Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Overall, the experts agree that HBF-T is a good option for income, despite experiencing a significant decrease in returns in 2022. The fund holds some of the world's top brands, which is likely to contribute to its long-term staying power. The management fee is considered high, but the five-year return is decent. The stock is not immune to market volatility, but it is expected to perform well in an interest-rate-pivot recovery.

Consensus
Positive
Valuation
Fair Value
Similar
P&G-T, PG-T
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

We like HBF for income. It was hit hard in 2022, with returns of negative14.67%, so it is definitely not immune to volatility in the greater markets. It does however hold some of the world’s top brands which should show long term staying power, and it should do well in a interest-rate-pivot recovery. Management fee is 0.96% which is fairly high for an income-focused fund. Five year return is 8.42%, which is decent. Its top holdings are alll well-know US consumer brand companies. 
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E.T.F.'s
COMMENT
They take a group of US stocks and write options on them and get some great returns. He has not used them because he is more focused on growth rather than enhanced income. Certainly they have a good product but the fees are higher than he wants to pay. The calls put a cap on the growth. He only goes 10-15% of the client's portfolio in these kinds of ETFs.
E.T.F.'s
WEAK BUY
It's equal weight and balanced with some banks, some tech and some consumer discretionary, which is a good, balanced spread and not as value-heavy as other tech-weighted ETFs. This is pretty good. He sees an L-, not V-recovery, so be careful. Some covered calls here offers a little extra income and a little downside protection.
E.T.F.'s
COMMENT

All of them are thinly traded and which one is recommended. Which one you select depends on specific situations. HBF-T is their brand product, looking at high quality brand leaders – names you know. They tend to be good dividend payers. It is a pretty decent size. The other two are good quality companies also. Be careful of a small ETF that has only been out a couple of years.

E.T.F.'s
BUY

Compared to ZWA-T, it has a covered call overlay also and they have performed pretty identically. If you go back more than 3-5 years then HBF-T has underperformed. Either one are strategies he would like to own.

E.T.F.'s
COMMENT

Harvest has a number of interesting products, basically Covered Calls. The returns they are getting seem to be higher than some other companies Covered Call ETF’s. But they are only doing it on 25% of the portfolio, whereas the Bank of Montréal is doing it on 50%. He wants to talk to them to see what they are up to. 7.3% yield.

E.T.F.'s
COMMENT

It is a brand leader. It looks a lot like the DOW and is quite correlated to it. It is more of an equally weighted way to play it and there are some option strategies within it.

E.T.F.'s
COMMENT

A US ETF that corresponds to this ETF? There are a number of ETF’s in the US that do covered calls. (See Top Picks.)

E.T.F.'s
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Brand Leaders Plus Income(HBF-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Brand Leaders Plus Income is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Brand Leaders Plus Income(HBF-T) Frequently Asked Questions

What is Brand Leaders Plus Income stock symbol?

Brand Leaders Plus Income is a Canadian stock, trading under the symbol HBF-T on the Toronto Stock Exchange (HBF-CT). It is usually referred to as TSX:HBF or HBF-T

Is Brand Leaders Plus Income a buy or a sell?

In the last year, 1 stock analyst published opinions about HBF-T. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brand Leaders Plus Income.

Is Brand Leaders Plus Income a good investment or a top pick?

Brand Leaders Plus Income was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Brand Leaders Plus Income.

Why is Brand Leaders Plus Income stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Brand Leaders Plus Income worth watching?

1 stock analyst on Stockchase covered Brand Leaders Plus Income In the last year. It is a trending stock that is worth watching.

What is Brand Leaders Plus Income stock price?

On 2024-02-20, Brand Leaders Plus Income (HBF-T) stock closed at a price of $9.6.