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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: In your estimation, is the Apollo Tactical Income fund configured to strengthen as interest rates fall or remain at their current level?
Thanks!
David
Further to my previous question on AIF, can you comment on the tax treatment that will be applied to the distributions resulting from its upcoming merger? (note: my previous question on AIF's prospect should, I suppose. be better directed at MFIC...)
Read Answer Asked by David on July 11, 2024
Q: What do you think of Blackrock’s new Long-Term US Equity ETF (BELT)? It is actively managed so a higher fee but maybe a nice way to diversify the growth portion of one’s portfolio? Or would you recommend sticking with VOO and QQQ? I notice you have also recommended VUG lately. Thanks!
Read Answer Asked by Kim on July 11, 2024
Q: Hi Peter,
Is US dividend stocks suitable for RRIF with no withholding tax? My thinking is that US dividend does not receive any tax benefits in non registered account and is taxed like interest income. With on-shoring and tariffs, US inflation will not eased too much, and may go up again in the next few years. Hence, interest rate will not be much lower and consumers spending will be weaker for longer. Giving this scenario, and for my RRIF account, what will be your top picks for US dividend paying stocks with solid balance sheets, that will able to maintain their share price and dividend payments through a mild recession? Thanks.
Read Answer Asked by Willie on July 10, 2024
Q: I am up 140% on NVDA and 65% up on DRX ( DRX has lost some gains recently

I am looking to maximize gains for the next 2 years.

I am planning to sell half of my NVDA shares and all my DRX shares to buy MU and AVGO.

The thought is that I want to cash some gains from NVDA and DRX might not grow much after the recent insider sale.

Does this sound like a good plan? Or do you think that NVDS, AVGO and MU are in similar markets and would suffer once AI-hype dies down in the next 2 years?

Do you have other alternatives for a 2 year hold? I am buying with Canadian dollars. So stocks need to be listed on TSX or NEO.

Thanks
Read Answer Asked by v on July 10, 2024
Q: Electrification seems to be a big theme going forward. Can you suggest some companies, large and small cap, and any utilities that stand to benefit the most from this . I would assume Hammond would be a beneficiary.
Read Answer Asked by Mario on July 10, 2024
Q: Dear Peter:

I have a small sum, about 10 k USD from locking in some profits. I can only write covered calls in my Registered accounts. No cash secured puts! Any candidate that you may want to suggest for writing covered calls? (can only be in 100 shares lot, right?) The ones that have attractive premiums are very expensive!

Many thanks.
Read Answer Asked by Savalai on July 10, 2024
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