Investment Q&A

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $22.15)
  • $22.15 P/E (TTM): 17.11X Cap: $1.39B
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• NEOS Nasdaq 100 High Income ETF (QQQI $52.86)
  • $52.86 P/E (TTM): 29.47X Cap: $9.04B
  • View QQQI Profile
  • View Questions on QQQI
• NEOS S&P 500 High Income ETF (SPYI $52.40)
  • $52.40 P/E (TTM): 25.57X Cap: $8.03B
  • View SPYI Profile
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Q: What covered call ETFs would you recommend? Looking to increase the yield of my portfolio a bit

Upvote 1

Read Answer Asked by Danielle on June 10, 2025

• NexGen Energy Ltd. (NXE $17.10)
  • $17.10 Cap: $11.44B
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• Cameco Corporation (CCO $162.25)
  • $162.25 P/E (TTM): 134.39X Cap: $71.32B
  • View CCO Profile
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• Denison Mines Corp. (DML $5.74)
  • $5.74 Cap: $5.18B
  • View DML Profile
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• BWX Technologies Inc. (BWXT $204.85)
  • $204.85 P/E (TTM): 59.57X Cap: $19.04B
  • View BWXT Profile
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• Sprott Physical Uranium Trust (U.UN $28.23)
  • $28.23 P/E (TTM): 2.53X Cap: $6.60B
  • View U.UN Profile
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• Constellation Energy Corporation (CEG $316.60)
  • $316.60 P/E (TTM): 33.65X Cap: $117.95B
  • View CEG Profile
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• Global X Uranium ETF (URA $54.38)
  • $54.38 P/E (TTM): 60.84X Cap: $7.59B
  • View URA Profile
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• NuScale Power Corporation Class A (SMR $13.06)
  • $13.06 Cap: $3.98B
  • View SMR Profile
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• Sprott Uranium Miners ETF (URNM $71.97)
  • $71.97 P/E (TTM): 68.99X Cap: $2.52B
  • View URNM Profile
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• Oklo Inc. Class A (OKLO $66.75)
  • $66.75 Cap: $10.36B
  • View OKLO Profile
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Q: Nuclear/ Uranium

There is a trend where more energy is going to be needed for AI and nuclear appears to be a good energy source. In the past you have suggested ETF,s NLR and URA as well as stocks CCO and NXE. Do you still have the same opinion and what stocks/ETF would you recommend as an entry point.

Wayne

Upvote 3

Read Answer Asked by Wayne on June 10, 2025

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.66)
  • $17.66 P/E (TTM): 29.68X Cap: $8.25B
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• BlackRock ESG Capital Allocation Term Trust Shs Ben Int (ECAT $15.26)
  • $15.26 Cap: $1.62B
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Q: Despite the lack of fundamental data (on the sources available to me), the Pt & Figure chart and a comparison of chart activity to other ETFs (e.g. QYLD, RYLD, et al.) suggests that ECAT could be valuable for an income investor. What is your take?

Upvote 1

Read Answer Asked by David on June 10, 2025

• First Trust Long/Short Equity ETF (FTLS $71.57)
  • $71.57 P/E (TTM): 18.31X Cap: $2.17B
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• BMO Long Short US Equity ETF (ZLSU $42.52)
  • $42.52 P/E (TTM): 20.28X Cap: $80M
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Q: Your thoughts on BMO ZLSU ETF for a long term hold? Any concerns?

Upvote 1

Read Answer Asked by Brian on June 09, 2025

Q: What are your thoughts on using covered call ETFs to increase the yield of a portfolio?

Upvote 8

Read Answer Asked by Danielle on June 09, 2025

Q: Your thoughts on ZJAN BMO buffered ETF recommended by Larry Berman.

Thanks
Brian

Upvote 1

Read Answer Asked by Brian on June 09, 2025

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $22.10)
  • $22.10 P/E (TTM): 49.64X Cap: $796M
  • View ZWE Profile
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Q: What does this ETF hold and how does the covered call work? It is off the high of the year. Would now be a good time to purchase in TFSA for income and some growth as international exposure is low. If you prefer something else what would it be? Thank you!

Upvote 3

Read Answer Asked by Neil on June 09, 2025

• Purpose US Cash Fund (PSU.U $100.01)
  • $100.01 Cap: $760M
  • View PSU.U Profile
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• Global X USD High Interest Savings ETF (UCSH.U $50.12)
  • $50.12 P/E (TTM): 58.68X Cap: $403M
  • View UCSH.U Profile
  • View Questions on UCSH.U
• Vanguard Ultra-Short Bond ETF (VUSB $49.99)
  • $49.99 P/E (TTM): 14.76X Cap: $6.75B
  • View VUSB Profile
  • View Questions on VUSB

Q: Hi, I presently have $50000 U.S. in a non reg acct. I do not plan to purchase any stocks in the near future. Would appreciate your thoughts on what my options are to generate some income with it. Thank you.

Upvote 2

Read Answer Asked by Lorraine on June 09, 2025

• BMO Canadian Dividend ETF (ZDV $30.20)
  • $30.20 P/E (TTM): 11.91X Cap: $1.61B
  • View ZDV Profile
  • View Questions on ZDV

Q: I'm looking at an investment horizon of at least 5 years and would like to acquire ZDV etf. Given the current economic roller coaster that we are on with the US with it's ever-changing tariffs, what would be a reasonable price to buy ZDV?

Also, would you prefer to buy it in a registered account or a non-registered account? Please explain why.

Thank you for your assistance and have a wonderful weekend.

Upvote 3

Read Answer Asked by Cathy on June 09, 2025

• BMO Aggregate Bond Index ETF (ZAG $13.99)
  • $13.99 Cap: $12.27B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.56)
  • $28.56 Cap: $9.78B
  • View XBB Profile
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Q: What will be the impact of the Bank of Canada's likely rate cut from 2.75% to 2% on the ZAG or XBB ETFs?
Is it better to simply buy bonds directly rather than ETFs?

Upvote 2

Read Answer Asked by Serge on June 09, 2025

• BMO Covered Call Canadian Banks ETF (ZWB $26.46)
  • $26.46 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $22.10)
  • $22.10 P/E (TTM): 49.64X Cap: $796M
  • View ZWE Profile
  • View Questions on ZWE
• BMO US Put Write ETF (ZPW $15.30)
  • $15.30 P/E (TTM): 26.8X Cap: $91M
  • View ZPW Profile
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• BMO Covered Call US Banks ETF (ZWK $27.50)
  • $27.50 P/E (TTM): 12.58X Cap: $337M
  • View ZWK Profile
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• Hamilton Enhanced Canadian Bank ETF (HCAL $39.47)
  • $39.47 P/E (TTM): 11.72X Cap: $847M
  • View HCAL Profile
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $22.15)
  • $22.15 P/E (TTM): 17.11X Cap: $1.39B
  • View HDIV Profile
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.35)
  • $14.35 P/E (TTM): 28.25X Cap: $1B
  • View HYLD Profile
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• Harvest Diversified Monthly Income ETF (HDIF $9.01)
  • $9.01 P/E (TTM): 19.81X Cap: $485M
  • View HDIF Profile
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• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.69)
  • $11.69 P/E (TTM): 6.67X Cap: $755M
  • View ENCC Profile
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.87)
  • $13.87 P/E (TTM): 15.01X Cap: $1.14B
  • View UMAX Profile
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Q: Hi. would like to know in what account (RRSP,TFSA,NON-REGISTERED) would be best suited for these ETFs and your best to less favored in order for each account type please. ZWB, HCAL, ZWK, ZWE, ZPW, UMAX, HYLD, HDIV, HDIF, ENCC. Thank you

Upvote 3

Read Answer Asked by Stan on June 09, 2025

• Vanguard Conservative ETF Portfolio (VCNS $32.50)
  • $32.50 P/E (TTM): 13.31X Cap: $817M
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• Vanguard Balanced ETF Portfolio (VBAL $38.38)
  • $38.38 P/E (TTM): 6.89X Cap: $4.89B
  • View VBAL Profile
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• BMO Balanced ETF (ZBAL $15.46)
  • $15.46 P/E (TTM): 20.65X Cap: $509M
  • View ZBAL Profile
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Q: if a conservative investor wanted to invest in one ETF or stock in their TFSA today was would you suggest? Although the question was one, I would like a ranking of the top 3, Canadian only. please.

Upvote 6

Read Answer Asked by Brenda on June 09, 2025

• Sprott Physical Gold Trust (PHYS $53.86)
  • $53.86 P/E (TTM): 24.9X Cap: $21.71B
  • View PHYS Profile
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Q: My question is about the Norbert Gambit.

If an ETF trades in both Canada and the US, does that automatically mean that you can transfer the ETF between your Canadian and US accounts (eg. PHYS)? Is there a way to tell which ETFs trade on both a US and Cdn exchange, and which ones can be transferred from a US to Cdn account, or vice versa?

Thank you for this excellent service.

Upvote 5

Read Answer Asked by Dale on June 09, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $48.35)
  • $48.35 P/E (TTM): 23.36X Cap: $9.48B
  • View VIU Profile
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Q: Hi! Thoughts on best international stock ETFs for TFSA using Canadian dollars. They are at all-time highs. Do they still represent value or should one wait for a dip? Thank you!

Upvote 3

Read Answer Asked by Neil on June 09, 2025

• Sprott Physical Platinum and Palladium Trust (SPPP $24.95)
  • $24.95 Cap: $229M
  • View SPPP Profile
  • View Questions on SPPP

Q: What is your view on platinum and palladium (bullion not equities) over the next 2-5 years.

Thank you for your excellent advice.

Upvote 1

Read Answer Asked by Dale on June 09, 2025

• Coinbase Global Inc (COIN $184.57)
  • $184.57 P/E (TTM): 36.01X Cap: $48.57B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $77.34)
  • $77.34 P/E (TTM): 29.91X Cap: $69.80B
  • View HOOD Profile
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• ISHARES BITCOIN TR (IBIT $38.22)
  • $38.22 Cap: $52.70B
  • View IBIT Profile
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• iShares Ethereum Trust ETF (ETHA $15.43)
  • $15.43 Cap: $6.66B
  • View ETHA Profile
  • View Questions on ETHA

Q: seeing that you own some crypto I'm thinking I may get my toes wet, so to speak. At current prices, which one ETF would you favor of the above?
Also, I have more Canadian money available than US, is there disadvantage to IBIT.CA?
Should these be purchased in a Cash account, self directed RSP or TFSA?
Deduct as many questions as you need. I'll never get through these credits!

Upvote 8

Read Answer Asked by Brenda on June 06, 2025

• BMO Ultra Short-Term Bond ETF (ZST $49.06)
  • $49.06 Cap: $3.82B
  • View ZST Profile
  • View Questions on ZST
• Global X Cash Maximizer Corporate Class ETF (HSAV $117.38)
  • $117.38 Cap: $1.92B
  • View HSAV Profile
  • View Questions on HSAV
• Global X High Interest Savings ETF (CASH $50.03)
  • $50.03 P/E (TTM): 13.15X Cap: $6.84B
  • View CASH Profile
  • View Questions on CASH

Q: I asked this question on June 1, 2025 but did not get an answer so I am asking again.

What is the difference in underlining risks between ZST and high interest saving ETFs like CASH and HSAV?
What is the difference in yield between them?
I have about $100k in cash to park for 1 year ish so I am looking for a bit of yield during this time.

Upvote 2

Read Answer Asked by Anh on June 06, 2025

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $22.10)
  • $22.10 P/E (TTM): 49.64X Cap: $796M
  • View ZWE Profile
  • View Questions on ZWE
• Vanguard FTSE Developed Markets ETF (VEA $70.26)
  • $70.26 P/E (TTM): 0.28X Cap: $195.73B
  • View VEA Profile
  • View Questions on VEA

Q: Are there any restrictions on international equities within a TFSA? How do the dividends work? Thank you!

Upvote 4

Read Answer Asked by Neil on June 06, 2025

• BMO Covered Call Utilities ETF (ZWU $12.03)
  • $12.03 P/E (TTM): 18.74X Cap: $2.13B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Canadian High Dividend Covered Call ETF (ZWC $21.97)
  • $21.97 P/E (TTM): 12.59X Cap: $2.15B
  • View ZWC Profile
  • View Questions on ZWC

Q: I normally keep individual stocks to a limit of 5% of my portfolio in a registered account. However, with ZWC being an ETF, how high do you think I could go, given that it is diversified in many stocks?

What would be an attractive price to buy into ZWC?

If ZWU is also held in the same account, how high could you go for that ETF (as a percentage of the account)? And would that affect the amount of ZWC held in the same account?

Thank you.

Upvote 2

Read Answer Asked by Cathy on June 06, 2025

• Harvest Strategy Inc. High Income Shares ETF (MSTY $3.58)
  • $3.58 P/E (TTM): 11.69X Cap: $54M
  • View MSTY Profile
  • View Questions on MSTY

Q: It seems you don't have it in your companies list, the question is, if one will buy it today will they receive the dividend? What do you think about the strategy in general?

Upvote 2

Read Answer Asked by Marios on June 05, 2025