BMO Europe High Dividend Covered Call ETF

ZWP-T

Analysis and Opinions about ZWP-T

Signal
Opinion
Expert
WATCH
WATCH
January 13, 2020
Exposure to the best dividend paying stocks in Europe with a covered call overlay. He hands down prefers these strategies and moves back and forth between currency hedge (ZWE-T) and not (ZWP-T). He has not bought any new exposure in these for the last year because of the market risk.
Show full opinionHide full opinion
Exposure to the best dividend paying stocks in Europe with a covered call overlay. He hands down prefers these strategies and moves back and forth between currency hedge (ZWE-T) and not (ZWP-T). He has not bought any new exposure in these for the last year because of the market risk.
DON'T BUY
DON'T BUY
November 11, 2019
Outlook on Europe? His outlook on Europe is bearish though he believes in broad, global diversification. A covered call is good, because you receive the income from at least the call option. So, you receive a more stable upside and less likely downside. ZWP is a good way to play Europe, but he wouldn't go out of his way to play Europe now.
Show full opinionHide full opinion
Outlook on Europe? His outlook on Europe is bearish though he believes in broad, global diversification. A covered call is good, because you receive the income from at least the call option. So, you receive a more stable upside and less likely downside. ZWP is a good way to play Europe, but he wouldn't go out of his way to play Europe now.
BUY
BUY
November 4, 2019
Don't put new money to work in equities. If you are doing it in Europe this is his favourite way to do it so you get the yield.
Show full opinionHide full opinion
Don't put new money to work in equities. If you are doing it in Europe this is his favourite way to do it so you get the yield.
PARTIAL BUY
PARTIAL BUY
October 29, 2019
ZWE vs. ZWP One is hedged and the other is not. So, the solution is to buy each, 50/50. Check his top picks today, too.
Show full opinionHide full opinion
ZWE vs. ZWP One is hedged and the other is not. So, the solution is to buy each, 50/50. Check his top picks today, too.
DON'T BUY
DON'T BUY
October 21, 2019
There is price erosion. He is no longer buying or adding to this position.
Show full opinionHide full opinion
There is price erosion. He is no longer buying or adding to this position.
COMMENT
COMMENT
September 5, 2019
ZWP-T vs. EDGF-T. We have high yielding stocks that generally have lower volatility and so have lower option premiums. The covered writing does not add much value.
Show full opinionHide full opinion
ZWP-T vs. EDGF-T. We have high yielding stocks that generally have lower volatility and so have lower option premiums. The covered writing does not add much value.
BUY
BUY
August 21, 2019
Most BMO covered call ETFs write options against half the positions. It's a yield pick-up plus the dividend. You get covered call options written against European stocks. If you believe the worst is over in Europe (which is debatable), this isn't a bad way to play Europe at all.
Show full opinionHide full opinion
Most BMO covered call ETFs write options against half the positions. It's a yield pick-up plus the dividend. You get covered call options written against European stocks. If you believe the worst is over in Europe (which is debatable), this isn't a bad way to play Europe at all.
BUY
BUY
May 6, 2019
ZWE-T vs. ZWP-T He sold most of his ZWE-T to purchase ZWP-T, which is the same thing except he gets more exposure to the British pound and Euro. He prefers that exposure as we get close to the end of BREXIT. He is vastly underweight Europe generally.
Show full opinionHide full opinion
ZWE-T vs. ZWP-T He sold most of his ZWE-T to purchase ZWP-T, which is the same thing except he gets more exposure to the British pound and Euro. He prefers that exposure as we get close to the end of BREXIT. He is vastly underweight Europe generally.
COMMENT
COMMENT
March 12, 2019
ZWE vs. ZWP Both are similar, the difference being the CAD currency hedge in ZWE. Also keep in mind that there's a covered call overlay on these ETFs. IF you need a lot of yield, certainly both are valid. He thinks the CAD-Euro will be neutral for a while. Perhaps buy a mix of the two.
Show full opinionHide full opinion
ZWE vs. ZWP Both are similar, the difference being the CAD currency hedge in ZWE. Also keep in mind that there's a covered call overlay on these ETFs. IF you need a lot of yield, certainly both are valid. He thinks the CAD-Euro will be neutral for a while. Perhaps buy a mix of the two.
BUY
BUY
October 18, 2018

ZWE-T or ZWP-T. European market. Covered calls. You get less upside participation but get a higher yield. ZWE-T is currency hedged and ZWP-T is not.

Show full opinionHide full opinion

ZWE-T or ZWP-T. European market. Covered calls. You get less upside participation but get a higher yield. ZWE-T is currency hedged and ZWP-T is not.

Showing 1 to 10 of 10 entries
  • «
  • 1
  • »