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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: Gold represents a small portion of my portfolio with only 2 holdings – Anglo Eagle Mines (AEM) and Yamana (YRI). I just sold my Yamana to take advantage of the recent bull run in gold which even 5i has stated is getting a bit “long in the tooth”. AEM seems to be your favorite which I plan to keep, but I was looking to swap Yamana for a better name that’s higher on your list either now or on a future dip. What would be your second pick after AEM in the gold space? I’m looking for a mid or large cap that has reasonable leverage to gold but still a strong balance sheet to reasonably withstand any future drops in the price of gold. As an aside, for a person holding only two names would you recommend that one of them be an ETF for instant diversification? or even a bullion fund if perhaps the recent run has put the rise in the miners too far above the bullion price?
Read Answer Asked by Steven on July 05, 2016
Q: I noted your reply today about gold going forward with reference to a BTO question. ie; " 4Q is usually in fact better for gold stocks. BTO we like as a company, but the gold rally we think may be getting a bit long in the tooth. With no inflation and the US dollar looking better...".
Does the same apply to a gold company like Roxgold with it's recent start up of the Yaramoko gold mine? It has had a good run. Would you reccommend to hold or sell a bit?
Thanks 5i
Read Answer Asked by mike on July 04, 2016
Q: Whats you outlook on gold in general. Held this for years through some big ups and downs and thinking of getting out with the recent Brexit price bump. Wondering however with seasonality supposedly turning positive over the next few months whether to hang on a little longer.
Read Answer Asked by Lloyd on June 30, 2016
Q: Hi 5i. I just read an article at pbs.org about the growing monetary bubble and its eventual unwinding which is supposedly inevitable given the unprecedented level of money creation in the world that is going on. What is your take on the subject? Do you agree that a day of reckoning is inevitable, and what would it look like? Doesn't Econ 101 say we should be seeing escalating inflation if this is the case? What would be the best defence to protect savings in a bad scenario?

Deduct questions as you see fit. Thanks!
Read Answer Asked by Rick on June 30, 2016
Q: I own some of Sherritt bonds that matures in 2018. Would you agree that the probability of this proposal to succeed is very high? What does this mean to the chances of the company survival? Would you recommend taking the consent incentive in money or in warrants? Would it advisable to add to my holding of this bond? My holding is insignificant as a percentage of my total portfolio. Are bondholders entitled to receive the maturity value on maturity date, or would that force the company to file for protection because it might not be able to meet their obligation?

Thanks.
Read Answer Asked by Saad on June 28, 2016
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