IYM News and Press, iShares U.S. Basic Materials From 03/24/23

2023-03-24 16:44:00 ET Summary Supply/demand outlook combined with relatively high yields are creating attractive opportunities for natural resource investors, but potential risks stemming from Russia still need to be watched. We really have to consider whether West is going into ...

2023-03-24 13:47:36 ET iShares U.S. Basic Materials ETF ( NYSEARCA: IYM ) - $0.4555 . 30-Day SEC Yield of 1.66% as of Feb. 28. Payable Mar 29; for shareholders of record Mar 24; ex-div Mar 23. For further details see: iShares U.S. Basic Materials ETF declares...

2023-03-07 07:02:00 ET Summary Broad-based commodity cycles have typically had a major demand driver. In the 1970s, it was a weak U.S. dollar, and in the early 2000s it was Chinese growth. With potential growth in real GDP constrained by demographics, the focus is on supply constr...

Summary Mining/metals is the best-ranked industry in value and quality scores. Construction materials look attractive too. IYM fast facts. 4 stocks cheaper than their peers in January. This monthly article series shows a dashboard with aggregate industry metrics in mat...

Summary Global business conditions worsened in the penultimate month of the year according to the JPMorgan Global Composite PMI, compiled by S&P Global. New order expansions were seen in merely three of the 21 sectors tracked by the global PMI - software & services, pharmaceutic...

Summary We expect macro headwinds will continue to pressure U.S. corporate earnings in the coming months. We expect earnings expectations to decline as multinational firms realize foreign exchange headwinds that accelerated over the past year. Investors can avoid undue interna...

Summary Mining/metals and construction materials are undervalued relative to 11-year averages. MXI, a global alternative to XLB. 7 materials stocks cheaper than their peers in September. This monthly article series shows a dashboard with aggregate industry metrics in...

Summary We believe that cash flow and debt sustainability are likely to become increasingly important as real economic growth slows and credit access tightens. Cash flow provides a link between a company’s income statement and their balance sheet. Focusing on the Russel...

VHI posted strong Q2 2022 results, beating the market EPS and revenue estimates. The company saw 20% jump in revenue and a 30% increase in net income compared to Q2 2021. I assign a buy rating for the company after considering attractive valuation and strong quarterly results. ...

We do not expect the copper price to fall below $6500/ton with the onset of recession. The main reason is the current raw material price (~$7300/ton) removing ~30% of the potential copper supply from the market. We expect the current decline of copper price to catch up quickly by the ...