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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,
I hold all the stocks in the balanced portfolio except AEM and SYZ. Regarding my exposure to the tech sector, in addition to CSU, ENGH and KXS, I also hold DSG, GIB.A and OTC; so I do not think that it is necessary to add SYZ to the mix.
There seems to be some momentum in the base metals sector, as per your response to an earlier question; instead of selecting a particular company, as per your suggestions, I decided to gain exposure via either XBM or ZMT.
I look forward to your comments.
Antoine
Read Answer Asked by Antoine on December 08, 2016
Q: As a retired investor, I have a small defensive position in Goldcorp (which is underwater)and was wondering if Detour Gold would offer better upside potential going forward. I could use the capital loss to reduce this year's capital gains.
Also I'd like to know if you feel gold has lost its defensive nature and is no longer a "must own" in portfolios. Thank you
Read Answer Asked by Isabel on December 07, 2016
Q: I appreciate you view on the Hudbay minerals announced offer to buy any or all of its outstanding US$920 million aggregate principal amount of 9.500% senior notes due 2020. I own some of these bonds and I feel their offer is not attractive enough to redeem. What is the risk of not tendering? Do you think HDB can survive to pay those bonds?I don't mind holding the bonds until maturity, unless you think that HBM will not survive until then?If I tender what would would be reasonable replacement.

Thamks,
Read Answer Asked by Saad on December 05, 2016
Q: Peter and His Wonder Team
I know you like MND as a junior gold stock and it's price is quite dependent on gold. I am working on the assumption that gold will break $1200.00 again ...probably $1300.00 and maybe even $1350.00 in 2017. Based on that outcome do you think MND is of good value if it can be purchased in the $0.68-$0.71 range? If not would you recommend another junior?
As always thanks for your competent and reliable knowledge!
Dr.Ernest Rivait
Read Answer Asked by Ernest on December 01, 2016
Q: Hi Team,

I have a slightly overweight position in Franco Nevada, a half position in each of Agnico Eagle and Klondex, less than a half position in Silver Wheaton and bullion holdings including CEF.A.

I am trying to clean up a bit and am considering selling SLW and adding the proceeds to CEF.A, and selling KDX and adding the proceeds to AEM. I would be left with FNV, AEM and bullion as a result.

This would allow me to increase my weighting in bullion and reduce my weighting in bullion equities and move to full positions (or so) in the remaining holdings.

Do you have any feedback on this plan?

Thank you, Michael.
Read Answer Asked by Michael on November 30, 2016
Q: Are there any public companies out there with a good foothold in the graphene development market? I read that it's going to be the super material of the future, but that it's early days still. A recent story about new battery technology based on graphene that can be charged in seconds and last for weeks has tweaked my interest in this material.
Read Answer Asked by Rick on November 30, 2016
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