skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My Materials sector needs to be increased to about 10% of portfolio - currently I have only 1.3% - all held in KL (underwater 15%).
I note you have ccl.b in the Balanced Portfolio but it does not seem to be in your recent recommendations for Materials ? ?
At the moment my shopping list looks like this:
LUN, IVN, ERO, NEO, NTR, RS, FCX, XGD ( Sell KL ??) , CCL.b ??
Would appreciate your assessment and comments and suggestions for alternatives. Dividend not necessary.
Use whatever number of question credits req'd. Thanks as always.
Read Answer Asked by Alexandra on January 19, 2021
Q: Why is there such a large discrepancy between these two royalty company share price performance over the last year? MTA revenues seem like they are abysmal (and look like they declined?) while MMX revenues increased significantly (~30%). Would a lateral move from MTA to MMX be a good idea at this time?
Read Answer Asked by Marco on January 18, 2021
Q: Can i please get your assessment of the above 2 companies and how they compare. Would you consider them a buy for a new position today. If not can you please reccomend your favourites within the sector. Many thanks.
Read Answer Asked by Jonathan on January 18, 2021
Q: Hello all, I am hoping you can compare these two companies in terms of the different metals they are exposed to (if you have the percentages at your disposal so much the better). Also, could you provide a mini-risk assessment of the two? I know their are differences as to royalty versus operator, market cap, geography and valuation, and I’m sure many other things, but I’m having trouble assessing it all.

Thank you!
Read Answer Asked by Stephen R. on January 18, 2021
Q: Could you please give your perspective on gold vs silver vs Bitcoin. Could please also give a couple large, medium and small cap silver stocks that would be good growth investments if silver continues to break out.
Read Answer Asked by mike on January 18, 2021
Q: Hi 5i. I am interested in the lithium space. I have listed three stocks that I have found. Would you recommend this space and if so what would be your favourite? It doesn't have to be from my list.

Thanks again for your reasoned advice.

Cathy
Read Answer Asked by Michael on January 15, 2021
Q: Which TSX listed gold miners are most likely to raise their dividends or buy back shares?
Read Answer Asked by James on January 15, 2021
Q: GoldMoney has woken up, but I don't see any recent news. Your last comments in August seemed to be positive. I'm sitting with a 1/4 position wondering if there is a good reason to buy more, or to sell it off as I've held it for a while in taxable account currently in a loss position.

Thanks!!
Read Answer Asked by Steve on January 14, 2021
Q: Hi!
Just wondering if you still like gold and if so why, and should precious metals always be held as a certain percentage in one's portfolio even if it is trending lower. What percentage would you want to see in precious metals? Would you ever put a stop loss on something like FNV or just hold in your portfolio forever, watch it go down and hopefully back up one day?
Read Answer Asked by Neil on January 14, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!