Stock price when the opinion was issued
Still holds ZWP. Would rotate with ZDH, which is an international dividend play. If you are really bullish, you want the dividend pure exposure. If not, play the covered call version. Right now, he holds both. More excited about Europe's valuation than US markets. Increasing exposure to international markets.
He advocates ZWE-T because it has the covered call strategy. Either one is good late cycle to play dividend payers. But you are not immune to the cycle. It would not be a bad holding.