BMO S&P/TSX Oil & Gas ETF

ZEO-T

Analysis and Opinions about ZEO-T

Signal
Opinion
Expert
BUY
BUY
April 16, 2019
He likes ZEO's equal weighted in energy. But also look at HOG-T which is midstream oil with a very different set of companies. Buy both, in fact. HOG also pays a 4.5% yield, slightly lower than ZEO's.
He likes ZEO's equal weighted in energy. But also look at HOG-T which is midstream oil with a very different set of companies. Buy both, in fact. HOG also pays a 4.5% yield, slightly lower than ZEO's.
Mike Philbrick
President, ReSolve Asset Management
Price
$46.400
Owned
Unknown
DON'T BUY
DON'T BUY
April 2, 2019
Equal weight. It has all the majors. Every time he buys it he loses money. When we have a national energy policy he would buy it. For now, no.
Equal weight. It has all the majors. Every time he buys it he loses money. When we have a national energy policy he would buy it. For now, no.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$44.950
Owned
No
PAST TOP PICK
PAST TOP PICK
March 12, 2019
(A Top Pick Nov 23/17, Down 14%) Canadian oil has been beaten up since Nov. 2017. Oil investors are frustrated. ZEO is equal-weighted, so it's biased towards mid-caps.
(A Top Pick Nov 23/17, Down 14%) Canadian oil has been beaten up since Nov. 2017. Oil investors are frustrated. ZEO is equal-weighted, so it's biased towards mid-caps.
Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$44.720
Owned
Yes
BUY
BUY
January 29, 2019
A Canadian oil ETF? ZEO offers better diversification than XEG, or especially HOG-T which focusses on energy midstreams (storage and transportation of oil/gas) with little overlap to the other two ETFs. Own ZEO and HOG. If you don't care about risk, then go for ZEO only.
A Canadian oil ETF? ZEO offers better diversification than XEG, or especially HOG-T which focusses on energy midstreams (storage and transportation of oil/gas) with little overlap to the other two ETFs. Own ZEO and HOG. If you don't care about risk, then go for ZEO only.
Mike Philbrick
President, ReSolve Asset Management
Price
$42.650
Owned
Unknown
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.
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.
Mike Philbrick
President, ReSolve Asset Management
Price
$8.560
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
October 15, 2018

(Past Top Pick Oct.10, 2017, Down 7%) Sold it and immediately also sold XEG, both being Canadian oil ETFs, because he sees no pipelines being built in Canada. The current $50 spread between WCS and WTI is crazy, nuts. Canadian taxpayers are losing money. It's absolute madness.

(Past Top Pick Oct.10, 2017, Down 7%) Sold it and immediately also sold XEG, both being Canadian oil ETFs, because he sees no pipelines being built in Canada. The current $50 spread between WCS and WTI is crazy, nuts. Canadian taxpayers are losing money. It's absolute madness.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$9.860
Owned
No
DON'T BUY
DON'T BUY
August 28, 2018

Play it with puts and calls. It's stuck in a tight range with only one spike above $12 which he doubts it'll crack again soon. This ETF doesn't move enough for him, so he'd rather own the individual oil stocks.

Play it with puts and calls. It's stuck in a tight range with only one spike above $12 which he doubts it'll crack again soon. This ETF doesn't move enough for him, so he'd rather own the individual oil stocks.

Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$10.800
Owned
Unknown
HOLD
HOLD
July 6, 2018

Sell or keep holding? The disconnect between price of oil and price of producers can only last so long. Seems totally irrational. Some think that fossil fuels are a thing of the past. Eventually the market sorts out these disconnects. In the next couple of quarters, these stocks should move up.

Sell or keep holding? The disconnect between price of oil and price of producers can only last so long. Seems totally irrational. Some think that fossil fuels are a thing of the past. Eventually the market sorts out these disconnects. In the next couple of quarters, these stocks should move up.

David Cockfield
Managing Director, Northland Wealth Management
Price
$11.110
Owned
Unknown
TOP PICK
TOP PICK
November 23, 2017

The mega caps dominate the index. When you go equal weight in the sector you get more of a small cap return.

The mega caps dominate the index. When you go equal weight in the sector you get more of a small cap return.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$10.860
Owned
Unknown
TOP PICK
TOP PICK
October 10, 2017

(No comments, other than comparable ETF’s that could be looked at.)

(No comments, other than comparable ETF’s that could be looked at.)

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$10.830
Owned
Yes
HOLD
HOLD
September 18, 2017

In the next couple of months there may be a little more upside. At the beginning of the year the stocks were overpriced. He is going to trim when it gets back to the high end of its trading range. Don’t add to it now but you could buy on pullbacks.

In the next couple of months there may be a little more upside. At the beginning of the year the stocks were overpriced. He is going to trim when it gets back to the high end of its trading range. Don’t add to it now but you could buy on pullbacks.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 1, 2017

(A Top Pick Aug 4/16. Down 10.32%.) This looks like it is pretty close to a bottom now. It is probably not a bad buy here, but he is also hearing about oil slipping back down to $42.

(A Top Pick Aug 4/16. Down 10.32%.) This looks like it is pretty close to a bottom now. It is probably not a bad buy here, but he is also hearing about oil slipping back down to $42.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$10.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 8, 2017

(A Top Pick Aug 4/16. Down 7.48%.)

(A Top Pick Aug 4/16. Down 7.48%.)

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$10.430
Owned
Yes
DON'T BUY
DON'T BUY
June 12, 2017

He was buying the energy sector last week. Now it is his biggest overweight sector. If you go back 5 years, the lows of 2011/12 were in the $12 range. Oil was on its way up to $100. When oil was $100, this ETF was almost $18 at the peak. The recent peak was $13 as oil was at $55 late last year. That is not really that sustainable. Own it between $11 and $12 and buy or sell below or above these limits. He is not inclined to add to it here.

He was buying the energy sector last week. Now it is his biggest overweight sector. If you go back 5 years, the lows of 2011/12 were in the $12 range. Oil was on its way up to $100. When oil was $100, this ETF was almost $18 at the peak. The recent peak was $13 as oil was at $55 late last year. That is not really that sustainable. Own it between $11 and $12 and buy or sell below or above these limits. He is not inclined to add to it here.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.850
Owned
Unknown
TOP PICK
TOP PICK
August 4, 2016

He likes the equal weight approach. He is looking for a trade here. You could see a bit of a lift on this one.

He likes the equal weight approach. He is looking for a trade here. You could see a bit of a lift on this one.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$11.540
Owned
Yes
COMMENT
COMMENT
May 26, 2016

iUnits S&P/TSX Capped Energy (XEG-T) or BMO S&P/TSX Oil & Gas (ZE0-T)? Both of these track very similar industries. This one is an “equal weighting” of the companies it holds. They will both be very correlated in their performance. If you think energy is going to continue rocketing and inventories are showing signs of drawing down, you are picking up some of the companies that have been beaten down the most.

iUnits S&P/TSX Capped Energy (XEG-T) or BMO S&P/TSX Oil & Gas (ZE0-T)? Both of these track very similar industries. This one is an “equal weighting” of the companies it holds. They will both be very correlated in their performance. If you think energy is going to continue rocketing and inventories are showing signs of drawing down, you are picking up some of the companies that have been beaten down the most.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$11.400
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 25, 2016

(Top Pick Dec 21/15, Down 4.54%) He picked the equal weight one for more torque. He thinks you are fine here. We need volume to break out.

(Top Pick Dec 21/15, Down 4.54%) He picked the equal weight one for more torque. He thinks you are fine here. We need volume to break out.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$8.680
Owned
Yes
TOP PICK
TOP PICK
December 21, 2015

If you sold oil stocks for the tax loss, you buy this ETF as a lateral move because you can’t buy the stocks back for 30 days. The volume is good. This one is equal weight, which he prefers at this stage of the advance.

If you sold oil stocks for the tax loss, you buy this ETF as a lateral move because you can’t buy the stocks back for 30 days. The volume is good. This one is equal weight, which he prefers at this stage of the advance.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$9.310
Owned
No
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, this equal weight is probably going to do better than the large weight. They actually track pretty closely.

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, this equal weight is probably going to do better than the large weight. They actually track pretty closely.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$9.440
Owned
Unknown
COMMENT
COMMENT
December 2, 2015

Basically an equal weight with all the big players. Nothing wrong with it at all. Probably a very good way to play the market. You could also do iUnits S&P/TSX Capped Energy (XEG-T).

Basically an equal weight with all the big players. Nothing wrong with it at all. Probably a very good way to play the market. You could also do iUnits S&P/TSX Capped Energy (XEG-T).

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$10.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 21, 2015

(A Top Pick Oct 31/14. Down 21.64%.)This got tanked because of the oil prices and he is just sitting on it.

(A Top Pick Oct 31/14. Down 21.64%.)This got tanked because of the oil prices and he is just sitting on it.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$10.860
Owned
Yes
COMMENT
COMMENT
October 21, 2015

An ETF that would follow the oil stocks? This is the one that he would look at. If you want one that follows oil prices, you could look at U.S. Oil Fund (USO-N).

An ETF that would follow the oil stocks? This is the one that he would look at. If you want one that follows oil prices, you could look at U.S. Oil Fund (USO-N).

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$10.860
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 6, 2015

(Top Pick Aug 6/15, Up 0.64%) It had a pivot in early Sept at $10. This should be the start of an Eliot wave pattern.

(Top Pick Aug 6/15, Up 0.64%) It had a pivot in early Sept at $10. This should be the start of an Eliot wave pattern.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$10.860
Owned
No
TOP PICK
TOP PICK
August 6, 2015

Crude is not making new lows and so this one is oversold. It is equal weight.

Crude is not making new lows and so this one is oversold. It is equal weight.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$10.890
Owned
Yes
COMMENT
COMMENT
February 17, 2015

Energy that has a little more pipeline. Equal weight. This is a good one. He has just bought some in the last 6 weeks.

Energy that has a little more pipeline. Equal weight. This is a good one. He has just bought some in the last 6 weeks.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$13.540
Owned
Yes
COMMENT
COMMENT
February 17, 2015

Like iShares CLO-T and iUnits’ XEG-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.

Like iShares CLO-T and iUnits’ XEG-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.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$13.540
Owned
Unknown
WATCH
WATCH
January 21, 2015

Dividend paying oil companies. If he decides to go into Canada and into oil this would be the one. XEG-T is too heavily weighted in SU-T and CNQ-T. This one is broader.

Dividend paying oil companies. If he decides to go into Canada and into oil this would be the one. XEG-T is too heavily weighted in SU-T and CNQ-T. This one is broader.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$12.480
Owned
Unknown
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.

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.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$12.980
Owned
Yes
TOP PICK
TOP PICK
October 31, 2014

You get a little more play on Trans Canada Pipe (TRP-T) and Enbridge (ENB-T), which he likes. This should work out very well because of Trans Canada Pipe leading the way on the Canada east contract. He thinks that is going to work out very well. This has lots of growth in it.

You get a little more play on Trans Canada Pipe (TRP-T) and Enbridge (ENB-T), which he likes. This should work out very well because of Trans Canada Pipe leading the way on the Canada east contract. He thinks that is going to work out very well. This has lots of growth in it.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$14.340
Owned
No
BUY
BUY
October 27, 2014

Yields 3.4% and on a risk adjusted basis, and you get a better quality dividend than the banks. It is one of the largest holdings he has. It is getting very attractive on a relative basis. It is a global dividend seeking fund. There will be increased volatility for the next year or so.

Yields 3.4% and on a risk adjusted basis, and you get a better quality dividend than the banks. It is one of the largest holdings he has. It is getting very attractive on a relative basis. It is a global dividend seeking fund. There will be increased volatility for the next year or so.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$14.090
Owned
Yes
COMMENT
COMMENT
July 22, 2014

Actually iUnits S&P/TSX Capped Energy (XEG-T) has done much better, simply because Canadian Natural Resources (CNQ-T) and Suncor (SU-T), which are 30%-40% of the index, did so well over the last 6 months. As the energy business continues to do well, the gains will become more evenly distributed. Owning something like this in addition to, or instead of XEG would be the way to go if you like energy.

Actually iUnits S&P/TSX Capped Energy (XEG-T) has done much better, simply because Canadian Natural Resources (CNQ-T) and Suncor (SU-T), which are 30%-40% of the index, did so well over the last 6 months. As the energy business continues to do well, the gains will become more evenly distributed. Owning something like this in addition to, or instead of XEG would be the way to go if you like energy.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$17.240
Owned
Unknown
TOP PICK
TOP PICK
June 13, 2014

Charting it against iShares MSCI World Index Fund (XWD-T) for a comparison. Chart shows that the BMO product is a relative outperformance from February on.

Charting it against iShares MSCI World Index Fund (XWD-T) for a comparison. Chart shows that the BMO product is a relative outperformance from February on.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$17.730
Owned
Yes
BUY
BUY
March 24, 2014

Equally weighted. 3.2% yield. Better than one stock.

Equally weighted. 3.2% yield. Better than one stock.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$15.940
Owned
Unknown
WEAK BUY
WEAK BUY
November 27, 2013

An equal weighted ETF. He would buy equal weighted over market weighted any day. Looking at oil in North America, there are so many moving parts. There is a worldwide backlash against our oil sands. We have pipelines that need to go east, west and south and none of them are going anywhere. There are rail issues. There is a game changer that the US will be the world’s largest producer by 2015. He would not be taking a huge position in this. 3.2% yield. (See Top Picks.)

An equal weighted ETF. He would buy equal weighted over market weighted any day. Looking at oil in North America, there are so many moving parts. There is a worldwide backlash against our oil sands. We have pipelines that need to go east, west and south and none of them are going anywhere. There are rail issues. There is a game changer that the US will be the world’s largest producer by 2015. He would not be taking a huge position in this. 3.2% yield. (See Top Picks.)

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$14.760
Owned
Unknown
WAIT
WAIT
May 6, 2013

Will outperform XEG shorter term. Wait for a correction to get in.

Will outperform XEG shorter term. Wait for a correction to get in.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.860
Owned
Unknown
BUY
BUY
May 6, 2011
S&P/TSX Oil & Gas ETF. This is a matter of what you think oil and gas is going to do. Has no issue with this. He prefers the S&P/TSX Energy ETF (XEG-T) as he likes the liquidity and the options.
S&P/TSX Oil & Gas ETF. This is a matter of what you think oil and gas is going to do. Has no issue with this. He prefers the S&P/TSX Energy ETF (XEG-T) as he likes the liquidity and the options.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$16.550
Owned
No
TOP PICK
TOP PICK
March 18, 2011
(Top Pick Feb 3/10, Up 27.38%) Seasonality is from Jan to end of May. He likes the fact that it is equality weighted in oil stocks. Seasonally oil stocks are stronger in Canada from January until mid-June at the annual conference in Calgary. This is the last of the good news for the year, so sell.
(Top Pick Feb 3/10, Up 27.38%) Seasonality is from Jan to end of May. He likes the fact that it is equality weighted in oil stocks. Seasonally oil stocks are stronger in Canada from January until mid-June at the annual conference in Calgary. This is the last of the good news for the year, so sell.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$17.630
Owned
No
PAST TOP PICK
PAST TOP PICK
January 27, 2011
(A Top Pick Feb 3/10. Up 14.2%.) S&P/TSX Oil & Gas ETF. Technicals turned negative at the end of April when he took his profits.
(A Top Pick Feb 3/10. Up 14.2%.) S&P/TSX Oil & Gas ETF. Technicals turned negative at the end of April when he took his profits.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$16.160
Owned
No
PAST TOP PICK
PAST TOP PICK
December 10, 2010
(A Top Pick Feb 3/10. Up 9.67%.) S&P/TSX equal weighted Oil & Gas ETF. Seasonality was from Feb 25 to May 9.
(A Top Pick Feb 3/10. Up 9.67%.) S&P/TSX equal weighted Oil & Gas ETF. Seasonality was from Feb 25 to May 9.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$15.300
Owned
No
PAST TOP PICK
PAST TOP PICK
August 27, 2010
(A Top Pick Feb 3/10. Up about 10% as of May 9th when it was to be sold.) S&P/TSX equal weighted Oil & Gas ETF.
(A Top Pick Feb 3/10. Up about 10% as of May 9th when it was to be sold.) S&P/TSX equal weighted Oil & Gas ETF.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$14.010
Owned
No
PAST TOP PICK
PAST TOP PICK
April 30, 2010
(A Top Pick Feb 3/10. Up 5.7%.) S&P/TSX equal weighted oil and gas ETF. Likes the equally weighted ETF's as they give you a broad overview of what is happening in a particular sector. We are in the middle of the seasonal strength for this sector.
(A Top Pick Feb 3/10. Up 5.7%.) S&P/TSX equal weighted oil and gas ETF. Likes the equally weighted ETF's as they give you a broad overview of what is happening in a particular sector. We are in the middle of the seasonal strength for this sector.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$15.090
Owned
No
TOP PICK
TOP PICK
February 3, 2010
S&P/TSX equal weighted Oil & Gas ETF. Seasonality is from Feb 25 to May 9. 14 of the last 15 periods averaged 13.7% return. Also likes S&P/TSX Oil & Gas ETF (XEG-T) but it is capitalized weighted with the largest position being Suncor (SU-T), probably the weakest of all the energy stocks.
S&P/TSX equal weighted Oil & Gas ETF. Seasonality is from Feb 25 to May 9. 14 of the last 15 periods averaged 13.7% return. Also likes S&P/TSX Oil & Gas ETF (XEG-T) but it is capitalized weighted with the largest position being Suncor (SU-T), probably the weakest of all the energy stocks.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$14.250
Owned
No
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