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Just nitpicking, but $2 on $60 is 3.3%, not 1.25%...
Regarding the telecoms, I think you are making a mistake treating the
now competitive long distance business as a utility, but good luck with
it.
Regards
DanG
Earl Adamy wrote:
>
> I think you may be nit picking over 5-10%+- of the index capitalization
> which might not be true operating utilities. I provided the full list which
> included the weighting and capitalization of each - the index is
> capitalization weighted. Roughly 65% (by capitalization) are ex-Bell
> operating companies, 87% are fixed line communications companies, and 13%
> are wireless companies. For investment purposes, I consider the fund to
> consist of (telecom) utilities ... your mileage may vary.
>
> There are 14 iShares Sector funds and one is a utility fund which consists
> primarily of electric and gas operating companies (forgive me if there is a
> water utility or something else thrown in). According to the information
> provided, it pays a $2+- dividend on a $60+- share price for a yield of
> 1.25%. I assume that BGI keeps the dividend up to date and that the
> indicated dividends are what is passed on to shareholders. Full information
> on the iShare ETF funds can be found at http://www.ishares.com/fund_info/
>
> Earl
>
> ----- Original Message -----
> From: "Daniel Goncharoff" <thegonch@xxxxxxxxxx>
> To: <realtraders@xxxxxxxxxxxxxxx>
> Sent: Saturday, June 29, 2002 1:12 PM
> Subject: Re: [RT] Investing Now?
>
> > Earl
> >
> > You brought up the index, saying it was filled with utilities. Since it
> > is only half filled with utilities (paying a 3-4% dividend, as I said),
> > and half filled with a very mixed group of stocks, including tech (MOT)
> > and wireless, I have to ask you why you are using it as a utility
> > proxy...
> >
> > Regards
> > DanG
> >
> > Earl Adamy wrote:
> > >
> > > The trust (Barclay's Global Investors iShare) is based on the
> composition of
> > > the DJ US Telecom Sector Index so you'd have to ask Dow Jones why MOT is
> > > included. Stated dividend for the iShare for 2001 is $0.24 for stock
> which
> > > has been trading around $20 which doesn't work out to anything close to
> > > 3-4%. YTD dividend for first half of this year is 0.17 ... still under
> 2%.
> > > Stock price would have to fall into the $12 range to reach 3% dividend
> > > yield.
> > >
> > > Earl
> > >
> > > ----- Original Message -----
> > > From: "Daniel Goncharoff" <thegonch@xxxxxxxxxx>
> > > To: <realtraders@xxxxxxxxxxxxxxx>
> > > Sent: Saturday, June 29, 2002 12:13 PM
> > > Subject: Re: [RT] Investing Now?
> > >
> > > > Utilities?
> > > >
> > > > Well, about half the index qualifies as such, and pays dividends at a
> > > > 3-4% rate. The rest are not.
> > > >
> > > > And why is MOT on the list??
> > > >
> > > > Regards
> > > > DanG
> > > >
> > > > Earl Adamy wrote:
> > > > >
> > > > > To amplify .. attached shows the holdings in the ETF Telecom Index.
> > > These
> > > > > are _utilities_ (not tech stocks) and should be paying a decent
> dividend
> > > ...
> > > > > 1% is chump change. Historically, market has bottomed at 6%+-
> dividend
> > > > > ratio, I would not even considering investing in a stock which pays
> less
> > > > > than 3% with a payout ratio (dividend/earnings) of under 50%.
> > > > >
> > > > > Earl
> > > > >
> > > > > ----- Original Message -----
> > > > > From: "Earl Adamy" <eadamy@xxxxxxxxxx>
> > > > > To: <realtraders@xxxxxxxxxxxxxxx>
> > > > > Sent: Friday, June 28, 2002 10:25 AM
> > > > > Subject: Re: [RT] Investing Now?
> > > > >
> > > > > > I've been watching Dow Jones U.S. Telecommunications Sector Index
> Fund
> > > IYZ
> > > > > > for an opportunity. Felt like it was getting close, then checked
> the
> > > > > > dividend yield at iShares web page and it's only 1% ... doesn't
> sound
> > > like
> > > > > a
> > > > > > bottom to me.
> > > > > >
> > > > > > Earl
> > > > > >
> > > > > > ----- Original Message -----
> > > > > > From: "tradingmonster" <tradingmonster@xxxxxxxxx>
> > > > > > To: <realtraders@xxxxxxxxxxxxxxx>
> > > > > > Sent: Thursday, June 27, 2002 9:53 PM
> > > > > > Subject: [RT] Investing Now?
> > > > > >
> > > > > >
> > > > > > > Hi Ya,
> > > > > > >
> > > > > > > I am curious what anyone thinks about "gambling" on some tele
> > > > > > > communication stocks? They all seem so beat up, if you were to
> pick
> > > a
> > > > > > > few to but as a long term investment what would you buy? If
> there
> > > are
> > > > > > > some other stocks that look good for a year or two year holding
> what
> > > > > > > would you pick? I want to put my cash into stocks rather than
> the
> > > > > > > bank, which offers little but security. I am very young and can
> > > > > > > afford to risk some of my capital.
> > > > > > >
> > > > > > > thx
> > > > > > > TG
> > > > > > >
> > > > > > > PS Maybe I should wait, how low can it go?
> > > > > > >
> > > > > > >
> > > > > > >
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> ------------------------------------------------------------------------
> > > > > Name: DJTelecom.gif
> > > > > DJTelecom.gif Type: GIF Image (image/gif)
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