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.
Insights & Commentary
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).
Hamilton ETFs Announces a Permanent Reduction in the Management Fees of HDIV & HYLD to 0%; HDIV & HYLD will also be increasing Distributions
BNS: Q4 Results Not as Bad as they Look (BNN Video)
Canadian bank earnings season has begun with BNS reporting Q4 results. This morning, Rob Wessel was on BNN Bloomberg discussing whether Scotia’s results are as bad as they look and what they could mean for the group. CLICK HERE to view the full interview.
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…
HBND: Frequently Asked Questions
With the launch of the Canada’s first covered call fixed income ETF[1], the Hamilton U.S. Bond YIELD MAXIMIZER™ ETF (HBND), we have been fielding lots of questions from interested advisors and investors. In our HBND FAQ video, we answer some of the most common questions, including: How does HBND generate a 10%+ target yield? Where does HBND fit in your portfolio? How tax efficient is the…
Replay: Market Outlook with Ed Yardeni | The Re-Emergence of Bond Vigilantes
On November 2nd, 2023, we hosted a LIVE Q&A webcast with prominent Wall Street strategist, Ed Yardeni, moderated by Rob Wessel. During the presentation, Ed discussed the re-emergence of Bond Vigilantes and provided his thoughts on U.S. equity markets. Ed has been one of the most influential Wall Street strategists over the last 30 years and is regularly on CNBC and Bloomberg TV. For more…
Canadian Banks Q4 Earnings: Does Worse = Better?
Does worse = better for the Canadian banks when they report Q4 earnings later this month? In this 10-minute video, Rob Wessel discusses three ways the banks might “clean-up” fQ4 earnings to try to set the stage for an improved f2024. Tax Loss Switch Ideas: With Canadian banks down over the last two years and trading at depressed valuations, we highlight our suite of Canadian bank ETFs…
Video: Canadian Banks – Further Evidence of Rising Political and Regulatory Risk
With growing political opposition to the RBC/HSBC deal being approved, we provide an 8-minute video with Rob Wessel discussing the implications of rising political and regulatory risk for the Canadian banks, a theme that has been growing over the years. In particular, we talk about the implications to RBC if the deal is not approved, the various forms of regulatory risk, and what this theme means…
Canadian Banks: History Points to a Stronger 2024 (After Two Tough Years)
At the end of August, the S&P/TSX Canadian Diversified Bank Total Return Index (“Canadian bank index”) was lower versus two years earlier – a rare event. In fact, since its inception in May 2002, the Canadian bank index has had a negative rolling two-year return at just 24 month-ends (out of 232 month-ends)[1]. Historically, such an occurrence has represented a buying opportunity. Over the same 20+…
HBND: Canada’s first covered call fixed income ETF (BNN)
Nick Piquard was on BNN Bloomberg to talk about the launch of the Hamilton U.S. Bond Yield Maximizer ETF (ticker: HBND), which started trading on September 15, 2023 on the Toronto Stock Exchange. HBND: Canada’s first covered call fixed income ETF
Canadian Banks: Three Ways the Banks Might “Clean Up” fQ4 (and Improve f2024)
The Canadian bank index is at roughly the same level it was two years ago – a very rare event[1]. Coming out of COVID, the sector rallied to a new peak in February 2022 when inflationary concerns took the index down over 20% in the following months, to levels it has remained on and off since. Part of the reason Canadian bank stocks have not risen…