iShares Broad Commodity ETF

CBR-T

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This company is not ACTIVE.

Analysis and Opinions about CBR-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 25, 2014

(Top Pick Feb 14/13, Down 7.17%) Inflation hedges have not performed as well.

(Top Pick Feb 14/13, Down 7.17%) Inflation hedges have not performed as well.

John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$21.230
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 31, 2013

He is trimming.

He is trimming.

John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$21.400
Owned
Unknown
DON'T BUY
DON'T BUY
March 11, 2013

All of these ETFs that have commodity futures in them have some issues. They try to mitigate them by not holding the front month and back month contracts. But they still have some contango. You can get up to a 6% drag from the rollover of futures contracts so unless you have robust growth in commodities, that drag will hurt performance. For the next 2-3 years he thinks we will not have such robust growth in commodities.

All of these ETFs that have commodity futures in them have some issues. They try to mitigate them by not holding the front month and back month contracts. But they still have some contango. You can get up to a 6% drag from the rollover of futures contracts so unless you have robust growth in commodities, that drag will hurt performance. For the next 2-3 years he thinks we will not have such robust growth in commodities.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$22.400
Owned
Unknown
TOP PICK
TOP PICK
February 14, 2013

Commodities have really underperformed and this is exactly why he is talking about this. Believes in this as being a long-term Hold. In the long-term he thinks commodities are going to do very well.

Commodities have really underperformed and this is exactly why he is talking about this. Believes in this as being a long-term Hold. In the long-term he thinks commodities are going to do very well.

John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$22.850
Owned
Yes
TOP PICK
TOP PICK
November 9, 2012

Make fracking sand. Rough year. Chinese imported synthetic fracking sand but now realize it is a lower quality and are moving back. 16x earnings. Nat Gas will be favourable now that Obama won election.

Make fracking sand. Rough year. Chinese imported synthetic fracking sand but now realize it is a lower quality and are moving back. 16x earnings. Nat Gas will be favourable now that Obama won election.

Don Lato
President, Padlock Investment Management
Price
$22.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 5, 2012
(A Top Pick June 3/11. Down 11.78%.) This one holds the biggest basket of commodities and has held up the best.
(A Top Pick June 3/11. Down 11.78%.) This one holds the biggest basket of commodities and has held up the best.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$21.330
Owned
Yes
COMMENT
COMMENT
February 3, 2012
Broad Commodity ETF. He includes this in some of his more aggressive portfolios. Likes the product and the fact that it is global and commodity-based. Tends to be bullish on commodities right now.
Broad Commodity ETF. He includes this in some of his more aggressive portfolios. Likes the product and the fact that it is global and commodity-based. Tends to be bullish on commodities right now.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$22.750
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 20, 2011
(Top Pick Dec 29/10, Down 0.75 %) Still the only fantastic commodity product in the Canadian Market place. This is a broad commodity ETF. About 24 commodities.
(Top Pick Dec 29/10, Down 0.75 %) Still the only fantastic commodity product in the Canadian Market place. This is a broad commodity ETF. About 24 commodities.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$22.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 9, 2011
(A Top Pick Nov 23/10. Up 12.32%.) Broad commodities ETF. This is the best way to play commodities in Canada. Costs a bit more than others but more diversified than any of the others and therefore safer.
(A Top Pick Nov 23/10. Up 12.32%.) Broad commodities ETF. This is the best way to play commodities in Canada. Costs a bit more than others but more diversified than any of the others and therefore safer.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$22.880
Owned
Yes
TOP PICK
TOP PICK
July 7, 2011
Broad Commodity ETF. There are very few things where you can get real, true, broad commodity exposure to sugar, wheat, soybeans, etc. Really great way if you believe in the long-term growth thesis. This would be a long-term hold. Think of it as a core holding with 5%-10% of your portfolio.
Broad Commodity ETF. There are very few things where you can get real, true, broad commodity exposure to sugar, wheat, soybeans, etc. Really great way if you believe in the long-term growth thesis. This would be a long-term hold. Think of it as a core holding with 5%-10% of your portfolio.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$23.900
Owned
Yes
TOP PICK
TOP PICK
June 3, 2011
Broad Commodity ETF. You get energy, materials and agriculture commodities, so you get the broadest possible commodity based ETF. A good way to capitalize on global demand.
Broad Commodity ETF. You get energy, materials and agriculture commodities, so you get the broadest possible commodity based ETF. A good way to capitalize on global demand.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$24.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 1, 2011
(A Top Pick Dec 2/10. Up 11.05%.) Broad commodity ETF. Likes it because it is hedged against US$ and also likes its composition of 1/3 precious metals, 1/3 food commodities and 1/3 energy.
(A Top Pick Dec 2/10. Up 11.05%.) Broad commodity ETF. Likes it because it is hedged against US$ and also likes its composition of 1/3 precious metals, 1/3 food commodities and 1/3 energy.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$24.130
Owned
Yes
TOP PICK
TOP PICK
April 28, 2011
Broad Commodity ETF. More expensive than other ETFs but is also the only one in Canada that gives you exposure to a wide swath of sugar, coffee, cotton, pork bellies, etc.
Broad Commodity ETF. More expensive than other ETFs but is also the only one in Canada that gives you exposure to a wide swath of sugar, coffee, cotton, pork bellies, etc.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$25.330
Owned
Yes
BUY
BUY
February 10, 2011
Broad Commodity ETF. Likes this one. Allows a broad diversification such as sugar, wheat, metals, coffee, etc. Doesn’t like that it costs about 80 basis points, which is high for an MER. Would prefer 55 or 60.
Broad Commodity ETF. Likes this one. Allows a broad diversification such as sugar, wheat, metals, coffee, etc. Doesn’t like that it costs about 80 basis points, which is high for an MER. Would prefer 55 or 60.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$23.910
Owned
Unknown
BUY
BUY
January 11, 2011
Came out in October /10. It’s going to be volatile. On the near term it is due for some consolidation. Holds actual commodities. Not averse to the extra risk. It’s another kettle of fish on the risk tolerance side. Keep investments like this in context and be disciplined on your time horizons.
Came out in October /10. It’s going to be volatile. On the near term it is due for some consolidation. Holds actual commodities. Not averse to the extra risk. It’s another kettle of fish on the risk tolerance side. Keep investments like this in context and be disciplined on your time horizons.
Jeff Black
President & CIO, Crestridge Asset Management
Price
$22.810
Owned
Unknown
TOP PICK
TOP PICK
December 29, 2010
Broad Commodity ETF. Nothing else in Canada where you can get broad commodities such as sugar, wheat, coffee, etc. For the most part, it uses future contracts.
Broad Commodity ETF. Nothing else in Canada where you can get broad commodities such as sugar, wheat, coffee, etc. For the most part, it uses future contracts.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$22.550
Owned
Yes
TOP PICK
TOP PICK
December 2, 2010
Broad commodity ETF. Likes it because of economic growth. About a third each in agriculture, base metals and energy. Also currency hedged.
Broad commodity ETF. Likes it because of economic growth. About a third each in agriculture, base metals and energy. Also currency hedged.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$21.710
Owned
Yes
TOP PICK
TOP PICK
November 23, 2010
Broad commodities ETF. It was one of the few new products this year that there is a genuine need for. Copper, Sugar, Coffee, Wheat, etc. The up trend will probably consider for some years.
Broad commodities ETF. It was one of the few new products this year that there is a genuine need for. Copper, Sugar, Coffee, Wheat, etc. The up trend will probably consider for some years.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$20.370
Owned
Yes
BUY
BUY
October 22, 2010
Commodity index. 47% agricultural, 30% energy and 25% metal. .8 MER. An attractive product. Broadly based commodity ETF.
Commodity index. 47% agricultural, 30% energy and 25% metal. .8 MER. An attractive product. Broadly based commodity ETF.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$20.350
Owned
Unknown
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