BLOG POSTS:
June 16th – Who knew that flipping pizza could provide a similar return to selling stuff in the clouds? See Link Behind The Markets Podcast Dan Weiskopf – The discussion about the Restaurant Leaders Index begins after 28 minutes
May 20th – We are not all Robots: The Restaurant and Professional Services Represented 55% of the hiring in May. See link Wearenotallrobots
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What is an Exchange Traded Fund (ETF)? Although this is a website that is focused on provided information about the Restaurant Leaders INDXX Index, readers should know what the benefits are to an ETF. With that in mind, the below acronym TED Loves TLC is meant to simply summarize what people should be looking for in a fun way. Readers should not take this as an investment recommendation at all, but read the commentary for educational purposes.
TED stands for:
- Transparency = Most ETFs are fully transparent including Intraday pricing (INAV) & holdings.
- Ease of Use = ETFs Trade like a stocks and are listed on a major exchange; NYSE, Nasdaq & BATS.
- Diversification = Most ETFs are diversified so the risk is about the sector, asset class or a group’s trend.
TLC stands for:
- Tax Efficiency = Internal capital gains are generally not passed along to investors.
- Liquidity = Trading volume of the underlying securities is the best metrics of an ETF liquidity.
- Cost = Fees are mostly set as a percentage of assets under management (AUM) and are generally low
See TED Loves TLC link: TED Loves TLC
Restaurant Leaders INDXX Index in the News:
- April 13, 2017, National Real Estate Investor “Top 10 Restaurant Brands for Retail Landlords“, Donna Mitchell Top-10-Restaurant-Brands-for-Retail-Landlords-short
- January 12, 2017, Seeking Alpha “Follow the Smart Money Investing in the Restaurant Industry”, by Michael Kerris Follow-the-smart-money-investing-in-the-restaurant-industry
- January 6, 2017, Seeking Alpha “Weekly Restaurant Report:” Quote about activism in the group: seekingalpha-wmr-article-weiskopf-quote
- January 3, 2017, Seeking Alpha “Weekly Restaurant Report: Special Series: Interview with Dan Weiskopf”: weekly-restaurant-special-report-004
- November 8, 2016, Access ETF Solutions announces that the Restaurant Leaders INDXX Index is the benchmark index that the USCF Restaurant Leaders ETF will track: Restaurant-leaders-indxx-index-launch-november-8
Relevant themes, whitepapers and articles:
- How Big Data is Revolutionizing the Restaurant Industry by Robin Arnfield: http://www.fastcasual.com/whitepapers/how-big-data-is-revolutionizing-the-restaurant-industry/
- The index is about about 70% weighted towards the Quick Serve Restaurant (QSR) category because the industry has strengthened its business model by re-aligning core strengths by re-franchising http://nrn.com/blog/how-burger-king-and-3g-capital-are-putting-pressure-competitors. Re-franchising has led to publicly traded QSR companies moving towards an asset light business model that is royalty driven with steady net cash flows.