Comments on: Tech Talk for Friday March 27th 2009

By: Don Vialoux

Don Vialoux — Sun, 29 Mar 2009 01:55:29 +0000

Hi, El. The real question here is, “Do I prefer international equity markets over U.S. equity markets or vice versa?”. Currently, international equity markets are showing better performance than U.S. equity markets. Accordingly, I currently prefer XIN and CIE.

By: Don Vialoux

Don Vialoux — Sun, 29 Mar 2009 01:46:42 +0000

Hi, Rob. According to the Claymore website, weights in BRIC are as follows:
Brazil: 45.68%
China: 40.74
India: 10.08
Russia: 3.;49

By: Don Vialoux

Don Vialoux — Sun, 29 Mar 2009 01:42:35 +0000

Hi, Frank. Sorry, I have lost contact with Iain.

By: Don Vialoux

Don Vialoux — Sat, 28 Mar 2009 16:26:19 +0000

Hi, Ken. Sorry, I don’t have the data. However, this may help. Academic studies over the years show that a positive correlation between P/E ratios based on past earning and stock/index levels does not exist. The positive correlation exists between P/E ratios based on projected earnings and stock/index levels.

By: Ken

Ken — Sat, 28 Mar 2009 14:14:33 +0000

Don,

I hope you read this and can answer. The TSX 60 earnings you reported on Wednesday, by my back of envelope math, work out to a 17:1 P/E. If I am correct, how does this compare to the average and is the TSX 60 over or under valued here?

Thanks

Ken

By: el

el — Sat, 28 Mar 2009 13:30:55 +0000

Hi Don,

Which of these ETF do you recomend:
1) CLU or XIN
2) CIE or XSP
Thanks

By: Rob Mossman

Rob Mossman — Fri, 27 Mar 2009 19:25:53 +0000

You stated “Brazil’s weight in CBQ is approximately 46%”. I head a report on BNN today that stated that the CBQ was 85% in China and India. I have more faith in you, but can you comment on this?

By: Frank

Frank — Fri, 27 Mar 2009 16:26:41 +0000

Don,

You used to periodically publish Iain Fraser’s comments. Is Fraser Ratings still active?