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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: I am thinking of putting some money in gold and would like to get your thoughts on if I should put the money in gold etfs or stocks in gold producers. Your thoughts on this would be appreciated. Also would you please recommend some names in both gold etfs and gold producers.
Cheers,
Read Answer Asked by Harry on August 12, 2019
Q: Since May there has been frequent news regarding China - US rare earth disruptions. Has the price of rare earths increased since May? Has Oaktree's position in NEO changed since your last update about a month ago?

I understand NEO manufactures a broad range of light and heavy rare earth engineered products. Another segment of the company distributes a broad range of light and heavy rare earth functional materials. Is disruptive trade news and potential/real price adjustments positive or negative for NEO?

Another segment of NEO is the production of magnetic powders used in bonded and hot deformed fully dense magnets. What do you think of the recent deal (i.e. NEO's agreement to purchase of Asia Magnets (SAMAG), a privately owned manufacturer in Chuzhou, China, of compression molded NdFeB bonded magnets)?

Following this through, what would you anticipate the Q2 earnings on Aug 12, I believe, to look like?

Thank you
Read Answer Asked by LARRY on August 09, 2019
Q: The last question I asked (below) was about a name in CAD.
The answers were about ETFs in USD.
Thank you for providing names in CAD.
Question:
Could you please suggest a Gold bullion ETF in CAD - Not a "paper ETF" but an actual physical like PHYS? Thank you.

Answer:

We would be fine with PHYS here. SGOL is another option, holding physical gold bars in Swiss vaults
Read Answer Asked by Genevieve on August 06, 2019
Q: Gold went up on Friday about $25; yet there was no upward movement of the gold bullion etfs, gold royalty companies, and gold mines which usually follow suit. Do you have any suggestions as to this discrepancy? Thanks for your opinion!
Read Answer Asked by Pat on August 06, 2019