Q: Which would you suggest is the better to hold for the long term ZWB or ZWK? Or should I hold both?
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Investment Q&A
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- JPMorgan Chase & Co. (JPM)
- BMO Covered Call US Banks ETF (ZWK)
- Propel Holdings Inc. (PRL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: In my RRIF I hold the above 5 stocks in the "financial" sector:
1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?
Thanks,
Terry
1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?
Thanks,
Terry
Q: I am still down on this ETF. Do you see USA Banks recovering in the short term or should I move on.? It has a good Dividend but I can get that anywhere.
- BMO Covered Call US Banks ETF (ZWK)
- Hamilton Enhanced U.S. Covered Call ETF (HYLD)
- Global X S&P 500 Covered Call ETF (USCC)
- Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX)
Q: Thanks for all you do do us little guys and gals. I would be interested if you know of a good ETF for income with a 5% + dividend with significant US exposure BUT bought in CAD$? If not any US company stocks with a 5%+ dividend that I can buy on the TSX? Thanks again. Dan
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- BMO US High Dividend Covered Call ETF (ZWH)
- BMO Covered Call US Banks ETF (ZWK)
- Global X Gold Producer Equity Covered Call ETF (GLCC)
Q: All different holdings, but what would be your order of preference (based on expected total return) with the next 12 months in mind. Thanks as always, great service.
Q: Which do you prefer and why?
Q: I am down $3,800.00 on ZWB (15% of portfolio) and down $9,600.00 on ZWK (2% of portfolio).
What is your view on the banking sector. Do you see a full recovery or is it going to take a while? Should I hold or cut back?
What is your view on the banking sector. Do you see a full recovery or is it going to take a while? Should I hold or cut back?
- CVS Health Corporation (CVS)
- Eli Lilly and Company (LLY)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- ONEX Corporation Subordinate Voting Shares (ONEX)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- Blackstone Inc. (BX)
- Novo Nordisk A/S (NVO)
- BMO Covered Call US Banks ETF (ZWK)
- Berkshire Hathaway Inc 0.000% Senior Notes 2025 (BRK.25)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Group can you give me your thoughts on 2 Financial + 2 healthcare
stocks. The above picks are just shots in the dark are there others you like better or? also short explanation with you suggestions would be helpful
stocks. The above picks are just shots in the dark are there others you like better or? also short explanation with you suggestions would be helpful
Q: Can you please recommend a few ETFs like ZLU that are traded in Canadian funds that exclude the magnificent seven. I will appreciate it if you can provide a list for both hedged and unhedged ETSs.
Thank you
Thank you
Q: Can you please tell me if ZWK is ok to hold in your TFSA, since it is US Companies? Thank you
Q: Given recent bank earnings, have your thoughts on this one changed ? I am a retiree seeking income ... so is the dividend safe-ish ??
Q: Hi do you like this as a contrarian play? The yield looks strong with good 2-3 year appreciation is share price. Is this strong opportunity to buy at a discount. Jamie Dimon claims the worst of the banking scare is behind us now. Would you agree?
Q: Risk / Reward, what do you like better here? I believe Zwk has significantly less risk with appealing short to mid term upside. Thoughts?
Q: Wondering what your take is this week on entering ZWK? Would you wait a bit longer for the dust to settle? Goal is dividend income but for 5 year hold, not 20!
Q: If I look at the top holdings it appears that the fund will still enjoy the previous level of dividends, add to this the funds from the call options.
With that in mind the dividend from the fund should remain approximately the same as now. Thus a decrease in nav but with a higher yield than a few weeks ago. Am I missing something
With that in mind the dividend from the fund should remain approximately the same as now. Thus a decrease in nav but with a higher yield than a few weeks ago. Am I missing something
Q: Took a modest position in this fund at 18 dollars. What are your thoughts for a 20 year hold for retirement income. Being a bit greedy while others are fearful !!!!!!!!!!!!
Q: Would you add? Current yield and price seem attractive if reaction to the SVB run was over done.
Q: What just happened to ZWK?
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- BMO Covered Call US Banks ETF (ZWK)
Q: A portion of my portfolio is invested in the BMO Covered Call ETF's. In their fund prospectus, they indicate that a portion of your return is a return of capital. Is this a return of invested capital or is this the return of the premiums collected from writing the calls against the underlying securities?
- PPL Corporation (PPL)
- AT&T Inc. (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Canadian Western Bank (CWB)
- Capital Power Corporation (CPX)
- Alaris Equity Partners Income Trust (AD.UN)
- Russel Metals Inc. (RUS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Pizza Pizza Royalty Corp. (PZA)
- BMO Canadian Dividend ETF (ZDV)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Automotive Properties Real Estate Investment Trust (APR.UN)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Enbridge Inc (ENB)
- Fabrinet (FN)
- Fortis Inc. (FTS)
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Spectrum Brands Holdings Inc. (SPB)
- Suncor Energy Inc. (SU)
- Toronto Dominion Bank (The) (TD)
- TC Energy Corporation (TRP)
- Royal Bank Of Canada (RY)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- BMO Covered Call US Banks ETF (ZWK)
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.