TSE:ZGI

BMO Global Infrastructure ETF (ZGI.TO)

56.79
+0.67 (1.19%)
as of Sep 11, 2026, 1:30:00 pm Market Open.
38 watching
0
HOLD

Utility stocks have basically sold off as interest rates have moved higher. Would continue to hold this as the FOMC have indicated that they want to try to keep interest rates down. This has given a bit of a lift to utilities. Wouldn’t be overweight on this sector.

TOP PICK

Hard assets. Infrastructure is a little less volatile than traditional commodities. It is still global and an inflation hedge. Lot of global diversification.

PAST TOP PICK

(Top Pick Oct 5/12, Up 6.18%) Low volatility position. It is not currency hedged, which is nice right now.

PAST TOP PICK

(A Top Pick Oct 5/12. Down 0.14%.)

WAIT

Had a great run. The sector has been really strong because of the dividend yield. If we get the correction then you can probably buy this under $20 and then it could bounce to 52 week highs.

TOP PICK

You don’t fight the Fed, so the market is going to move up to a certain extent but there is the big overhead resistance at around $15.50 on the S&P 500. As we approach that, things might get a little bit more dangerous. This is a sector that has very low beta at about .58. Pays almost 3% in dividends. Study uptrend.

TOP PICK

(A Top Pick Oct 5/11. Up 11.6%.) Has a strong yield. He is always looking for things that are stable. This is an inflation hedge. Has been doing quite well in spite of the fact that we have not had a great deal of inflation.

TOP PICK
Global Infrastructure ETF. This is a defensive play. About half US and half other parts of the world. It has held up very well. Not very volatile. Backbone industries such as pipelines.
BUY
Global Infrastructure ETF. Likes this one. If you want something conservative. Broadly diversified into pipelines, bricks and mortars so there is a fair amount of stability..
BUY
Nothing wrong with that product. Just a question of how many asset classes you want to be in.
BUY
Global Infrastructure ETF. Very steady and very solid. Infrastructure is something that is never going to shoot the lights out, but everyone needs it.
BUY
Global Infrastructure ETF (ZGI-T).Hasn't taken a very close look at it but doesn't see anything wrong with it.
COMMENT
Global Infrastructure ETF. Convenient way to get access to the global infrastructure theme, especially as it ties into emerging markets and global growth. 45% is US and 30% is Europe so he would prefer the PowerShare Emerging Market Infrastructure ETF (PXR-N) or iShares MSCI Emerging Mrkts Financial (EMFN-Q).
COMMENT
His intuitive sense is that it is very good. Global. As the world expands, especially emerging economies, there is a real need for the stuff that goes into infrastructure.
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