BMO MSCI EAFE Index ETF

ZEA-T

Analysis and Opinions about ZEA-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 21, 2018

(A Top Pick July 5/17, Up 9%) A key holding of his. Equivalent of the S&P 500 for companies that aren’t headquartered in the US. Last 3 months have been hit hard by Trump tariffs. Investors shoot first, ask questions later, but he continues to be a believer. Thinks if the markets have a tough 12 months, international markets will outperform the US on the downside.

(A Top Pick July 5/17, Up 9%) A key holding of his. Equivalent of the S&P 500 for companies that aren’t headquartered in the US. Last 3 months have been hit hard by Trump tariffs. Investors shoot first, ask questions later, but he continues to be a believer. Thinks if the markets have a tough 12 months, international markets will outperform the US on the downside.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$18.950
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 13, 2018

(A Top Pick June 1 / 2017 , Up 4%) Still likes it. Core part of their portfolio. Investor confidence level goes down outside of US. This is the equivalent of the S&P 500 outside of the US. Mega-cap global index. Not on the tech side, much more cyclical. Doing better before Trump got involved. Last 6 weeks, international ETFs hit hard. Trump is just negotiating, and these stocks will bounce. Value is better in Europe and Japan than in NA.

(A Top Pick June 1 / 2017 , Up 4%) Still likes it. Core part of their portfolio. Investor confidence level goes down outside of US. This is the equivalent of the S&P 500 outside of the US. Mega-cap global index. Not on the tech side, much more cyclical. Doing better before Trump got involved. Last 6 weeks, international ETFs hit hard. Trump is just negotiating, and these stocks will bounce. Value is better in Europe and Japan than in NA.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$19.060
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 15, 2018

(Past Top Pick on June 1, 2017, Up 5%) It's a core position. ZEA is like the S&P 500 but the stocks lie outside the US--blue chips like Nestle, Honda, Shell and HSBC. Contrast the S&P which is tech-oriented vs. EAFE is more cyclical (industrials, financials, energy). This is also cheaper than the US index with an MER of only 0.22%.

(Past Top Pick on June 1, 2017, Up 5%) It's a core position. ZEA is like the S&P 500 but the stocks lie outside the US--blue chips like Nestle, Honda, Shell and HSBC. Contrast the S&P which is tech-oriented vs. EAFE is more cyclical (industrials, financials, energy). This is also cheaper than the US index with an MER of only 0.22%.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$19.310
Owned
Yes
BUY
BUY
August 8, 2017

There is absolutely nothing wrong with this if you are looking for an EAFE Index. There are several of them out there and they sort of repeat one another.

There is absolutely nothing wrong with this if you are looking for an EAFE Index. There are several of them out there and they sort of repeat one another.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$18.060
Owned
Unknown
TOP PICK
TOP PICK
July 5, 2017

Your portfolio is going to be made up of fixed income and equities, and he recommends that within the equity portfolio that you have 1/3 of your equity positions invested in international markets. That is a big order, and if you need to start somewhere, this is the one he is using. A great entry point into the international market.

Your portfolio is going to be made up of fixed income and equities, and he recommends that within the equity portfolio that you have 1/3 of your equity positions invested in international markets. That is a big order, and if you need to start somewhere, this is the one he is using. A great entry point into the international market.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$17.930
Owned
Yes
COMMENT
COMMENT
June 29, 2017

He likes the International space. This one has a fee of about 23 basis points, and you get lots of diversification over many different regions for many different countries. It is wise to start moving money into overseas positions, and this is a pretty good name to start with. He also likes iShares EPAC Dividend (IDV-N). This one gives you a little bit more dividends, probably closer to 4%.

He likes the International space. This one has a fee of about 23 basis points, and you get lots of diversification over many different regions for many different countries. It is wise to start moving money into overseas positions, and this is a pretty good name to start with. He also likes iShares EPAC Dividend (IDV-N). This one gives you a little bit more dividends, probably closer to 4%.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$17.970
Owned
Unknown
TOP PICK
TOP PICK
June 1, 2017

All the stocks except North America. You have had a good experience in stocks in the US, but now you need to move out of North America. After the political shadow has been lifted in Europe, you want to be there.

All the stocks except North America. You have had a good experience in stocks in the US, but now you need to move out of North America. After the political shadow has been lifted in Europe, you want to be there.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$18.860
Owned
Yes
BUY
BUY
August 7, 2015

A good holding of 10%, or better to hold Europe and Asia separate with a 5% position each? Thinks you are fine going with this. Why pay 2 commissions? He has this precisely because it has some Japan in it. It also reduces, in some cases, and overweighting in the UK.

A good holding of 10%, or better to hold Europe and Asia separate with a 5% position each? Thinks you are fine going with this. Why pay 2 commissions? He has this precisely because it has some Japan in it. It also reduces, in some cases, and overweighting in the UK.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$18.040
Owned
Yes
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