Key regional Fed reports for homebuilder and REIT investors

Overall increases in business activity and consumption are starting to drive more business for homebuilders, like Lennar (LEN), D.R. Horton (DHI), Toll Brothers (TOL), and PulteGroup (PHM).

Corporate borrowers issue debt in the primary capital market. The debt can be privately-placed to individuals or institutions. It’s usually marketed to investors through underwriters or investment banks.

Sector ETF Analysis

Energy & Power

Must-know: Why US rigs are reversing a 4-week upward trend
US Total Rig Counts

The U.S. total rig count decreased by 17 rigs—from 1,913 to 1,896—during the week ending August 22. This marked the first rig count decline in the past five weeks. The decline was also the largest since late September 2013.


Must-know: Why steel investors are celebrating
share performance

Investment in a cyclical industry like steel has never been for the fainthearted. It’s a high beta industry, which means that the shares of steel companies fall or rise more than the broader market indices.

Tech, Media & Telecom

Why Apple introducing a 12.9-inch iPad could affect the market
Tablet market share Others_Q2 2014

A 12.9-inch iPad would be even bigger than the 12-inch Surface Pro 3 tablet that Microsoft (MSFT) introduced earlier this year. So what made Apple think about launching such a big iPad? Let’s find out.

Real Estate

Why do home prices matter so much for consumer confidence?
Case-Schiller 2

The Case-Shiller Index is the most widely quoted index of real estate values. Real estate values are big drivers of consumer confidence and spending, so they have an enormous effect on the economy.

Basic Materials

Overview: BHP's FY14 earnings and demerger outline
EBITDA contribution

BHP’s work is organized into five business units—petroleum and potash, copper, iron ore, coal and aluminium, and manganese and nickel. It’s headquartered in Melbourne, Australia. BHP operates through 100 locations in 25 countries. It was created when BHP and Billiton merged in June 2001.

Consumer & Retail

Burger King and Tim Hortons investors react to acquisition news
Burger King and Tim Hortons Daily Change in Share Price 2014-08-27

On Monday, August 26, Burger King closed 19.5% up at $32.40 from the previous close of $27.11 on August 22. Tim Hortons jumped 19%, closing at $74.72 from the previous close of $62.84.


Must-know: Understanding the price-to-book value ratio

The price-book value ratio is the ratio of the market value of equity to the book value of equity. Price stands for the current market price of a stock. Book value is the total assets minus liabilities, or net worth, which is the accounting measure of shareholders’ equity in the balance sheet.

Macro ETF Analysis

Global Equity ETFs

Must-know: US Treasury markets in the week ending August 22
Part 1

The purpose of Treasury auctions is to obtain financing from markets at the most competitive cost. The yield on these securities is determined through a public auction process. These yields affect the secondary market for U.S. Treasuries. Yields and bond prices move in opposite directions.

Fixed Income ETFs

A key guide to positioning your portfolio for rising rates
FOMC target fed funds rate

With the Fed likely to begin raising rates in the first half of 2015, you may be wondering how to position your portfolio for the coming period of rate normalization.

US Equity ETFs

Overview: How small is small-cap?
Small caps thresholds

When Russell Indexes issued its annual fund reconstitution for 2014, it made some key changes that investors might want to think about. Of particular note is the increased market capitalization threshold between the large-cap Russell 1000 (or IWB) and small-cap Russell 2000 (IWM) benchmarks.

Income ETF Analysis

Real Estate Investment Trusts

Key trends from the July 2014 Fannie Mae National Housing Survey
Fannie Mae Attitudes about housing - good time to buy

Mortgage REITs like Annaly (NLY), American Capital Agency (AGNC), and PennyMac (PMT) will use the survey data to help forecast prepayment speeds and also to gauge consumer sentiment and its expected effects on the economy.

Master Limited Partnerships

Everything investors need to know about Williams Companies
Share Price

Williams Companies Inc. (WMB) is in the business of energy transport and processing infrastructure. Its diversified operations include interstate gas pipelines, local midstream operations, and olefins production.