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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: Given the turmoil in the market at the present time, I want to increase my gold allocation and am considering these two companies. How would you rank them and what is your reason for the higher ranking? Do you have another producer in the sub-1M oz of gold production/yr range that you favor over these two companies? What would be your maximum allocation for gold stocks in today's market? I already have 1% positions in each of KNT and AGI.
Read Answer Asked by Brendon on February 10, 2025
Q: Based on today’s environment is NTR a sell? The materials sector is pretty diverse, are there two or three CDN companies that you would have a high degree of confidence would outperform just holding XMA for materials exposure? Or would you steer clear of Canada altogether, and if so, applying the same criteria suggest two or three U.S companies that could outperform XLB in the near term.
Read Answer Asked by Stephen R. on February 07, 2025
Q: I have a question about investing in physical gold. Can you please explain the differences between the MNT and PHYS? I noticed that MNT outperforms PHYS and it trades at a premium to NAV while PHYS trades at discount. The expense rates 0.35% vs. 0.41% seems to be close enough to justify the differences in performance and discount..?
Read Answer Asked by bernhard on February 05, 2025
Q: If we put aside the normal indicators for Gold and consider the geopolitical climate that is surfacing day to day around the world, along with the US potentially having some instability within their own borders and the instability with their allies, is it a good time to buy gold as an investment? What do your a believe are the pluses and minuses for Gold increasing in value over the course of the next 12 months?
Read Answer Asked by Walter on February 03, 2025
Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!
Read Answer Asked by Kevin on February 03, 2025
Q: Can you explain what is behind the broad move higher in Gold and silver miners? Is it just the price of precious metals? How broad is this move and what, if any, other material sectors are also moving? Thank-you.
Read Answer Asked by Alex on January 31, 2025