iUnits S&P/TSX Capped Energy ETF

XEG-T

Analysis and Opinions about XEG-T

Signal
Opinion
Expert
COMMENT
COMMENT
May 26, 2016

iUnits S&P/TSX Capped Energy (XEG-T) or BMO S&P/TSX Oil & Gas (ZE0-T)? Both track very similar industries. This one takes a market cap weighting approach as to how much of each company it holds. Both will be very correlated in their performance. The main difference will be how the big Canadian energy producers are performing. The top 3 or 4 big energy producers in Canada will make up something like 40% of this portfolio. If you thought there was going to be more trouble in the energy market, this one would probably do better, as they can better withstand the storm.

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iUnits S&P/TSX Capped Energy (XEG-T) or BMO S&P/TSX Oil & Gas (ZE0-T)? Both track very similar industries. This one takes a market cap weighting approach as to how much of each company it holds. Both will be very correlated in their performance. The main difference will be how the big Canadian energy producers are performing. The top 3 or 4 big energy producers in Canada will make up something like 40% of this portfolio. If you thought there was going to be more trouble in the energy market, this one would probably do better, as they can better withstand the storm.

PAST TOP PICK
PAST TOP PICK
May 17, 2016

(A Top Pick April 12/16. Up 2.96%.) This is a classic seasonal play. Historically the energy sector in Canada does well from the 3rd week in January right through until the middle of June. If you own, continue to Hold until around the middle of June.

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(A Top Pick April 12/16. Up 2.96%.) This is a classic seasonal play. Historically the energy sector in Canada does well from the 3rd week in January right through until the middle of June. If you own, continue to Hold until around the middle of June.

TOP PICK
TOP PICK
April 12, 2016

The period of seasonality for the energy sector in Canada is from around the last week in January right through until the 3rd week in June. Technically this has formed a nice little base pattern and has broken above its trading range, and looks like it wants to trend higher.

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The period of seasonality for the energy sector in Canada is from around the last week in January right through until the 3rd week in June. Technically this has formed a nice little base pattern and has broken above its trading range, and looks like it wants to trend higher.

PAST TOP PICK
PAST TOP PICK
February 24, 2016

(A Top Pick Feb 27/15. Down 30.5%.) He was stopped out of this in August at about $11.50.

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(A Top Pick Feb 27/15. Down 30.5%.) He was stopped out of this in August at about $11.50.

COMMENT
COMMENT
December 9, 2015

BMO S&P/TSX Oil & Gas (ZEO-T) or iUnits S&P/TSX Capped Energy (XEG-T)? Has always been a fan of the equal weight side of things. If you want torque, the equal weight is probably going to do better than this large weight. They actually track pretty closely.

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BMO S&P/TSX Oil & Gas (ZEO-T) or iUnits S&P/TSX Capped Energy (XEG-T)? Has always been a fan of the equal weight side of things. If you want torque, the equal weight is probably going to do better than this large weight. They actually track pretty closely.

TOP PICK
TOP PICK
October 8, 2015

A safe, cautious way to play a recovery in oil and gas in Canada. Costs in Canadian dollars and revenues in US dollars. You don’t have to pick winners and losers.

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A safe, cautious way to play a recovery in oil and gas in Canada. Costs in Canadian dollars and revenues in US dollars. You don’t have to pick winners and losers.

COMMENT
COMMENT
September 1, 2015

This was her biggest Short this year.

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This was her biggest Short this year.

COMMENT
COMMENT
August 18, 2015

An energy play, so the decline in this is the stumble in the price of oil. For it to rebound, you are going to have to see oil back to around $75-$80 a barrel. Doubts if you will see this until the latter half of 2016, if even then. You could be holding this for a long time. You could write covered calls, which is simply selling a call option in which you agree to sell this to somebody else at a certain price. If you are in for a protracted period of time where you don’t think the ETF is going to rebound sharply, then this is not a bad strategy because you are collecting cash flow while waiting.

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An energy play, so the decline in this is the stumble in the price of oil. For it to rebound, you are going to have to see oil back to around $75-$80 a barrel. Doubts if you will see this until the latter half of 2016, if even then. You could be holding this for a long time. You could write covered calls, which is simply selling a call option in which you agree to sell this to somebody else at a certain price. If you are in for a protracted period of time where you don’t think the ETF is going to rebound sharply, then this is not a bad strategy because you are collecting cash flow while waiting.

DON'T BUY
DON'T BUY
August 7, 2015

Sold a bunch of this last fall because of the potential tax hit. He doesn’t see a corporate recovery in oil. There is just so much of it out there because of the deal the US has done with Iran.

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Sold a bunch of this last fall because of the potential tax hit. He doesn’t see a corporate recovery in oil. There is just so much of it out there because of the deal the US has done with Iran.

PAST TOP PICK
PAST TOP PICK
May 22, 2015

(A Top Pick May 28/14. Down 25.76%.) Sold and took a loss. Very cautious on the pricing in oil.

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(A Top Pick May 28/14. Down 25.76%.) Sold and took a loss. Very cautious on the pricing in oil.

DON'T BUY
DON'T BUY
March 17, 2015

He generally does not like this. He has not recommended energy for 1.5 to 2 years, or perhaps even longer. Oil is still dropping, and that trend may very well continue downwards.

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He generally does not like this. He has not recommended energy for 1.5 to 2 years, or perhaps even longer. Oil is still dropping, and that trend may very well continue downwards.

TOP PICK
TOP PICK
February 27, 2015

His exposure to energy has been pretty light. He likes individual names, but for diversification purposes, he likes this ETF. Supply conditions are expected to continue to tighten. They have already fallen quite a bit since November. We are not quite there in terms of stabilization. US oil rig count has fallen to levels not seen since June 2011, and that will continue to happen and will continue to constrain supply. If world demand continues to be relatively steady, prices should stabilize and shares will rebound quite nicely.

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His exposure to energy has been pretty light. He likes individual names, but for diversification purposes, he likes this ETF. Supply conditions are expected to continue to tighten. They have already fallen quite a bit since November. We are not quite there in terms of stabilization. US oil rig count has fallen to levels not seen since June 2011, and that will continue to happen and will continue to constrain supply. If world demand continues to be relatively steady, prices should stabilize and shares will rebound quite nicely.

COMMENT
COMMENT
February 17, 2015

Like iShares CLO-T and BMO’s ZEO-T, these are good assets that have been beaten up and he sees no reason why not to pick some up here, if your profile is fairly aggressive.

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Like iShares CLO-T and BMO’s ZEO-T, these are good assets that have been beaten up and he sees no reason why not to pick some up here, if your profile is fairly aggressive.

COMMENT
COMMENT
December 30, 2014

If you believe that oil is on sale, is there an ETF, US or Canadian, that has been beaten down worse than the others, and is this an opportunity? There are a couple that you could look at. iShares S&P/TSX Capped Energy (XEG-T) and BMO S&P/TSX Oil and Gas (ZEO-T). These are very similar, so either one. On the other hand, you could go into the US and pick up SPDR Energy (XLE-N), which has not been slaughtered quite as badly as the Canadian stuff.

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If you believe that oil is on sale, is there an ETF, US or Canadian, that has been beaten down worse than the others, and is this an opportunity? There are a couple that you could look at. iShares S&P/TSX Capped Energy (XEG-T) and BMO S&P/TSX Oil and Gas (ZEO-T). These are very similar, so either one. On the other hand, you could go into the US and pick up SPDR Energy (XLE-N), which has not been slaughtered quite as badly as the Canadian stuff.

BUY
BUY
December 15, 2014

If you have a longer term horizon of 3-5 years then it is a no-brainer to overweight the energy sector. ZEO-T would alternatively not contain so much of the majors. The smaller ones of the bigger ones have more impact. This one should outperform the larger cap names. It is equally weighted instead of market cap weighted.

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If you have a longer term horizon of 3-5 years then it is a no-brainer to overweight the energy sector. ZEO-T would alternatively not contain so much of the majors. The smaller ones of the bigger ones have more impact. This one should outperform the larger cap names. It is equally weighted instead of market cap weighted.

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