Canadian bank earnings season began with BMO and BNS reporting Q1 results. On Tuesday February 25th, 2025, Rob Wessel was on BNN Bloomberg discussing: (i) valuations and key takeaways; (ii) the impact of the U.S. ‘wildcard’ on the Canadian economy and banking sector, and (iii) opportunities for fiscal policies to boost Canadian Bank stocks.
Insights: Canadian Banks
Canadian Banks: Toughest Stock Picking Environment in 30+ Years
On February 13, 2025, we hosted a live Canadian bank webcast with Rob Wessel, Executive Chairman & Co-Founder of Hamilton ETFs and one of Canada’s leading experts in the financial services sector. Rob provided his insights into how investors can navigate one of the most challenging stock picking environments for the Canadian banks in over 30 years reviewed how highly material and idiosyncratic valuation issues affecting…
Hamilton ETFs Announces Fee Holiday for HEB & HFN
TORONTO, January 9, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce that it has temporarily eliminated the management fee for Hamilton Canadian Bank Equal-Weight Index ETF (“HEB”) through to January 31, 2026, such that, until that time, the management fees of HEB will be nil (“Fee Holiday”). This Fee Holiday for HEB, which becomes effective today, aligns with a temporary elimination of…
Canadian Banks Q4 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg yesterday to provide his insights on the Canadian banks as they report Q4 2024 earnings, which began with Bank of Nova Scotia. He also discusses valuations for the sector and the key themes for investors to watch for this quarter.
Tax-Loss Switch Idea: TD Bank
Despite the S&P/TSX 60 Index returning an impressive +25%[1] gain so far this year, not all sectors and stocks have shared in this growth. TD Bank, one of Canada’s largest financial institutions, has faced significant challenges in 2024, leading to notable declines in its share price (-7.5% YTD1).
Canadian Banks Q3 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg yesterday for the beginning of Canadian Bank Q3 Earnings to discuss TD Bank results and what they could mean for the rest of the group. In particular, Rob provided his outlook on the individual issues facing each bank and their impact on valuations.
TD Bank: Where to From Here? (Video)
In our latest video, Rob Wessel discusses the key issues facing TD Bank in light of its recent challenges related to anti-money laundering. In particular, Rob identifies four key issues and three possible scenarios on where TD Bank stock could go from here.
Canadian Banks Q2 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg last week for the beginning of Canadian bank earnings to discuss TD Bank results and what they could mean for the rest of the group. He also provided his thoughts on: (i) TD Bank’s anti-money laundering probe; (ii) risks of mortgage resets; and (iii) the catalysts needed to drive better performance from Canadian bank stocks going forward. BNN Bloomberg: Rob…
The Case for Australian Banks in Canadian Portfolios
It is well known that Canadian investors favour their domestic banking oligopoly for its history of solid growth and stable dividends. What is less well known is that Australia is home to one of the world’s best banking sectors, with nearly identical long-term returns and dividends to those of the Canadian banks.
Canadian Banks: Buying Opportunity? (BNN Video)
Rob Wessel was on BNN Bloomberg to discuss the catalysts needed to get Canadian bank stocks moving from their low valuations, and if now is the right time to buy.
BMO/BNS Q1 2024 Takeaways (BNN Video)
Canadian bank earnings season began with BMO and BNS reporting Q1 results. This morning, Rob Wessel was on BNN Bloomberg discussing his key takeaways (see video below).
Video: History Favours the Canadian Banks in 2024
The Canadian banks had a negative return of more than 10% for the 2-year period ending October 31st*. In this 5-minute video, Rob Wessel discusses how rare of an event this has been over the last 20 years, what it has meant in the past, and what this could mean for the Canadian banks in 2024. Tax Loss Switch Ideas: Below we highlight our suite of…