BMO MSCI Europe High Quality | StockChase
15
BMO MSCI Europe High Quality (ZEQ-T)

Last Price Recorded: $20.3500 on 2017-11-23

ON STOCKCHASE SINCE Mar 2015

E.T.F.'s

BMO MSCI Europe High Quality


Signal Opinion Expert
     

2017-10-27

TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. This represents participation in high quality securities in the European market. One concern he had is that a good chunk of this portfolio is in the UK, and BREXIT has been a problem. Has come to the conclusion that BREXIT probably won’t happen. If so, this ETF will do quite well.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $20.480
Owned: Yes

2017-09-28

TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

The time to own Europe is now. It’s a pretty easy trade. This trades at about 14X in the next 12 months, versus the TSX at around 16X and the S&P at around 18X. He likes that this has a strong allocation to the consumer, both discretionary and staples and that it is hedged. Pays a 2% dividend yield. There is no withholding tax, as the ETF holds the shares.

E.T.F.'s
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $20.020
Owned: Yes

2017-08-11

PAST TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

(A Top Pick Aug 12/16. Up 8%.) This has done all right, but it did better in the past. There is some concern right now in that it has a fair amount of UK content. BREXIT has confused the picture. He is now looking at other European ETF’s.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $19.510
Owned: Yes

2017-07-26

BUY
BMO MSCI Europe High Quality (ZEQ-T)

An ETF that focuses on Europe, for a long-term hold? This is one of his favourites in terms of Europe. It has a number of the big European companies. This has a very high-quality portfolio. His only caveat is that it has a number of UK stocks, but feels the BREXIT concerns are probably overdone, and the UK is going to back into some kind of a deal so that BREXIT really isn’t going to happen.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $19.790
Owned: Unknown

2017-05-18

PAST TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

(A Top Pick April 14/16. Up 18.87%.) The main objective in getting into Europe is that the numbers there look a lot better. The main holdings of this ETF are in the UK, Germany and Switzerland. A high-quality portfolio.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $20.180
Owned: Yes

2017-05-18

TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

The situation in Europe has definitely improved with the French election. Merkel is up 85%. Things seem to be settling down.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $20.180
Owned: Yes

2017-04-17

COMMENT
BMO MSCI Europe High Quality (ZEQ-T)

BMO Europe High Dividend Covered Call hedged to CAD (ZWE-T) or BMO MSCI Europe High Quality (ZEQ-T)? ZWE is basically a value screen, or alternatively you can for a quality that is similar, but not exactly the same through this one. Either way, you are looking at factor investing. He doesn’t find a lot to choose between the 2. Either would do well for you.

E.T.F.'s
John DeGoey

Portfolio Manager, Industrial Alliance Securities

Price: $19.640
Owned: Unknown

2016-12-08

WEAK BUY
BMO MSCI Europe High Quality (ZEQ-T)

The UK is in there as well.  It screens for defensive companies.  He is not crazy about the Canadian dollar hedge.  He prefers to go into individual countries.

E.T.F.'s
Tyler Mordy

President & CIO, Forstrong Global Asset Management

Price: $17.280
Owned: No

2016-12-02

PAST TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

(A Top Pick Oct 23/15. Down 1.64%.) This is supposed to be the European Index, but really looking at the individual securities, it is very much England, Switzerland and Germany. The BREXIT thing came along and that threw a real curve. He is letting this sit for the moment as he thinks there is still some potential.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $17.280
Owned: Yes

2016-08-12

TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

The majority of the securities are in Great Britain, Switzerland and Germany, and there are no problems with those economies. BREXIT is potentially a problem for the UK side, but the drop in the pound has really helped a number of the UK companies. The companies are multinationals, so you don’t have to worry about them in terms of BREXIT.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $18.420
Owned: Yes

2016-07-22

COMMENT
BMO MSCI Europe High Quality (ZEQ-T)

We are currently in a post financial crisis period, and a lot of investors are afraid of another financial crisis. This ETF gives you good exposure and is a reasonable holding.

E.T.F.'s
Tyler Mordy

President & CIO, Forstrong Global Asset Management

Price: $18.100
Owned: Unknown

2016-04-14

TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

He decided he wanted to get a toe hold in the European market. The big caveat on this is that there is talk of Britain exiting the EU, with the decision being made in June. Wait to see what happens there, because this could sell off at that time, giving you a better price.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $17.330
Owned: Yes

2015-10-23

TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

This is 40% UK, 23% Switzerland and 9.5% Germany. They are in consumer staples, healthcare, consumer discretionary and industrial. It is in the kind of sectors that he likes in the countries that he likes.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $17.650
Owned: Yes

2015-04-13

COMMENT
BMO MSCI Europe High Quality (ZEQ-T)

The problem he has with this is that it is about 45% UK. He prefers something more European and less UK. Europe is a place to be. Quantitative easing will be different than ours, because they don’t have the same housing markets. There is always the issue of Mr. Putin, and he is a real wildcard in here. (See Top Picks.)

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $18.480
Owned: Unknown

2015-03-16

BUY on WEAKNESS
BMO MSCI Europe High Quality (ZEQ-T)

Analysts’ earnings growth estimates are down so this does not make sense now.  This is a currency edged way to play Euro stocks.  He bought it and sold too early.  This is a great way to play it and he would step right in again when it got cheap again.

E.T.F.'s
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $18.145
Owned: Yes

Showing 1 to 15 of 15 entries

No Comments.


You must be logged in to comment.