Referenced Stocks

Mid-Day ETF Update: ETFs Mixed, Stocks Slip Into the Red on Lackluster Economic Activity

By Midnight Trader August 20, 2012, 01:30:58 PM EDT

Active broad-market exchange-traded funds at mid-day:

SPDR S&P 500 ( SPY ): -0.15% from near year highs.

iPath S&P 500 VIX Short Term Futures TM ( VXX ): +0.2%, still near year lows.

iShares Russell 2000 Index ( IWM ): -0.3%

PowerShares QQQ Trust, Series 1 ( QQQ ): -0.01%, near its year highs

Financial Select Sector SPDR ( XLF ): +0.03%

Broad Market Indicators

Broad-market exchange-traded funds, including SPY, IWM, IVV and others, are mies. Actively traded PowerShares QQQ ( QQQ ) is down 0.01%, but is near its 52-week high of $68.55.

U.S. stocks are down, not helped by the Chicago Fed's report that the National Activity Index registered a minus 0.13 for July, pushing the index's 3-month moving average to minus 0.21 from minus 0.20. This adds to the general disappointment gripping market sentiment after the European Central Bank called a report about a plan to cap EU bond yields on German magazine Der Spiegel misleading. The ECB said no decisions had been made, denying the German weekly's report that the central bank was mulling setting yield thresholds for purchases of bonds.

Winners and Losers

Financial -

ETFs in the financial sector are edging higher after slipping into the negative territory earlier: Financial ETF Select Financial Sector SPDRs ( XLF ) is up 0.03%. Direxion Daily Financial Bull 3X shares (FAS) is down 0.01%. Its bearish counterpart, FAZ, is flat. SPDR KBW Regional Banking (KRE), which tracks U.S.-listed regional banks, is up 0.2%.

In financial M&A news, Western Liberty Bancorp (WLBC) added a third to its value and hit new year highs after it announced that it will be acquired by Western Alliance Bancorporation (WAL). Immediately following the completion of the acquisition, WLBC's principal operating subsidiary, Service1st Bank of Nevada, will merge with and into Bank of Nevada, a wholly-owned subsidiary of WAL. The agreement provides that each shareholder of WLBC may elect to receive either $4.02 in cash or 0.4341 of a share of WAL for each WLBC share owned. In aggregate, the transaction is valued at around $55 mln. WAL shares are flat, shy of a year high $9.92.

Technology -

ETFs in the tech space are weaker: Technology Select Sector SPDR ETF (XLK), has turned positive and is now up 0.08%; iShares S&P North American Technology ETF (IGM), down 0.45%; and iShares S&P North American Technology-Software Index (IGV), down 0.97%. iShares Dow Jones US Technology ETF (IYW) is flat.

Semocinductor ETFs continue to slip lower: SPDR S&P Semiconductor (XSD) is down 0.6%; Semiconductor Sector Index Fund (SOXX), is down 0.8%. SPDR S&P International Technology Sector ETF (IPK) is down 0.76%.

Among tech actives, Google (GOOG) and Apple (AAPL) both reached new 52-week highs. GOOG shares are now slightly down after reaching a new year high of $678.87. Apple is up 2% and has touched a new year high of $664.75. Earlier, a report on Bloomberg Businessweek stated that Google filed a lawsuit against Apple alleging that several features on AAPL devices infringe the patents owned by GOOG's Motorola Mobility unit. The complaint includes infringement of patents involving location reminders, e-mail notification and phone/video players, as well as voice recognition technology, which is used by AAPL's Siri voice-recognition program, the report stated. Motorola Mobility wants the U.S. import of AAPL devices, including the iPhone, iPad and Mac computers, to be banned, the report said further.

Industrial -

ETFs in the space edge lower in mid-day trading: Vanguard Industrials (VIS), down 0.49%; iShares Trust Dow Jones U.S. Industrial Sector Index Fund (IYJ), down 0.5%; and Select Sector SPDR-Industrial (XLI), down 0.35%.

Energy -

Dow Jones U.S. Energy Fund (IYE) is down 0.3% while Energy Select Sector SPDR (XLE) is down 0.3%.

Among stocks, Royal Dutch Shell (RDS.A) and Chevron Australia Pty Ltd (CVX) announced that they have signed a binding agreement for the exchange of Chevron's 16.7% interest in the East Browse titles and Chevron's 20% interest in the West Browse titles with Shell's 33.3% interest in the Clio-Acme titles. In addition to the assets exchanged, Shell will pay Chevron an additional $450 million. Following completion of this transaction, Shell will hold a 35% interest in the West Browse titles and 25% interest in the East Browse titles.

Royal Dutch Shell ADRs have turned positive and are now up 0.07% while CVX shares are down 0.19%.

Commodities -

Crude was down 0.14% while natural gas was up 0.41%. United States Oil Fund (USO) is down 0.6%; United States Natural Gas Fund (UNG) has turned positive and is now up 1%.

Gold was up 0.2%; silver was up around 2% . Among rare metal funds, SPDR Gold Trust (GLD) has turned positive and from being down 0.08% is now up 0.3%; and iShares Silver Trust (SLV) has turned from being down 0.04% to up 2%.

Among stocks, Silvercorp Metals (SVM) is up 5.25% after the company reported an intercept of 4.55 meters grading 2,196 grams/metric ton silver, 13.63% lead and 1.38% zinc at its LM Mine in China. Silvercorp said the drilling program has substantially extended the downdip and striking extensions of previously defined mineralization zones within some major vein structures.

Consumer -

ETFs in the space are weaker: Consumer Staples Select Sector SPDR (XLP), down 0.14% but still near year highs; iShares Dow Jones US Consumer Goods (IYK), down 0.47%, but still near year highs; and Vanguard Consumer Staples ETF (VDC), down 0.1% from near year highs.

SPDR S&P Retail (XRT) is down 0.9%; PowerShares Dynamic Retail (PMR), down 0.75% and Market Vectors Retail ETF (RTH), down 0.7% having earlier touched a new year high.

Among stocks, Lowe's Companies (LOW) is down 6% after the company reported weaker-than-expected quarterly results and cut its profit outlook for the fiscal year. Net earnings were $0.64 a share, trailing the Thomson Reuters consensus by $0.06. Sales fell 2% to $14.25 billion, while analysts had expected $14.46 billion. Looking forward, the home improvement retailer expects sales to be about flat. EPS are seen at about $1.64 per share.

Power Play -

Healthcare -

Healthcare ETFs are mixed as the sector outperforms the S&P 500 at mid-day: Health Care SPDR (XLV), up 0.13% to near year highs; Vanguard Health Care ETF (VHT), down 0.06%; iShares Dow Jones US Healthcare (IYH), up 0.1% to near year highs; and iShares NASDAQ Biotechnology Index (IBB), down 0.4%.

Among healthcare stocks, top gainer Coventry Health Care (CVH) continues to tick higher, now up 19% after hitting a new 52-week high of 41.75. Earlier, the company said it will be acquired by Aetna (AET) in a transaction valued at $7.3 billion, including the assumption of Coventry debt. Under the terms of the agreement, which has been approved by the board of directors of each company, Coventry stockholders will receive $27.30 in cash and 0.3885 Aetna common shares for each Coventry share. AET shares are up 4.5%.




The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Commodities

Referenced Stocks: IWM, QQQ, SPY, VXX, XLF



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