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Latest Stock Buy or Sell?

Today, John Hood commented about whether ZQQ-T, ZWB-T, HHL-T, HAC-T, BSV-N, ZWH-T, ZWA-T, ZWK-T, VV-N, VGG-T, HDIV-T, HDIF-T, ZWU-T, VA-T, XIN-T are stocks to buy or sell.

COMMENT
Canadian utility ETF for steady income and capital preservation? Definitely look at ZWU. Yield is really high, around 7%. Remember that, for utilities, because prices are regulated by government, they can't respond as well to rate increases, and so they tend to underperform markets. When you put a covered call overlay on them, it reduces the upside a bit, but half of it is not covered.
Unknown
BUY
Yield is really high, around 7%. Remember that, for utilities, because prices are regulated by government, they can't respond as well to rate increases, and so they tend to underperform markets. When you put a covered call overlay on them, it reduces the upside a bit, but half of it is not covered.
E.T.F.'s
BUY
High yield can be a red flag. But here, it's because they do a covered call overwrite, which he likes. Proprietary option trading strategy generates this kind of return. Don't be dissuaded by the high yield. Also remember that US dividends are taxed accordingly. Look at it for a portion of your portfolio.
0
COMMENT
Geographic allocation. He's always overweight the US market. Greatest breadth and depth, best regulation, strongest market in the world, most innovative technological market in the world. He gets Canadian exposure through Canadian banks, as well as XIC and XIU. He bought XLE, which is US energy. Every time he goes into Europe, he loses money. They have wonderful companies, but crazy labour laws. He tends not to do emerging markets.
Unknown
DON'T BUY
Problem is that Hamilton uses about 25% leverage. As a matter of principle, his contracts state that he doesn't use leverage of any kind. So he can't use Hamilton. But that's not an issue for everyone. The other issue is that Hamilton uses other ETFs within their ETFs, so you're paying double the fees of around 150 bps, and that's way too high for an ETF.
E.T.F.'s
PAST TOP PICK
(A Top Pick Aug 03/21, Down 6%) S&P 500 companies that have been increasing their dividends. More of a value play. It's come down with everything else, but he still likes and holds it.
E.T.F.'s
PAST TOP PICK
(A Top Pick Aug 03/21, Down 13%) Core holding. When it goes down, he buys more. Right now, he hasn't bought more just yet, but he's looking at it. It holds about 500-600 stocks, so you get more in the mid-cap range.
E.T.F.'s