Healthcare Leaders Income Fund

HHL-T

Analysis and Opinions about HHL-T

Signal
Opinion
Expert
BUY
BUY
December 17, 2019
The healthcare sector is in line with aging demographics. A good ETF, but the covered call limits the upside. So, this isn't good if you are bullish health. Also, this ETF will miss opportunities in small caps. But overall, a good ETF.
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The healthcare sector is in line with aging demographics. A good ETF, but the covered call limits the upside. So, this isn't good if you are bullish health. Also, this ETF will miss opportunities in small caps. But overall, a good ETF.
BUY
BUY
July 23, 2019
Buy the US or Canada ETF? Aging demographics favour this ETF. Don't factor the Canadian election or any election when buying this. If you own the US ETF, then buy the Canadian one for geographic diversification.
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Buy the US or Canada ETF? Aging demographics favour this ETF. Don't factor the Canadian election or any election when buying this. If you own the US ETF, then buy the Canadian one for geographic diversification.
BUY
BUY
July 19, 2019
Used to be a closed-end fund. Now a covered call on major U.S. Healthcare. Yield is around 8%. But similar to other covered calls, you are giving up up-side of the healthcare sector. Sacrificing growth for yield. A good dividend play.
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Used to be a closed-end fund. Now a covered call on major U.S. Healthcare. Yield is around 8%. But similar to other covered calls, you are giving up up-side of the healthcare sector. Sacrificing growth for yield. A good dividend play.
TOP PICK
TOP PICK
July 5, 2019

He believes in healthcare as a secular play though this sector is a political hot potato. HC's seasonality is about to start, but you really need to hold this long term.

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He believes in healthcare as a secular play though this sector is a political hot potato. HC's seasonality is about to start, but you really need to hold this long term.

COMMENT
COMMENT
June 25, 2019
I hold HHL in US and Canadian 50/50. Should I cash out the American to buy only Canadian? And what if the Democrats win in 2020? Currency is complex in general. Better to hold half-hedged, half-non. Yes, there's some strenght in the CAD. But in a slowdown, the USD is the world currency and will respond well. Also, these companies are well-capitalized and a great place to hide in a slowdown. Owning is USD is better in a slowdown. If the Democrats win in 2020: It's a tough call who will win and what the winner will do to US healthcare.
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I hold HHL in US and Canadian 50/50. Should I cash out the American to buy only Canadian? And what if the Democrats win in 2020? Currency is complex in general. Better to hold half-hedged, half-non. Yes, there's some strenght in the CAD. But in a slowdown, the USD is the world currency and will respond well. Also, these companies are well-capitalized and a great place to hide in a slowdown. Owning is USD is better in a slowdown. If the Democrats win in 2020: It's a tough call who will win and what the winner will do to US healthcare.
DON'T BUY
DON'T BUY
June 3, 2019
The yield is extremely good. The problem is that there is not much movement on the upside. He prefer other things with upside potential. The Health Care sector is a good theme.
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The yield is extremely good. The problem is that there is not much movement on the upside. He prefer other things with upside potential. The Health Care sector is a good theme.
COMMENT
COMMENT
May 27, 2019
They find some of the best healthcare stocks and then write options to increase the returns. He likes what they are trying to do. The more volatility in the sector there is, the higher the option premium will be.
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They find some of the best healthcare stocks and then write options to increase the returns. He likes what they are trying to do. The more volatility in the sector there is, the higher the option premium will be.
COMMENT
COMMENT
May 13, 2019
A yield of almost 9% and almost all a return of capital? There will be negative impacts on the US healthcare sector. The covered call strategy yields a return as a capital gain. He deferred the callers's question to the manager of the ETF. He thinks this is a good way to get yield in this sector if this is what you want.
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A yield of almost 9% and almost all a return of capital? There will be negative impacts on the US healthcare sector. The covered call strategy yields a return as a capital gain. He deferred the callers's question to the manager of the ETF. He thinks this is a good way to get yield in this sector if this is what you want.
DON'T BUY
DON'T BUY
April 24, 2019
Big marijuana components in the name. He thinks the mergers in the sector is going to be kind of a zero-sum game for the ETF. He would look into the individual names for potential targets in the smaller names.
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Big marijuana components in the name. He thinks the mergers in the sector is going to be kind of a zero-sum game for the ETF. He would look into the individual names for potential targets in the smaller names.
COMMENT
COMMENT
April 16, 2019
No cannabis in this. It's 20 equal-weighted healthcare stocks, the biggest in the world, the mega-caps. Lately this has underperformed the S&P so beware as we head into a rate-sensitive market. It's more risky than your typical ETF.
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No cannabis in this. It's 20 equal-weighted healthcare stocks, the biggest in the world, the mega-caps. Lately this has underperformed the S&P so beware as we head into a rate-sensitive market. It's more risky than your typical ETF.
BUY
BUY
April 1, 2019
Caller looking for a defensive holding. He loves what they are doing – an active approach to healthcare. They write covered calls and can generate capital gains. It should perform well in a downturn. Once we are at a low valuation and they are recovering you don’t want to be in this.
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Caller looking for a defensive holding. He loves what they are doing – an active approach to healthcare. They write covered calls and can generate capital gains. It should perform well in a downturn. Once we are at a low valuation and they are recovering you don’t want to be in this.
COMMENT
COMMENT
March 12, 2019
Popular. It has a covered call overlay so it's one of the more pricey ETFs at a 1.37% MER. They do quantitative screens on the healthcare companies they pick.
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Popular. It has a covered call overlay so it's one of the more pricey ETFs at a 1.37% MER. They do quantitative screens on the healthcare companies they pick.
BUY
BUY
January 14, 2019
It is the healthcare leaders strategy ETF, actively managed with a covered call overlay. He sees a yield of about 9% but the holdings yield 3-4% so the rest is from the options strategy. The yield is sustainable if the managers know what they are doing. He likes the exposure and what they are trying to do.
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It is the healthcare leaders strategy ETF, actively managed with a covered call overlay. He sees a yield of about 9% but the holdings yield 3-4% so the rest is from the options strategy. The yield is sustainable if the managers know what they are doing. He likes the exposure and what they are trying to do.
DON'T BUY
DON'T BUY
July 13, 2018

Ignore this one. A recent arrival. Another covered call ETF. Compare it to ZUH or XLB, which are so much cheaper. If you like the healthcare sector, which he would question with the Trump wild card, be careful and pick a mainstream ETF.

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Ignore this one. A recent arrival. Another covered call ETF. Compare it to ZUH or XLB, which are so much cheaper. If you like the healthcare sector, which he would question with the Trump wild card, be careful and pick a mainstream ETF.

DON'T BUY
DON'T BUY
July 9, 2018

Health care leaders. They use option strategies to enhance yield. As broad markets turned down in '15/16, this index fell and now that things have recovered, it has done so but less than the market. This is a way to play this space. It is an active strategy and a fine one if you want exposure to healthcare.

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Health care leaders. They use option strategies to enhance yield. As broad markets turned down in '15/16, this index fell and now that things have recovered, it has done so but less than the market. This is a way to play this space. It is an active strategy and a fine one if you want exposure to healthcare.

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