Investment Q&A

Q: Investors may hold gold in various forms in their portfolios including gold miners, companies which buy gold companies profits, physical gold , EFTs investing in gold miners , EFTs investing in basic metal miners including gold companies and likely some other gold-related investment . instruments.
Which , in your view is the best way to invest/hold a gold related instruments in someone portfolio ?
Thank you,
Miroslaw

Q: Please give an updated opinion on Maya Gold and Silver.Thanks.

Q: Hi there,

Do you think the gold rally is starting to falter or do you believe the current down leg is a consolidation and gold/gold stock prices will resume uptrend?

Thanks!

Q: I know 5i doesn't like to give out portfolio weighting advice so I won't ask .... I'm considering increasing my position in GDXY to 10% { from it's current weighting of 4.72% } . With the US dollar on a rather steady decline, and Powell unable to lower rates due to tariff inflation .....I think the outlook for gold is positive .....

First given the first two facts would 5i consider this a conservative , moderate risk, or risky approach ? ..... And second what dollar amount would gold have to drop to take me out of the black of that currently 42.3% dividend {That yield is from TD Waterhouse feel free to correct it if it is wrong } ..... ? In spite of the recent drop from my purchase price { down 11% } I am still way in the black collecting my rather large monthly dividend ..... I would like to know how much the price of gold would have to drop to put GDXY in a negative position relative to it's current yield ?.....

Though GDXY has only existed for a year I imagine a correlation between the movement of the price of gold compared to the movement of GDXY unit price could be calculated..... I just don't know how to do that ....... Thanks for you terrific service ......

Q: I am looking at adding to a small position in Agnico Eagle. What is the current P/E and would you be adding given the recent pullback and the volatility of the price of Gold?

Thank you
Tim

Q: Following the latest developments in the easing of the trade war, are you still bullish on gold as a longer term theme?

Q: Hello 5i, Could you comment on the takeover of OGN as to the options for current shareholders and what is the deadline date for choosing the options.

Q: Why big drop in AEM today?

Q: Good morning,

Please comment on Q1 earnings and is it a buy at these price?

Thanks, George

Q: Good morning,

WM updated its MRE and positive PEA but the stock does not move up with record gold prices. Eric Sprott still owns about 16% and AEM 10%, Is it a buy at .055 cents?

Thanks, George

Q: Odds on PAAS needing to raise their offer and/or another suitor making a bid? Do you feel the offer is good value? PAAS stock correcting took away most of the premium offered by the bid.

Q: Good morning,

OCI appears undervalued based on all the companies it has invested in, which are AE,ARIC,XXIX,MIS,MERG,KTR. The market cap on $18 million is less then market value of its investments in these companies.

Thanks,
George

Q: Would you hold MAG until the deal closes or sell MAG now and buy PAAS with profits on the pull-back?

Thanks for your help,

Mike

Q: Good morning,

Please comment on Q1 earnings for ABX.

Thanks,
George

Q: Hey team just looking for some insight into Endeavor Silver. I have held it for a while and it seems like dead money in a market that is showing some life. Sell or hold? If sell ,a better selection in the silver sector? Another question and that is your thoughts on SLVO, Thanks for your input as always!

Q: Would PAAS be a good buy now after the sell-off on MAG announcement? I have no silver exposure and looking long-term.

Q: Eric Sprott owns 16% of this company and it has more than doubled over the last year. Does it have the future prospects making it worthy of purchase?

Q: Do you have any information on this stock?

Q: What is your opinion about recent earning of IMG?

Q: How much leverage does WPM have to silver prices?