Stockchase Opinions

Daniel StrausBMO Global Infrastructure ETFZGI.TOCOMMENTMay 26, 2016

Not a pure play infrastructure product. You are not actually holding airports, roads, etc., you are holding companies that are involved in the construction and maintenance of those businesses.

$32.30

Stock price when the opinion was issued

$58.05

As of May 28, 2026. Market Open.

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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate ZGI, an ETF that manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher.  Holdings are worldwide, but company shares trade in the US and Canada.  Since inception, it has achieved an annual return over 11%.  We recommend maintaining a stop at $53, looking to achieve $69 -- upside potential of 18%.  Yield 2.6%  

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TOP PICK
Stockchase Research Editor: Michael O’Reilly

We again reiterate ZGI, an ETF that manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher, as a TOP PICK.  Holdings are worldwide, but company shares trade in the US and Canada.  We recommend maintaining the stop at $53, looking to achieve $70 -- upside potential of 18%.  Yield 2.3% 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

We reiterate ZGI, an ETF that manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher, as a TOP PICK.  Holdings are worldwide, but company shares trade in the US and Canada.  We recommend trailing up the stop (from $46) to $53, looking to achieve $69 -- upside potential of 18%.  Yield 2.3% 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 18/25, Up 0.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VDY is stagnating.  To remain disciplined, we recommend trailing up the stop (from $46.00) to $50.50 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

ZGI manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher.  Holdings are worldwide, but company shares trade in the US and Canada.  Since inception, it has achieved an annual return over 11%.  We recommend setting a stop-loss at $46, looking to achieve $61 -- upside potential of 18%.  Yield 2.6%  

WEAK BUY
You could look at this one, though SCGI has outperformed it. SCGI, run by his firm, trades as an ETF on the NEO exchange.
COMMENT
The global infrastructure ETFs are not the way to play future infrastructure spending by countries. ZGI is a way to play traditional infrastructure like utilities, pipelines and telecos.
DON'T BUY
Low-cost international infrastructure ETF Also, CIF, IGF and GII. Private markets have been big into infrastructure. Global infrastructure indexes are correlated to utilities which do well when rates decline. Also watch the high interest rate sensitivity of these. If you feel that the global economy has stabilized, then rates will drift higher--and infrastructure projects are very capital-intensive. What interest rates moving up, this is not the place to be.
HOLD
You have infrastructure projects that have very long lead processes and the money is normally being spent by governments. It has had quite a run.
BUY

BMO Global Infrastructure Index CAD (ZGI-T) or iShares Global Infrastructure IDX (CIF-T)? You could look at either one of these. There are some differences, but you could maybe split the amount you are using and Buy both.

COMMENT

This is infrastructure and global. A lot of that ends up in being in energy, and there are some issues around that. On the other hand, the infrastructure area, particularly in the US, is probably not a bad bet.

COMMENT

[Global Infrastructure ETF for 10-15 year hold.] A lot of these ETFs have pipelines, real estate and telecom. You won’t get a lot of investment in telecom. There is not a perfect ETF to just play the best infrastructure. 10-15 years does not work for him

PAST TOP PICK

(Top Pick Mar 17/15, Down 9.05%) he hoped it was more inflation proof. It did better than other things but is still down. He got rid of it less than a month ago. There are other ways to do the same thing now.

DON'T BUY

The premiums in these stocks that pay these reasonable dividends are massive. Money has been attracted to these. He does not like to own them.