Q: Dear Peter et al:
I hold 2 out of 3 of your favourite Gold stocks. (AEM&FNV.) Didn't pull the trigger on WPM your other favourite Gold stock, on a timely fashion,
My question is this: Would you buy WPM now OR would you buy a mid cap/Junior Golds at this stage. What are your favourites in Mid/Junior tier Golds? (Similar to AEM/FNV/WPM)
The plan is hold these stocks till the deficit mess is at least partially controlled in the US. Judging by your various answers, you are still comfortable with Gold 5-10%. Hence this question.
Many thanks in advance.
I hold 2 out of 3 of your favourite Gold stocks. (AEM&FNV.) Didn't pull the trigger on WPM your other favourite Gold stock, on a timely fashion,
My question is this: Would you buy WPM now OR would you buy a mid cap/Junior Golds at this stage. What are your favourites in Mid/Junior tier Golds? (Similar to AEM/FNV/WPM)
The plan is hold these stocks till the deficit mess is at least partially controlled in the US. Judging by your various answers, you are still comfortable with Gold 5-10%. Hence this question.
Many thanks in advance.
5i Research Answer:
We would be very comfortable buying WPM today.
If an investor wanted a bit more torque, we would be also fine with adding one or two small/mid caps in the sector to FNV/AEM as core positions. Here, we would suggest: ARIS, KNT or SKE, in that order.