Referenced Stocks

Mid-Day ETF Update: ETFs Weaken, Stocks Pull Back from Gains Made On Upbeat Housing, Consumer Confidence Data

By Midnight Trader September 25, 2012, 01:25:35 PM EDT

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

SPDR S&P 500 ( SPY ): -0.12%

iShares MSCI Emerging Markets Index ( EEM ): -0.36%

iShares Russell 2000 Index ( IWM ): -0.28%

Financial Select Sector SPDR ( XLF ): -0.25%

PowerShares QQQ Trust, Series 1 ( QQQ ): -0.22%, but near year highs

Broad Market Indicators

Broad-market exchange-traded funds, including SPY, IWM, IVV and others, are mostly weaker. Actively traded PowerShares QQQ ( QQQ ) is down 0.22%, but is still near year highs.

U.S. stocks are slipping back into negative territory or paring back the gains they logged on the back of upbeat U.S. housing and consumer confidence data. The energy and commodities sectors are underperforming while the healthcare and consumer sectors continue to see strength into the session's half. Markets had earlier cheered the reports that the seasonally-adjusted S&P/Case-Shiller 20-City Composite measure of U.S. house prices posted its sixth straight monthly increase, and that consumer confidence jumped 9 points to 70.3 in September.

Winners and Losers

Financial -

Select Financial Sector SPDRs ( XLF ) is now down 0.35%. Direxion Daily Financial Bull 3X shares (FAS) is now down 1%. Its bearish counterpart, FAZ, has turned the other direction and is now up 1%.

In financial news, Nationstar Mortgage Holding (NSM) is up 7% and has touched new year highs. The firm proposes $100 million private placement of 7.875% senior notes due 2020. Proceeds from the offering will be used for general corporate purposes, including buying certain residential mortgage servicing assets from Residential Capital LLC.

Technology -

Tech ETFs are lower: Technology Select Sector SPDR ETF (XLK), down 0.42% but near year highs; iShares S&P North American Technology ETF (IGM), down 0.45%; and iShares S&P North American Technology-Software Index (IGV) down 0.88%. iShares Dow Jones US Technology ETF (IYW) are down 0.5%.

Among semiconductor ETFs, SPDR S&P Semiconductor (XSD) down 1.8% while Semiconductor Sector Index Fund (SOXX) is down 1%.

SPDR S&P International Technology Sector ETF (IPK) is down 0.73%.

In sector news, Research In Motion (RIMM) is up 4.5% but still near year lows after the company's CEO, Thorsten Heins, said in a developers' conference in California that the BlackBerry 10 mobile operating system is "on track," according to a report on Market Watch.

Industrial -

Industrial ETFs are lower: Vanguard Industrials (VIS), down 0.2%; iShares Trust Dow Jones U.S. Industrial Sector Index Fund (IYJ), down 0.24% and Select Sector SPDR-Industrial (XLI), off 0.4%.

Among stocks, Caterpillar (CAT) said late Monday that it expects 2015 sales and revenues be in a range of $80 to $100 billion, and for profit in a range of $12 to $18 per share. Shares are off 2.7%.

Energy -

Dow Jones U.S. Energy Fund (IYE) is down 0.33%; Energy Select Sector SPDR (XLE) is down 0.38%.

In sector news, Emerald Oil (EOX) is tumbling, now down 10%, having earlier hit new year lows. The company priced a public offering of 93.75 million shares of stock at 80 cents apiece and generating about $69.1 million in net proceeds. The deal was priced at 9 cents - or 10.1% - below EOX's closing price last night.

Commodities -

Commodities, particularly crude, were selling off after seeing some early strength - crude was down 0.24%. United States Oil Fund (USO) is down 0.21%. Natural gas was up 1.38%. United States Natural Gas Fund (UNG) is up 0.87%.

Rare metals pared down their gains: Gold was up 0.14%; silver was up 0.36%. Among rare metal funds, SPDR Gold Trust (GLD) is down 0.05% while iShares Silver Trust (SLV) is now 0.4%.

Consumer -

Consumer ETFs have mixed, with some holding on to earlier gans made on upbeat September U.S. consumer confidence data: Consumer Staples Select Sector SPDR (XLP), now down 0.2% but still near year highs; iShares Dow Jones US Consumer Goods (IYK), up 0.06%; and Vanguard Consumer Staples ETF (VDC), up 0.2%.

Retail ETFs are higher: SPDR S&P Retail (XRT), now down 0.3%; PowerShares Dynamic Retail (PMR), up 0.7% and has hit year highs; and Market Vectors Retail ETF (RTH), up 0.22% after hitting a new year high.

Power Play -

Healthcare -

Healthcare ETFs Health Care SPDR (XLV), up 0.5%, with a new 52-week high; Vanguard Health Care ETF (VHT), up 0.33% and with a new year high too. Elsewhere, iShares Dow Jones US Healthcare (IYH), is up 0.44%, having also struck a new year high. Biotech ETF iShares NASDAQ Biotechnology Index (IBB) is up 0.45%.




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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