iUnits S&P/TSX Capped Energy ETF

XEG-T

Analysis and Opinions about XEG-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 1, 2019

Broadly dominated (over 50%) by the top couple of holdings. Couple of other options include HOG, a midstream provider and more diversified. BMO has an equal weight index too. He'd skew to equal weight, rather than market cap. If we get into stagflation, commodities do well, and you want an asset class that has structural ties to that. Edge your position in over time.

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Broadly dominated (over 50%) by the top couple of holdings. Couple of other options include HOG, a midstream provider and more diversified. BMO has an equal weight index too. He'd skew to equal weight, rather than market cap. If we get into stagflation, commodities do well, and you want an asset class that has structural ties to that. Edge your position in over time.

PAST TOP PICK
PAST TOP PICK
July 12, 2019
(A Top Pick Jul 06/18, Down 29%) He's away from the oil and gas table now until the selling stops.
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(A Top Pick Jul 06/18, Down 29%) He's away from the oil and gas table now until the selling stops.
TOP PICK
TOP PICK
June 3, 2019
It has been around for years. Cap-weighted. He thinks you could finally see some movement in the Energy market. All the big boys are there. And there is always the Miracle October.
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It has been around for years. Cap-weighted. He thinks you could finally see some movement in the Energy market. All the big boys are there. And there is always the Miracle October.
PAST TOP PICK
PAST TOP PICK
May 31, 2019
(A Top Pick Jul 06/18, Down 30%) He expected the price of oil to come back but the oil stocks did not. Until the consensus among portfolio managers changes on Canadian energy, avoid this.
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(A Top Pick Jul 06/18, Down 30%) He expected the price of oil to come back but the oil stocks did not. Until the consensus among portfolio managers changes on Canadian energy, avoid this.
DON'T BUY
DON'T BUY
April 8, 2019
Oil or tech ETF that charges a low MER? If you think oil is coming back, maybe buy it now. But he's not excited or confident that oil will come back and he feels cold towards the energy sector. The best ETF in a poor sector won't do you well. It also charges 62 basis points which is a little high.
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Oil or tech ETF that charges a low MER? If you think oil is coming back, maybe buy it now. But he's not excited or confident that oil will come back and he feels cold towards the energy sector. The best ETF in a poor sector won't do you well. It also charges 62 basis points which is a little high.
COMMENT
COMMENT
November 23, 2018
ZEO-T vs XEG-T ETF – The difference between these two is concentration. The XEG is dominated 50% between CNQ-T and SU-T. In the equal weight portfolio (ZEO) these represent only 17%. There is a higher yield with XEG.
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ZEO-T vs XEG-T ETF – The difference between these two is concentration. The XEG is dominated 50% between CNQ-T and SU-T. In the equal weight portfolio (ZEO) these represent only 17%. There is a higher yield with XEG.
TOP PICK
TOP PICK
July 6, 2018

If you believe in the energy side, and you don’t want to pick a particular stock, this will run with the overall market. Still significant upside yet. Good grab-bag of juniors and seniors.

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If you believe in the energy side, and you don’t want to pick a particular stock, this will run with the overall market. Still significant upside yet. Good grab-bag of juniors and seniors.

COMMENT
COMMENT
October 11, 2017

This is more interesting than ever before. Toronto has got a little bit of its mojo back. September was a great month for the oil space in the TSX index. You might want to look at some smaller cap names to give you more torque.

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This is more interesting than ever before. Toronto has got a little bit of its mojo back. September was a great month for the oil space in the TSX index. You might want to look at some smaller cap names to give you more torque.

DON'T BUY
DON'T BUY
June 8, 2017

Doesn’t think this is worth buying, as he doesn’t expect the price of oil is going to change much from its $50 range. Whenever the price gets high, the Americans turn on the taps and the price goes back down again.

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Doesn’t think this is worth buying, as he doesn’t expect the price of oil is going to change much from its $50 range. Whenever the price gets high, the Americans turn on the taps and the price goes back down again.

BUY WEAKNESS
BUY WEAKNESS
April 24, 2017

The energy sector outperformed the TSX as energy prices recovered last year, but the TSX has continued to go sideways to slightly higher while the energy sector has gone down. So he has been adding energy. He bought equal weight ETFs for North American energy exposure.

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The energy sector outperformed the TSX as energy prices recovered last year, but the TSX has continued to go sideways to slightly higher while the energy sector has gone down. So he has been adding energy. He bought equal weight ETFs for North American energy exposure.

COMMENT
COMMENT
February 3, 2017

A bit tricky in that Suncor is a big part of it. If you really believe and want to invest in oil, particularly in Western Canada, the guys that are going to get the biggest kicks are the ones that have been hammered down. The boys out West have done a really good job in cutting costs. They have survived. Some of them have managed to get back into a bit of a growth pattern. If we do get a lift in oil prices in the mid-$50, mid-$60 a lot of these are going to do okay.

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A bit tricky in that Suncor is a big part of it. If you really believe and want to invest in oil, particularly in Western Canada, the guys that are going to get the biggest kicks are the ones that have been hammered down. The boys out West have done a really good job in cutting costs. They have survived. Some of them have managed to get back into a bit of a growth pattern. If we do get a lift in oil prices in the mid-$50, mid-$60 a lot of these are going to do okay.

HOLD
HOLD
December 12, 2016

Hang on to it right now. He paired off his energy last week.

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Hang on to it right now. He paired off his energy last week.

PAST TOP PICK
PAST TOP PICK
December 2, 2016

(A Top Pick Oct 8/15. Up 17.01%.) It is harder in an industry when there is no cooperation, but they always seem to come together eventually. He thinks energy still has room to run.

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(A Top Pick Oct 8/15. Up 17.01%.) It is harder in an industry when there is no cooperation, but they always seem to come together eventually. He thinks energy still has room to run.

DON'T BUY
DON'T BUY
November 24, 2016

He would not buy this right now. This is good for energy exposure. There is the possibility that we might be looking at stranded assets down the road. We have more oil in prudent reserves then we can actually burn.

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He would not buy this right now. This is good for energy exposure. There is the possibility that we might be looking at stranded assets down the road. We have more oil in prudent reserves then we can actually burn.

COMMENT
COMMENT
July 19, 2016

The chart looks like an electrocardiogram, which is not all that enticing as an investor. He is currently 0% weighting in the energy patch. Uses this so that he is not exposed to any one particular name that could hurt him. He finds the energy space very frustrating.

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The chart looks like an electrocardiogram, which is not all that enticing as an investor. He is currently 0% weighting in the energy patch. Uses this so that he is not exposed to any one particular name that could hurt him. He finds the energy space very frustrating.

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