WisdomTree Emerging Market SmallCap: Both of these funds are delivering in terms of both yield and performance these days, reflecting the general strength seen in dividends. Companies are currently sitting on a lot of cash – Russell 3000 companies have $2.9 trillion in their hands, up 19 percent from a year ago. This has turned into an increase in dividends – 15 percent of those companies raised them in the second quarter, double a year ago.
iShares Dow Jones Transportation: Earnings season has delivered for this sector, and FedEx, one of the sector’s biggest players, gave a bullish forecast for the rest of the year after observing that shipping activity and global demand is beginning to pick up. Railroads are reporting a pick-up in business, as well. Transportation is a direct play on the recovery, since more goods and products need to be shipped as consumer spending resumes.
Tom Lydon is the editor of ETF Trends and author of iMoney: Profitable ETF Strategies for Every Investor.
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