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9 pts

Opinion on  Altria Group Inc (MO)     Sector: Consumer/Non-Cyclical  >  Industry: Tobacco
ETF Innovators: 24 New Product Ideas

Jan 17, 2009 08:29 PM GMT
Mikerun
Return Risk
+1.04% MID
Principal

ETF Innovators: 24 New Product Ideas
 
Below are 24 new exchange-traded product (ETP) ideas, which are organized by the following sectors and themes: transports (six), healthcare (11), Non-Healthcare (five), and commodities (two). The 20 stock-based ETF ideas below are structured as semi-active indexes with monthly rebalancing to choose the top rated stocks as active components on an equal-weight basis.
 
 
Most of the ideas represent first-to-market ideas and several such as Air and Maritime Transport could be developed as inverse/short ETFs since there are already products filed or on the market which provide long exposure to these two groups.
 
Many of the ideas below are expected to benefit from the new administration's plans for healthcare reform and infrastructure spending. Also, the ideas have performed well over the past year despite the overall market declines since many of the indexes are based on small/mid-cap companies in defensive industry groups.
 
Click on any of the links below for more details and performance statistics for each of the new index and ETP ideas.
 
The Global Transport Composite Index is a dynamic, semi-active which consists of 45 companies on an equal weight basis from each of the five global transport indexes listed below with the indicated number of top rated companies chosen from each index.
 
1.) Air Transport (five companies) – Allegiant Travel (ALGT)
2.) Maritime Transport (five companies) – Nordic American Tanker (NAT)
3.) Personal Transport (five companies) – Volkswagen (VLKAY)
4.) Trucking & Logistics (15 companies) – Marten Transport (MRTN)
5.) Railroad Industry (15 companies) – Burlington Northern (BNI)
 
The Healthcare Composite Index is a dynamic, semi-active index which consists of the 40 top-rated companies on an equal weight basis from the first eight global healthcare indexes listed below and represents an alternative strategy to existing health composite ETFs -- which tend to have highly correlated returns and over-weight exposure to the same widely held companies.
 
1.) Hospitals & Outpatient Care – Almost Family (AFAM)
2.) Pet Care & Animal 'Farma' – PetMed Express (PETS)
3.) Cosmetic & Reconstructive Medicine – Osiris Therapeutics (OSIR)
4.) Healthcare Cost Containment – Teva Pharma (TEVA)
5.) Health Information Technology – Allscripts-Misys (MDRX)
6.) Preventive Medicine – Landauer (LDR)
7.) Health Innovators – Thoratec (THOR)
8.) Emerging Bio-Pharma – ViroPharma (VPHM)
9.) Emerging Diagnostics – CombiMatrix (CBMX)
10.) Micro-Cap Bio-Pharma – BioDelivery Sciences (BDSI)
 
Non-Healthcare & Defensive:
 
1.) Highly Defensive PerformIdex – Johnson & Johnson (JNJ)
3.) Global Tobacco – Altria (MO)
4.) Scandinavian Select Nordic Region – Novo Nordisk (NVO)
5.) NationCaps – Market Cap Leaders by Nation – Exxon Mobil (XOM)
 
Exchange-Traded Commodities:
 


MO:  This call was made on 01/17/09 @ $16.68
Rating:   Positive   $16.68 (01/17/09)
Closed:   02/26/2009 @ $15.58 (-6.59% in 40 days)


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