Investment Q&A

Q: Hello 5i, Could you provide your analysis of these 4 companies also as they are all up would it be buy sell or hold

Q: Curious on this small cap with some interesting insider buying and Kinross selling recently their whole position?
would appreciate your analysis please!
Thanx Gary

Q: Hello! Thank you for all your amazing information. I hold some physical ounces of gold in my portfolio as a hedge. What do you think Trump's threat of a tariff on gold by the end of the month will have on the price per ounce? I am thinking of selling it and replacing it with a gold ETF when the (gold) dust settles.

Q: Would you start a new position today in AEM? What is your outlook for the price of gold for the next three years? Thank you

Q: Is it too late to buy or not? Which one if buying AEM and/or another?.

Q: I've held FCX for a few years now, and it hasn't really gone anywhere. Would it make sense to sell it and buy AEM?

Thank you for all that you do.

Q: I just got my semi annual one page share holders report from GDXY .... I'm sure you did as well as I see it in your disclaimer below ..... So I'll just refer to sections and you can reference your copy of the report ....... I thought this was a gold miners ETF ? .... Looking on the left side of the page I see

Security Type - Investments U.S Treasury Securities ....... 64.9%

Cash and Equivalents ...... 31.9%

Purchased Call Options ...... 3.9%

On the right side of the page I see " What did the fund invest in ? " ..... And other than the treasuries and the call options a list of very small negative numbers ......

So in my best Wendy's advertising voice { where's the beef } .....Where's the gold ? ..... And what do those negative numbers mean ? ....... This fund appears to be 96% treasuries and cash . How the heck do they come up with a yield of 43% ? It looks to me like there is very little option trading going on ..... Please explain how this works ...... { in words an idiot can understand because that would be me } ...... Thanks for your terrific service ......

Q: Can you suggest one or two US listed precious metals ETFs?

Q: Hello,

Can I please get your opinion of Amerigo Resources' latest Q results. Thank you!

Dave

Q: Hello 5i team,

Could you recommend a few Canadian precious metals ETFs with a capital gains focus. I am not looking for income.

Many thanks in advance.

Q: Leviathan gold has not traded in a while ,tried phoning and just get a basic message . Have you heard anything?

Q: What's expected this Q? Can I ask in advance for your take on the numbers right after AEM reports? Thx

Q: Thoughts on this ETF, how is the income treated in a non registered account.

Q: FNV, my largest precious metals holding, has a growing number of 'Hold' ratings by analysts. I also hold smaller positions in Agnico and Alamos. Would trimming FNV and adding another quality gold stock with more total upside make sense? If so, what stocks might you recommend?
With appreciation,
Ed

Q: Dear Peter et al:

I hold 2 out of 3 of your favourite Gold stocks. (AEM&FNV.) Didn't pull the trigger on WPM your other favourite Gold stock, on a timely fashion,

My question is this: Would you buy WPM now OR would you buy a mid cap/Junior Golds at this stage. What are your favourites in Mid/Junior tier Golds? (Similar to AEM/FNV/WPM)
The plan is hold these stocks till the deficit mess is at least partially controlled in the US. Judging by your various answers, you are still comfortable with Gold 5-10%. Hence this question.

Many thanks in advance.

Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.

Q: CCO is currently at its high. Do you think it still has room to grow?

Q: As a follow up to Connie’s question this morning on cyclical holdings. I find myself with the same risk tolerance and time horizon as specified in the question.

I am extremely underweight the sector, if I am correct In assuming that cyclicals are comprised of materials and energy.

In accordance with your advice, I would like to increase my exposure to these sectors. Ideally 5 positions with 2% weightings, each. What are your highest conviction names currently? I already have a 2% holding in AEM.

Thank you.

Q: Hi Peter…According to the Globe the US Treasury will borrow 1Trillion in the 3rd Quarter. Sounds like Trump has given up lifting the governments couch’s seat cushions to fund the deficit. I doubt the Federal Reserve will be able to do much to solve this problem. Seems to be good for gold miners even though they all took it on the chin today. Do you agree?

Jim

Q: Potash is a commodity, this is one of the stock i came across, is this a good buy? Thoughts?