Horizons Cdn Midstream Oil & Gas Index

HOG-T

Analysis and Opinions about HOG-T

Signal
Opinion
Expert
BUY
BUY
April 16, 2019
ZEO-T 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.
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ZEO-T 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.
BUY
BUY
January 29, 2019
A Canadian energy ETF besides XEG? 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.
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A Canadian energy ETF besides XEG? 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.
SPECULATIVE BUY
SPECULATIVE BUY
December 4, 2018
Though he doesn't like oil, this is worth looking at, because it holds oil services and transportation stocks and not just producers. If he was speculating in oil, he'd buy this.
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Though he doesn't like oil, this is worth looking at, because it holds oil services and transportation stocks and not just producers. If he was speculating in oil, he'd buy this.
BUY
BUY
September 11, 2017

He likes the services and mid stream sector. They have a lot of leverage to the upside, but good dividends also. Drillers are cheap right now. Pipelines are closer to their highs than their lows. This is a diversified way to play.

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He likes the services and mid stream sector. They have a lot of leverage to the upside, but good dividends also. Drillers are cheap right now. Pipelines are closer to their highs than their lows. This is a diversified way to play.

DON'T BUY
DON'T BUY
August 28, 2017

Doesn’t think there is a lot of upside potential in the oil/gas area. We are awash in supply, and he doesn’t think demand is increasing to the level that is going to be required to see any significant upside moves on this.

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Doesn’t think there is a lot of upside potential in the oil/gas area. We are awash in supply, and he doesn’t think demand is increasing to the level that is going to be required to see any significant upside moves on this.

WAIT
WAIT
July 18, 2016

Mostly pipeline space. He thinks it is a fine holding, trying to equal weight them all. The pipelines are a place of safety. A couple of years ago this one was in a downtrend. It is not without risk. The valuation is not attractive at this point. If oil prices drop, and this ETF drops back, then it is probably a decent thing to own. This is not a great growth holding. It is a yield holding.

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Mostly pipeline space. He thinks it is a fine holding, trying to equal weight them all. The pipelines are a place of safety. A couple of years ago this one was in a downtrend. It is not without risk. The valuation is not attractive at this point. If oil prices drop, and this ETF drops back, then it is probably a decent thing to own. This is not a great growth holding. It is a yield holding.

COMMENT
COMMENT
April 21, 2015

If you are going to invest in the energy sector, this would probably be the one sector you would focus in. His view right now is that there are probably some challenges going forward that are not going to play out overnight. If you’re capital is limited, you want to focus on sectors that probably have a tailwind. You probably won’t get hurt too badly with this. He was a big investor in pipelines for 4 years, and it was a tremendous sector. It was very hard to exit last year. Thinks there are better places to focus.

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If you are going to invest in the energy sector, this would probably be the one sector you would focus in. His view right now is that there are probably some challenges going forward that are not going to play out overnight. If you’re capital is limited, you want to focus on sectors that probably have a tailwind. You probably won’t get hurt too badly with this. He was a big investor in pipelines for 4 years, and it was a tremendous sector. It was very hard to exit last year. Thinks there are better places to focus.

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