iShares Cdn Financial Monthly Income ETF (FIE-T) Stock Predictions - Stockchase
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iShares Cdn Financial Monthly Income ETF (FIE-T)

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E.T.F.'s

iShares Cdn Financial Mo...

FIE-T

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iShares Cdn Financial Monthly Income ETF (FIE-T) SAVE Apr, 22, 2019, 12:47 pm

7.14 0.03 (0.35%)

What the experts are saying about FIE-T



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BUY
Which Canadian financials ETF to buy? Do you want income or equal weight? Defer capital gains? FIE-T pays a monthly income and include preferred shares, corporate bonds and banks stocks, so it's diversified. If you don't want this income and prefer exposure and a total return swap and defer the taxation, then he suggests HEWB-T. You don't get dividends, so it's a great way to defer capital gains. But do you want to pay an MER to hold the big 6 Canadian banks?
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Which Canadian financials ETF to buy? Do you want income or equal weight? Defer capital gains? FIE-T pays a monthly income and include preferred shares, corporate bonds and banks stocks, so it's diversified. If you don't want this income and prefer exposure and a total return swap and defer the taxation, then he suggests HEWB-T. You don't get dividends, so it's a great way to defer capital gains. But do you want to pay an MER to hold the big 6 Canadian banks?
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$7.110
Owned Owned
Unknown

DON'T BUY
Thumbs down. It has a fixed distribution of 7% and if you look at what it holds you are looking at 3.5 to 4% so you are getting a return of your own money back.
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Thumbs down. It has a fixed distribution of 7% and if you look at what it holds you are looking at 3.5 to 4% so you are getting a return of your own money back.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$6.990
Owned Owned
Unknown

DON'T BUY
What percentage of the distribution would be return of capital, not profits? You can look it up on the iShares website. He hasn't looked at this ETF in a while. It's an asset-allocation portfolio ETF. It uses a lot of financials and their bond and preferred issues to build a high-yielding portfolio. It also uses 15% leverage to juice its distribution to clients. It has a mixed of assets--preferreds and bonds. Pays nearly a 7% dividend. This underperforms financial sector ETFs, either flat or lower. This should stay flat on a capital basis. Look at XFN instead. basis. IT pays a 6.% but that means little stock price movement.
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What percentage of the distribution would be return of capital, not profits? You can look it up on the iShares website. He hasn't looked at this ETF in a while. It's an asset-allocation portfolio ETF. It uses a lot of financials and their bond and preferred issues to build a high-yielding portfolio. It also uses 15% leverage to juice its distribution to clients. It has a mixed of assets--preferreds and bonds. Pays nearly a 7% dividend. This underperforms financial sector ETFs, either flat or lower. This should stay flat on a capital basis. Look at XFN instead. basis. IT pays a 6.% but that means little stock price movement.
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Daniel Straus

Head of ET, National Bank Financ...

Price Price
$7.010
Owned Owned
No

DON'T BUY

Doesn't like it at all. The problem is never trust yield. If an ETF is paying a yield that's higher than the yields of the stocks within that ETF, then where is the money coming from? The way this is presented to investors is unclear and
incorrect.

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Doesn't like it at all. The problem is never trust yield. If an ETF is paying a yield that's higher than the yields of the stocks within that ETF, then where is the money coming from? The way this is presented to investors is unclear and
incorrect.

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John Hood

President , J. C Hood Investment...

Price Price
$7.460
Owned Owned
No

DON'T BUY

People buy this for the 6% yield, but the banks and high-yield companies inside this ETFs yield only half that. Where's does the rest come from? This is about a return of your own capital to goose the yield, not a return on capital. You end up with a lower adjusted cost base, so when you sell it yet get whacked with a heavier tax.

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People buy this for the 6% yield, but the banks and high-yield companies inside this ETFs yield only half that. Where's does the rest come from? This is about a return of your own capital to goose the yield, not a return on capital. You end up with a lower adjusted cost base, so when you sell it yet get whacked with a heavier tax.

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John Hood

President , J. C Hood Investment...

Price Price
$7.550
Owned Owned
Unknown

DON'T BUY

Not one of his favorites. One of those ETFs where there is the possibility of Return of Capital as opposed to Return on Capital.

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Not one of his favorites. One of those ETFs where there is the possibility of Return of Capital as opposed to Return on Capital.

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John Hood

President , J. C Hood Investment...

Price Price
$7.470
Owned Owned
No

COMMENT

It is a straight pass-through of distributions.  When an ETF has a fixed distribution that is higher than what is in it, then you are getting some of your own capital in your distribution and the ETF provider could alter it. 

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It is a straight pass-through of distributions.  When an ETF has a fixed distribution that is higher than what is in it, then you are getting some of your own capital in your distribution and the ETF provider could alter it. 

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$7.400
Owned Owned
Unknown

PARTIAL SELL

Preferreds and dividend payers.  It is a great holding bu concentrated in the sector.  It is at all time highs.  He is reducing his exposure to the financial sector now.  If it goes higher he would reduce more.

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Preferreds and dividend payers.  It is a great holding bu concentrated in the sector.  It is at all time highs.  He is reducing his exposure to the financial sector now.  If it goes higher he would reduce more.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$7.550
Owned Owned
Unknown

COMMENT

How do you get your income? A nice way to get it is to own a monthly income ETF, you have to pay a fee for that. The issue is, do you buy your bank shares directly or own a bank ETF, and pay the manager 45 or 50 basis points to have the privilege of getting monthly checks. If you don’t have a lot of capital and you still need it, then it may be a better way than buying individual bank shares.

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How do you get your income? A nice way to get it is to own a monthly income ETF, you have to pay a fee for that. The issue is, do you buy your bank shares directly or own a bank ETF, and pay the manager 45 or 50 basis points to have the privilege of getting monthly checks. If you don’t have a lot of capital and you still need it, then it may be a better way than buying individual bank shares.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$7.230
Owned Owned
Unknown

DON'T BUY

Good quality banks and insurance companies.  It is not a good time to step in at this time.  It is at all time highs.  Its bonds are short term corporate bonds so you don’t have interest rate risk.  The risks are far too high with these companies right now, however.  He does not think Trump will cause interest rates to go up the way analysts predict.

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Good quality banks and insurance companies.  It is not a good time to step in at this time.  It is at all time highs.  Its bonds are short term corporate bonds so you don’t have interest rate risk.  The risks are far too high with these companies right now, however.  He does not think Trump will cause interest rates to go up the way analysts predict.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$7.000
Owned Owned
Unknown

HOLD

It pays a fixed yield of 7%, but nothing yields that.  You are getting back about 3% of your own capital.  It is very concentrated in the financial area, so it we get into a financial driven systemic problem, this one will underperform.

E.T.F.'s
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It pays a fixed yield of 7%, but nothing yields that.  You are getting back about 3% of your own capital.  It is very concentrated in the financial area, so it we get into a financial driven systemic problem, this one will underperform.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$6.670
Owned Owned
Unknown

DON'T BUY

Likes this as a diversifier. You have about 22% of preferreds, 11% of corporate bonds, all of the banks and a lot of financials, some of the big dividend payers in Canada. It isn’t diversified much beyond financials, so there is a lot of sector concentration. If you are going to put this in your portfolio, and it is 10%-20%, he would be good with that. Make it a core holding. Valuation-wise right now, he doesn’t like financials. Thinks they underperform for the next year or 2.

E.T.F.'s
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Likes this as a diversifier. You have about 22% of preferreds, 11% of corporate bonds, all of the banks and a lot of financials, some of the big dividend payers in Canada. It isn’t diversified much beyond financials, so there is a lot of sector concentration. If you are going to put this in your portfolio, and it is 10%-20%, he would be good with that. Make it a core holding. Valuation-wise right now, he doesn’t like financials. Thinks they underperform for the next year or 2.

E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$6.620
Owned Owned
Unknown

BUY

(Market Call Minute.) 

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(Market Call Minute.) 

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Richard Croft

President, R.N. Croft Financial...

Price Price
$6.540
Owned Owned
Unknown

COMMENT

A product that pays money from a number of different ways. Canadian financials, REITs, Corporate bonds. A mixed bag of different things that are paying money. Yield is about 3.9%, but when you gross that up with some of the Return of Capital, it might be more like 7%-7.2%, etc. This is for people that want a strong income, but it is grinding down the Adjusted Cost Basis, because some of that money you are getting is Return of Capital.

E.T.F.'s
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A product that pays money from a number of different ways. Canadian financials, REITs, Corporate bonds. A mixed bag of different things that are paying money. Yield is about 3.9%, but when you gross that up with some of the Return of Capital, it might be more like 7%-7.2%, etc. This is for people that want a strong income, but it is grinding down the Adjusted Cost Basis, because some of that money you are getting is Return of Capital.

E.T.F.'s
0 0 0 0 0
0 comments
John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$6.660
Owned Owned
Unknown

WATCH

A collection of Canadian banks and insurers.  It moved up nicely since the February lows.  We had a run and there is some question on where oil prices are going.  He would not accumulate at this time.

E.T.F.'s
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A collection of Canadian banks and insurers.  It moved up nicely since the February lows.  We had a run and there is some question on where oil prices are going.  He would not accumulate at this time.

E.T.F.'s
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0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$6.460
Owned Owned
Unknown

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