Investment Q&A

Q: CDN margin account
I’m up 126% on NEO which is 14.7 % of portfolio.
US margin account
I’m up 187% on OR Royalties which is 85% of portfolio (total of two stocks).
TFSA
I’m up 78% on EIF; 34% of portfolio
I have enough capital loss carry forward to offset 100% of the accrued gains in the CDN and US margin accounts. What is your advice? Click on the “sell” button for the two margin account stocks? What about the TFSA EIF stock? Should one sell, trim down?
I would appreciate your comments/guidance.
Thank you

Q: If one was looking to start a position in a gold stock , not having any exposure to gold at this time, which ones in this list would you recommend and why?

Q: What do you think of the recent quarter? The stock has under performed gold lately and I'm thinking to add more. Their cash margins look great and I'm bullish on gold. I already hold a full position in AEM but am looking for growth and I like the safety over miners with the royalty and streaming model.

Q: Gentlemen:
This is a two part question. I have been holding a large number of B2 gold shares for 12 years, and it has been a disgrace. In your opinion is there any light at the end of the tunnel? Second Part--- Of the above companies( In an OCT 31 question from Maurice, you thought AGI and LUG had the best growth potential ), would that still be your opinion. Please rank them for growth at this date-BEST FIRST. Also please rank them for RISK- LEAST to most. THANKS, BEN.

Q: Hi all,
Does OR still have royalties from OSK or part ownership?
If yes, any change because of the buyout?

Q: Please rank these royalty companies in order of preference disregarding the market cap. Thanks.

Q: Could you tell from which metals (gold, silver, copper, others) these royalties’stocks or ETF are getting their revenues/profits. And in what proportion? If possible, from which countries?
I own OR (gold), SSL (gold only?). Also these stocks: MAG (silver only?), FVI (silver&gold?).
I hope the question is not too complicated. Thanks a lot.

Q: I have a small position in BTO and was considering adding to the position or alternatively, for some diversification, buying OR. While BTO pays a decent dividend, it doesn't seem to be gaining any traction in current markets. What is your opinion for a 2 to 3 year hold?

Q: As of today which streaming stock would you invest in for gold exposure - Osisko or Sandstorm. I already have Franco Nevada. Thanks.
Mike

Q: Hi team,

What do you make of the news today? Would you see this as an opportunity for a first purchase?

Thanks

Q: If I were to move into Precious Metals, would you prefer a royalty, ETF, or individual stocks ? Thanks!

Q: Could you recommend three royalty gold stocks at this time
ThanksPAt K

Q: BNN guest just mentioned Osisko Gold Royalties is trading close to a 60% NAV discount & widest historical spread. What do you have as the discount and other metrics? Is this a good buy for Gold? Holding full position in BTO, sold DNG due to Peru risk.

Q: How safe is the interest on or.db ?
Thanks Phil

Q: What is your opinion on or.ca and their debs.Howsafe are the debs >Thanks Phil

Q: I'm loaded up on AEM and am looking at adding to other positions. I've got BTO, GCM, OR and MMX and thinking to add to BTO or GCM as I like the P/E's and yield.

How do you rate these? Are there any others to consider?

*I may have accidentally submitted this question before finishing writing it?

Thanks!

Q: Hello, as a proxy for a tax planning sale on WPM, what would be your three top choices today. Please list from best to worst. Thank you.

Q: Anything in particular going on at OR (down almost 10% in a week or so), or is it general precious metals out of favour? I see a random review of gold mines also down similarly?

Q: Good morning,
Thanks for your great service.
Today my question revolves around AU (gold) royalties and return of inflation - once the economy opens up & we start spending «en masse» our accumulated savings -.
I have read that royalties might be better than AU companies as they do not have the same cap ex as AU companies and they employ less human resources. I am assuming that they also have less debt on the balance sheet .
Questions:
Whether you prefer AU royalties vs AU etf or specific AU companies o even PHYS ?
Which royalty would you prefer ?
Would a precious metal royalty be a judicious addition to a portfolio ? Such as MMX, ALS, LIF ?
I am well diversified and have a substantial portfolio.
Deduct as many points as you see fit.
Best Regards,
Elaine

Q: Two questions:
1) I don't have much understanding of how royalties companies in general, and OR specifically, earn their revenue. Can you provide a simple explanation please.
2) Is OR a reasonable (diversified?) choice for the only gold (or "metals") exposure in a Cdn dividend-focused portfolio? I'm reluctant to buy a mining company directly. Is there an alternative ETF with equivalent distributions?
Thank you.