HUL:CA:TSX-Harvest US Equity Plus Income ETF (CAD)

ETF | Others | TSX

Last Closing Price

CAD 8.83

Change

-0.47 (-5.05)%

Market Cap

CAD 7.80M

Volume

100.00

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The ETF’s investment objective is to provide Unitholders with (i) the opportunity for capital appreciation; and (ii) quarterly cash distributions. The ETF has been created to provide investors with exposure to an equally-weighted portfolio of Equity Securities of 25 issuers selected from the top 100 issuers in the US Buyback Leaders Investable Universe with the highest Buyback Ratio.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-02-24 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
BAM-PFC:CA Brookfield Asset Management In.. 0.00 %

N/A

CAD68.77B
BAM-PFA:CA Brookfield Asset Management In.. 0.00 %

-0.12 (-0.60%)

CAD65.62B
BAM-PFG:CA Brookfield Asset Management In.. 0.00 %

-0.30 (-1.66%)

CAD64.48B
DRG-UN:CA Dream Global Real Estate Inves.. 0.00 %

N/A

CAD3.27B
ZYME:CA Zymeworks Inc 0.00 %

N/A

CAD1.30B
PSLV:CA Sprott Physical Silver Trust 0.00 %

+0.11 (+1.23%)

CAD1.12B
EVT:CA Economic Investment Trust Limi.. 0.00 %

-1.36 (-1.25%)

CAD0.60B
FSF:CA CI First Asset Global Financia.. 1.11 %

N/A

CAD0.33B
HHL:CA Harvest Healthcare Leaders Inc.. 1.15 %

-0.18 (-2.23%)

CAD0.33B
ENS:CA E Split Corp 0.00 %

-0.70 (-4.17%)

CAD0.13B

ETFs Containing HUL:CA

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Others)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.66% 5% F 18% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.66% 5% F 18% F
Trailing 12 Months  
Capital Gain -0.67% 22% F 35% F
Dividend Return 2.25% 78% C+ 68% D+
Total Return 1.57% 29% F 38% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 3.20% 55% F 54% F
Dividend Return 4.54% 84% B 82% B-
Total Return 7.73% 81% B- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 13.30% 12% F 53% F
Risk Adjusted Return 58.17% 56% F 61% D-
Market Capitalization 7.80M 13% F 7% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

STA Verdict Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.