iShares S&P/TSX Cap. Utilities

XUT-T

Analysis and Opinions about XUT-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 25, 2019

An ETF for utilities. A great defensive sector with amazing performance lately. XUT-T is good, but 60% is in the top 4 holdings (inculding Fortis and Algonquin); 4% yield and 55 basis point cost. ZUT-T is more diversified and equal-weight. ZWU is also equal weight but does covered calls to create extra income, which sells future income for gains today; yields 6%. Given the strong performance of utilities in the past year, covered calls have lagged.

An ETF for utilities. A great defensive sector with amazing performance lately. XUT-T is good, but 60% is in the top 4 holdings (inculding Fortis and Algonquin); 4% yield and 55 basis point cost. ZUT-T is more diversified and equal-weight. ZWU is also equal weight but does covered calls to create extra income, which sells future income for gains today; yields 6%. Given the strong performance of utilities in the past year, covered calls have lagged.

Mike Philbrick
President, ReSolve Asset Management
Price
$24.290
Owned
Unknown
COMMENT
COMMENT
February 1, 2019
Time to invest in the Utility Sector? The sector should do better than 2018 with the expectation of flat interest rates. If rates to up it will be negative for this space. He would prefer to own a select few strong companies, rather than a diluted ETF. The ETF yields about 4.6%.
Time to invest in the Utility Sector? The sector should do better than 2018 with the expectation of flat interest rates. If rates to up it will be negative for this space. He would prefer to own a select few strong companies, rather than a diluted ETF. The ETF yields about 4.6%.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$21.440
Owned
_N/A
COMMENT
COMMENT
November 18, 2016

Although you get pretty good yields of around 4%, interest rates are moving higher, and yields are moving higher on the 5 year and 10 year, which is going to have an effect on utility companies. Utility companies generally are not good dividend growers. If they can grow their dividends, they are going to be affected from a capital appreciation/capital depreciation standpoint on their prices. He is not a big fan of utilities at this point.

Although you get pretty good yields of around 4%, interest rates are moving higher, and yields are moving higher on the 5 year and 10 year, which is going to have an effect on utility companies. Utility companies generally are not good dividend growers. If they can grow their dividends, they are going to be affected from a capital appreciation/capital depreciation standpoint on their prices. He is not a big fan of utilities at this point.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$20.850
Owned
Unknown
BUY
BUY
January 25, 2016

Half the names are really solid. A steady dividend. No harm done recently so maybe a good place to be.

Half the names are really solid. A steady dividend. No harm done recently so maybe a good place to be.

Bill Carrigan
Technical Analyst, Getting Technical Info Service
Price
$18.940
Owned
Unknown
SELL
SELL
July 22, 2014

There was a rally in bonds, so utilities would respond to something like that. Also, low interest rates have been a huge help. Their day in the sun is kind of over with. This has to do with sector rotation, and he would have a tendency to move on.

There was a rally in bonds, so utilities would respond to something like that. Also, low interest rates have been a huge help. Their day in the sun is kind of over with. This has to do with sector rotation, and he would have a tendency to move on.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$20.000
Owned
Unknown
DON'T BUY
DON'T BUY
March 18, 2013

A lot of people are chasing yield but utilities are not in favour this time of year. Technicals are not favorable right now. Stay away from this and go toward the cyclicals. Get in in July.

A lot of people are chasing yield but utilities are not in favour this time of year. Technicals are not favorable right now. Stay away from this and go toward the cyclicals. Get in in July.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$20.050
Owned
Unknown
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