Investing in companies that sustain and/or increase their dividends through different economic cycles is widely regarded as a prudent investing strategy, as sustainable dividend policies typically serve as a proxy for identifying high-quality businesses. Companies with a track record of dividend growth often exhibit strong, reliable cash flows, disciplined capital allocation, and a clear commitment to returning value to shareholders. Such an investing approach can provide…
Insights: Region
Positive Outlook for U.S. Banks in 2025
The U.S. reporting season for the financial sector has kicked off, and the initial results for Q4 and guidance for 2025 have been largely positive. This optimism is reflected across both large-cap and small/mid-cap (“SMID-cap”) banks, indicating a robust financial landscape ahead, which would be beneficial for the Hamilton U.S. Mid-Cap Financials ETF (HUM)
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).
Tax-Loss Switch Idea: Telecom Stocks (BCE, T, RCI)
As of November 29, 2024, the S&P/TSX 60 Index posted a robust +25%[1] year-to-date gain, offering positive returns for many Canadian investors. However, this performance has not been uniform across sectors, and the telecom industry in particular has faced notable challenges.
Understanding Tax-Loss Selling: A Guide for Investors
Tax-loss selling, also known as tax-loss harvesting, is a tax management strategy that helps investors reduce their taxable income by realizing (or ‘crystalizing’) losses on underperforming investments held in their non-registered accounts.
Replay: Market Outlook with Ed Yardeni (Sep. 2024)
On September 24, 2024, we hosted our 6th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay of the webcast as well as a written summary.
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.
HDIV — Outperforming S&P/TSX 60 with a Higher Yield (3 Years Later)
Just over three years ago, we launched the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV), Canada’s first enhanced “all-in-one” covered call ETF. HDIV invests in a portfolio of our YIELD MAXIMIZER™ sector covered call ETFs and has a sector mix “broadly similar” to the S&P/TSX 60. We believe HDIV is most attractive to investors seeking a higher income alternative to the S&P/TSX 60.
Higher Income from North American REITs | RMAX
Real estate investing has long been heralded as a solid pathway to passive income, yet the reality often involves much more than simply collecting a rental check. For investors looking to enjoy the benefits of real estate-related income without the hands-on hassles and costs, real estate investment trusts (REITs) offer a liquid and accessible alternative.
Higher Income from Canadian Utilities | UMAX
Most defensively-minded Canadian investors are well acquainted with the country’s largest utilities stocks – stalwarts like Fortis, Brookfield Infrastructure Partners, Hydro One, and Emera. Historically, the Canadian utilities sector has offered above-average dividend yields and exhibited lower volatility compared to the broader equity market.
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…