12.40 billion in assets, Vanguard SmallCap Value ETF has $23.72 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
South Jersey Industries, Inc. (SJI): Free Stock Analysis Report
Spire Inc. (SR): Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market. Fund Sponsor & Index DES is managed by Wisdomtree, and this fund has amassed over $1.83 billion, which makes it one of the larger ETFs in the Style Box - Small Cap Value.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. DES has a beta of 1.08 and standard deviation of 30.01% for the trailing three-year period, which makes the fund a medium risk choice in the space. WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
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2022-07-20 00:00:00 UTC
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Small-Caps Pricing in the Recession
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https://www.nasdaq.com/articles/small-caps-pricing-in-the-recession
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Small-cap investing might seem like one of the most contrarian ideas in the face of a recession, but with the space having already priced in recession risk, there are undeniable valuation opportunities happening within small-caps right now, if you don’t mind riding out the volatility.
“The prospect of a Fed-induced recession to combat historical inflation has priced in valuation discounts so steep they’re difficult to ignore. If history is any indication, the future for small caps may be brighter than the grim near-term forecasts suggest,” wrote Brian Manby, senior analyst, research at WisdomTree, in a recent blog post.
Small-cap markets are known to be riskier in general because of the higher number of companies that aren’t profitable, particularly so in challenged economic times. Manby explained that even when these unprofitable companies are taken out of the Russell 2000 Index, the price-to-earnings and forward price-to-earnings ratios are deeply discounted at historic lows.
Image source: WisdomTree blog
The P/E of the Russell 2000 and the forward P/E ratio are trading well below their long-term averages; volatility in May sent P/E two full standard deviations below the average, and they are currently at a 30% discount with a range between 12x–13x.
Markets have already priced in recession risks for small-caps much heavier than their large- and mid-cap counterparts, largely because of the disproportionate affect on margins and earnings for small businesses in a recessionary environment. Whereas small-caps have historically operated at a 5% P/E premium compared to large-caps, that relationship has slowly eroded in recent years.
The forward P/E ratio of the Russell 2000 to the Russell 1000 (a large-cap representative) is less than the long-term average, and the same is true for mid-caps as well.
“For those who believe a recession is imminent, it is understandably counterintuitive to dignify an asset class notoriously sensitive to economic growth amid rising interest rates and expectations of reduced earnings and profit margins,” Manby said. “But for the intrepid small-cap investor, the future has historically looked bright after similar periods.”
Over the course of the last 20 years, small-caps have fallen below a 20% discount compared to their forward P/E long-term average just nine times. Eight of those times saw small-caps recover and go on to outperform their large-cap peers by around 5% over a two-year period. A number of these instances happened after major economic downturns, such as the beginning of the COVID-19 pandemic and the Financial Crisis, and saw small-caps benefit from a tailwind.
Image source: WisdomTree blog
The Small-Cap Play With WisdomTree
A popular choice this year for advisors and investors has been dividends, and the WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) offers a smart play within the small-cap space. DGRS invests in small-cap U.S. equity companies that pay dividends and display growth characteristics, and it applies a quality and growth screen to securities. The fund seeks to track the WisdomTree U.S. SmallCap Quality Dividend Growth Index, a fundamentally weighted index based on dividend projections for the next year that screens U.S. small-cap companies for long-term earnings growth expectations, return on equity, and return on assets.
Another dividend play is the WisdomTree U.S. SmallCap Dividend Fund (DES), which invests in dividend-paying small-cap companies from U.S. equity markets. The fund seeks to track the WisdomTree U.S. SmallCap Dividend Index, an index comprised of the bottom 25% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year.
The WisdomTree U.S. SmallCap Fund (EES) offers broad exposure to U.S. equity small-cap companies and seeks to track the WisdomTree U.S. SmallCap Index. The index is fundamentally weighted based on aggregate earnings of small-cap companies, and companies must have a P/E ratio of at least 2 for inclusion. The fund invests 95% of its assets in the index or similar securities under normal conditions.
For more news, information, and strategy, visit the Modern Alpha Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Another dividend play is the WisdomTree U.S. SmallCap Dividend Fund (DES), which invests in dividend-paying small-cap companies from U.S. equity markets. If history is any indication, the future for small caps may be brighter than the grim near-term forecasts suggest,” wrote Brian Manby, senior analyst, research at WisdomTree, in a recent blog post. Markets have already priced in recession risks for small-caps much heavier than their large- and mid-cap counterparts, largely because of the disproportionate affect on margins and earnings for small businesses in a recessionary environment.
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Another dividend play is the WisdomTree U.S. SmallCap Dividend Fund (DES), which invests in dividend-paying small-cap companies from U.S. equity markets. The fund seeks to track the WisdomTree U.S. SmallCap Quality Dividend Growth Index, a fundamentally weighted index based on dividend projections for the next year that screens U.S. small-cap companies for long-term earnings growth expectations, return on equity, and return on assets. The WisdomTree U.S. SmallCap Fund (EES) offers broad exposure to U.S. equity small-cap companies and seeks to track the WisdomTree U.S. SmallCap Index.
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Another dividend play is the WisdomTree U.S. SmallCap Dividend Fund (DES), which invests in dividend-paying small-cap companies from U.S. equity markets. Image source: WisdomTree blog The Small-Cap Play With WisdomTree A popular choice this year for advisors and investors has been dividends, and the WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) offers a smart play within the small-cap space. The fund seeks to track the WisdomTree U.S. SmallCap Quality Dividend Growth Index, a fundamentally weighted index based on dividend projections for the next year that screens U.S. small-cap companies for long-term earnings growth expectations, return on equity, and return on assets.
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Another dividend play is the WisdomTree U.S. SmallCap Dividend Fund (DES), which invests in dividend-paying small-cap companies from U.S. equity markets. Small-cap investing might seem like one of the most contrarian ideas in the face of a recession, but with the space having already priced in recession risk, there are undeniable valuation opportunities happening within small-caps right now, if you don’t mind riding out the volatility. “But for the intrepid small-cap investor, the future has historically looked bright after similar periods.” Over the course of the last 20 years, small-caps have fallen below a 20% discount compared to their forward P/E long-term average just nine times.
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2022-07-20 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-2
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nan
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.76 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
With more potential comes more risk, and small cap companies, with market capitalization below $2 billion, epitomizes this way of thinking.
While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. But in strong bull markets, growth stocks are more likely to be winners.
Costs
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
Annual operating
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. It has amassed assets over $1.76 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market. But in strong bull markets, growth stocks are more likely to be winners.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. It has amassed assets over $1.76 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market. But in strong bull markets, growth stocks are more likely to be winners.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. It has amassed assets over $1.76 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market. Why Small Cap Value With more potential comes more risk, and small cap companies, with market capitalization below $2 billion, epitomizes this way of thinking.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. Costs Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
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2022-06-24 00:00:00 UTC
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Top-Ranked Small-Cap ETFs to Avoid Global Supply Chain Woes
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https://www.nasdaq.com/articles/top-ranked-small-cap-etfs-to-avoid-global-supply-chain-woes
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The global economy, including the United States, has been struggling to cope with red-hot inflation. Investors should note that this time high inflation has not come with the general economic well-being, rather, it bothered the world due to supply-chain woes caused by COVID-19-led lockdowns and the Russia-Ukraine war. Hence, inflation this time is going to stay as the supply-chain woes will not ebb soon.
Probably this is why the theme of deglobalization should be considered seriously right now. Local produce, local manufacturing and local sales are important now. This is where small-cap stocks win. These are domestically focused and less dependent on foreign sales and procurement and thus have extremely high shipping rates.
The small-cap space has lately fared better than the Nasdaq. The S&P 500 has declined 16.6% in the past three months, the Nasdaq has slipped 22% and iShares Russell 2000 ETF IWM has lost 19% (as of Jun 22, 2022).
Strong Greenback
Small-cap stocks have more domestic exposure than their bigger peers and hence are less unscathed amid a greenback rally. WisdomTree Bloomberg U.S. Dollar Bullish ETF USDU was up 4.4% in the last three months. The greenback may gain strength further ahead due to faster Fed rate hikes. This is yet another reason why small-cap stocks and ETFs could fare better than the large-cap stocks
Decent Earnings Picture
The earnings picture remains decent. Per the Earnings Trends issued on Jun 22, 2022, earnings growth for Q1 of 2022 for the S&P 600 Index is expected to be 8.5% on 12.7% of revenue growth. The earnings growth for Q2 of 2022 will likely be 17.8% over 11.9% revenue growth.
GDP Growth Projections Fall, But Still in Growth Zone
The Fed has downgraded its forecast for 2022 median real GDP growth from 2.8% in March to 1.7% for 2022. It has also lowered the growth rate expectations to 1.7% (from 2.2% in March) for 2023 and 1.9% (from 2% in March) for 2024.The inflation projection has been upped for this year, while the Fed expects inflation to cool off in 2023 and 2024. This kind of scenario should keep small-cap stocks in fine fettle.
Why Value?
The federal funds rate is projected to be 3.4% for 2022 from 1.9% in March, 3.8% for 2023 from 2.8% and 3.4% for 2024 from 2.8%. Since value stocks fare better in a rising rate environment than growth stocks, tapping small-cap value ETFs makes sense.
Against this backdrop, below we highlight a few small-cap value ETFs that have a Zacks Rank #2 (Buy) or Zacks Rank #1 (Strong Buy).
Vanguard SmallCap Value ETF VBR – Zacks Rank #1
iShares Russell 2000 Value ETF IWN – Zacks Rank #1
SPDR S&P 600 Small Cap Value ETF SLYV – Zacks Rank #2
Vanguard Russell 2000 Value ETF VTWV – Zacks Rank #2
WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #2
iShares S&P SmallCap 600 Value ETF IJS – Zacks Rank #2
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iShares Russell 2000 ETF (IWM): ETF Research Reports
WisdomTree Bloomberg U.S. Dollar Bullish ETF (USDU): ETF Research Reports
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
Vanguard Russell 2000 Value ETF (VTWV): ETF Research Reports
iShares S&P SmallCap 600 Value ETF (IJS): ETF Research Reports
SPDR S&P 600 Small Cap Value ETF (SLYV): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Vanguard SmallCap Value ETF VBR – Zacks Rank #1 iShares Russell 2000 Value ETF IWN – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF SLYV – Zacks Rank #2 Vanguard Russell 2000 Value ETF VTWV – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #2 iShares S&P SmallCap 600 Value ETF IJS – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Investors should note that this time high inflation has not come with the general economic well-being, rather, it bothered the world due to supply-chain woes caused by COVID-19-led lockdowns and the Russia-Ukraine war.
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Vanguard SmallCap Value ETF VBR – Zacks Rank #1 iShares Russell 2000 Value ETF IWN – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF SLYV – Zacks Rank #2 Vanguard Russell 2000 Value ETF VTWV – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #2 iShares S&P SmallCap 600 Value ETF IJS – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports WisdomTree Bloomberg U.S. Dollar Bullish ETF (USDU): ETF Research Reports
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Vanguard SmallCap Value ETF VBR – Zacks Rank #1 iShares Russell 2000 Value ETF IWN – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF SLYV – Zacks Rank #2 Vanguard Russell 2000 Value ETF VTWV – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #2 iShares S&P SmallCap 600 Value ETF IJS – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports This is yet another reason why small-cap stocks and ETFs could fare better than the large-cap stocks Decent Earnings Picture The earnings picture remains decent.
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Vanguard SmallCap Value ETF VBR – Zacks Rank #1 iShares Russell 2000 Value ETF IWN – Zacks Rank #1 SPDR S&P 600 Small Cap Value ETF SLYV – Zacks Rank #2 Vanguard Russell 2000 Value ETF VTWV – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF DES – Zacks Rank #2 iShares S&P SmallCap 600 Value ETF IJS – Zacks Rank #2 WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports This is where small-cap stocks win.
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2022-06-13 00:00:00 UTC
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Don’t Miss Out: Small- and Mid-Cap Dividends Outperform Too
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https://www.nasdaq.com/articles/dont-miss-out%3A-small-and-mid-cap-dividends-outperform-too
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Dividends have become a popular investment choice in 2022 for advisors and investors seeking income opportunities and performance potential in a volatile market that has seen major indexes dip into bear territory on more than one occasion.
As advisors and investors pivot some of their allocations, the habit of looking to large-cap due to the previous decade where large-cap growth was the easy choice for many can be a difficult one to break, but it’s worth examining small- and mid-cap dividend allocations.
“Many investors rarely think of dividends when it comes to mid- and small caps. This can be a costly oversight,” wrote Matt Wagner, CFA and associate director, research, at WisdomTree, in a recent blog post.
Investors who allocated to all of the Russell 200 Index dividend-payers using a market cap-weighted approach in the last 12 months, ending in May, would have outperformed the broader Russell 2000 by 13.5%. A similar market cap-weighted investment into the Russell Midcap Index dividend-payers would have yielded a 9.3% outperformance over the Russell Midcap during the same period.
“Dividends have provided safety amid the volatility in U.S. equities this year. While many investors may ignore dividends outside of large caps, the relative performance of mid- and small-cap dividend payers and non-payers over the past 12 months suggests this can be a mistake,” Wagner wrote.
Both the indexes for the WisdomTree U.S. Midcap Dividend Fund (DON) and the WisdomTree U.S. SmallCap Dividend Fund (DES) are significantly underweight to traditional growth sectors (information technology and healthcare) and instead are overweight to the sectors that typically yield higher dividends — real estate, financials, materials, and utilities.
Image source: WisdomTree Blog
What’s more, the WisdomTree U.S. Midcap and SmallCap Dividend Indexes have exhibited a growing profitability gap from the broad, market cap-weighted Russell Indexes. This becomes increasingly more notable in an environment where companies have begun to report negative earnings, a trend that is likely to continue in a challenging environment of rising rates and quantitative tightening by the Fed.
The Russell 2000 Index was comprised of 22.9% of companies that reported negative earnings as of May 31, 2022, while the Russell Midcap Index had 9.4% of negative earnings companies. Conversely, the WisdomTree Dividend indexes carried less than 3.5% weight in companies with negative earnings over the same period.
“We anticipate the leadership of companies with strong cash flows and dividend payouts will be sustained during a rising interest rate environment that punishes non-dividend-paying story stocks. The opportunity cost of not having current cash flows is a headwind to non-payers,” Wagner wrote.
Small- and Mid-Cap Dividend Investment With WisdomTree
The WisdomTree U.S. Midcap Dividend Fund (DON) seeks to track the WisdomTree U.S. MidCap Dividend Index, an index comprised of the top 75% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DON carries an expense ratio of 0.38%.
The WisdomTree U.S. SmallCap Dividend Fund (DES) seeks to track the WisdomTree U.S. SmallCap Dividend Index, an index comprised of the bottom 25% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%.
For more news, information, and strategy, visit the Modern Alpha Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Both the indexes for the WisdomTree U.S. Midcap Dividend Fund (DON) and the WisdomTree U.S. SmallCap Dividend Fund (DES) are significantly underweight to traditional growth sectors (information technology and healthcare) and instead are overweight to the sectors that typically yield higher dividends — real estate, financials, materials, and utilities. The WisdomTree U.S. SmallCap Dividend Fund (DES) seeks to track the WisdomTree U.S. SmallCap Dividend Index, an index comprised of the bottom 25% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%.
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Both the indexes for the WisdomTree U.S. Midcap Dividend Fund (DON) and the WisdomTree U.S. SmallCap Dividend Fund (DES) are significantly underweight to traditional growth sectors (information technology and healthcare) and instead are overweight to the sectors that typically yield higher dividends — real estate, financials, materials, and utilities. The WisdomTree U.S. SmallCap Dividend Fund (DES) seeks to track the WisdomTree U.S. SmallCap Dividend Index, an index comprised of the bottom 25% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%.
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Both the indexes for the WisdomTree U.S. Midcap Dividend Fund (DON) and the WisdomTree U.S. SmallCap Dividend Fund (DES) are significantly underweight to traditional growth sectors (information technology and healthcare) and instead are overweight to the sectors that typically yield higher dividends — real estate, financials, materials, and utilities. The WisdomTree U.S. SmallCap Dividend Fund (DES) seeks to track the WisdomTree U.S. SmallCap Dividend Index, an index comprised of the bottom 25% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%.
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Both the indexes for the WisdomTree U.S. Midcap Dividend Fund (DON) and the WisdomTree U.S. SmallCap Dividend Fund (DES) are significantly underweight to traditional growth sectors (information technology and healthcare) and instead are overweight to the sectors that typically yield higher dividends — real estate, financials, materials, and utilities. The WisdomTree U.S. SmallCap Dividend Fund (DES) seeks to track the WisdomTree U.S. SmallCap Dividend Index, an index comprised of the bottom 25% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%.
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2022-06-06 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-2
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.
On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.
These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor & Index
The fund is managed by Wisdomtree. DES has been able to amass assets over $1.84 billion, making it one of the larger ETFs in the Style Box - Small Cap Value. This particular fund, before fees and expenses, seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
For ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same.
Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
It's 12-month trailing dividend yield comes in at 2.84%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation in the Financials sector - about 24.40% of the portfolio. Industrials and Utilities round out the top three.
Taking into account individual holdings, Cogent Communications Hldgs (CCOI) accounts for about 1.22% of the fund's total assets, followed by South Jersey Industries Inc (SJI) and Xerox Holdings Corp (XRX).
Its top 10 holdings account for approximately 9.8% of DES's total assets under management.
Performance and Risk
The ETF has lost about -6.93% and is down about -4.87% so far this year and in the past one year (as of 06/06/2022), respectively. DES has traded between $28.96 and $33.79 during this last 52-week period.
The ETF has a beta of 1.10 and standard deviation of 29.71% for the trailing three-year period, making it a medium risk choice in the space. With about 677 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard SmallCap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $12.81 billion in assets, Vanguard SmallCap Value ETF has $25.11 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
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Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
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Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
Xerox Holdings Corporation (XRX): Free Stock Analysis Report
South Jersey Industries, Inc. (SJI): Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.
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2022-05-18 00:00:00 UTC
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Pre-Market Earnings Report for May 19, 2022 : BJ, WMS, CAE, KSS, EXP, VIPS, GOGL, LSPD, MNRO, GOOS, PLCE, DESP
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DES
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https://www.nasdaq.com/articles/pre-market-earnings-report-for-may-19-2022-%3A-bj-wms-cae-kss-exp-vips-gogl-lspd-mnro-goos
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The following companies are expected to report earnings prior to market open on 05/19/2022. Visit our Earnings Calendar for a full list of expected earnings releases.
BJ's Wholesale Club Holdings, Inc. (BJ)is reporting for the quarter ending April 30, 2022. The business services company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.72. This value represents a no change for the same quarter last year. In the past year BJ has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 6.67%. Zacks Investment Research reports that the 2023 Price to Earnings ratio for BJ is 19.51 vs. an industry ratio of 8.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Advanced Drainage Systems, Inc. (WMS)is reporting for the quarter ending March 31, 2022. The building company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.72. This value represents a 213.04% increase compared to the same quarter last year. Zacks Investment Research reports that the 2022 Price to Earnings ratio for WMS is 33.93 vs. an industry ratio of 17.10, implying that they will have a higher earnings growth than their competitors in the same industry.
CAE Inc (CAE)is reporting for the quarter ending March 31, 2022. The aerospace and defense company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.18. This value represents a no change for the same quarter last year. CAE missed the consensus earnings per share in the 3rd calendar quarter of 2021 by -12.5%. Zacks Investment Research reports that the 2022 Price to Earnings ratio for CAE is 39.02 vs. an industry ratio of 12.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Kohl's Corporation (KSS)is reporting for the quarter ending April 30, 2022. The retail company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.75. This value represents a 28.57% decrease compared to the same quarter last year. In the past year KSS and beat the expectations the other three quarters. Zacks Investment Research reports that the 2023 Price to Earnings ratio for KSS is 6.79 vs. an industry ratio of 8.00.
Eagle Materials Inc (EXP)is reporting for the quarter ending March 31, 2022. The building company's consensus earnings per share forecast from the 5 analysts that follow the stock is $1.74. This value represents a 11.54% increase compared to the same quarter last year. EXP missed the consensus earnings per share in the 3rd calendar quarter of 2021 by -0.73%. Zacks Investment Research reports that the 2022 Price to Earnings ratio for EXP is 13.68 vs. an industry ratio of 12.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Vipshop Holdings Limited (VIPS)is reporting for the quarter ending March 31, 2022. The internet services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.25. This value represents a 21.88% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2022 Price to Earnings ratio for VIPS is 8.03 vs. an industry ratio of -53.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Golden Ocean Group Limited (GOGL)is reporting for the quarter ending March 31, 2022. The shipping company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.35. This value represents a 150.00% increase compared to the same quarter last year. In the past year GOGL and beat the expectations the other two quarters. Zacks Investment Research reports that the 2022 Price to Earnings ratio for GOGL is 9.78 vs. an industry ratio of 18.50.
Lightspeed Commerce Inc. (LSPD)is reporting for the quarter ending March 31, 2022. The technology services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.25. This value represents a 38.89% decrease compared to the same quarter last year. In the past year LSPD has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 4.35%. Zacks Investment Research reports that the 2022 Price to Earnings ratio for LSPD is -22.86 vs. an industry ratio of -10.00.
Monro, Inc. (MNRO)is reporting for the quarter ending March 31, 2022. The business services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.46. This value represents a 21.05% increase compared to the same quarter last year. MNRO missed the consensus earnings per share in the 4th calendar quarter of 2021 by -3.92%. Zacks Investment Research reports that the 2022 Price to Earnings ratio for MNRO is 21.92 vs. an industry ratio of 8.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Canada Goose Holdings Inc. (GOOS)is reporting for the quarter ending March 31, 2022. The retail (shoe) company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.01. This value represents a no change for the same quarter last year. GOOS missed the consensus earnings per share in the 2nd calendar quarter of 2021 by -23.33%. Zacks Investment Research reports that the 2022 Price to Earnings ratio for GOOS is 24.48 vs. an industry ratio of 12.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Children's Place, Inc. (PLCE)is reporting for the quarter ending April 30, 2022. The retail (shoe) company's consensus earnings per share forecast from the 2 analysts that follow the stock is $1.66. This value represents a 48.92% decrease compared to the same quarter last year. In the past year PLCE has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 7.09%. Zacks Investment Research reports that the 2023 Price to Earnings ratio for PLCE is 4.24 vs. an industry ratio of 12.10.
Despegar.com, Corp. (DESP)is reporting for the quarter ending March 31, 2022. The transportation services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.14. This value represents a 70.21% increase compared to the same quarter last year. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DESP is -35.07 vs. an industry ratio of 1.30.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Despegar.com, Corp. (DESP)is reporting for the quarter ending March 31, 2022. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DESP is -35.07 vs. an industry ratio of 1.30. The business services company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.72.
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Despegar.com, Corp. (DESP)is reporting for the quarter ending March 31, 2022. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DESP is -35.07 vs. an industry ratio of 1.30. Zacks Investment Research reports that the 2023 Price to Earnings ratio for BJ is 19.51 vs. an industry ratio of 8.00, implying that they will have a higher earnings growth than their competitors in the same industry.
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Despegar.com, Corp. (DESP)is reporting for the quarter ending March 31, 2022. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DESP is -35.07 vs. an industry ratio of 1.30. Zacks Investment Research reports that the 2023 Price to Earnings ratio for BJ is 19.51 vs. an industry ratio of 8.00, implying that they will have a higher earnings growth than their competitors in the same industry.
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Despegar.com, Corp. (DESP)is reporting for the quarter ending March 31, 2022. Zacks Investment Research reports that the 2022 Price to Earnings ratio for DESP is -35.07 vs. an industry ratio of 1.30. In the past year BJ has beat the expectations every quarter.
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2022-05-16 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-1
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Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.77 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
Small cap companies have market capitalization below $2 billion. They usually have higher potential than large and mid cap companies with stocks but higher risk.
While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets.
Costs
Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.89%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 24.50% of the portfolio. Industrials and Utilities round out the top three.
Looking at individual holdings, Cogent Communications Hldgs (CCOI) accounts for about 1.22% of total assets, followed by South Jersey Industries Inc (SJI) and Xerox Holdings Corp (XRX).
The top 10 holdings account for about 9.8% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has lost about -10.19% so far this year and is down about -6.24% in the last one year (as of 05/16/2022). In the past 52-week period, it has traded between $28.96 and $33.79.
The ETF has a beta of 1.10 and standard deviation of 29.68% for the trailing three-year period, making it a medium risk choice in the space. With about 677 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard SmallCap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $12.18 billion in assets, Vanguard SmallCap Value ETF has $24.33 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Bottom-Line
While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
Xerox Holdings Corporation (XRX): Free Stock Analysis Report
South Jersey Industries, Inc. (SJI): Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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2022-04-19 00:00:00 UTC
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DES Crosses Above Key Moving Average Level
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DES
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https://www.nasdaq.com/articles/des-crosses-above-key-moving-average-level
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $31.85, changing hands as high as $31.89 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $29.9499 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.91.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $31.85, changing hands as high as $31.89 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $29.9499 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.91. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $31.85, changing hands as high as $31.89 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $29.9499 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.91. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2% on the day.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $31.85, changing hands as high as $31.89 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $29.9499 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.91. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $31.85, changing hands as high as $31.89 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $29.9499 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.91. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2% on the day.
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2022-04-04 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-1
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nan
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.
However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta.
These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.
The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns.
Fund Sponsor & Index
The fund is managed by Wisdomtree, and has been able to amass over $1.89 billion, which makes it one of the larger ETFs in the Style Box - Small Cap Value. This particular fund, before fees and expenses, seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.
Annual operating expenses for this ETF are 0.38%, making it on par with most peer products in the space.
The fund has a 12-month trailing dividend yield of 2.62%.
Sector Exposure and Top Holdings
It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation in the Financials sector - about 24.60% of the portfolio. Industrials and Utilities round out the top three.
When you look at individual holdings, Cogent Communications Hldgs (CCOI) accounts for about 1.28% of the fund's total assets, followed by Xerox Holdings Corp (XRX) and Spire Inc (SR).
Its top 10 holdings account for approximately 9.38% of DES's total assets under management.
Performance and Risk
So far this year, DES has lost about -2.84%, and is up about 4.54% in the last one year (as of 04/04/2022). During this past 52-week period, the fund has traded between $30.22 and $33.79.
The fund has a beta of 1.13 and standard deviation of 29.52% for the trailing three-year period, which makes DES a medium risk choice in this particular space. With about 679 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard SmallCap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $14.78 billion in assets, Vanguard SmallCap Value ETF has $27.29 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
Xerox Holdings Corporation (XRX): Free Stock Analysis Report
Spire Inc. (SR): Free Stock Analysis Report
Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market. The fund has a beta of 1.13 and standard deviation of 29.52% for the trailing three-year period, which makes DES a medium risk choice in this particular space. WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
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2022-03-23 00:00:00 UTC
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An Advisor’s Guide to Investing in U.S. Dividends With WisdomTree
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DES
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https://www.nasdaq.com/articles/an-advisors-guide-to-investing-in-u.s.-dividends-with-wisdomtree
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nan
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The first of a string of interest rate increases has been enacted by the Federal Reserve, raising rates by 0.25% for the first time in years. With talks of a possible 0.50% increase soon, advisors are seeking alternative investments for the fixed income portions of their portfolios, and many are turning to dividends as one possible solution. WisdomTree offers a suite of dividend ETFs for investors looking for exposure to U.S. equities, whether within core allocations or with a value focus.
U.S. Core Equity Dividend Funds
The WisdomTree US Quality Dividend Growth Fund (DGRW) invests in large-cap U.S. equity companies that are growing their dividends and applies both quality and growth screens to securities. The fund seeks to track the WisdomTree U.S. Quality Dividend Growth Index, a fundamentally weighted index based on dividend projections for the next year, that screens companies for long-term growth expectations, return on equity, and return on assets. DGRW has an expense ratio of 0.28%.
The WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) invests in small-cap U.S. equity companies that pay dividends and display growth characteristics and applies a quality and growth screen to securities. The fund seeks to track the WisdomTree U.S. SmallCap Quality Dividend Growth Index, a fundamentally weighted index based on dividend projections for the next year, that screens U.S. small-cap companies for long-term earnings growth expectations, return on equity, and return on assets. DGRS has an expense ratio of 0.38%.
U.S. Value Dividend Funds
The WisdomTree U.S. LargeCap Dividend Fund (DLN) invests in large-cap companies that pay dividends within the U.S. equity market. The fund seeks to track the WisdomTree U.S. LargeCap Dividend Index, a fundamentally weighted index based on dividend projects for the next year, and contains the 300 largest dividend-paying companies by market cap. DLN has an expense ratio of 0.28%.
The WisdomTree U.S. Total Dividend Fund (DTD) invests in companies from all market caps that pay dividends within the U.S. equity market. The fund seeks to track the WisdomTree U.S. Dividend Index, a fundamentally weighted index based on dividend projections for the next year, and is comprised of U.S. companies that pay dividends regularly. DTD carries an expense ratio of 0.28%.
The WisdomTree U.S. High Dividend Fund (DHS) invests in high dividend-yielding U.S. equity companies and seeks to track the WisdomTree U.S. High Dividend Index. The index contains the top 30% of companies by dividend yield from the WisdomTree U.S. Dividend Index, and the index is dividend-weighted based on projected dividends for the next year. DHS has an expense ratio of 0.38%.
The WisdomTree U.S. Midcap Dividend Fund (DON) invests in dividend-paying mid-cap companies from within the U.S. equity market. The fund seeks to track the WisdomTree U.S. MidCap Dividend Index, an index comprised of the top 75% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DON carries an expense ratio of 0.38%.
The WisdomTree U.S. SmallCap Dividend Fund (DES) invests in dividend-paying small-cap companies from U.S. equity markets. The fund seeks to track the WisdomTree U.S. SmallCap Dividend Index, an index comprised of the bottom 25% of dividend-paying companies by market cap that make up the WisdomTree U.S. Dividend Index after the 300 largest companies have been removed. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%.
For more news, information, and strategy, visit the Modern Alpha Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend Fund (DES) invests in dividend-paying small-cap companies from U.S. equity markets. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%. With talks of a possible 0.50% increase soon, advisors are seeking alternative investments for the fixed income portions of their portfolios, and many are turning to dividends as one possible solution.
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The WisdomTree U.S. SmallCap Dividend Fund (DES) invests in dividend-paying small-cap companies from U.S. equity markets. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%. The fund seeks to track the WisdomTree U.S. Quality Dividend Growth Index, a fundamentally weighted index based on dividend projections for the next year, that screens companies for long-term growth expectations, return on equity, and return on assets.
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The WisdomTree U.S. SmallCap Dividend Fund (DES) invests in dividend-paying small-cap companies from U.S. equity markets. The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%. The fund seeks to track the WisdomTree U.S. SmallCap Quality Dividend Growth Index, a fundamentally weighted index based on dividend projections for the next year, that screens U.S. small-cap companies for long-term earnings growth expectations, return on equity, and return on assets.
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The index is fundamentally weighted based on dividend projections for the next year, and DES carries an expense ratio of 0.38%. The WisdomTree U.S. SmallCap Dividend Fund (DES) invests in dividend-paying small-cap companies from U.S. equity markets. Core Equity Dividend Funds The WisdomTree US Quality Dividend Growth Fund (DGRW) invests in large-cap U.S. equity companies that are growing their dividends and applies both quality and growth screens to securities.
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2022-03-16 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar-0
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.85 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
Small cap companies have market capitalization below $2 billion. They usually have higher potential than large and mid cap companies with stocks but higher risk.
While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets.
Costs
Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.
Annual o
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. It has amassed assets over $1.85 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market. Costs Investors should also pay attention to an ETF's expense ratio.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. It has amassed assets over $1.85 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market. Why Small Cap Value Small cap companies have market capitalization below $2 billion.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. Why Small Cap Value Small cap companies have market capitalization below $2 billion. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. Why Small Cap Value Small cap companies have market capitalization below $2 billion. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.
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728269.0
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2022-01-28 00:00:00 UTC
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Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?
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DES
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https://www.nasdaq.com/articles/is-wisdomtree-u.s.-smallcap-dividend-etf-des-a-strong-etf-right-now-0
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nan
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nan
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.
What Are Smart Beta ETFs?
The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment.
Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.
There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.
Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results.
Fund Sponsor & Index
The fund is managed by Wisdomtree, and has been able to amass over $1.80 billion, which makes it one of the larger ETFs in the Style Box - Small Cap Value. This particular fund seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
Cost & Other Expenses
Expense ratios are an important factor in the return of an ETF and in the long-term, cheaper funds can significantly outperform their more expensive cousins, other things remaining the same.
Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
The fund has a 12-month trailing dividend yield of 2.46%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation in the Financials sector - about 27.40% of the portfolio. Industrials and Consumer Discretionary round out the top three.
When you look at individual holdings, Vector Group Ltd (VGR) accounts for about 1.66% of the fund's total assets, followed by B&g Foods Inc (BGS) and Compass Minerals International (CMP).
Its top 10 holdings account for approximately 12.06% of DES's total assets under management.
Performance and Risk
The ETF has lost about -6.52% and is up about 14.32% so far this year and in the past one year (as of 01/28/2022), respectively. DES has traded between $27.09 and $33.79 during this last 52-week period.
The ETF has a beta of 1.17 and standard deviation of 29.36% for the trailing three-year period, making it a medium risk choice in the space. With about 569 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.
IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard SmallCap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $14.52 billion in assets, Vanguard SmallCap Value ETF has $24.87 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.
Bottom Line
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.
Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
B&G Foods, Inc. (BGS): Free Stock Analysis Report
Compass Minerals International, Inc. (CMP): Free Stock Analysis Report
Vector Group Ltd. (VGR): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space. Its top 10 holdings account for approximately 12.06% of DES's total assets under management.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
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The WisdomTree U.S. SmallCap Dividend ETF (DES) made its debut on 06/16/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market. WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Operating expenses on an annual basis are 0.38% for DES, making it on par with most peer products in the space.
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2022-01-14 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-u.s.-smallcap-dividend-etf-des-be-on-your-investing-radar
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Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006.
The fund is sponsored by Wisdomtree. It has amassed assets over $1.94 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
With more potential comes more risk, and small cap companies, with market capitalization below $2 billion, epitomizes this way of thinking.
Carrying lower than average price-to-earnings and price-to-book ratios, value stocks also have lower than average sales and earnings growth rates. While value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets.
Costs
Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.29%.
Sector Exposure and Top Holdings
While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Financials sector--about 27.40% of the portfolio. Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Vector Group Ltd (VGR) accounts for about 1.66% of total assets, followed by B&g Foods Inc (BGS) and Compass Minerals International (CMP).
The top 10 holdings account for about 12.06% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has added about 0.48% so far this year and is up about 21.23% in the last one year (as of 01/14/2022). In the past 52-week period, it has traded between $27.09 and $33.79.
The ETF has a beta of 1.17 and standard deviation of 29.29% for the trailing three-year period, making it a medium risk choice in the space. With about 569 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard SmallCap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $15.91 billion in assets, Vanguard SmallCap Value ETF has $26.89 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Bottom-Line
While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Infrastructure Stock Boom to Sweep America
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports
B&G Foods, Inc. (BGS): Free Stock Analysis Report
Compass Minerals International, Inc. (CMP): Free Stock Analysis Report
Vector Group Ltd. (VGR): Free Stock Analysis Report
Vanguard SmallCap Value ETF (VBR): ETF Research Reports
iShares Russell 2000 Value ETF (IWN): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Because of this, DES is an outstanding option for investors seeking exposure to the Style Box - Small Cap Value segment of the market.
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You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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You should consider the WisdomTree U.S. SmallCap Dividend ETF (DES), a passively managed exchange traded fund launched on 06/16/2006. WisdomTree U.S. SmallCap Dividend ETF (DES): ETF Research Reports Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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2021-12-15 00:00:00 UTC
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DES, VGR, BGS, KTB: Large Inflows Detected at ETF
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DES
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https://www.nasdaq.com/articles/des-vgr-bgs-ktb%3A-large-inflows-detected-at-etf
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nan
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $331.6 million dollar inflow -- that's a 17.9% increase week over week in outstanding units (from 58,300,000 to 68,750,000). Among the largest underlying components of DES, in trading today Vector Group Ltd (Symbol: VGR) is up about 2%, B&G Foods Inc (Symbol: BGS) is up about 0.6%, and Kontoor Brands Inc (Symbol: KTB) is lower by about 2.2%. For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.87 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.58. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Free Report: Top 7%+ Dividends (paid monthly)
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Click here to find out which 9 other ETFs had notable inflows »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $331.6 million dollar inflow -- that's a 17.9% increase week over week in outstanding units (from 58,300,000 to 68,750,000). These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $331.6 million dollar inflow -- that's a 17.9% increase week over week in outstanding units (from 58,300,000 to 68,750,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.87 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.58. Among the largest underlying components of DES, in trading today Vector Group Ltd (Symbol: VGR) is up about 2%, B&G Foods Inc (Symbol: BGS) is up about 0.6%, and Kontoor Brands Inc (Symbol: KTB) is lower by about 2.2%.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $331.6 million dollar inflow -- that's a 17.9% increase week over week in outstanding units (from 58,300,000 to 68,750,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.87 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.58. Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $331.6 million dollar inflow -- that's a 17.9% increase week over week in outstanding units (from 58,300,000 to 68,750,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.87 per share, with $33.95 as the 52 week high point — that compares with a last trade of $31.58. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand.
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2021-10-06 00:00:00 UTC
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Depend on DES as Small-Cap Value Comes Back Into Focus
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DES
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https://www.nasdaq.com/articles/depend-on-des-as-small-cap-value-comes-back-into-focus-2021-10-06
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nan
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nan
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Small-cap and value stocks enjoyed plenty of good times in the first quarter of 2021, but since the end of the second quarter, there's been a lot of lethargy, even some downside, for small-caps and value equities.
Some exchange traded funds that marry smaller stocks with the value factor are holding up better than others. For example, the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES) is modestly higher off its July lows and resides just 6% below its 52-week high as of Oct. 5. DES follows the WisdomTree U.S. SmallCap Dividend Index and could rally into year-end with some market observers wagering that the reopening playbook is set to be revisited by investors.
“Growth and large-cap stocks surged in July and August as investors rotated out of value and small-cap stocks. As such, value and small-cap stocks have become more undervalued,” says Morningstar analyst Dave Sekera. “By individual stock, the rotation also led to an increase in the number of undervalued opportunities. The percentage of our coverage with 4- or 5-star ratings has doubled to 24% from last quarter.”
A point highlighted by Sekera is economic normalization, which was stunted in the third quarter thanks to the emergence of the Delta strain of the ongoing COVID-19 pandemic. Economic normalization implies that the economy and consumers are getting back to normal or pre-pandemic behavior — a scenario that previously benefited cyclical stocks.
DES has ample cyclical exposure. For example, the financial services and consumer discretionary sectors combine for 39% of the fund's weight, according to issuer data. There's more good news for investors considering DES: Not only are value stocks inexpensive today, but the same is true of small-caps.
“We continue to see the best value for investors in the value category, which according to a composite of our fundamental equity valuations are undervalued, especially relative to core and growth categories, which remain overvalued. Small-cap stocks are the most undervalued, with the undervaluation concentrated in value and growth categories, whereas core small-cap stocks are at the high end of our fairly valued range,” adds Sekera.
The Morningstar analyst notes that at the sector level, energy and consumer cyclical are the most undervalued groups. Those sectors combine for about 13% of DES's roster. Materials and consumer staples, which combine for almost 17% of DES, are back in fair value range, says Sekera. DES has a distribution yield of 3.44 — well above the comparable metric on traditional small-cap indexes.
For more news, information, and strategy, visit the Model Portfolio Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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For example, the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES) is modestly higher off its July lows and resides just 6% below its 52-week high as of Oct. 5. DES follows the WisdomTree U.S. SmallCap Dividend Index and could rally into year-end with some market observers wagering that the reopening playbook is set to be revisited by investors. DES has ample cyclical exposure.
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For example, the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES) is modestly higher off its July lows and resides just 6% below its 52-week high as of Oct. 5. DES follows the WisdomTree U.S. SmallCap Dividend Index and could rally into year-end with some market observers wagering that the reopening playbook is set to be revisited by investors. DES has ample cyclical exposure.
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There's more good news for investors considering DES: Not only are value stocks inexpensive today, but the same is true of small-caps. For example, the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES) is modestly higher off its July lows and resides just 6% below its 52-week high as of Oct. 5. DES follows the WisdomTree U.S. SmallCap Dividend Index and could rally into year-end with some market observers wagering that the reopening playbook is set to be revisited by investors.
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For example, the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES) is modestly higher off its July lows and resides just 6% below its 52-week high as of Oct. 5. DES follows the WisdomTree U.S. SmallCap Dividend Index and could rally into year-end with some market observers wagering that the reopening playbook is set to be revisited by investors. DES has ample cyclical exposure.
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2021-09-17 00:00:00 UTC
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This Dividend ETF Could Be an Ideal Play on Small-Cap Value Resurgence
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DES
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https://www.nasdaq.com/articles/this-dividend-etf-could-be-an-ideal-play-on-small-cap-value-resurgence-2021-09-17
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nan
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nan
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Small-cap stocks have been lethargic in recent months, and that's true of the value members of the group, but some market observers believe that smaller equities will rebound and that value fare will contribute to that resurgence.
Investors can prepare for that while earning dividend compensation with the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). The $1.78 billion DES follows the WisdomTree U.S. SmallCap Dividend Index.
That benchmark isn't cap-weighted. Rather, it’s “dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year,” according to the issuer.
Nor is DES weighted by yield, but its dividend yield of 2.06% is admirable in the current environment and more than double the dividend yield of 0.83% found on the Russell 2000 Index. Then there's the value proposition offered by DES.
“Mid-caps, on the other hand, trade at a 30% premium to their long-term average valuation, and small-caps stand at 9%,” reports Nicolas Jasinski for Barron's. “That setup points to superior returns for shares of smaller companies than larger ones going forward. Long-term investors might consider increasing the weight of small-caps in the equity portion of their portfolios.”
Small-cap stocks are typically more volatile than their large-cap counterparts, and that added volatility can try some investors' patience. However, dividends can take some the edge off of small-cap turbulence. That's potentially positive for investors considering DES because the long-term case for smaller stocks is gaining momentum.
“We see small caps as an area of opportunity for long-term investors, where valuations for the Russell 2000 suggest mid-to-high single digit annualized returns over the next decade, and the relative forward P/E of large vs. small caps (0.78x, vs. the historical average of 1.03x) also suggests small should beat large over the next 10 years,” said BofA Securities’ head of U.S. small- and mid-cap strategy Jill Carey Hall in a report cited by Barron's.
Among small-cap sectors, Hall likes consumer discretionary, financials, industrials, and energy, and also notes that real estate is worth a look as an inflation protection group.
That's a positive assessment for DES because financials are the ETF's largest sector weight at 26.37%. Industrials and consumer discretionary combine for almost 30%, while real estate is the fund's fourth-largest sector exposure at 10.21%. Energy has a modest allocation at 1.45%.
For more news, information, and strategy, visit the Dividend Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Investors can prepare for that while earning dividend compensation with the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). The $1.78 billion DES follows the WisdomTree U.S. SmallCap Dividend Index. Nor is DES weighted by yield, but its dividend yield of 2.06% is admirable in the current environment and more than double the dividend yield of 0.83% found on the Russell 2000 Index.
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Investors can prepare for that while earning dividend compensation with the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). The $1.78 billion DES follows the WisdomTree U.S. SmallCap Dividend Index. Nor is DES weighted by yield, but its dividend yield of 2.06% is admirable in the current environment and more than double the dividend yield of 0.83% found on the Russell 2000 Index.
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Investors can prepare for that while earning dividend compensation with the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). Nor is DES weighted by yield, but its dividend yield of 2.06% is admirable in the current environment and more than double the dividend yield of 0.83% found on the Russell 2000 Index. The $1.78 billion DES follows the WisdomTree U.S. SmallCap Dividend Index.
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The $1.78 billion DES follows the WisdomTree U.S. SmallCap Dividend Index. That's potentially positive for investors considering DES because the long-term case for smaller stocks is gaining momentum. Investors can prepare for that while earning dividend compensation with the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES).
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2021-08-03 00:00:00 UTC
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There’s Value to Be Had in Small Caps
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DES
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https://www.nasdaq.com/articles/theres-value-to-be-had-in-small-caps-2021-08-03
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nan
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Small cap stocks and exchange traded funds, namely those with the value designation, were the stars of early 2021 – a theme that benefited the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES).
DES follows the WisdomTree U.S. SmallCap Dividend Index. That WisdomTree benchmark is fundamentally weighted. Specifically, it's “dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year,” according to the issuer.
Although it's a dedicated dividend fund with value leanings, there are times when DES, like any other small cap fund, will look pricey relative to large cap stocks. However, that's not the case today, as investors may be able to latch onto a good deal with this fund.
“Specifically, the forward P/E of the S&P 500 relative to that of the S&P SmallCap 600 is measuring at levels last seen at the end of the 2001. Similar relative valuations temporarily spiked at the onset of the COVID-19 pandemic in March 2020 but corrected quickly,” writes WisdomTree analyst Brian Manby. “The recent run-up would be less concerning if the gauge was less than 1. Historically, large caps often commanded a lower valuation than small caps, since the latter were perceived to be riskier (hence, lower earnings in the ratio’s denominator). The former, with higher earnings and perceived relative safety, had their valuations kept in check.”
Drilling Down on DES
Putting the above into context, domestic large caps are now as expensive as they've been against small caps at any point since 2001.
In other words, investors can grab DES and its 2.08% dividend yield, which is roughly 80 basis points above the S&P 500, on the cheap. The $1.83 billion fund is also ideally positioned to benefit from another rise in 10-year Treasury yields, assuming that scenario comes to pass, because DES devotes 25.51% of its weight to financial services stocks.
Adding to the DES valuation case is that its dividend-weighted methodology introduces an element of quality, and quality stocks are truly inexpensive today. By some metrics, they're even cheaper than value stocks. All that while large caps are looking somewhat bloated in their valuations.
“It’s hard to ignore the opportunity that this creates for small caps, and only reinforces our optimism on the 'reopening' trade: bullish on cyclical sectors, value and small caps. While fears over the surging COVID-19 delta variant have given investors pause, we think that this may just delay the economic recovery, rather than derail it,” adds Manby.
For more on how to implement model portfolios, visit our Model Portfolio Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The $1.83 billion fund is also ideally positioned to benefit from another rise in 10-year Treasury yields, assuming that scenario comes to pass, because DES devotes 25.51% of its weight to financial services stocks. Small cap stocks and exchange traded funds, namely those with the value designation, were the stars of early 2021 – a theme that benefited the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). DES follows the WisdomTree U.S. SmallCap Dividend Index.
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Small cap stocks and exchange traded funds, namely those with the value designation, were the stars of early 2021 – a theme that benefited the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). Although it's a dedicated dividend fund with value leanings, there are times when DES, like any other small cap fund, will look pricey relative to large cap stocks. DES follows the WisdomTree U.S. SmallCap Dividend Index.
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Small cap stocks and exchange traded funds, namely those with the value designation, were the stars of early 2021 – a theme that benefited the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). Although it's a dedicated dividend fund with value leanings, there are times when DES, like any other small cap fund, will look pricey relative to large cap stocks. The former, with higher earnings and perceived relative safety, had their valuations kept in check.” Drilling Down on DES Putting the above into context, domestic large caps are now as expensive as they've been against small caps at any point since 2001.
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Small cap stocks and exchange traded funds, namely those with the value designation, were the stars of early 2021 – a theme that benefited the WisdomTree U.S. SmallCap Dividend Fund (NYSEArca: DES). DES follows the WisdomTree U.S. SmallCap Dividend Index. Although it's a dedicated dividend fund with value leanings, there are times when DES, like any other small cap fund, will look pricey relative to large cap stocks.
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2021-03-25 00:00:00 UTC
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Up 90%, Consider WisdomTree’s DON of Mid Cap Equities
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DES
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https://www.nasdaq.com/articles/up-90-consider-wisdomtrees-don-of-mid-cap-equities-2021-03-25
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Mid cap equities can give investors exposure to a capitalization category that provides the stability of large caps and the growth potential of small caps. One fund that further segments the mid cap arena via their dividend-paying prowess is the WisdomTree U.S. MidCap Dividend Fund (DON).
DON seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities.
The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is up over 90% within the last 12 months.
DON can help investors:
Gain exposure to core U.S. mid cap equity from a broad range of dividend paying companies
Complement or replace mid cap value or dividend oriented active and passive strategies
Satisfy demand for growth potential and income focus
Go Large or Go Small
WisdomTree also offers small- and large-cap ETF products that use the same dividend-qualifying strategy. Here are a pair of other funds to consider:
WisdomTree U.S. LargeCap Dividend Fund (DLN): seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. LargeCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market.
WisdomTree U.S. SmallCap Dividend Fund (DES): seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market.
For more news and information, visit the Smart Beta Channel.
Read more on ETFtrends.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Mid cap equities can give investors exposure to a capitalization category that provides the stability of large caps and the growth potential of small caps. WisdomTree U.S. SmallCap Dividend Fund (DES): seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Dividend Index. DON seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. MidCap Dividend Index.
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Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Mid cap equities can give investors exposure to a capitalization category that provides the stability of large caps and the growth potential of small caps. WisdomTree U.S. SmallCap Dividend Fund (DES): seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Dividend Index.
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Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Mid cap equities can give investors exposure to a capitalization category that provides the stability of large caps and the growth potential of small caps. WisdomTree U.S. SmallCap Dividend Fund (DES): seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Dividend Index.
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Mid cap equities can give investors exposure to a capitalization category that provides the stability of large caps and the growth potential of small caps. WisdomTree U.S. SmallCap Dividend Fund (DES): seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Dividend Index. One fund that further segments the mid cap arena via their dividend-paying prowess is the WisdomTree U.S. MidCap Dividend Fund (DON).
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d9473569-a768-4d6d-8f03-5b9c8717b1e8
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728276.0
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2021-03-04 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund -- Insider Buying Index Registering 11.6%
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-insider-buying-index-registering-11.6-2021-03-04
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months.
Sinclair Broadcast Group Inc (Symbol: SBGI), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $7,129,019 worth of SBGI, making it the #52 largest holding. The table below details the recent insider buying activity observed at SBGI:
SBGI — last trade: $35.75 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
09/24/2020 Howard E. Friedman Director 1,695 $17.46 $29,603
12/02/2020 Frederick G. Smith Vice President 300,000 $28.72 $8,616,000
And Progress Software Corp (Symbol: PRGS), the #56 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $7,215,820 worth of PRGS, which represents approximately 0.41% of the ETF's total assets at last check. The recent insider buying activity observed at PRGS is detailed in the table below:
PRGS — last trade: $42.19 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
10/01/2020 Anthony Folger Chief Financial Officer 2,622 $37.75 $98,980
10/01/2020 Yogesh K. Gupta Chief Executive Officer 2,700 $37.50 $101,250
10/05/2020 Rainer Gawlick Director 1,000 $37.77 $37,765
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Sinclair Broadcast Group Inc (Symbol: SBGI), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 09/24/2020 Howard E. Friedman Director 1,695 $17.46 $29,603 12/02/2020 Frederick G. Smith Vice President 300,000 $28.72 $8,616,000 And Progress Software Corp (Symbol: PRGS), the #56 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months.
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Sinclair Broadcast Group Inc (Symbol: SBGI), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 09/24/2020 Howard E. Friedman Director 1,695 $17.46 $29,603 12/02/2020 Frederick G. Smith Vice President 300,000 $28.72 $8,616,000 And Progress Software Corp (Symbol: PRGS), the #56 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months.
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09/24/2020 Howard E. Friedman Director 1,695 $17.46 $29,603 12/02/2020 Frederick G. Smith Vice President 300,000 $28.72 $8,616,000 And Progress Software Corp (Symbol: PRGS), the #56 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months. Sinclair Broadcast Group Inc (Symbol: SBGI), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Sinclair Broadcast Group Inc (Symbol: SBGI), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months. 09/24/2020 Howard E. Friedman Director 1,695 $17.46 $29,603 12/02/2020 Frederick G. Smith Vice President 300,000 $28.72 $8,616,000 And Progress Software Corp (Symbol: PRGS), the #56 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases.
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18c0c0d0-b82a-436a-b0ee-a54c180d22eb
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728277.0
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2020-08-05 00:00:00 UTC
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This ETF Holds Companies With Heavy Insider Buying - DES
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DES
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https://www.nasdaq.com/articles/this-etf-holds-companies-with-heavy-insider-buying-des-2020-08-05
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.6% of holdings on a weighted basis have experienced insider buying within the past six months.
Chemours Co (Symbol: CC), which makes up 1.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $21,092,136 worth of CC, making it the #4 largest holding. The table below details the recent insider buying activity observed at CC:
CC — last trade: $19.69 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
03/02/2020 Richard H. Brown Director 7,500 $14.06 $105,450
03/13/2020 E. Bryan Snell President, Titanium Tech 11,000 $10.15 $111,650
05/07/2020 Mark Newman Senior VP & COO 2,500 $11.62 $29,048
And Hillenbrand Inc (Symbol: HI), the #37 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $6,535,987 worth of HI, which represents approximately 0.46% of the ETF's total assets at last check. The recent insider buying activity observed at HI is detailed in the table below:
HI — last trade: $30.03 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
02/06/2020 J. Michael Whitted Sr. VP Strategy & Corp Dev 1,000 $28.50 $28,500
02/10/2020 Nicholas R. Farrell VP, GC, Sec, Chief Compliance 1,000 $28.88 $28,878
02/19/2020 J. Michael Whitted Sr. VP Strategy & Corp Dev 1,000 $26.25 $26,250
02/26/2020 Joe Anthony Raver President and CEO 2,000 $25.43 $50,860
02/26/2020 Tom Johnson Director 2,000 $24.96 $49,920
02/28/2020 J. Michael Whitted Sr. VP Strategy & Corp Dev 1,000 $23.00 $23,000
03/03/2020 F. Joseph Loughrey Director 10,000 $22.23 $222,300
03/03/2020 Joe Anthony Raver President and CEO 2,000 $22.49 $44,978
03/05/2020 Michael M. Jones 8,700 $22.96 $199,752
03/10/2020 J. Michael Whitted Sr. VP Strategy & Corp Dev 1,000 $20.75 $20,750
03/11/2020 Joe Anthony Raver President and CEO 2,000 $20.06 $40,128
03/10/2020 Nicholas R. Farrell VP, GC, Sec, Chief Compliance 1,000 $20.86 $20,860
03/12/2020 J. Michael Whitted Sr. VP Strategy & Corp Dev 2,000 $18.19 $36,380
03/13/2020 Kristina A. Cerniglia Sr VP, Chief Financial Officer 2,000 $17.52 $35,040
03/13/2020 Joe Anthony Raver President and CEO 5,000 $17.03 $85,130
03/18/2020 J. Michael Whitted Sr. VP Strategy & Corp Dev 2,000 $15.03 $30,060
03/12/2020 Michael M. Jones 3,000 $17.78 $53,328
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.6% of holdings on a weighted basis have experienced insider buying within the past six months. 03/02/2020 Richard H. Brown Director 7,500 $14.06 $105,450 03/13/2020 E. Bryan Snell President, Titanium Tech 11,000 $10.15 $111,650 05/07/2020 Mark Newman Senior VP & COO 2,500 $11.62 $29,048 And Hillenbrand Inc (Symbol: HI), the #37 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. Chemours Co (Symbol: CC), which makes up 1.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Chemours Co (Symbol: CC), which makes up 1.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.6% of holdings on a weighted basis have experienced insider buying within the past six months. 03/02/2020 Richard H. Brown Director 7,500 $14.06 $105,450 03/13/2020 E. Bryan Snell President, Titanium Tech 11,000 $10.15 $111,650 05/07/2020 Mark Newman Senior VP & COO 2,500 $11.62 $29,048 And Hillenbrand Inc (Symbol: HI), the #37 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.6% of holdings on a weighted basis have experienced insider buying within the past six months. 03/02/2020 Richard H. Brown Director 7,500 $14.06 $105,450 03/13/2020 E. Bryan Snell President, Titanium Tech 11,000 $10.15 $111,650 05/07/2020 Mark Newman Senior VP & COO 2,500 $11.62 $29,048 And Hillenbrand Inc (Symbol: HI), the #37 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. Chemours Co (Symbol: CC), which makes up 1.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Chemours Co (Symbol: CC), which makes up 1.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.6% of holdings on a weighted basis have experienced insider buying within the past six months. 03/02/2020 Richard H. Brown Director 7,500 $14.06 $105,450 03/13/2020 E. Bryan Snell President, Titanium Tech 11,000 $10.15 $111,650 05/07/2020 Mark Newman Senior VP & COO 2,500 $11.62 $29,048 And Hillenbrand Inc (Symbol: HI), the #37 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases.
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fbb5f0c4-01e2-4e04-9e57-0d448dc7e6a8
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728278.0
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2020-06-24 00:00:00 UTC
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This ETF Holds Companies With Heavy Insider Buying - DES
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DES
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https://www.nasdaq.com/articles/this-etf-holds-companies-with-heavy-insider-buying-des-2020-06-24
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.7% of holdings on a weighted basis have experienced insider buying within the past six months.
Navient Corp (Symbol: NAVI), which makes up 0.43% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $6,065,686 worth of NAVI, making it the #46 largest holding. The table below details the recent insider buying activity observed at NAVI:
NAVI — last trade: $7.60 — Recent Insider Buys:
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.7% of holdings on a weighted basis have experienced insider buying within the past six months. Navient Corp (Symbol: NAVI), which makes up 0.43% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at NAVI: NAVI — last trade: $7.60 — Recent Insider Buys:
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.7% of holdings on a weighted basis have experienced insider buying within the past six months. Navient Corp (Symbol: NAVI), which makes up 0.43% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at NAVI: NAVI — last trade: $7.60 — Recent Insider Buys:
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.7% of holdings on a weighted basis have experienced insider buying within the past six months. Navient Corp (Symbol: NAVI), which makes up 0.43% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at NAVI: NAVI — last trade: $7.60 — Recent Insider Buys:
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 28.7% of holdings on a weighted basis have experienced insider buying within the past six months. Navient Corp (Symbol: NAVI), which makes up 0.43% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $6,065,686 worth of NAVI, making it the #46 largest holding.
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d242b7b2-a24d-41d3-9855-ebfbbbbfff34
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728279.0
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2020-05-15 00:00:00 UTC
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Interesting DES Call Options For January 2021
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DES
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https://www.nasdaq.com/articles/interesting-des-call-options-for-january-2021-2020-05-15
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nan
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nan
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Investors in WisdomTree Trust Japan SmallCap Dividend Fund (Symbol: DES) saw new options become available this week, for the January 2021 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 245 days until expiration the newly available contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the DES options chain for the new January 2021 contracts and identified the following call contract of particular interest.
The call contract at the $19.00 strike price has a current bid of 60 cents. If an investor was to purchase shares of DES stock at the current price level of $18.23/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $19.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 7.52% if the stock gets called away at the January 2021 expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if DES shares really soar, which is why looking at the trailing twelve month trading history for WisdomTree Trust Japan SmallCap Dividend Fund, as well as studying the business fundamentals becomes important. Below is a chart showing DES's trailing twelve month trading history, with the $19.00 strike highlighted in red:
Considering the fact that the $19.00 strike represents an approximate 4% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 50%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 3.29% boost of extra return to the investor, or 4.90% annualized, which we refer to as the YieldBoost.
The implied volatility in the call contract example above is 187%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 252 trading day closing values as well as today's price of $18.23) to be 40%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Top YieldBoost Calls of the S&P 500 »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Of course, a lot of upside could potentially be left on the table if DES shares really soar, which is why looking at the trailing twelve month trading history for WisdomTree Trust Japan SmallCap Dividend Fund, as well as studying the business fundamentals becomes important. Below is a chart showing DES's trailing twelve month trading history, with the $19.00 strike highlighted in red: Considering the fact that the $19.00 strike represents an approximate 4% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. Investors in WisdomTree Trust Japan SmallCap Dividend Fund (Symbol: DES) saw new options become available this week, for the January 2021 expiration.
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Investors in WisdomTree Trust Japan SmallCap Dividend Fund (Symbol: DES) saw new options become available this week, for the January 2021 expiration. Of course, a lot of upside could potentially be left on the table if DES shares really soar, which is why looking at the trailing twelve month trading history for WisdomTree Trust Japan SmallCap Dividend Fund, as well as studying the business fundamentals becomes important. Below is a chart showing DES's trailing twelve month trading history, with the $19.00 strike highlighted in red: Considering the fact that the $19.00 strike represents an approximate 4% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected.
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If an investor was to purchase shares of DES stock at the current price level of $18.23/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $19.00. Below is a chart showing DES's trailing twelve month trading history, with the $19.00 strike highlighted in red: Considering the fact that the $19.00 strike represents an approximate 4% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. Investors in WisdomTree Trust Japan SmallCap Dividend Fund (Symbol: DES) saw new options become available this week, for the January 2021 expiration.
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Below is a chart showing DES's trailing twelve month trading history, with the $19.00 strike highlighted in red: Considering the fact that the $19.00 strike represents an approximate 4% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. Investors in WisdomTree Trust Japan SmallCap Dividend Fund (Symbol: DES) saw new options become available this week, for the January 2021 expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the DES options chain for the new January 2021 contracts and identified the following call contract of particular interest.
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fad0af77-127a-40ad-b959-dc974f8a6fa1
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728280.0
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2020-05-13 00:00:00 UTC
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Significant Insider Buying Registered in Holdings of DES
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DES
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https://www.nasdaq.com/articles/significant-insider-buying-registered-in-holdings-of-des-2020-05-13
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 24.8% of holdings on a weighted basis have experienced insider buying within the past six months.
Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $5,880,533 worth of SPB, making it the #36 largest holding. The table below details the recent insider buying activity observed at SPB:
SPB — last trade: $40.32 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457
02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705
02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947
And Navient Corp (Symbol: NAVI), the #46 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $5,497,945 worth of NAVI, which represents approximately 0.42% of the ETF's total assets at last check. The recent insider buying activity observed at NAVI is detailed in the table below:
NAVI — last trade: $7.04 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
05/06/2020 Laura S. Unger Director 3,000 $7.25 $21,750
05/04/2020 Mark L. Heleen EVP, CLO & Secretary 7,250 $6.77 $49,092
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Navient Corp (Symbol: NAVI), the #46 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 24.8% of holdings on a weighted basis have experienced insider buying within the past six months.
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Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Navient Corp (Symbol: NAVI), the #46 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 24.8% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 24.8% of holdings on a weighted basis have experienced insider buying within the past six months. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Navient Corp (Symbol: NAVI), the #46 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 24.8% of holdings on a weighted basis have experienced insider buying within the past six months. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Navient Corp (Symbol: NAVI), the #46 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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afd1618f-faee-42d5-8ac8-e0018b844bdd
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728281.0
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2020-04-01 00:00:00 UTC
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Insiders Pile Into Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-pile-into-holdings-of-des-etf-2020-04-01
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 23.2% of holdings on a weighted basis have experienced insider buying within the past six months.
Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $5,427,502 worth of SPB, making it the #40 largest holding. The table below details the recent insider buying activity observed at SPB:
SPB — last trade: $36.37 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457
02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705
02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947
And Agree Realty Corp. (Symbol: ADC), the #61 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 7 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $4,279,656 worth of ADC, which represents approximately 0.32% of the ETF's total assets at last check. The recent insider buying activity observed at ADC is detailed in the table below:
ADC — last trade: $61.90 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
12/09/2019 Greg Lehmkuhl Director 500 $72.69 $36,345
12/12/2019 Greg Lehmkuhl Director 500 $69.55 $34,775
12/16/2019 Richard Agree Executive Chairman of Board 22,000 $68.33 $1,503,180
12/17/2019 William S. Rubenfaer Director 2,000 $67.92 $135,840
12/16/2019 Craig Erlich Director 273 $68.36 $18,662
03/09/2020 Simon Leopold Director 1,000 $72.60 $72,600
03/16/2020 Greg Lehmkuhl Director 400 $61.23 $24,490
03/17/2020 Merrie S. Frankel Director 300 $57.33 $17,199
03/18/2020 Craig Erlich Director 300 $49.43 $14,829
03/24/2020 Jerome R. Rossi Director 2,000 $56.12 $112,240
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 23.2% of holdings on a weighted basis have experienced insider buying within the past six months. Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Agree Realty Corp. (Symbol: ADC), the #61 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 7 directors and officers as recently filing Form 4's indicating purchases.
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Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 23.2% of holdings on a weighted basis have experienced insider buying within the past six months. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Agree Realty Corp. (Symbol: ADC), the #61 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 7 directors and officers as recently filing Form 4's indicating purchases.
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Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Agree Realty Corp. (Symbol: ADC), the #61 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 7 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 23.2% of holdings on a weighted basis have experienced insider buying within the past six months.
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Spectrum Brands Holdings Inc (Symbol: SPB), which makes up 0.41% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 12/17/2019 David M. Maura Executive Chairman and CEO 2,000 $62.73 $125,457 02/13/2020 Jeremy W. Smeltser EVP, CFO 8,305 $60.17 $499,705 02/13/2020 David M. Maura Executive Chairman and CEO 16,709 $59.84 $999,947 And Agree Realty Corp. (Symbol: ADC), the #61 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 7 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 23.2% of holdings on a weighted basis have experienced insider buying within the past six months.
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2020-03-24 00:00:00 UTC
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3 Monthly Dividend ETFs for Reliable Income
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https://www.nasdaq.com/articles/3-monthly-dividend-etfs-for-reliable-income
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
The Federal Reserve took interest rates to near zero and Treasury yields are tumbling, putting added emphasis on steady streams of income, including monthly dividend ETFs.
As their name implies, exchange-traded funds with monthly dividends deliver distributions each month, whereas many of their counterparts do so on a quarterly basis. For those new to the world of ETFs, it’s commonplace that fixed income funds pay interest every month …
But the universe of equity-based funds that are monthly dividend-payers is significantly smaller.
Then there’s the matter of the weakening equity market. When it comes to dividends in the current climate, investors’ priority shouldn’t be how frequently the payouts arrive. Rather, it’s the viability of those dividends and the company’s ability to grow payouts.
Taking those factors into consideration, let’s examine a few of the best monthly dividend ETF options here, including the following:
WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW)
Nationwide Risk-Managed Income ETF (NYSEARCA:NUSI)
WisdomTree SmallCap Dividend Fund (NYSEARCA:DES)
Let’s get into why these funds may be worth considering, particularly at the monthly dividend ETFs that have been unfairly gutted relative to recent highs.
Monthly Dividend ETFs to Buy: WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
Expense ratio: 0.28% per year, or $28 on a $10,000 investment
First, let’s get the bad news out of the way. The WisdomTree U.S. Quality Dividend Growth Fund is off 29.64% just this month and resides 30.15% below its 52-week high. That slumped DGRW’s yield to 2.82%, one of the highest such percentages for the fund since it came to market nearly seven years ago.
Those percentages are ugly. No denying that, but among monthly dividend ETFs, DGRW has several perks. One that’s particularly relevant in the current environment is what’s NOT found in this fund. That being large exposure to the high-yielding energy and real estate sectors, two groups that appear poised for a spate of negative dividend action over the near-term. Those sectors combine for just 1.03% of DGRW’s weight.
On a related note, due to a methodology that is more about what a company’s future dividend habits will be and less about what that company has done in the past, DGRW does an admirable job of not only identifying companies that can sustain payouts, but grow those dividends, too.
10 Stocks to Buy as They Ride a Coronavirus Tailwind
To the point of DGRW’s sector allocations, the fund features a nearly 22% weight to technology stocks, one of the highest allocations to the group in the dividend fund category. Among the fund’s top holdings are Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL), two companies with the balance sheets to not only weather a downturn, but continue growing dividends during rough times as well.
Nationwide Risk-Managed Income ETF (NUSI)
Expense ratio: 0.68%
Keeping with theme of generating income from technology stocks, the Nationwide Risk-Managed Income ETF offers investors an interesting way of hedging long positions in funds tracking the Nasdaq-100 Index or stocks such as Apple and Microsoft.
NUSI is a “rules-based options trading strategy that seeks to produce high income using the Nasdaq-100 Index,” according to Nationwide.
In plain English, NUSI generates income via covered call writing on the Nasdaq-100 and uses a portion of those proceeds to buy puts on that index, thereby giving investors a hedge.
That doesn’t mean NUSI is perfect. It’s down 11.11% this month, but that’s better than the 27.29% shed by the Nasdaq-100 and this monthly dividend ETF had a yield of 7.83% at the end of last year, well above the current yield of 0.87% on the Nasdaq-100.
WisdomTree U.S. SmallCap Dividend Fund (DES)
Expense ratio: 0.38%
Small-cap stocks have been absolutely torched in the recent downturn with the Russell 2000 recently probing multi-year lows and is off about 40% this month, a decline mirrored by the WisdomTree U.S. SmallCap Dividend Fund.
Recent weakness in the monthly dividend fund may be a case of the baby thrown out with the bath water because DES has a long history of being one of the higher quality options among small-cap funds. The issue today is DES being tarnished by talk that many smaller companies gorged on debt during the bull market and now face the specter of crimped balance sheets.
That’s probably true for some small-cap growth companies but DES dances between the quality and value factors, confirming that its recent bloodletting is perhaps a case of too much too soon. The risk here is DES’s 27.11% weight to financials, the smaller ones of which are under interest rate pressure.
10 Cheap Stocks to Buy Under $10
However, DES remains home to some credible takeover targets – assuming a recession is brief – and it’s yield of nearly 4.10% is a whopper among small-cap funds even though it’s not a yield-based strategy.
Todd Shriber has been an InvestorPlace contributor since 2014. As of this writing, he owns shares of DES and DGRW.
The post 3 Monthly Dividend ETFs for Reliable Income appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The issue today is DES being tarnished by talk that many smaller companies gorged on debt during the bull market and now face the specter of crimped balance sheets. 10 Cheap Stocks to Buy Under $10 However, DES remains home to some credible takeover targets – assuming a recession is brief – and it’s yield of nearly 4.10% is a whopper among small-cap funds even though it’s not a yield-based strategy. Taking those factors into consideration, let’s examine a few of the best monthly dividend ETF options here, including the following: WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) Nationwide Risk-Managed Income ETF (NYSEARCA:NUSI) WisdomTree SmallCap Dividend Fund (NYSEARCA:DES) Let’s get into why these funds may be worth considering, particularly at the monthly dividend ETFs that have been unfairly gutted relative to recent highs.
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Taking those factors into consideration, let’s examine a few of the best monthly dividend ETF options here, including the following: WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) Nationwide Risk-Managed Income ETF (NYSEARCA:NUSI) WisdomTree SmallCap Dividend Fund (NYSEARCA:DES) Let’s get into why these funds may be worth considering, particularly at the monthly dividend ETFs that have been unfairly gutted relative to recent highs. The WisdomTree U.S. Quality Dividend Growth Fund is off 29.64% just this month and resides 30.15% below its 52-week high. WisdomTree U.S. SmallCap Dividend Fund (DES) Expense ratio: 0.38% Small-cap stocks have been absolutely torched in the recent downturn with the Russell 2000 recently probing multi-year lows and is off about 40% this month, a decline mirrored by the WisdomTree U.S. SmallCap Dividend Fund.
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Taking those factors into consideration, let’s examine a few of the best monthly dividend ETF options here, including the following: WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) Nationwide Risk-Managed Income ETF (NYSEARCA:NUSI) WisdomTree SmallCap Dividend Fund (NYSEARCA:DES) Let’s get into why these funds may be worth considering, particularly at the monthly dividend ETFs that have been unfairly gutted relative to recent highs. WisdomTree U.S. SmallCap Dividend Fund (DES) Expense ratio: 0.38% Small-cap stocks have been absolutely torched in the recent downturn with the Russell 2000 recently probing multi-year lows and is off about 40% this month, a decline mirrored by the WisdomTree U.S. SmallCap Dividend Fund. The WisdomTree U.S. Quality Dividend Growth Fund is off 29.64% just this month and resides 30.15% below its 52-week high.
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Taking those factors into consideration, let’s examine a few of the best monthly dividend ETF options here, including the following: WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) Nationwide Risk-Managed Income ETF (NYSEARCA:NUSI) WisdomTree SmallCap Dividend Fund (NYSEARCA:DES) Let’s get into why these funds may be worth considering, particularly at the monthly dividend ETFs that have been unfairly gutted relative to recent highs. The WisdomTree U.S. Quality Dividend Growth Fund is off 29.64% just this month and resides 30.15% below its 52-week high. WisdomTree U.S. SmallCap Dividend Fund (DES) Expense ratio: 0.38% Small-cap stocks have been absolutely torched in the recent downturn with the Russell 2000 recently probing multi-year lows and is off about 40% this month, a decline mirrored by the WisdomTree U.S. SmallCap Dividend Fund.
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2020-03-18 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund Getting Very Oversold
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-getting-very-oversold-2020-03-18
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $17.0891 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In the case of WisdomTree U.S. SmallCap Dividend Fund, the RSI reading has hit 29.4 — by comparison, the RSI reading for the S&P 500 is currently 34.4. A bullish investor could look at DES's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
Looking at a chart of one year performance (below), DES's low point in its 52 week range is $16.64 per share, with $28.98 as the 52 week high point — that compares with a last trade of $17.41. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 7% on the day.
Find out what 9 other oversold stocks you need to know about »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A bullish investor could look at DES's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $17.0891 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $16.64 per share, with $28.98 as the 52 week high point — that compares with a last trade of $17.41.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $17.0891 per share. A bullish investor could look at DES's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $16.64 per share, with $28.98 as the 52 week high point — that compares with a last trade of $17.41.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $17.0891 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $16.64 per share, with $28.98 as the 52 week high point — that compares with a last trade of $17.41. A bullish investor could look at DES's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $17.0891 per share. A bullish investor could look at DES's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $16.64 per share, with $28.98 as the 52 week high point — that compares with a last trade of $17.41.
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2020-02-12 00:00:00 UTC
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10 Dividend ETFs to Buy for a Diversified Portfolio
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DES
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https://www.nasdaq.com/articles/10-dividend-etfs-to-buy-for-a-diversified-portfolio-2020-02-12
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Assets in U.S. dividend exchange-traded funds (ETFs) have grown exponentially over the past decade. In 2009, America's dividend ETFs collectively held less than $20 billion. By September 2019, they had shot up to almost $200 billion.
In good times and bad, dividend stocks act almost like rent checks, coming monthly or quarterly like clockwork. Many investors, whether you're a professional working on Wall Street or a regular Joe on Main Street, swear by them.
Dividend ETFs take the strategy up a notch by providing investors with a diversified portfolio of dividend-paying stocks. This allows them to collect income without the additional research and trading complications that would come with buying dozens, if not hundreds, of individual components.
If you're in this camp of income-minded set-it-and-forget-it investors, here are 10 dividend ETFs to buy and hold for the long haul. Several are dedicated specifically to dividends, while others simply hold dividend stocks as an indirect result of their strategy. But this is a collection of funds that are diversified by geography, style, size, sector and more, and thus can be held as a group or individually depending on your preferences, risk tolerance and investment horizon.
SEE ALSO: The 20 Best ETFs to Buy for a Prosperous 2020
Fidelity MSCI Real Estate ETF
Type: Sector (Real estate)
Assets under management: $1.1 billion
Dividend yield: 3.3%
Expense ratio: 0.084%, or $8.40 annually on a $10,000 investment
Real estate investment trusts (REITs) have done well since the global financial crisis thanks to low interest rates and a reasonable pace of real estate development. This has provided landlords with a nice combination of increased rent, solid occupancy rates and rising property valuations.
The fact Simon Property Group (SPG) has agreed to pay $3.6 billion (a 51% premium!) for 80% control of Taubman Centers (TCO) - a retail REIT that owns 26 mall assets in the U.S. and Asia - says all you need to know about the health of real estate in America at present.
An excellent way to take advantage of the real estate's strength while also generating a reasonable amount of dividend income is to buy shares of Fidelity MSCI Real Estate Index ETF (FREL, $29.23).
FREL tracks the performance of the MSCI USA IMI Real Estate Index, a collection of more than 170 real estate stocks, including Simon Property - a top-10 holding that represents 3.3% of the fund's assets. (Taubman is a holding too, but at a much smaller weighting of 0.2%.) Other top holdings include telecom-infrastructure stock American Tower (AMT) and logistics REIT Prologis (PLD).
This dividend-friendly ETF yields more than 3% while charging a very inexpensive 0.08%, which is about one-sixth the asset class's median cost. Over the past five years, its 8.2% average annual return has been 1.3 percentage points better than its peers.
If you're looking for an inexpensive way to own real estate, FREL is it.
Learn more about FREL at the Fidelity provider site.
SEE ALSO: The Best Fidelity Funds for 401(k) Retirement Savers
FlexShares Quality Dividend ETF
Type: Large-cap value
Assets under management: $1.8 billion
Dividend yield: 2.6%
Expense ratio: 0.37%
One of the things that makes the FlexShares Quality Dividend Index Fund (QDF, $49.08) an attractive investment is that it seeks to invest in companies with sustainable yields. A company's core financial health must be strong enough to continue to pay attractive dividends over the long haul.
That's where the quality factor comes in.
QDF tracks the performance of the Northern Trust Quality Dividend Index: a group of high-quality, income-oriented U.S. stocks that are selected based on the expected dividend payment combined with fundamental factors such as profitability, management expertise and cash-flow generation.
The ETF is split between 88% in large caps and the rest in mid-cap stocks. There's a decided value bent (60%), with another 32% considered "blended" and just 8% growth. Information technology (21%) is the biggest chunk of the fund, followed by 15% each in financials and health care. QDF holds more than 130 stocks, but top holdings JPMorgan Chase (JPM), Microsoft (MSFT and Apple (AAPL) alone make up about 13% of the portfolio.
It is a little on the pricier side. Part of that is its regular expenses of 0.37% annually. Also, the index is reconstituted and rebalanced four times a year, and that leads to a considerable annual turnover rate of 76%, which brings up internal trading costs, too.
Learn more about QDF at the FlexShares provider site.
SEE ALSO: 30 Massive Dividend Increases From the Past Year
Invesco FTSE RAFI US 1000 ETF
Type: Large-cap value
Assets under management: $5.6 billion
Dividend yield: 2.0%
Expense ratio: 0.39%*
The Invesco FTSE RAFI US 1000 ETF (PRF, $128.78), like a few others on the list, aren't necessarily found under a "dividend ETFs" banner, but uses dividends almost like a measure of quality.
PRF tracks the performance of the FTSE RAFI US 1000 Index: a fundamental index that ranks the largest U.S. companies by 1) average sales over the past five years, 2) cash flow over the same period, 3) total dividend distributions over the same period and 4) the book value at the time of review.
The ETF typically holds 1,000 stocks, which are plucked out of the FTSE U.S. All Cap Index - a group of 1,794 U.S. large-, mid- and small-cap stocks. These stocks are ranked according to those four fundamental measures and assigns a score. The thousand companies with the highest scores are selected for inclusion. This process happens once a year, each March.
Ultimately, this is a value fund, which should be attractive to the growing party of people who believe value will make a comeback in 2020. It also has a 2.0% yield - not high, but higher than the broader market at the moment.
If you buy PRF, you'll be holding a fund that's pretty well diversified across the spectrum, but heaviest in financials (19%) and information technology (16%) at the moment. Apple is the top holding at 4% of assets, but interestingly enough, you get a little extra AAPL via Berkshire Hathaway (BRK.B), which accounts for 2% of the fund and counts Apple as its largest equity holding.
* Includes 1-basis-point fee waiver.
Learn more about PRF at the Invesco provider page
SEE ALSO: The 7 Best New ETFs of 2019
iShares Russell 1000 Growth ETF
Type: Large-cap growth
Assets under management: $52.5 billion
Dividend yield: 1.0%
Expense ratio: 0.19%
The iShares Russell 1000 Growth ETF (IWF, $188.85) is not, categorically speaking, a dividend fund. But it's included in this list of dividend ETFs because it adds an essential part of any balanced portfolio - growth - while delivering at least some income.
The IWF is one of the 15 largest ETFs in the U.S. by assets under management. It tracks the performance of the Russell 1000 Growth Index - a subset of the Russell 1000, which contains a thousand of the largest companies on U.S. markets. Simply put, these are companies that are expected to grow at an above-average rate relative to the market.
IWF's holdings are unsurprisingly loaded with tech stocks, which make up nearly 40% of the fund's assets. It also gives double-digit weights to consumer discretionary, health care and communications stocks, meaning several sectors are barely represented.
It's also extremely top-heavy, with Apple, Microsoft, Amazon.com (AMZN), Google parent Alphabet (GOOGL) and Facebook (FB) alone accounting for 30% of the fund's weight.
But IWF's weight is contributing to (and is also a result of) its outperformance of both the Russell 1000 Value and blended Russell 1000 ETF counterparts. IWF has returned 16.2% annually over the past decade, versus 14.2% for the whole Russell 1000 index and 12% for its value stocks.
Meanwhile, several of IWF's larger holdings boast notable dividend growth, including Visa (V), Mastercard (MA) and even Apple.
Learn more about IWF at the iShares provider site.
SEE ALSO: 10 High-Quality, High-Growth Stocks to Buy
JPMorgan BetaBuilders Canada ETF
Type: International stock (Canada)
Assets under management: $4.1 billion
Dividend yield: 2.3%
Expense ratio: 0.19%
It's important to diversify not only across sizes and sectors, but borders, too. That's true even when your focus is on dividend income.
If you don't, you're prone to home-country bias: a condition that creates an overreliance on U.S. stocks. It's something that has become more prevalent in recent years as U.S. stocks have outperformed most other developed markets.
There's no need to overdo it, of course. The U.S. still accounts for 44% of the world's market capitalization, and a diversified portfolio should most always contain a core group of U.S. holdings. But it also couldn't hurt to consider international funds, such as the JPMorgan BetaBuilders Canada ETF (BBCA, $26.52).
BBCA launched in mid-2018. This young fund tracks the Morningstar Canada Target Market Exposure Index, providing exposure to the top 85% of Canada's market capitalization. Today, the ETF holds more than 100 Canadian stocks with an average market cap of $32 billion.
Like many single-country funds, BetaBuilders Canada ETF is top-heavy in more than one way. For one, the top 10 holdings - which include Royal Bank of Canada (RY) and Enbridge (ENB) - make up 44% of the fund's assets. It's also loaded with financial stocks, at 38% of the fund, which is more than double the next closest sector (energy, at 18%). Eight sectors have single-digit exposure.
If your portfolio is already tilted toward the financial sector, BBCA might not be for you. But if you're not, a healthy helping of Canadian dividend stocks provide a decent yield. The reasonable 0.19% fee is nice, too.
Oh, Canada, indeed.
SEE ALSO: The 15 Best Recession-Resistant Stocks to Buy
Nuveen ESG Mid-Cap Value ETF
Type: Mid-cap value
Assets under management: $57.6 million
Dividend yield: 2.5%
Expense ratio: 0.40%
The Nuveen ESG Mid-Cap Value ETF (NUMV, $30.33) brings more than 50 years of socially responsible and ESG (environmental, social and governance) investing to mid-cap stocks, which many believe to be the sweet spot of equities.
That's because midsize companies tend to be at a stage in their lives where they've figured out their business models and are growing much faster than their large-cap peers while still being stable enough to withstand the occasional downturn. Again, factor in the idea that value stocks could make a long-term return to investor favor, and you've got an ETF that's ready for primetime.
NUMV tracks the performance of the TIAA ESG USA Mid-Cap Value Index, which looks for mid-cap value stocks whose underlying companies adhere to various ESG standards - everything from impact on climate change to sourcing practices to business ethics. The fund currently holds 83 positions.
Financials (23%), consumer discretionary (17%) and industrials (13%) are the three largest sectors. And the fund is fairly balanced from stock to stock, with the top 10 holdings accounting for just 22% of the ETF's total net assets.
Nuveen ESG Mid-Cap Value, which launched in December 2016, boasts a three-year annualized total return of 8.6% that beats the mid-cap value category average by well more than 2 percentage points.
Long-term, it makes sense to invest in the mid-cap category. NUMV ensures you do so in a responsible manner, in more ways than one.
Learn more about NUMV at the Nuveen provider site.
SEE ALSO: 7 ESG ETFs to Buy for Responsible Profits
ProShares Russell 2000 Dividend Growers
Type: Small-cap blend
Assets under management: $825.3 million
Dividend yield: 2.1%
Expense ratio: 0.40%
The ProShares Russell 2000 Dividend Growers ETF's (SMDV, $61.62) yield is on the low side among pure-play dividend ETFs. But yield isn't the point.
"Several funds focus on dividend growth as a measure of a company's quality, and tend to have smaller current yields as a result. SMDV - which puts it right in the name ("Dividend Growers") - is one such fund. Indeed, it's the only ETF that invests exclusively in the best dividend growth stocks in the small-cap Russell 2000 Index.
SMDV is a small portfolio of just 63 companies that have been selected because they've increased their annual dividend at least once each year for a decade without interruption. They're typically able to do so by delivering stable earnings and consistent growth.
The stocks in the index are equally weighted, meaning that each time the fund is rebalanced - which happens quarterly - every stock accounts for the same amount of the fund's assets. The index must have a minimum of 40 stocks. If there aren't enough stocks with a history of at least 10 years of consecutive dividend increases, SMDV will include stocks with shorter histories to get to 40.
SMDV's constituents have an average market value of $2.1 billion. Top holdings right now include nursing-care facility operator Ensign Group (ENSG), irrigation manufacturing specialist Lindsay Corp. (LNN) and Pennant Group (PNTG) - which, interestingly enough, was spun off of Ensign Group in 2019 to hold its senior living, home health and other businesses.
The fund, which launched in February 2015, has a five-year annualized total return of 11.3% that trounces the small blend category by more than 4 percentage points.
Learn more about SMDV at the ProShares provider site.
SEE ALSO: The 9 Best Dow Jones Dividend Growth Stocks
Schwab Fundamental Emerging Markets Large Company Index ETF
Type: Diversified emerging markets
Assets under management: $2.9 billion
Dividend yield: 3.7%
Expense ratio: 0.39%
Before China's coronavirus struck, many in the asset management business believed emerging markets would have a bounce-back year in 2020.
"The gap between rates of economic growth in developed markets and emerging markets is likely to widen in favor of emerging markets in 2020," Lazard Asset Management said in its January 2020 Outlook on Emerging Markets. "The two growth rates had been moving closer together in recent years, but emerging markets could easily start to pull away as the effects of US tax cuts in 2017 continue to fade."
It's impossible to know the future financial impact of the coronavirus. But it stands to reason that once economic activity resumes in China and elsewhere, the pent-up demand for products that weren't shipped due to the outbreak should be significant. As a result, the boost to emerging markets could be very much like a slingshot, providing greater growth in these markets than economists and analysts predict.
With this in mind, consider the Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE, $28.47): an ETF that tracks the performance of the Russell RAFI Emerging Markets Large Company Index. The index selects large-company stocks based on three fundamental measures of company size: adjusted sales, retained operating cash flow and dividends plus share repurchases.
FNDE currently has 300 holdings, the top 10 of which account for 28% of the fund's assets. Those stocks include Russian energy giant Gazprom (GZPFY), Taiwan Semiconductor (TSM) and China Construction Bank (CICHY). Like many emerging-market funds, it's most heavily weighted in China (27%), followed by Taiwan (18%) and Russia (15%). It's also extremely concentrated in financials and energy, which together make up nearly half the fund.
You also get one of the heftiest yields among these 10 dividend ETFs, at 3.7%, which is more than double the S&P 500's yield right now.
Learn more about FNDE at the Schwab provider site.
SEE ALSO: How to Buy the Right ETF
Vanguard FTSE Developed Markets ETF
Type: Foreign large-cap blend
Assets under management: $81.4 billion
Dividend yield: 3.1%
Expense ratio: 0.05%
Vanguard FTSE Developed Markets ETF (VEA, $44.12) is another dividend ETF you can tap for international exposure.
This fund tracks the FTSE Developed All Cap ex US Index, which invests in thousands of stocks across 24 developed markets, including Canada, European countries and Pacific-region nations. VEA itself holds roughly 3,950 stocks, the top 10 of which account for about 10% of total net assets - certainly large compared to the rest of its holdings, but a very thin concentration overall.
Although the prospectus states that the ETF invests in companies of all sizes, it is considered a foreign large-cap blend fund. The median market cap is $25 billion, with large caps making up more than two-thirds of the portfolio; small caps account for just 6% of assets. The top holdings are mega-cap European dividend stocks including Nestle (NSRGY) and Roche Holdings (RHHBY). That concentration in blue-chip dividend payers gives the fund a yield of more than 3%, which puts similarly constructed U.S. dividend ETFs to shame.
While almost half of VEA's assets are dedicated to Europe, Japan is the top country weighting at 22%. The U.K. is the only other double-digit position at 15% of assets.
Owning VEA in combination with FNDE is an inexpensive way to cover the developed and emerging markets outside the U.S. For instance: A $7,500 investment in VEA combined with $2,500 in FNDE would result in annual fees of just $13.50.
Learn more about VEA at the Vanguard provider site.
SEE ALSO: The Best Vanguard Funds for 401(k) Retirement Savers
WisdomTree US SmallCap Dividend Fund
Type: Small-cap value
Assets under management: $2.1 billion
Dividend yield: 2.9%
Expense ratio: 0.38%
Small-cap dividend stocks aren't the most common way to collect income, but that doesn't mean they're ineffective.
The WisdomTree US SmallCap Dividend Fund (DES, $27.42) tracks the performance of the WisdomTree U.S. SmallCap Dividend Index, a fundamentally weighted index that is comprised of the smallest dividend payers from a broader WisdomTree index.
DES owns more than 740 stocks, and its top 10 holdings - including natural gas transmission company Equitrans Midstream (ETRN) and internet service provider Cogent Communications (CCOI) - account for less than 9% of the portfolio's weight. And while 25% of the fund is financial stocks, it gives high weights to sectors that most of these other funds haven't emphasized: 16% to real estate, 15% to industrials and 11% to consumer discretionary.
The ETF's holdings average about $1.6 billion in market value, though a few holdings are measured in the tens of millions of dollars. But it's the use of dividend weighting by WisdomTree, instead of assigning portfolio value simply by the size of the company, that makes DES such an attractive investment.
Each individual stock's weighting is calculated by dividing the sum of its regular dividends by the sum of the regular dividends for all 743 stocks in the index. This means if you have two companies with identical market values, the one paying out more dividend income would receive a greater weighting and therefore have more effect on DES's performance.
If you're totally committed to dividend investing, WisdomTree's approach is an interesting one not only for small-cap stocks, but stocks of all sizes.
Learn more about DES at the WisdomTree provider site.
SEE ALSO: The Best Online Brokers
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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DES owns more than 740 stocks, and its top 10 holdings - including natural gas transmission company Equitrans Midstream (ETRN) and internet service provider Cogent Communications (CCOI) - account for less than 9% of the portfolio's weight. * Includes 1-basis-point fee waiver. The WisdomTree US SmallCap Dividend Fund (DES, $27.42) tracks the performance of the WisdomTree U.S. SmallCap Dividend Index, a fundamentally weighted index that is comprised of the smallest dividend payers from a broader WisdomTree index.
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* Includes 1-basis-point fee waiver. The WisdomTree US SmallCap Dividend Fund (DES, $27.42) tracks the performance of the WisdomTree U.S. SmallCap Dividend Index, a fundamentally weighted index that is comprised of the smallest dividend payers from a broader WisdomTree index. DES owns more than 740 stocks, and its top 10 holdings - including natural gas transmission company Equitrans Midstream (ETRN) and internet service provider Cogent Communications (CCOI) - account for less than 9% of the portfolio's weight.
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* Includes 1-basis-point fee waiver. The WisdomTree US SmallCap Dividend Fund (DES, $27.42) tracks the performance of the WisdomTree U.S. SmallCap Dividend Index, a fundamentally weighted index that is comprised of the smallest dividend payers from a broader WisdomTree index. DES owns more than 740 stocks, and its top 10 holdings - including natural gas transmission company Equitrans Midstream (ETRN) and internet service provider Cogent Communications (CCOI) - account for less than 9% of the portfolio's weight.
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But it's the use of dividend weighting by WisdomTree, instead of assigning portfolio value simply by the size of the company, that makes DES such an attractive investment. * Includes 1-basis-point fee waiver. The WisdomTree US SmallCap Dividend Fund (DES, $27.42) tracks the performance of the WisdomTree U.S. SmallCap Dividend Index, a fundamentally weighted index that is comprised of the smallest dividend payers from a broader WisdomTree index.
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2020-01-31 00:00:00 UTC
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DES Crosses Critical Technical Indicator
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DES
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https://www.nasdaq.com/articles/des-crosses-critical-technical-indicator-2020-01-31
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nan
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.9972 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In the case of WisdomTree U.S. SmallCap Dividend Fund, the RSI reading has hit 28.0 — by comparison, the RSI reading for the S&P 500 is currently 51.3. A bullish investor could look at DES's 28.0 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
Looking at a chart of one year performance (below), DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $26.99. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 1.3% on the day.
Click here to find out what 9 other oversold dividend stocks you need to know about »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A bullish investor could look at DES's 28.0 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.9972 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $26.99.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.9972 per share. A bullish investor could look at DES's 28.0 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $26.99.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.9972 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $26.99. A bullish investor could look at DES's 28.0 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.9972 per share. A bullish investor could look at DES's 28.0 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $26.99.
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728286.0
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2020-01-30 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund (DES) Shares Cross Below 200 DMA
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-des-shares-cross-below-200-dma-2020-01-30
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nan
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $27.34, changing hands as low as $27.18 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading down about 0.4% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.26.
Click here to find out which 9 other ETFs recently crossed below their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $27.34, changing hands as low as $27.18 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.26. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $27.34, changing hands as low as $27.18 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.26. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading down about 0.4% on the day.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $27.34, changing hands as low as $27.18 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.26. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Thursday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $27.34, changing hands as low as $27.18 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $25.04 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.26. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading down about 0.4% on the day.
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95407308-9d4f-4f71-be7f-bc92aef846b5
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728287.0
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2020-01-06 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-the-holdings-of-des-etf-2020-01-06
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months.
Colony Capital Inc (Symbol: CLNY), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $10,712,869 worth of CLNY, making it the #24 largest holding. The table below details the recent insider buying activity observed at CLNY:
CLNY — last trade: $4.74 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
08/15/2019 Raymond C. Mikulich Director 20,000 $4.55 $91,100
08/28/2019 Craig M. Hatkoff Director 23,000 $4.42 $101,593
And Cheesecake Factory Inc. (Symbol: CAKE), the #76 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $6,712,493 worth of CAKE, which represents approximately 0.31% of the ETF's total assets at last check. The recent insider buying activity observed at CAKE is detailed in the table below:
CAKE — last trade: $38.75 — Recent Insider Buys:
PURCHASED INSIDER TITLE SHARES PRICE/SHARE VALUE
08/06/2019 Edie A. Ames Director 750 $42.18 $31,635
08/12/2019 Laurence B. Mindel Director 2,500 $39.04 $97,589
11/06/2019 Edie A. Ames Director 760 $43.25 $32,872
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months. Colony Capital Inc (Symbol: CLNY), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 08/15/2019 Raymond C. Mikulich Director 20,000 $4.55 $91,100 08/28/2019 Craig M. Hatkoff Director 23,000 $4.42 $101,593 And Cheesecake Factory Inc. (Symbol: CAKE), the #76 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Colony Capital Inc (Symbol: CLNY), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 08/15/2019 Raymond C. Mikulich Director 20,000 $4.55 $91,100 08/28/2019 Craig M. Hatkoff Director 23,000 $4.42 $101,593 And Cheesecake Factory Inc. (Symbol: CAKE), the #76 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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08/15/2019 Raymond C. Mikulich Director 20,000 $4.55 $91,100 08/28/2019 Craig M. Hatkoff Director 23,000 $4.42 $101,593 And Cheesecake Factory Inc. (Symbol: CAKE), the #76 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months. Colony Capital Inc (Symbol: CLNY), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Colony Capital Inc (Symbol: CLNY), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. 08/15/2019 Raymond C. Mikulich Director 20,000 $4.55 $91,100 08/28/2019 Craig M. Hatkoff Director 23,000 $4.42 $101,593 And Cheesecake Factory Inc. (Symbol: CAKE), the #76 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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09e9801d-9603-414c-ac4e-3e328f93821d
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728288.0
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2019-10-11 00:00:00 UTC
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DES Crosses Above Key Moving Average Level
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DES
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https://www.nasdaq.com/articles/des-crosses-above-key-moving-average-level-2019-10-11
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nan
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nan
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.03, changing hands as high as $27.10 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2.3% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.15.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.03, changing hands as high as $27.10 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.15. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.03, changing hands as high as $27.10 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.15. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2.3% on the day.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.03, changing hands as high as $27.10 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.15. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.03, changing hands as high as $27.10 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $28.98 as the 52 week high point — that compares with a last trade of $27.15. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 2.3% on the day.
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728289.0
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2019-09-10 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund Breaks Above 200-Day Moving Average - Bullish for DES
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-breaks-above-200-day-moving-average-bullish-for-des
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nan
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nan
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $26.94, changing hands as high as $27.19 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.42 as the 52 week high point — that compares with a last trade of $27.16.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $26.94, changing hands as high as $27.19 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.42 as the 52 week high point — that compares with a last trade of $27.16. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $26.94, changing hands as high as $27.19 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.42 as the 52 week high point — that compares with a last trade of $27.16. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $26.94, changing hands as high as $27.19 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.42 as the 52 week high point — that compares with a last trade of $27.16. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $26.94, changing hands as high as $27.19 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.42 as the 52 week high point — that compares with a last trade of $27.16. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day.
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56b64f32-8f42-4aee-99bc-eaf69e848446
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728290.0
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2019-08-14 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-the-holdings-of-des-etf-2019-08-14
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months.
Clearway Energy Inc (Symbol: CWEN), which makes up 0.68% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $13,597,430 worth of CWEN, making it the #12 largest holding. The table below details the recent insider buying activity observed at CWEN:
CWEN — last trade: $17.91 — Recent Insider Buys:
And Kronos Worldwide Inc (Symbol: KRO), the #19 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $10,940,207 worth of KRO, which represents approximately 0.55% of the ETF's total assets at last check. The recent insider buying activity observed at KRO is detailed in the table below:
KRO — last trade: $10.79 — Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months. Clearway Energy Inc (Symbol: CWEN), which makes up 0.68% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CWEN: CWEN — last trade: $17.91 — Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #19 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Clearway Energy Inc (Symbol: CWEN), which makes up 0.68% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CWEN: CWEN — last trade: $17.91 — Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #19 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at CWEN: CWEN — last trade: $17.91 — Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #19 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. Clearway Energy Inc (Symbol: CWEN), which makes up 0.68% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Clearway Energy Inc (Symbol: CWEN), which makes up 0.68% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CWEN: CWEN — last trade: $17.91 — Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #19 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months.
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728291.0
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2019-07-24 00:00:00 UTC
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DES Crosses Above Key Moving Average Level
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DES
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https://www.nasdaq.com/articles/des-crosses-above-key-moving-average-level-2019-07-24
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nan
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nan
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.23, changing hands as high as $27.25 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $27.24.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.23, changing hands as high as $27.25 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $27.24. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.23, changing hands as high as $27.25 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $27.24. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.23, changing hands as high as $27.25 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $27.24. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $27.23, changing hands as high as $27.25 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $27.24. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 1.4% on the day.
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2019-06-06 00:00:00 UTC
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7 Best ETFs for a Well-Balanced Portfolio
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DES
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https://www.nasdaq.com/articles/7-best-etfs-for-a-well-balanced-portfolio-0
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nan
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[Editor’s Note: This Article was originally published on Jan. 24, 2019. It has since been updated]
Investors are seemingly always on a quest for a portfolio they deem to be “well-balanced.” Fortunately for investors seeking balance, exchange-traded funds (ETFs) make that objective significantly easier and, in many cases, less expensive than other instruments.
Many of the best ETFs are inexpensive, highly liquid and span asset classes and regions, helping investors ameliorate the dreaded . Of course, what makes a well-balanced portfolio for one investor may not be properly balanced to another, but conventional wisdom does dictate that a mix of bonds and equities is a sensible starting point.
From there, more aggressive investors can add in alternative asset classes, including commodities, something many of the best ETFs do in diversified fashion.
In the search for balanced portfolios, here are some of the best ETFs to consider.
ETFs to Buy: JPMorgan BetaBuilders U.S. Equity ETF (BBUS)
Source: Shutterstock
Expense Ratio: 0.02% per year, or $2 on a $10,000 investment.
You may have recently heard that a pair of ETFs launched with expense ratios of 0%. The JPMorgan BetaBuilders U.S. Equity ETF (CBOE:) is not one of those funds, but of the ETFs with fees, the newly minted BBUS is the cheapest, charging a mere 0.02% per year.
While BBUS is new (it debuted in late March), it is one of the best ETFs to act as a core building block for properly balanced portfolios. This fund holds over 620 stocks, providing investors with exposure to over 85% of the . BBUS has over $30 million in assets under management, which is a decent start, but for investors that like big ETFs, expect BBUS’s stature to soon increase as JPMorgan launches a robo-advisor platform. BBUS will be one of the cornerstones of that offering.
BBUS allocates 21.5% of its weight to technology stocks while the healthcare and financial services sectors combine for 27.3% of the fund’s roster. Investors that embrace this fund should expect long-term returns comparable to those generated by the S&P 500 or Russell 1000 indexes.
iShares Core Total USD Bond Market ETF (IUSB)
Expense Ratio: 0.06%
As mentioned earlier, a well-diversified portfolio does not begin and end with stocks. It should include fixed-income exposure, too. The iShares Core Total USD Bond Market ETF (NASDAQ:) is one of the best ETFs for novice bond investors or those simply looking for broad-based, cost-efficient exposure to domestic bonds.
The $3.57 billion IUSB, which tracks the Bloomberg Barclays U.S. Universal Index, is one of the best ETFs for bond investors seeking diversity and cost efficiencies. Home to nearly 7,900 bonds, IUSB is also one of the least expensive fixed income funds .
IUSB has a 30-day SEC yield of 2.9%, a 12-month yield of 3% and an effective duration of 5.22 years. Due to heavy exposure to U.S. Treasuries and other government agency debt, credit risk is minimal with this best ETF. Bonds with AAA ratings account for 61.54% of the portfolio.
WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
Expense Ratio: 0.28%
Sure, there are cheaper dividend funds on the market, but the WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:) is one of the best ETFs in this category. Dividends, particularly when reinvested, are vital to investors’ long-term outcomes, making DGRW ideal for a broad swath of market participants, be they rookies, sophisticated players or retirement planners.
There are dozens of dividend ETFs for investors to consider, but DGRW’s fundamentally weighted methodology stands out from the pack. A case can even be made that is a dividend ETF Warren Buffett himself would enjoy.
“Return on equity (ROE) is a metric Buffett has written on extensively: it’s a ‘quality’ indicator for stocks, reflecting how much profit a business earns relative to its net equity capital,” according to WisdomTree research.
DGRW’s underlying index emphasizes “both ROE and return on assets (ROA) as part of the selection requirements. Using ROA as a screening criterion penalizes firms using leverage to drive ROE,” notes the issuer.
DGRW also pays a monthly dividend and is worth the cost of admission relative to its peer group.
WisdomTree U.S. SmallCap Dividend Fund (DES)
Expense Ratio: 0.38%
Like its stablemate DGRW, the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:) is one of the stars in its respective category. This is one of the best ETFs for income-hungry investors as well as those seeking exposure to smaller stocks because DES is historically less volatile than rival non-dividend small-cap funds.
“This portfolio targets dividend payers without incurring too much risk,” . “Although the fund doesn’t screen its holdings for profitability or dividend sustainability, a few dividend cuts across its portfolio shouldn’t significantly affect its performance because it is broadly diversified and skews toward larger, more-stable names in the small-value Morningstar Category.”
DES allocates nearly a third of its combined weight to industrial and consumer discretionary stocks while the real estate and financial services sectors combine for 26.3%. Plus, this has long been one of the best ETFs in the small-cap value space.
“From its launch in June 2006 through April 2019, the strategy has topped the small-value category average and the Russell 2000 Value Index by 1.2 and 1.0 percentage points annually, respectively, with similar risk,” according to Morningstar. “The fund’s favorable stock exposure within the energy and consumer discretionary sectors contributed to most to its outperformance.”
Vanguard Total Corporate Bond ETF (VTC)
Expense Ratio: 0.07%
While it is important to remember that bonds are an important part of well-balanced portfolios, investors should also remember that they should be heavily allocated to U.S. government debt. That strategy limits credit opportunities and some of the potential added upside associated with corporate bonds.
Put simply, the Vanguard Total Corporate Bond ETF (NASDAQ:) is one of the best ETFs for investors seeking a massive bench of investment-grade corporate bonds across varying durations and maturities. VTC is classified as an intermediate-term bond fund, but it features exposure to short-, medium- and long-dated corporate debt with almost 6,000 holdings.
VTC accomplishes those objectives in cost-effective fashion by holding Vanguard’s three other corporate bond ETFs, which span the aforementioned maturity categories. Over 87% of VTC’s holdings are rated A or Baa and it has an average duration of 6.9 years.
Vanguard Total International Bond ETF (BNDX)
Expense Ratio: 0.09%
Keeping with the theme of using cheap bond ETFs to enhance portfolio diversity, there is the Vanguard Total International Bond ETF (NASDAQ:). BNDX is one of the best ETFs in the fixed income arena this year in terms of both performance and asset-gathering acumen.
BNDX tracks the Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index and holds nearly 5,800 bonds with an average duration of 7.8 years. There are other benefits to owning international bonds beyond making a portfolio more diverse.
A fund such as BNDX can help investors access potentially higher yields than are found on domestic government bonds, gain exposure to monetary policies that are not delivered by the Federal Reserve and the potential for higher returns. Over the past three years, BNDX has outperformed the Bloomberg Barclays Aggregate Bond Index by nearly 200 basis points.
iShares Core MSCI EAFE ETF (IEFA)
Expense Ratio: 0.08%
The iShares Core MSCI EAFE ETF (CBOE:) is one of the best ETFs for investors looking to bring cost-effective international equity exposure to their portfolios. IEFA, one of the largest ex-U.S. equity funds in the world, reflects the valuation discounts associated with many ex-U.S. developed markets, including Europe.
“Europe offers attractive asset valuations compared to history, especially in risk assets,” . “Regional assets have cheapened further compared to a year ago as concerns about growth and politics increased. The exception to this are core government bonds, which we believe to be expensive compared to global peers.”
IEFA’s largest country weight is Japan at 24.75%, but four of its top five geographic weights are European nations, positioning the fund to take advantage of a rebound in stocks across the pond.
“As downward revisions to growth start petering out and incoming activity data begin to show signs of life, European risk assets might get a boost this year as value equities benefit,” according to BlackRock.
As of this writing, Todd Shriber owned shares of DES and DGRW.
The post appeared first on InvestorPlace.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Like its stablemate DGRW, the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:) is one of the stars in its respective category. This is one of the best ETFs for income-hungry investors as well as those seeking exposure to smaller stocks because DES is historically less volatile than rival non-dividend small-cap funds. “Although the fund doesn’t screen its holdings for profitability or dividend sustainability, a few dividend cuts across its portfolio shouldn’t significantly affect its performance because it is broadly diversified and skews toward larger, more-stable names in the small-value Morningstar Category.” DES allocates nearly a third of its combined weight to industrial and consumer discretionary stocks while the real estate and financial services sectors combine for 26.3%.
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WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Like its stablemate DGRW, the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:) is one of the stars in its respective category. This is one of the best ETFs for income-hungry investors as well as those seeking exposure to smaller stocks because DES is historically less volatile than rival non-dividend small-cap funds. “Although the fund doesn’t screen its holdings for profitability or dividend sustainability, a few dividend cuts across its portfolio shouldn’t significantly affect its performance because it is broadly diversified and skews toward larger, more-stable names in the small-value Morningstar Category.” DES allocates nearly a third of its combined weight to industrial and consumer discretionary stocks while the real estate and financial services sectors combine for 26.3%.
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WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Like its stablemate DGRW, the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:) is one of the stars in its respective category. This is one of the best ETFs for income-hungry investors as well as those seeking exposure to smaller stocks because DES is historically less volatile than rival non-dividend small-cap funds. “Although the fund doesn’t screen its holdings for profitability or dividend sustainability, a few dividend cuts across its portfolio shouldn’t significantly affect its performance because it is broadly diversified and skews toward larger, more-stable names in the small-value Morningstar Category.” DES allocates nearly a third of its combined weight to industrial and consumer discretionary stocks while the real estate and financial services sectors combine for 26.3%.
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WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Like its stablemate DGRW, the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA:) is one of the stars in its respective category. This is one of the best ETFs for income-hungry investors as well as those seeking exposure to smaller stocks because DES is historically less volatile than rival non-dividend small-cap funds. “Although the fund doesn’t screen its holdings for profitability or dividend sustainability, a few dividend cuts across its portfolio shouldn’t significantly affect its performance because it is broadly diversified and skews toward larger, more-stable names in the small-value Morningstar Category.” DES allocates nearly a third of its combined weight to industrial and consumer discretionary stocks while the real estate and financial services sectors combine for 26.3%.
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2019-05-29 00:00:00 UTC
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Shares of DES Now Oversold
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DES
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https://www.nasdaq.com/articles/shares-des-now-oversold-2019-05-29
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nan
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nan
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $25.97 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In the case of WisdomTree U.S. SmallCap Dividend Fund, the RSI reading has hit 28.6 — by comparison, the RSI reading for the S&P 500 is currently 36.3. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
Looking at a chart of one year performance (below), DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $26.06. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 1% on the day.
Find out what 9 other oversold stocks you need to know about »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $25.97 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $26.06.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $25.97 per share. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $26.06.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $25.97 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $26.06. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $25.97 per share. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $26.06.
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2019-04-30 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund (DES) Shares Cross Below 200 DMA
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DES
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https://www.nasdaq.com/articles/wisdomtree-u.s.-smallcap-dividend-fund-des-shares-cross-below-200-dma-2019-04-30
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nan
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nan
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $28.14, changing hands as low as $27.97 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 0.4% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $28.19.
Click here to find out which 9 other ETFs recently crossed below their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $28.14, changing hands as low as $27.97 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $28.19. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $28.14, changing hands as low as $27.97 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $28.19. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 0.4% on the day.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $28.14, changing hands as low as $27.97 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $28.19. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed below their 200 day moving average of $28.14, changing hands as low as $27.97 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point — that compares with a last trade of $28.19. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 0.4% on the day.
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2019-04-11 00:00:00 UTC
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4 Dividend ETFs to Pick Amid Moderately Dovish Fed Minutes
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DES
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https://www.nasdaq.com/articles/4-dividend-etfs-pick-amid-moderately-dovish-fed-minutes-2019-04-11-0
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nan
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The Fed's latest meeting on March 19-20 was a dovish one and indicated that it didn't see a likelihood for any hikes through 2019 . However, that also indicated that they would be closely monitoring the economic data, most of which are expected to improve over the year. Futures markets are currently pricing in no chance of a hike and in fact there was a 55% probability that the Fed might cut rates.
However, the minutes do not hint at rate cuts. The meeting summary noted that "some participants indicated that if the economy evolved as they currently expected, with economic growth above its longer-run trend rate, they would likely judge it appropriate to raise the target range for the federal funds rate modestly later this year."
But even in this situation, rates rate is likely to remain subdued in the near term. Investors should note that, in March, federal funds rate projections for 2019 were trimmed to 2.4% from 2.9% while the same for 2020 and 2021 was cut to 2.6% from 3.1%. For the longer term, the rate is projected at 2.8%, unchanged from the December forecast.
The accommodative Fed should do good for stocks as there will be a few more months of cheap money inflows. Among stocks, income-producing securities might do even better for investors in search of solid and steady current income. The past decade was especially favorable for dividend ETFs as central banks including the Fed has been ultra-dovish (read: 6 Dividend ETFs That Beat S&P 500 in the 10-Year Bull Run ).
Research shows that dividend stocks often beat their non-dividend paying counterparts over longer periods. According to Chicago-based Greenrock Research, a portfolio with the top 20% of the S&P 500 companies ranked by dividend yield and weighted by market capitalization, outperformed the overall S&P 500 by 2.13 percentage points annually from 1995 to 2018.
Global X SuperDividend U.S. ETFDIV
The underlying INDXX SuperDividend US Low Volatility Index tracks the performance of 50 equally weighted common stocks, MLPs & REITs that rank among the highest dividend-yielding equity securities in the United States. Utilities (23.5%), Mortgage REITs (21.4%), MLPs (14.2%) and Consumer Staples (12.3%) are the top four sectors of the fund. The fund yields 6.85% annually and charges 45 bps in fees.
SPDR Portfolio S&P 500 High Dividend ETF SPYD
The underlying S&P 500 High Dividend Index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500 Index, based on dividend yield. Real Estate and Consumer Discretionary get about 35% of the fund while Utilities and Energy also at about 12% each. The fund yields 4.19% annually and charges 7 bps in fees (read: Top-Ranked Dividend ETFs Crushing the Market ).
FlexShares Quality Dividend Defensive Index FundQDEF
The underlying Northern Trust Quality Dividend Defensive Index looks to provide exposure to a high-quality, income-oriented portfolio of long-only U.S. equity securities, with an emphasis on long-term capital growth and a targeted overall beta that is generally between 0.5 to 1.0 times that of the Northern Trust 1250 Index that are selected based on expected dividend payment and fundamental factors. Technology (22.6%), Financials (12.3%), Healthcare (11%) and Consumer Discretionary (10.9%) hold the top four spots.
WisdomTree U.S. SmallCap Dividend Fund DES
The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. The fund charges 38 bps in fees and it yields 2.81% annually (read: 5 Hot Dividend ETFs Worth Buying Now ).
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SPDR Portfolio S&P 500 High Dividend ETF (SPYD): ETF Research Reports
Global X SuperDividend U.S. ETF (DIV): ETF Research Reports
WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports
FlexShares Quality Dividend Defensive Index Fund (QDEF): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The meeting summary noted that "some participants indicated that if the economy evolved as they currently expected, with economic growth above its longer-run trend rate, they would likely judge it appropriate to raise the target range for the federal funds rate modestly later this year." SPDR Portfolio S&P 500 High Dividend ETF SPYD The underlying S&P 500 High Dividend Index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500 Index, based on dividend yield. WisdomTree U.S. SmallCap Dividend Fund DES The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market.
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WisdomTree U.S. SmallCap Dividend Fund DES The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report SPDR Portfolio S&P 500 High Dividend ETF (SPYD): ETF Research Reports Global X SuperDividend U.S. ETF (DIV): ETF Research Reports WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports FlexShares Quality Dividend Defensive Index Fund (QDEF): ETF Research Reports To read this article on Zacks.com click here. The meeting summary noted that "some participants indicated that if the economy evolved as they currently expected, with economic growth above its longer-run trend rate, they would likely judge it appropriate to raise the target range for the federal funds rate modestly later this year."
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SPDR Portfolio S&P 500 High Dividend ETF SPYD The underlying S&P 500 High Dividend Index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500 Index, based on dividend yield. Click to get this free report SPDR Portfolio S&P 500 High Dividend ETF (SPYD): ETF Research Reports Global X SuperDividend U.S. ETF (DIV): ETF Research Reports WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports FlexShares Quality Dividend Defensive Index Fund (QDEF): ETF Research Reports To read this article on Zacks.com click here. The meeting summary noted that "some participants indicated that if the economy evolved as they currently expected, with economic growth above its longer-run trend rate, they would likely judge it appropriate to raise the target range for the federal funds rate modestly later this year."
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SPDR Portfolio S&P 500 High Dividend ETF SPYD The underlying S&P 500 High Dividend Index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500 Index, based on dividend yield. Click to get this free report SPDR Portfolio S&P 500 High Dividend ETF (SPYD): ETF Research Reports Global X SuperDividend U.S. ETF (DIV): ETF Research Reports WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports FlexShares Quality Dividend Defensive Index Fund (QDEF): ETF Research Reports To read this article on Zacks.com click here. The meeting summary noted that "some participants indicated that if the economy evolved as they currently expected, with economic growth above its longer-run trend rate, they would likely judge it appropriate to raise the target range for the federal funds rate modestly later this year."
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756d8589-202a-4d54-895a-9f394c1f563c
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728296.0
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2019-03-29 00:00:00 UTC
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Domtar Corporation (UFS) Ex-Dividend Date Scheduled for April 01, 2019
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DES
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https://www.nasdaq.com/articles/domtar-corporation-ufs-ex-dividend-date-scheduled-april-01-2019-2019-03-29
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nan
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nan
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Domtar Corporation ( UFS ) will begin trading ex-dividend on April 01, 2019. A cash dividend payment of $0.435 per share is scheduled to be paid on April 15, 2019. Shareholders who purchased UFS prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 6th quarter that UFS has paid the same dividend.
The previous trading day's last sale of UFS was $49.28, representing a -9.58% decrease from the 52 week high of $54.50 and a 45.76% increase over the 52 week low of $33.81.
UFS is a part of the Basic Industries sector, which includes companies such as International Paper Company ( IP ) and Suzano Papel e Celulose S.A. ( SUZ ). UFS's current earnings per share, an indicator of a company's profitability, is $4.49. Zacks Investment Research reports UFS's forecasted earnings growth in 2019 as 23.86%, compared to an industry average of 7.1%.
For more information on the declaration, record and payment dates, visit the UFS Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to UFS through an Exchange Traded Fund [ETF]?
The following ETF(s) have UFS as a top-10 holding:
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 0.66% over the last 100 days. It also has the highest percent weighting of UFS at 0.93%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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UFS is a part of the Basic Industries sector, which includes companies such as International Paper Company ( IP ) and Suzano Papel e Celulose S.A. ( SUZ ). The following ETF(s) have UFS as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 0.66% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. UFS is a part of the Basic Industries sector, which includes companies such as International Paper Company ( IP ) and Suzano Papel e Celulose S.A. ( SUZ ). The following ETF(s) have UFS as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ).
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The following ETF(s) have UFS as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). UFS is a part of the Basic Industries sector, which includes companies such as International Paper Company ( IP ) and Suzano Papel e Celulose S.A. ( SUZ ). The top-performing ETF of this group is DES with an increase of 0.66% over the last 100 days.
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The following ETF(s) have UFS as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). UFS is a part of the Basic Industries sector, which includes companies such as International Paper Company ( IP ) and Suzano Papel e Celulose S.A. ( SUZ ). The top-performing ETF of this group is DES with an increase of 0.66% over the last 100 days.
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a563180d-1588-4e46-9e62-a62f04ac2eae
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728297.0
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2019-03-27 00:00:00 UTC
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Covanta Holding Corporation (CVA) Ex-Dividend Date Scheduled for March 28, 2019
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DES
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https://www.nasdaq.com/articles/covanta-holding-corporation-cva-ex-dividend-date-scheduled-march-28-2019-2019-03-27
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nan
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nan
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Covanta Holding Corporation ( CVA ) will begin trading ex-dividend on March 28, 2019. A cash dividend payment of $0.25 per share is scheduled to be paid on April 05, 2019. Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 19th quarter that CVA has paid the same dividend.
The previous trading day's last sale of CVA was $17.63, representing a -2.33% decrease from the 52 week high of $18.05 and a 36.46% increase over the 52 week low of $12.92.
CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). CVA's current earnings per share, an indicator of a company's profitability, is $1.15. Zacks Investment Research reports CVA's forecasted earnings growth in 2019 as 127.5%, compared to an industry average of 10.5%.
For more information on the declaration, record and payment dates, visit the CVA Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CVA through an Exchange Traded Fund [ETF]?
The following ETF(s) have CVA as a top-10 holding:
First Trust RBA American Industrial Renaissance ETF ( AIRR )
VanEck Vectors Environmental Services ETF ( EVX )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is EVX with an increase of 7.9% over the last 100 days. AIRR has the highest percent weighting of CVA at 3.84%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ).
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The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). A cash dividend payment of $0.25 per share is scheduled to be paid on April 05, 2019.
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7bde7441-7ae9-4520-8f8f-3f06d512e2e4
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728298.0
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2019-03-21 00:00:00 UTC
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13.7% of DES Holdings Seeing Recent Insider Buys
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DES
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https://www.nasdaq.com/articles/137-des-holdings-seeing-recent-insider-buys-2019-03-21
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 13.7% of holdings on a weighted basis have experienced insider buying within the past six months.
Douglas Dynamics, Inc. (Symbol: PLOW), which makes up 0.16% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $3,417,098 worth of PLOW, making it the #207 largest holding. The table below details the recent insider buying activity observed at PLOW:
PLOW - last trade: $38.11 - Recent Insider Buys:
And Hyster-Yale Materials Handling Inc (Symbol: HY), the #283 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $2,254,556 worth of HY, which represents approximately 0.11% of the ETF's total assets at last check. The recent insider buying activity observed at HY is detailed in the table below:
HY - last trade: $63.57 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 13.7% of holdings on a weighted basis have experienced insider buying within the past six months. Douglas Dynamics, Inc. (Symbol: PLOW), which makes up 0.16% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at PLOW: PLOW - last trade: $38.11 - Recent Insider Buys: And Hyster-Yale Materials Handling Inc (Symbol: HY), the #283 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Douglas Dynamics, Inc. (Symbol: PLOW), which makes up 0.16% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at PLOW: PLOW - last trade: $38.11 - Recent Insider Buys: And Hyster-Yale Materials Handling Inc (Symbol: HY), the #283 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 13.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 13.7% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at PLOW: PLOW - last trade: $38.11 - Recent Insider Buys: And Hyster-Yale Materials Handling Inc (Symbol: HY), the #283 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. Douglas Dynamics, Inc. (Symbol: PLOW), which makes up 0.16% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Douglas Dynamics, Inc. (Symbol: PLOW), which makes up 0.16% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at PLOW: PLOW - last trade: $38.11 - Recent Insider Buys: And Hyster-Yale Materials Handling Inc (Symbol: HY), the #283 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 13.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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16118a76-fab4-4379-bb2d-3c86fa4d754b
|
728299.0
|
2019-03-20 00:00:00 UTC
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TerraForm Power, Inc. (TERP) Ex-Dividend Date Scheduled for March 21, 2019
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DES
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https://www.nasdaq.com/articles/terraform-power-inc-terp-ex-dividend-date-scheduled-march-21-2019-2019-03-20
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nan
|
nan
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TerraForm Power, Inc. ( TERP ) will begin trading ex-dividend on March 21, 2019. A cash dividend payment of $0.201 per share is scheduled to be paid on March 29, 2019. Shareholders who purchased TERP prior to the ex-dividend date are eligible for the cash dividend payment. This represents an 5.79% increase over prior dividend payment.
The previous trading day's last sale of TERP was $14.07, representing a -0.99% decrease from the 52 week high of $14.21 and a 42.12% increase over the 52 week low of $9.90.
TERP is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). TERP's current earnings per share, an indicator of a company's profitability, is $.2. Zacks Investment Research reports TERP's forecasted earnings growth in 2019 as -129.17%, compared to an industry average of -3.3%.
For more information on the declaration, record and payment dates, visit the TERP Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to TERP through an Exchange Traded Fund [ETF]?
The following ETF(s) have TERP as a top-10 holding:
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an decrease of -0.79% over the last 100 days. It also has the highest percent weighting of TERP at 1.19%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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TERP is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have TERP as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an decrease of -0.79% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. TERP is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have TERP as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ).
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The following ETF(s) have TERP as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). TERP is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The top-performing ETF of this group is DES with an decrease of -0.79% over the last 100 days.
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TERP is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have TERP as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an decrease of -0.79% over the last 100 days.
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c21175df-fe55-45f9-9eef-c2ff01f2fab5
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