BMO US High Dividend Covered Call ETF

ZWH-T

Analysis and Opinions about ZWH-T

Signal
Opinion
Expert
COMMENT
COMMENT
September 26, 2019
Covered call overlay. If you think there is a sideways market then covered call ETFs do well as the income is much higher. He does not think we are entering a sideways market. There are better ways to pay the market. If you want to add bonds to your portfolio you'd want to invest in other bond ETFs.
Covered call overlay. If you think there is a sideways market then covered call ETFs do well as the income is much higher. He does not think we are entering a sideways market. There are better ways to pay the market. If you want to add bonds to your portfolio you'd want to invest in other bond ETFs.
Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$20.950
Owned
Unknown
TOP PICK
TOP PICK
September 13, 2019
Yield is around 6 percent. Now that the markets are looking toppy, he likes it for the yield.
Yield is around 6 percent. Now that the markets are looking toppy, he likes it for the yield.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$21.150
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 10, 2019
Loves it. These high-dividend names within this have been underperforming, namely financials. So a revaluation will help this. You don't need the covered call, because it limits the upside. Better to find this without the covered call.
Loves it. These high-dividend names within this have been underperforming, namely financials. So a revaluation will help this. You don't need the covered call, because it limits the upside. Better to find this without the covered call.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$20.750
Owned
Unknown
BUY
BUY
September 9, 2019
Dividend ETFs with a monthly dividend, covered calls and a high yield. They give you great exposure to great companies.
Dividend ETFs with a monthly dividend, covered calls and a high yield. They give you great exposure to great companies.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.640
Owned
Unknown
WEAK BUY
WEAK BUY
August 21, 2019
A great long-term hold. This generates income. Bonds won't do this anymore with today's low rates. No, markets won't take off because there's so much uncertainty.
A great long-term hold. This generates income. Bonds won't do this anymore with today's low rates. No, markets won't take off because there's so much uncertainty.
Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$20.340
Owned
Unknown
BUY
BUY
July 29, 2019
ZWE Some of the best dividend payers in the world with a covered call overlay are in ZWH which has some European exposure. This is excellent for defensive investors who rely on 5-7% yields to live. This lets you sleep at night. This won't eliminate the downside and won't increase as much as the rest of the market, but it is a steady payer. Cash? There's little yield there.
ZWE Some of the best dividend payers in the world with a covered call overlay are in ZWH which has some European exposure. This is excellent for defensive investors who rely on 5-7% yields to live. This lets you sleep at night. This won't eliminate the downside and won't increase as much as the rest of the market, but it is a steady payer. Cash? There's little yield there.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.860
Owned
Unknown
BUY
BUY
July 23, 2019
Don't hold this in a TFSA, because it pays in US dollars and you'll pay a withholding tax. Covered calls work well in this market, because the calls generate income if the stock stays flat or goes down. It's safe.
Don't hold this in a TFSA, because it pays in US dollars and you'll pay a withholding tax. Covered calls work well in this market, because the calls generate income if the stock stays flat or goes down. It's safe.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$20.830
Owned
Unknown
BUY
BUY
June 10, 2019
It's a good product, because it's conservative. The dividends will mute volatility, and there are covered calls on top of that. At least you make money on writing the call options. This offers a lot lower volatility than others in this space.
It's a good product, because it's conservative. The dividends will mute volatility, and there are covered calls on top of that. At least you make money on writing the call options. This offers a lot lower volatility than others in this space.
John DeGoey
Portfolio Manager, Wellington-Altus Private Wealth Inc.
Price
$20.460
Owned
Unknown
BUY
BUY
June 3, 2019
Nice yield. Fees are relatively high. He still likes it. based on higher yield stocks in the S&P500. Well diversified.
Nice yield. Fees are relatively high. He still likes it. based on higher yield stocks in the S&P500. Well diversified.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$19.990
Owned
No
SELL STRENGTH
SELL STRENGTH
March 18, 2019
ZWH-T vs. ZPW-T. These are the more defensive holdings. ZPW-T is a little more risk adverse. He is looking to trim exposure on the ZWH-T side to move to ZPW-T at the moment.
ZWH-T vs. ZPW-T. These are the more defensive holdings. ZPW-T is a little more risk adverse. He is looking to trim exposure on the ZWH-T side to move to ZPW-T at the moment.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.850
Owned
Yes
COMMENT
COMMENT
February 28, 2019
Can you explain what a covered call strategy does? This strategy will invest in underlying stocks with high dividend in the US and over top of that they will be writing options to create ore income for the investor. This is great if you think that we will have sideways markets. This strategy is 71 basis points. Usually covered call strategies are little more expensive than direct ownership.
Can you explain what a covered call strategy does? This strategy will invest in underlying stocks with high dividend in the US and over top of that they will be writing options to create ore income for the investor. This is great if you think that we will have sideways markets. This strategy is 71 basis points. Usually covered call strategies are little more expensive than direct ownership.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$20.290
Owned
Unknown
COMMENT
COMMENT
January 2, 2019
Are covered calls safe in a down market? Covered call righting only protects a very small amount of your capital -- it is only there to generate income -- it is not a hedge. He has sold ZWH-T as he does not want to sell covered calls in a recovering market as it has sold off the upside potential. He might just consider outright buying banks stocks at this point. In a flat market or rising market covered calls are a good strategy.
Are covered calls safe in a down market? Covered call righting only protects a very small amount of your capital -- it is only there to generate income -- it is not a hedge. He has sold ZWH-T as he does not want to sell covered calls in a recovering market as it has sold off the upside potential. He might just consider outright buying banks stocks at this point. In a flat market or rising market covered calls are a good strategy.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$19.480
Owned
No
COMMENT
COMMENT
December 6, 2018
How does this ETF compares to BMO US High Dividend Covered Call ETF (ZWH-T)? They invest in the same underlying assets so are basically the same. He is bullish on the US dollar. So he prefers this one to ZWS which is hedged to Canadian dollars.
How does this ETF compares to BMO US High Dividend Covered Call ETF (ZWH-T)? They invest in the same underlying assets so are basically the same. He is bullish on the US dollar. So he prefers this one to ZWS which is hedged to Canadian dollars.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$20.160
Owned
Unknown
COMMENT
COMMENT
December 4, 2018
It's the high-yielding American stock. It yields around 5%. It's a good way to get income out of the U.S. You have the opportunity for some growth.
It's the high-yielding American stock. It yields around 5%. It's a good way to get income out of the U.S. You have the opportunity for some growth.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$20.270
Owned
Unknown
BUY
BUY
November 19, 2018
ZPW-T vs. ZWH-T If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
ZPW-T vs. ZWH-T If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.290
Owned
Yes
Showing 1 to 15 of 81 entries