Opinions
Cameron Hurst
SPDR Utilities E.T.F.
XLU-N
TOP PICK
May 09, 2018
$49.610
Stock price when the opinion was issued
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
Premium content
TOP PICK
Stockchase Research Editor: Michael O'Reilly Thus utilities based ETF is a defensive holding that provides a solid yield. This can act as a hedge against investor equity holding in case of a broad market retracement. Utility holdings also benefit during a prolonged low interest rate environment. We would trade this with a $54 stop-loss.
Yield 3.38%
E.T.F.'s
Premium content
TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate XLU, a US-based utilities ETF, as a defensive holding that provides a solid yield. This can act as a hedge against investor equity holding in case of a broad market retracement. A good place to be during this uncertainty in Europe. We recommend trailing up the stop (from $54) to $58. Yield 2.98%
E.T.F.'s
Premium content
TOP PICK
Stockchase Research Editor: Michael O’Reilly This US utilities based ETF is a defensive holding that provides a good yield and it is reiterated as a TOP PICK. This holding helps mitigate the impact of rising interest rates and inflation on a portfolio as these factors are generally passed along to customers. We recommend trailing up the stop (from $58) to $64. Yield 2.66%
E.T.F.'s
Premium content
TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate this ultra low-MER US utilities based ETF as a defensive TOP PICK. Utilities are better able to pass along the impact of rising interest rates and inflation along to customers within its rate base. We recommend trailing up the stop (from $64) to $68. Yield 2.64%
E.T.F.'s
Premium content
PAST TOP PICK
(A Top Pick Apr 19/22, Down 9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with XLU has triggered its stop at $68. To remain disciplined we recommend covering the position at this time. This will result in a net investment gain of 2%, when combined with previous buy recommendations.
E.T.F.'s
PAST TOP PICK
(A Top Pick May 03/24, Up 19%)
(Note the short timeframe.) Sector has been helped by falling interest rates, plus forecasted huge uptick in energy requirements by data centres. Also benefits from being defensive. This is the soft way to play that trend. Now seeing topping out and seasonal weakness (January/February). Not a preferred sector at present.
E.T.F.'s
He thinks this is the best of the bond proxy sector that may face some short term headwinds, but is backed by energy trends and modernization of infrastructure. He does not expect this to be a hero, but a conservative holding. Yield 4%.