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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please advise if HAMILTON covered call ETF (QMAX, EMAX and others) eligible for the Canadian dividend tax credit.

Thanks for the great service
Read Answer Asked by Hector on October 08, 2024
Q: I'm leaning towards emax in a cash account to diversify with the US holdings even though encc has a higher yield.

What are the tax implications of emax vs. encc.

emax writes in the money options on 30% of the holdings
I cannot find this data for encc

Thank you
Read Answer Asked by JACK on August 13, 2024
Q: I have held Freehold for a little over 2 years, and am no more than even on the stock price (but at least have the dividends). Similar to James' question today, I am thinking about selling FRU and moving to an energy income ETF. I have been looking at EMAX, but was not aware of ENCC that was mentioned by James. EMAX is new, but I like the North American approach vs ENCC which appears to be only Canadian companies. Could you compare the pros and cons of each ETF, including taxation of distributions, call strategy and any trading premium to NAV. Do you have a preference of one over the other? My objective is some sector exposure and income, more than capital gains.
Thank-you
Read Answer Asked by grant on April 11, 2024
Q: These 3 new Hamilton covered call etf's seem to my untrained eye to provide a very smart blend of generous income in excess of 10% annually each as advertised plus 70% of the holdings aren't subject to the call writing and thus are able to deliver a substantial portion of potential capital growth. The current portfolios for all three seem well chosen, solid picks. Each of these etf's has over $100 million invested rather quickly and they are likely to continue subscription growth. Newness aside, what's not to like for income plus exposure to a basket of high-grade US healthcare, financials and Cdn and US energy equities? Whatcha think? Thank you.
Read Answer Asked by Ken on April 02, 2024
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