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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: Hello 5I Team
Newmont Corporation is a US domiciled company and trades primarily on the US market (NEM:US) and it also trades on the Canadian Market (NGT:CA).
I am assuming the Canadian listing is a result of the Goldcorp acquisition in 2019.
1 - Which is the better market (Canada or US) to purchase Newmont on?
2 - Assuming the dividends from Newmont are not eligible for the dividend tax credit, would it be better to buy the Canadian domiciled companies (ABX, AEM, FNV, KL etc.) and receive eligible dividends? The yield on all the major gold miners is approximately 1 %, so I understand yield is not the primary reason for holding gold stocks.
Thanks
Read Answer Asked by Stephen on August 20, 2020
Q: Greetings 5i,

I have no luck sometimes having stepped into BTO last week with a 1% position ... What are your thoughts NOW? What would you replace it with? Most larger Metals companies have run a bit and it feels like I'm chasing. Would you consider ABX or look to a Jr?

Cheers!
Read Answer Asked by Duane on August 20, 2020
Q: I'm 2 years from retirement. I will have a company pension. Within my dividend growth stock portfolio, I've already reached my dividend income goal.

With all the money printing and worldwide government debt, I am looking to increase my gold exposure in attempt to diversify one step further, and (hopefully) provide some investment protection. It may not be the '70's all over again, but hard assets seem to becoming more attractive.

I would like to increase my gold exposure to 20%.
I know weighting is a personal choice, and I know you tend to moreless limit weighting in a given stock to about 5%.
Currently I am at about 5% with CEF, and only about 1% with GDXJ - to potentially provide a bit of torque. I would like increase those weightings to 17% and 3% respectively. Is this reasonable? I don't know if there is really any benefit in splitting the bullion exposure to CEF / PHYS, do you?

How do my NTR (5%), CMP (1%), DBC (1%) commodity investments fit into this picture? Should they be part of the 20% or would you consider those as a separate sector, and thereby figured separately from the overall weighting?

Thanks.
Read Answer Asked by James on August 18, 2020
Q: Hi there, can you please provide your thoughts on KRR second quarter results released on Aug 10th?
Also, you stated on Aug 7th that KRR is cheap, can you please provide information and ratios why its cheap, after second quarter results?
In addition, can you please provide top five largest shareholders, insiders, as well as top five institutions holding KRR?
Have management and Board been buying KRR over the past twelve months, who are they?
Any additional thoughts on KRR/Gold would be greatly appreciated, looking twelve to eighteen months forward...thank.
Thanks!
Read Answer Asked by Hussein on August 18, 2020
Q: I have a diversified equity portfolio (60 positions across most sectors, tilted towards higher quality equities, with overall ~5% gold equity allocation (XGD, FNV, AEM). I am interested in a single silver equity pick to comprise about 1% of overall equity portfolio. First, is this a reasonable plan in current investment environment? Second, which security would be a reasonable choice (based on investment newsletters I receive, I am considering one of SIL, PAAS, HL, or SLV; all NYSE). Feel free to suggest another security, if you favor another.
Ted
Read Answer Asked by Ted on August 18, 2020
Q: I have an open ended time frame and $1000 which I am looking to put into the Gold mining sector. I am especially interested in Yamana Gold, but am willing to take on a fair bit of risk on something that might prove especially profitable. Any suggestions? Any risks to look out for in the near future? Thanks.
Read Answer Asked by William on August 18, 2020
Q: Questions about gold exposure in resgistred accounts. Let’s i am
A) 65 yo, not needing money in 5 years
B) 35 yo long term investor with a good risk tolerance

For those two situation, could you tell me for each , how would you invest 5% portfolio allocation in gold ? ( from a junior mine, to a mature gold producer, to an etf, physical gold etc., pick is yours)
Read Answer Asked by Olivier on August 17, 2020
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