Q: Hello, what do you think about the US banks. I have held this for about two years. Thanks, Bill
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you suggest a couple of low cost, US financial ETFs in CAD for me to follow up on? Thank-you.
Q: do you like this ETF and would you recommend investing at this time
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- Purpose High Interest Savings Fund (PSA)
- Crius Energy Trust (KWH.UN)
Q: Raising cash and moving it into PSA. So far 10%.
Sold Zub.un into strength today . This gives a further 2% to add to current position in PSA.
Considering selling KWH.UN . Another 1% to add to PSA. Your thoughts please.
How will Kwh.un fare under recessionary pressure?
Sold Zub.un into strength today . This gives a further 2% to add to current position in PSA.
Considering selling KWH.UN . Another 1% to add to PSA. Your thoughts please.
How will Kwh.un fare under recessionary pressure?
Q: What is your opinion on this? would you prefer a specific bank?
Q: Hello, thinking of adding ZUB, or ZBK, as just made decent windfall short term gains on energy stocks in days , for the trade. Redeploy cash , Against social media’s commentary worked out many times perfectly so far. Before last Friday banks earnings, the media were full of ” earnings will be huge” then the very next day we’re like “reversals because fully priced in “...” growth concerns “ . . “ yield curve.....” and so on...
so what’s your take? Is it noise or seasonality trading or real concerns , so called smart money moves?
Thanks
so what’s your take? Is it noise or seasonality trading or real concerns , so called smart money moves?
Thanks
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO Equal Weight US Banks Index ETF (ZBK)
- Financial Select Sector SPDR (XLF)
Q: Hi,
I am wanting exposure to US financials and I am wondering if there is an ETF in Canada that tracks XLF. Of the three listed names could you give me your opinion on how they rank. XLF is one that has Berkshire stock, which I would like some exposure to.
Thanks,
Gwen
I am wanting exposure to US financials and I am wondering if there is an ETF in Canada that tracks XLF. Of the three listed names could you give me your opinion on how they rank. XLF is one that has Berkshire stock, which I would like some exposure to.
Thanks,
Gwen
Q: Opinion on buying ZUB or ZBK. Assuming the c$ is at current level or lower. I currently have a small position in ZUB.
- Manulife Financial Corporation (MFC)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- CI U.S. & Canada Lifeco Covered Call ETF (FLI)
Q: Banks-increase in interest rates, no increase in savings rates, spread widening.
Insurance Co’s-increase in yield on long term bonds,thus spreads widening.
What is your opinion on owning the above securities. I currently own all except FLI. Thinking of buyingFLI to diversify into insurance Co’s. Thank you for your help
Insurance Co’s-increase in yield on long term bonds,thus spreads widening.
What is your opinion on owning the above securities. I currently own all except FLI. Thinking of buyingFLI to diversify into insurance Co’s. Thank you for your help
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO Equal Weight US Banks Index ETF (ZBK)
Q: Should I just rut all my money in these Bank ETFs and hibernate for the rest of the year. 3 more rate hikes by the FED should be good for US banks and also Canadian Banks as spreads widen ? Any others you like ? RAK
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- WPT Industrial Real Estate Investment Trust (WIR.U)
- Pure Multi-Family REIT LP (RUF.UN)
- Agellan Commercial Real Estate Investment Trust (ACR.UN)
Q: My advisor has recommended the following "best current" additions to my diversified portfolio. I value your opinions higher. ZUB RUF.UN ACR.UN WIR.U. IEMG.
In your opinion are these "best to buy" in their areas, and if not, what are your suggestions for better ones? Thank you for your continuing guidance.
In your opinion are these "best to buy" in their areas, and if not, what are your suggestions for better ones? Thank you for your continuing guidance.
Q: I'm confused! All of the US Big Banks are way up today, yet ZUB, which I thought followed all large cap US Big Banks is way down? Any idea why this happens?
Q: ZUB rose 2% today despite the fact that the US market was closed. How is this possible?
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO Equal Weight US Banks Index ETF (ZBK)
- Financial Select Sector SPDR (XLF)
Q: ZBK- BAC,JPM,WFC,C, =20% of holdings, rest are midsized banks, 2017 return 10% TER 0.74%
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%
Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek
Thanks
ZUB 2017 return 17% TER 0.80 %
XLF- BAC,JPM,WFC,C, = 32% of holdings + Berkshire H at 11%,rest are regional banks, insurance, financial services, 2017 return 22% TER 0.14%
Is this accurate?
I am 50% non reg., 45% RSP, 5% TFSA, retired living comfortably
Looking at 3% position
Your choice (or choices i.e. split) and why
What account
Thanks
Derek
Thanks
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Financial Select Sector SPDR (XLF)
- Vanguard Information Technology ETF (VGT)
Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley
Q: Happy New Year Peter and team.
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?
Q: On July 12-th you answered Austin's question on ZUB/ZBK. The difference in returns between the two funds can be significant depending on the timeframe compared. Would ZUB still be your pick today? What information would you use to switch between the two? Would you be adding at this point to the US banks exposure for long therm investment (10 years)?
Q: Would you be a buyer of zub here. Is the interest rate hike already priced in.
Q: I have been looking but unable to find the names/tickers for US bank stock etfs. Would you please give me the names of the the large and mid caps etfs you recommend in US dollars?
Thank you. Cathy Further to my previous question re US bank stocks etfs, would you recommend buying them now?
Thanks, cathy
Thank you. Cathy Further to my previous question re US bank stocks etfs, would you recommend buying them now?
Thanks, cathy
Q: Both these ETF's hold US Financials and were down over 2 % today on the back of lower prices on US Financials. What was the reason for a hit on U S Financials today ? RAK