Referenced Stocks

Mid-Day ETF Update: ETFs Slip Further as Stocks' Losses Deepen Following Weakest Quarter of Jobs Growth

By Midnight Trader July 06, 2012, 01:25:18 PM EDT

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

SPDR S&P 500 ( SPY ): -1.2%

iShares MSCI Emerging Markets Index ( EEM ): -2%

PowerShares QQQ Trust, Series 1 ( QQQ ): -1.7%

Financial Select Sector SPDR ( XLF ): -1%

iShares Russell 2000 Index ( IWM ): -1.2%

Broad Market Indicators

Broad-market exchange-traded funds, including SPY, IWM, IVV and others, are sliding farther down. Actively traded PowerShares QQQ ( QQQ ) is down 1.7%.

U.S. stocks continue to be quagmired in negative territory, unable to shake off disappointment over the worse-than-expected nonfarm-payrolls report for June, which showed 80,000 jobs added for the month. In total, the US gained 225,000 jobs in the past three months, making it the weakest quarter of job growth since 2010, rekindling fears of a recession and driving down markets across the board. The unemployment rate, meanwhile, remained flat at 8.2%.

Winners and Losers

Financial -

Select Financial Sector SPDRs ( XLF ) is down 1%. Direxion Daily Financial Bull 3X shares (FAS) is down 2.5%. Its bearish counterpart, FAZ, is up 2.5%.

Preferred Bank (PFBC) is down 18% after it said that it expects to incur charges from two significant loans that will negatively impact its Q2 results. The bank expects to report a Q2 net loss ranging from $5.5 million to $5.7 million.

Visa Inc. (V) and MasterCard Inc. (MA) are prepared to settle a seven-year lawsuit brought by retailers to cut their credit-card costs later this month, according to Bloomberg, which cites three people briefed on the talks. A settlement may come as soon as late next week, the report says, adding that the deal may include payments to retailers and a temporary cut in interchange rates or swipe fees tacked on to each card purchase. V shares are off 1.3% from near year highs while MA shares are down 0.5%.

Actives in the sector are trading more deeply in the red: Bank of America (BAC), down 1.6%; Goldman Sachs (GS), down 0.4%; Morgan Stanley (MS),down 1.5%; Citigroup (C), down 1.9%.

Technology -

Tech actives are seeing continued weakness: Apple (AAPL), down 1%; Microsoft (MSFT), down 2.1%; Intel (INTC), down 1.8%; Google (GOOG), down 1.7%; Cisco (CSCO), down 1.3%; and Yahoo (YHOO), down 0.4%.

Informatica (INFA) is now down 28% at around $31.12, which is $3 above the new year lows hit earlier today after the company said in Thursday's after hours session that it expects Q2 revenue in the range of $188 to $190 mln, below the analyst consensus of $217.6 mln on Capital IQ. EPS are seen in the range of $0.27 to $0.28, vs. expectations of $0.37 per share.

Research In Motion Ltd (RIMM) is up 4% despite a Reuters report earlier that proxy advisory firm Glass Lewis advised investors not to re-elect one-time lead director John Richardson to the board of the struggling BlackBerry maker at Tuesday's annual meeting. The advice repeats a long-standing Glass Lewis concern that Richardson failed to properly oversee the provision of stock options to RIM employees, which were erroneously back-dated over an eight-year period, Reuters said.

Yahoo, Inc. (YHOO) is considering Hulu LLC Chief Executive Officer Jason Kilar for its top job, Bloomberg reports. Bloomberg said Yahoo seeks a CEO who can revive growth and quell the management upheaval that has put five executives at the helm since 2009. Scott Thompson exited in May after failing to correct an error in his academic credentials.

Amazon.com (AMZN) is off nearly 1% after Bloomberg reported that the company is developing a smartphone that would run on Google's (GOOG) Android operating system. The report cited two people with knowledge of the matter. The company is working with Chinese mobile phone manufacturer Foxconn International Holdings, according to one of the sources, while the other said AMZN will be acquiring patents that cover wireless technology to prevent against patent infringement disputes, the report detailed.

In the ETF space, iShares Dow Jones US Technology ETF (IYW) is down 2.3%; Technology Select Sector SPDR ETF (XLK), down 1.8%; iShares S&P North American Technology ETF (IGM), down 2.4%; and iShares S&P North American Technology-Software Index (IGV), down 4.3%.

SPDR S&P Semiconductor (XSD) is down 3.9%; Semiconductor Sector Index Fund (SOXX), down 3%.

SPDR S&P International Technology Sector ETF (IPK) is flat.

Energy -

Dow Jones U.S. Energy Fund (IYE) is off 1.3% while Energy Select Sector SPDR (XLE) is down 1.4%.

Pengrowth Energy Corp. (PGH) is down 4.9% after announcing that its monthly dividend payment will be reduced to Cdn $0.04 per month. The dividend change will come into effect for the dividend payable August 15, 2012 to shareholders of record as of July 23, 2012. This initiative follows a $200 million pro forma capital expenditure reduction.

Commodities -

Crude is down around around 3%, as is natural gas. Among ETFs, United States Oil Fund (USO) is down 2.2% while the United States Natural Gas Fund (UNG) is down 3.4%.

Gold is down around 1.6%; silver, down around 2.3%. Among rare metal funds, SPDR Gold Trust (GLD) is down 1.6%; iShares Silver Trust (SLV) is down 2.7%

Healthcare -

ETFs in the space continue to be weaker: Health Care SPDR (XLV), down 0.8%; iShares NASDAQ Biotechnology Index (IBB), down 1%; Vanguard Health Care ETF (VHT), down 0.8%; and iShares Dow Jones US Healthcare (IYH), down 0.9%.

Alexza Pharmaceuticals (ALXA) is down 11% but well above session lows after it announced today that the U.S. Food & Drug Administration (FDA) has accepted its resubmitted ADASUVE New Drug Application (NDA) as a complete, class 2 response to the FDA's action letter, with an indicated Prescription Drug User Fee Act (PDUFA) goal date of December 21, 2012. On June 22, 2012, Alexza announced that it had resubmitted the ADASUVE NDA, which seeks marketing approval for the acute treatment of agitation associated with schizophrenia or bipolar I disorder in adults.

ShangPharma (SHP) is up 17.5%, paring back earlier gains of more than 20% after its Board of Directors received a going-private offer from its Chairman and Chief Executive Officer, Michael Xin Hui, to acquire all of the outstanding shares of ShangPharma for between $8.50 and $9.50 per American Depositary Share (ADS, each ADS representing 18 ordinary shares of the company) in cash, subject to certain conditions.

Power Play -

Consumer -

Consumer Staples Select Sector SPDR (XLP) is down 0.2% from near year highs; iShares Dow Jones US Consumer Goods (IYK) and Vanguard Consumer Staples ETF (VDC) are also lower, down 0.5% and 0.2% respectively.

SPDR S&P Retail (XRT) is down 1.2%; PowerShares Dynamic Retail (PMR), down nearly 1%; and Market Vectors Retail ETF (RTH), down 0.4% from year highs.

LaCrosse Footwear (BOOT) is steady higher, up 80% and hitting new year highs after the company agreed to be acquired by Japanese footwear retailer, ABC-MART, INC., for $20 per share in cash, or approximately $138 million. The transaction is expected to close in the third calendar quarter of 2012.




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: EEM, IWM, QQQ, SPY, XLF



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