skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.
Read Answer Asked by Colleen on March 20, 2023
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Read Answer Asked by Peter on March 13, 2023
Q: Hello 5i team,
I was wondering if you are still keen on adding to an AEM position (the price is close to where I entered)?

It looks like the US fed is more hawkish on raising the rates in the next year or two which will consequently force CAN to raise their rates (usually 90% in lock step).

You mentioned in another question that you may get out of AEM to enter another gold play to remain in the sector at some point. Which companies do you have your eye on? Is not AEM safer geography wise?

Thank You,
Andrew
Read Answer Asked by Andrew on February 27, 2023
Q: Thanks for answereing my question on AEM. I share your negativity towards this report.

Do you still like gold representation in the portfolio given whats happening to interest rates, the US $ etc.

If yes, what would you replace AEM with in the portfolio. My intent will be to sell it today.

Thanks


Sheldon
Read Answer Asked by Sheldon on February 17, 2023
Q: Looking to add a name from your income portfolio. Which of ACO, H, QSR and AEM would be your favorite to add right now. Longterm hold in my unregistered account.
Read Answer Asked by Tom on February 06, 2023
Q: Hi - I am wondering if you think the move higher in gold has exhausted itself? If not, would you prefer AEM over FNV (or vice versa)...or would you favour a bullion ETF like GLD
Read Answer Asked by Doug on January 27, 2023
Q: I know AEM is one of the most frequently mentioned gold stocks when 5i is asked for a gold stock recommendation. Since October the price of gold has essentially been a straight line up and to the right. I see no insider buying at AEM. What are we missing? They seem to be a non performer!
Read Answer Asked by John on January 26, 2023
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Read Answer Asked by Pat on January 18, 2023
Q: Which stock would you purchased today if you could only purchase one? CCL.B, NTR or AEM.

Thanks
Read Answer Asked on January 16, 2023
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Read Answer Asked by Gerry on January 09, 2023
Q: Hello
If I sell PHYS and my husband sells GLDM would AEM and PSLV be considered to close to PHYS and GLDM by CRA for tax loss harvesting?
Read Answer Asked by Mary on December 19, 2022
Q: Hello,
I am down in phys, aem, and sil but down the most in phys. can you recommend a proxy for tax loss harvesting to replace all 3 or should I sell phys and sil and replace with aem?
thanks
Read Answer Asked by Mary on December 09, 2022
Q: Hi 5i,
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?
Read Answer Asked by Greg on December 06, 2022
Q: I have these names as part of my materials sector. Do you think this is a good diversified mix of companies for long term growth? I was thinking of adding in TECK. Would you add TECK to this group or swap one of the names out for TECK? If you had to consolidate to just 3 names, which ones would you pick?

AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%
Read Answer Asked by Keith on December 02, 2022
Q: I had a thesis about Gold and purchased these 3 stocks. My thesis did not pan out, so to speak, and I wish to do some tax harvesting. I am inclined to continue to hold some Gold but wonder what your current thoughts are about the sector? Also, if you were me and wanted to stay in the sector, can you suggest some proxies to hold upon the harvest. FYI, I have a small position in Teck. Last, can you indicate which of the 3 holdings you might see as worthy of getting back into. Many thanks.
Read Answer Asked by Leonard on November 21, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!