Investment Q&A

Q: Russia has sold most of its US Treasuries and is buying gold hand over fist. Putin is not a nice guy, not stupid either.
Trump is making everything more expensive for people in America with his trade war, and other countries are retaliating, could this is help drive inflation?
The stagflation every one was on about did not materialize because our consumer oriented economies responded to the central banks band aid.
Inflation did not happen as it "should" have after the 2008 crash because interest rates are artificially held down and "money" was printed like it was going out of style.
I feel like the past ten years of bull market maybe be the mother of all "dead cat bounces" and the piper is yet to be paid.
I also wonder if the inflation numbers are artificially low/lagging?
Makes me think I should sell the investment properties and buy more gold or gold mining stocks that would normally be acceptable.
Opinion?
Please take as many questions as you see fit.

Q: Nice folks I hold 5% gold exposure split between GLD and FNV. Do you have an opinion on gold for the next quarter and/or year. There is some rumour that some central banks may be selling gold aggressively and some opinion that gold could be heading downward. Your thoughts on that as well would be great to read. Lastly would you suggest simply sitting tight with the current weighting and holdings I have as an appropriate "forever" holding. Thanks so much.

Q: Would you consider this gold etf (or some gold stocks) a buy now given the low prices?

Q: I have zero allocation to minerals, mining and material stocks in my portfolio. Do you feel that some exposure is warranted for diversification purposes?

If so, what one or two companies would you suggest to achieve broad exposure while minimizing downside risk. I prefer larger companies that pay a dividend.

Q: Would appreciate your view of the Anglo Pacific Group PLC 4.25% investment in LIF. Thanks

Q: hi folks:

I sooooooo want to buy AEM as my only potential gold asset

please comment on company's health and current price action (which seems excessive)

thanks

Q: I purchased AEM during the recent fall in price, but now down 15%. It's a small position, I'm considering buying at the lower price to reduce the average cost. Your recent comments seem positive, a turn around is possible. Can you pls comment regarding buying at current level.
Thanks.

Q: What would you buy today KL or TECK ?
Thanks,
Milan

Q: Hi 5i,

Would appreciate your comment on their quarterly results, and how they stack up against others in their sector.

Thanks for all the great work!

Chris.

Q: Any thoughts on exn at current prices? Thanks

Q: I got 50 percent gained last couple weeks, now down to 20 percent gained on KL in my register account, should I sell it today? I am afraid it may go a lot lower. What is the value per share for KL? Would you recommend to hold or sell? Your thoughts please, thank you.

Q: Why the big hit today?

Q: Hi FR is down 10% after earnings. They did reduce their forward forecast. Do you see the price action after Q report justified and does it change your opinion going forward on the stock. I'd like to maintain a holding in a silver producer going into the fall as I think they will be strong but wondering if I should switch out of FR. (I also hold SSRM already). Thanks!

Q: Would you please comment on PVG's 2nd quarter results and what is the likelihood this will finally remove the cloud of suspicion that enveloped the company since the 2013 Strathacona Farq-up?
You provide an unparalleled level of advice. Thanks for that.
Phil

Q: Hi,
I had some Equinox gold shares and they spun out the copper assets. I have a new listing in my portfolio for Solaris copper (S078279) but their is no value amount. The literature I read says they aren't listed yet because there in no value. Can you explain? This has been a bad investment so far.
Thanks,
Charlie

Q: Why is KL taking a hit right now? Would you buy, sell or hold? Along the same lines, silver is plummeting too. Even though momentum is very negative, would you be accumulating silver names such as PSLV or SIL (an ETF) for any future rally, or do you think the sector might have trouble recovering? Thanks for your insight.

Q: Any idea why Kirkland Lake Gold has taken a 7% + drop in it's price? Would you continue to recommend it? Thanks, Bil

Q: Can you comment on FVI quarterly report.
Also can I have your opinion on FEYE. Is it worth holding if the economy goes down.

Q: Hello, I am wondering if you have any new thoughts on EPO, they recently rolled their shares back and plan to be shovel ready in 2019, do you see this company as having potential? Thank you.

Q: Could you give me an update on this company - the previous question was in January/18. Have there been any significant changes since then including cash on hand, insider buying or selling, drilling results, etc. Thanks as always for all the great advice.