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BMO Covered Call Utilities ETF (ZWU-T)

ON STOCKCHASE SINCE Dec 2011

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BMO Covered Call Utilitie...
ZWU-T

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COMMENT	BMO Covered Call Utilities ETF(ZWU-T) January 11, 2019 Utilities include telephones, pipelines and power. He owns this for clients who want the dividend, not long-term performance. If interest rates rise, this will likely fall. But he foresees minimal increases coming (2 from the U.S. this year, he thinks), so ZWU will perform flatly. E.T.F.'s 0 0 0 0 0 0 comments	Utilities include telephones, pipelines and power. He owns this for clients who want the dividend, not long-term performance. If interest rates rise, this will likely fall. But he foresees minimal increases coming (2 from the U.S. this year, he thinks), so ZWU will perform flatly. E.T.F.'s 0 0 0 0 0 0 comments David Cockfield Managing D, Northland Wealth Man... Price $12.600 Owned Yes

COMMENT	BMO Covered Call Utilities ETF(ZWU-T) December 10, 2018 ZUT-T vs. ZWU-T. As we go into a recession, bond rates are dropping. ZUT-T is an equal weight exposure to traditional Canadian utilities. ZWU-T includes telcos and pipelines. He is always more in favour of diversification. E.T.F.'s 0 0 0 0 0 0 comments	ZUT-T vs. ZWU-T. As we go into a recession, bond rates are dropping. ZUT-T is an equal weight exposure to traditional Canadian utilities. ZWU-T includes telcos and pipelines. He is always more in favour of diversification. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.700 Owned Unknown
BUY	BMO Covered Call Utilities ETF(ZWU-T) December 4, 2018 Or buy ZWD instead? He likes it because it has both Canadian and American utilities, and it has a covered call. The only problem with utilities is that they can't raise revenues (pass them onto the consumer) when interest rates rise. E.T.F.'s 0 0 0 0 0 0 comments	Or buy ZWD instead? He likes it because it has both Canadian and American utilities, and it has a covered call. The only problem with utilities is that they can't raise revenues (pass them onto the consumer) when interest rates rise. E.T.F.'s 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $12.830 Owned Unknown
TOP PICK	BMO Covered Call Utilities ETF(ZWU-T) November 30, 2018 Provides safe, regular cash flow. A package of diversified utilities, with dividends that you can depend on, and the covered call provides additional income. The cost of the ETF is quite low. E.T.F.'s 0 0 0 0 0 0 comments	Provides safe, regular cash flow. A package of diversified utilities, with dividends that you can depend on, and the covered call provides additional income. The cost of the ETF is quite low. E.T.F.'s 0 0 0 0 0 0 comments David Cockfield Managing D, Northland Wealth Man... Price $12.810 Owned Yes
COMMENT	BMO Covered Call Utilities ETF(ZWU-T) November 20, 2018 Investors are hiding out in utilities. ZWU's covered call mitigates some volatility. (FIE-T is another one he'd look at.) If this ETF performs too well, it means the rest of the market is in trouble. Be careful you don't get suckered into defensive names. E.T.F.'s 0 0 0 0 0 0 comments	Investors are hiding out in utilities. ZWU's covered call mitigates some volatility. (FIE-T is another one he'd look at.) If this ETF performs too well, it means the rest of the market is in trouble. Be careful you don't get suckered into defensive names. E.T.F.'s 0 0 0 0 0 0 comments Mike S. Newton, Director &, Scotia Wealth Manage... Price $12.780 Owned Unknown
COMMENT	BMO Covered Call Utilities ETF(ZWU-T) November 19, 2018 ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.` E.T.F.'s 0 0 0 0 0 0 comments	ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.` E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.910 Owned Unknown
BUY	BMO Covered Call Utilities ETF(ZWU-T) November 12, 2018 ZWU-T vs. ZWB-T. Rising interest rates are positive for revenues for banks, not profits necessarily. The yield curve is flattening and this is not good for banks. He prefers ZWU-t to ZWB-T. E.T.F.'s 0 0 0 0 0 0 comments	ZWU-T vs. ZWB-T. Rising interest rates are positive for revenues for banks, not profits necessarily. The yield curve is flattening and this is not good for banks. He prefers ZWU-t to ZWB-T. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.710 Owned Yes
HOLD	BMO Covered Call Utilities ETF(ZWU-T) November 9, 2018 Good idea to add? Getting monthly dividend income plus income off the option premium. Buying this for the cash flow. This particular product will suffer in a higher interest rate environment. Don’t add now. Instead, buy ZWB, add it to ZWU, and together that’s your portfolio. E.T.F.'s 0 0 0 0 0 0 comments	Good idea to add? Getting monthly dividend income plus income off the option premium. Buying this for the cash flow. This particular product will suffer in a higher interest rate environment. Don’t add now. Instead, buy ZWB, add it to ZWU, and together that’s your portfolio. E.T.F.'s 0 0 0 0 0 0 comments Richard Croft President, R.N. Croft Financial... Price $12.690 Owned Unknown
BUY	BMO Covered Call Utilities ETF(ZWU-T) October 29, 2018 [Caller asked about BCE-T.] He prefers ZWU-T instead of just paying individual stocks. No one knows which one is going to do best. You get diversification. He would step into it because it is defensive. E.T.F.'s 0 0 0 0 0 0 comments	[Caller asked about BCE-T.] He prefers ZWU-T instead of just paying individual stocks. No one knows which one is going to do best. You get diversification. He would step into it because it is defensive. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.300 Owned Unknown
COMMENT	BMO Covered Call Utilities ETF(ZWU-T) October 22, 2018 ZWE-T vs. ZWU-T vs. ZWB-T. A 100% stake in anything is generally a bad idea. These three give you 2/3rds of your portfolio seeking dividends in Canada. He would add ZPW-T for US put writes. ZWH-T would give you a broader exposure. He would underweight Canada. E.T.F.'s 0 0 0 0 0 0 comments	ZWE-T vs. ZWU-T vs. ZWB-T. A 100% stake in anything is generally a bad idea. These three give you 2/3rds of your portfolio seeking dividends in Canada. He would add ZPW-T for US put writes. ZWH-T would give you a broader exposure. He would underweight Canada. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.620 Owned Unknown
BUY	BMO Covered Call Utilities ETF(ZWU-T) October 15, 2018 High dividend covered call telcos and utilities, 70% Canadian, 30% US. He really likes it. These tend to underperform during rising interest rates. Banks do a bit better (ZWB-T (covered Call Banks)/ZWE-T) in this environment. He likes them paired with ZWU-T. He owns no Canadian banks right now. E.T.F.'s 0 0 0 0 0 0 comments	High dividend covered call telcos and utilities, 70% Canadian, 30% US. He really likes it. These tend to underperform during rising interest rates. Banks do a bit better (ZWB-T (covered Call Banks)/ZWE-T) in this environment. He likes them paired with ZWU-T. He owns no Canadian banks right now. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.350 Owned Yes
BUY	BMO Covered Call Utilities ETF(ZWU-T) October 1, 2018 ZWB-T vs. ZWU-T. ZWU-T is high dividend covered call, 70% US. It is very interest rate sensitive. ZWB-T is banks and so when interest rates are rising they tend to do better. They are counter balanced so putting money into both is a good pairing, generally. He owns no Canadian banks because he thinks they are expensive right now, however. E.T.F.'s 0 0 0 0 0 0 comments	ZWB-T vs. ZWU-T. ZWU-T is high dividend covered call, 70% US. It is very interest rate sensitive. ZWB-T is banks and so when interest rates are rising they tend to do better. They are counter balanced so putting money into both is a good pairing, generally. He owns no Canadian banks because he thinks they are expensive right now, however. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.510 Owned Yes
DON'T BUY	BMO Covered Call Utilities ETF(ZWU-T) September 21, 2018 Do you like the covered call? Not a huge fan, but it’s difficult for the individual to write covered calls because the ETF providers are in the way. Expensive at 0.71% MER, but pretty good. If interest rates rise accelerates you are probably not going to get a lot of performance. Be careful. For income, you could go to a lot of other areas. Timing better when there’s a sell-off in the market. Timing on this isn’t perfect, if you hold it there is nothing wrong with it. E.T.F.'s 0 0 0 0 0 0 comments	Do you like the covered call? Not a huge fan, but it’s difficult for the individual to write covered calls because the ETF providers are in the way. Expensive at 0.71% MER, but pretty good. If interest rates rise accelerates you are probably not going to get a lot of performance. Be careful. For income, you could go to a lot of other areas. Timing better when there’s a sell-off in the market. Timing on this isn’t perfect, if you hold it there is nothing wrong with it. E.T.F.'s 0 0 0 0 0 0 comments Terry Shaunessy President , Shaunessy Investment... Price $12.700 Owned Unknown
WAIT	BMO Covered Call Utilities ETF(ZWU-T) September 17, 2018 It is one of his favourite ETFs to play high yielding, less correlating exposure. Utilities, pipelines and telcoes, 30% US, 70% Canada. The yield is in the 4.5%-5% range. It has a covered call overlay to enhance the yield to something over 6%. Seasonality is a factor. Over the next couple of months we will see interest rates tick up a bit and ZWU-T is interest rate sensitive. Underfunded pension plans are off the board now and should have a slight negative on ZWU-T, so hold off before nibbling on it. E.T.F.'s 0 0 0 0 0 0 comments	It is one of his favourite ETFs to play high yielding, less correlating exposure. Utilities, pipelines and telcoes, 30% US, 70% Canada. The yield is in the 4.5%-5% range. It has a covered call overlay to enhance the yield to something over 6%. Seasonality is a factor. Over the next couple of months we will see interest rates tick up a bit and ZWU-T is interest rate sensitive. Underfunded pension plans are off the board now and should have a slight negative on ZWU-T, so hold off before nibbling on it. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.780 Owned Unknown
HOLD	BMO Covered Call Utilities ETF(ZWU-T) August 27, 2018 High dividend paying utilities and telcos, 30% international. He is not adding here. He did so a couple of months back. He likes the strategy. In a market downtown, everything falls but utilities fall a lot less. The distribution could change over time due to volatility of its holdings. E.T.F.'s 0 0 0 0 0 0 comments	High dividend paying utilities and telcos, 30% international. He is not adding here. He did so a couple of months back. He likes the strategy. In a market downtown, everything falls but utilities fall a lot less. The distribution could change over time due to volatility of its holdings. E.T.F.'s 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $12.955 Owned Yes

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