iUnits S&P/TSX Capped Energy ETF

XEG-T

Analysis and Opinions about XEG-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 31, 2014

(A Top Pick Oct 15/13. Down 0.15%.) He is looking at this again and has bought a little and getting set to buy more. (See Top Picks.)

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(A Top Pick Oct 15/13. Down 0.15%.) He is looking at this again and has bought a little and getting set to buy more. (See Top Picks.)

PAST TOP PICK
PAST TOP PICK
September 2, 2014

(A Top Pick Aug 30/13. Up 26.48%.) This has always been one of his holdings. A couple of years ago there was a huge differential between world prices and Canadian prices, $30 or $40. Now with the rail delivering oil, it is not as critical an issue now.

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(A Top Pick Aug 30/13. Up 26.48%.) This has always been one of his holdings. A couple of years ago there was a huge differential between world prices and Canadian prices, $30 or $40. Now with the rail delivering oil, it is not as critical an issue now.

PAST TOP PICK
PAST TOP PICK
July 18, 2014

(A Top Pick July 5/13. Up 32.64%.) There was some pullback in the last few days because Libyan oil is coming on stream, and there is more and more US self-sufficiency. Nevertheless, he still likes this.

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(A Top Pick July 5/13. Up 32.64%.) There was some pullback in the last few days because Libyan oil is coming on stream, and there is more and more US self-sufficiency. Nevertheless, he still likes this.

SELL
SELL
July 14, 2014

Thinks the energy sector is high but he has been saying that for months. We are now seeing it correct. Thinks oil prices are heading back to low to mid $90s this year.

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Thinks the energy sector is high but he has been saying that for months. We are now seeing it correct. Thinks oil prices are heading back to low to mid $90s this year.

WATCH
WATCH
July 11, 2014

Energy stocks in Canada typically do very well from October right through until around May. The index and the units have rolled over in the last little while, and have gone below the 20 day moving average. Good news is that the next period of seasonal strength for Canadian energy starts right around the last week in July and goes through until October. Technicals are not positive yet, so watch for them to start normalizing.

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Energy stocks in Canada typically do very well from October right through until around May. The index and the units have rolled over in the last little while, and have gone below the 20 day moving average. Good news is that the next period of seasonal strength for Canadian energy starts right around the last week in July and goes through until October. Technicals are not positive yet, so watch for them to start normalizing.

TOP PICK
TOP PICK
May 28, 2014

This is an energy holding for people who don’t really know the industry, and just want to top up an existing portfolio. Has a heavy weighting in the big stocks. 13 holdings make up 73% of the portfolio. Suncor (SU-T) and Canadian Natural Resources (CNQ-T) make up 32% of the portfolio. There are also some junior companies in there. This gives you broad exposure.

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This is an energy holding for people who don’t really know the industry, and just want to top up an existing portfolio. Has a heavy weighting in the big stocks. 13 holdings make up 73% of the portfolio. Suncor (SU-T) and Canadian Natural Resources (CNQ-T) make up 32% of the portfolio. There are also some junior companies in there. This gives you broad exposure.

DON'T BUY
DON'T BUY
May 5, 2014

5 and 10 years out the futures market is pricing oil at $80. So the average revenue for the industry is probably not going up. The energy sector is not wonderful going forward, although we are seeing recovery in the oil sands sector in Canada. Prefers ETFs with covered call strategies, but you should get them 5-10% cheaper in the summer.

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5 and 10 years out the futures market is pricing oil at $80. So the average revenue for the industry is probably not going up. The energy sector is not wonderful going forward, although we are seeing recovery in the oil sands sector in Canada. Prefers ETFs with covered call strategies, but you should get them 5-10% cheaper in the summer.

BUY
BUY
April 7, 2014

If we look five years into crude oil we are pricing $75 to $80 (futures), but in the last two weeks oil has gone nowhere but up.

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If we look five years into crude oil we are pricing $75 to $80 (futures), but in the last two weeks oil has gone nowhere but up.

HOLD
HOLD
March 31, 2014

Canadian currency is helping all the companies, no matter who they are. Keep in mind that they are cyclical. He tends to refrain from picking cyclicals because, in any one-year timeframe, they are going to be either up or down. He typically looks for companies that have a 20% slope on their charts.

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Canadian currency is helping all the companies, no matter who they are. Keep in mind that they are cyclical. He tends to refrain from picking cyclicals because, in any one-year timeframe, they are going to be either up or down. He typically looks for companies that have a 20% slope on their charts.

HOLD
HOLD
February 24, 2014

ZEO-T is equally weighted and XEG is market cap weighted. Both are fine. You get 3% out of energy. Energy prices are not sustainable. He would not add new money here. You want to buy and accumulate on weakness but not now where there is strength.

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ZEO-T is equally weighted and XEG is market cap weighted. Both are fine. You get 3% out of energy. Energy prices are not sustainable. He would not add new money here. You want to buy and accumulate on weakness but not now where there is strength.

BUY
BUY
December 17, 2013

There are some positive tailwinds, as well as some negative issues in the energy space. The situation going on in China is rolling back directly to what is going to be happening in the Canadian space. China is very complicated and not well understood. Looks like things are stabilizing and getting better. The massive US new found renaissance of energy independence is also creating a bit of a headwind. Differentials between the Canadian oil patch space and crude has caused a bit of an issue. With the Cdn$ coming down, valuations are very interesting. Technically stocks are starting to break out but he is solidly neutral on the whole space. You should be safe with this one.

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There are some positive tailwinds, as well as some negative issues in the energy space. The situation going on in China is rolling back directly to what is going to be happening in the Canadian space. China is very complicated and not well understood. Looks like things are stabilizing and getting better. The massive US new found renaissance of energy independence is also creating a bit of a headwind. Differentials between the Canadian oil patch space and crude has caused a bit of an issue. With the Cdn$ coming down, valuations are very interesting. Technically stocks are starting to break out but he is solidly neutral on the whole space. You should be safe with this one.

BUY
BUY
December 13, 2013

Likes this because it has been a laggard for a while. Paying a pretty good dividend right now. Spread has narrowed quite a bit between Canadian producers and world prices. They’re getting the stuff to market.

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Likes this because it has been a laggard for a while. Paying a pretty good dividend right now. Spread has narrowed quite a bit between Canadian producers and world prices. They’re getting the stuff to market.

DON'T BUY
DON'T BUY
October 25, 2013

Seasonal period has ended for energy. This one is holding up all right relative to what is happening in the oil market but not something he would be interested in. He would look to get into this later on in January as a seasonal run starts in February.

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Seasonal period has ended for energy. This one is holding up all right relative to what is happening in the oil market but not something he would be interested in. He would look to get into this later on in January as a seasonal run starts in February.

TOP PICK
TOP PICK
October 15, 2013

Started buying in June because of Keystone issue. There are a lot more ways to get that oil to market. We are going to see these Canadian oils start to do very well. The spread was terrible and has narrowed quite a lot. 2.25% yield.

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Started buying in June because of Keystone issue. There are a lot more ways to get that oil to market. We are going to see these Canadian oils start to do very well. The spread was terrible and has narrowed quite a lot. 2.25% yield.

HOLD
HOLD
September 9, 2013

Uses this on a fairly regular basis but uses a less than 4 or 5 others that are in this grouping. He is not really adding to his positions.

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Uses this on a fairly regular basis but uses a less than 4 or 5 others that are in this grouping. He is not really adding to his positions.

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