Investment suggestions - ETFs

**flyerhawk** · 03-09-2013, 04:26 PM

So I'm looking for a new ETF investment. Anyone have any good suggestions?

**RayClay** · 03-09-2013, 04:33 PM

Originally Posted by flyerhawk

So I'm looking for a new ETF investment. Anyone have any good suggestions?

Not that I'm knowledgeable, but stocks are way high (IMO) bonds are stinko...

I am rolling over a 401K to IRA and going with a REIT mutual fund.

**flyerhawk** · 03-09-2013, 04:37 PM

Originally Posted by RayClay

Not that I'm knowledgeable, but stocks are way high (IMO) bonds are stinko...

I am rolling over a 401K to IRA and going with a REIT mutual fund.

Yeah I don't think I am going to go with a equity ETF. I was thinking either an emerging markets or bond etf.

**RayClay** · 03-09-2013, 05:00 PM

Originally Posted by flyerhawk

Yeah I don't think I am going to go with a equity ETF. I was thinking either an emerging markets or bond etf.

I was serious about real estate trusts. Do you think bonds are a good investment now?

There are different types, I think mine is all or mostly income producing rather than investments in mortgages, I have to talk to the IRA guy today.

Anyway, if i can partially hijack this thread into advice about REITs, my advice to you will have been worthwhile.

Investopedia runs down REITs

http://www.investopedia.com/articles...#axzz2N3wGhRID

**Hyped** · 03-09-2013, 05:06 PM

http://etfdb.com/etf/DXJ/

could take off.....but dont take my word for it....

**flyerhawk** · 03-09-2013, 05:55 PM

Originally Posted by Hyped

http://etfdb.com/etf/DXJ/

could take off.....but dont take my word for it....

Just curious but what makes you bullish on Japanese equities?

**trev** · 03-10-2013, 06:02 AM

I know you will pan me for this, but go long on BBRY. Home run.

**ctc** · 03-10-2013, 12:49 PM

Originally Posted by RayClay

I was serious about real estate trusts. Do you think bonds are a good investment now?

There are different types, I think mine is all or mostly income producing rather than investments in mortgages, I have to talk to the IRA guy today.

Anyway, if i can partially hijack this thread into advice about REITs, my advice to you will have been worthwhile.

Investopedia runs down REITs

http://www.investopedia.com/articles...#axzz2N3wGhRID

The issue to be aware of with REITs is valuation. The FED's policy on interest rates is distorting the true cost of capital, ROI, and valuations. When it comes to real estate valuation is driven by cap rates. As cap rates decline valuations increase. REITS are trading well in excess of their replacement costs. So if you don't feel like you have a good handle on rate increases and the pace of rate increases you are probably taking on more risk than you know (and could handle).

**ctc** · 03-10-2013, 12:50 PM

Originally Posted by flyerhawk

Just curious but what makes you bullish on Japanese equities?

Because the Japanese fed is doing the same thing our fed is doing, pumping ungodly amounts into capital markets. Most of which will find it way into equities because fixed income rates are so low.

**Diamondeye** · 03-10-2013, 01:05 PM

Originally Posted by ctc

Because the Japanese fed is doing the same thing our fed is doing, pumping ungodly amounts into capital markets. Most of which will find it way into equities because fixed income rates are so low.

The other theory is that the money printing will increase the Yen price of Japanese exports.

It's been awhile since a dollar or Euro could buy this much Yen and the numbers are expected to increase.

**flyerhawk** · 03-10-2013, 04:55 PM

Originally Posted by ctc

Because the Japanese fed is doing the same thing our fed is doing, pumping ungodly amounts into capital markets. Most of which will find it way into equities because fixed income rates are so low.

Well they have been doing it for almost 20 years with limited success.