Investment Q&A

Q: What would you suggest as a proxy for AEM and FNV. Will take as tax losses and buy back in 31 days. (Bigger loss in AEM.)
Have a small position (spin off) in Fortitude gold.
Conservative investor.
Thank you.
Tulio

Q: What’s the problem with your favorite gold miner, trading like their about to go bankrupt.

Q: Good morning,

Thank you for the excellent insight and service.

Would now be the time to have appropriate gold exposure. I've been holding off and am light in that sector.

If so, which companies would be the top choices currently?

Thank you.

Q: what is happening with aem?
you advised this stock .WHY????
its a piece of sh...t

Q: What is your advice on buying gold stocks right now? Why? Is AEM on your buy list? Thanks very much

Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?

Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.

Q: I am interested in stocks in the material sector, both US and Canada. Any ideas and suggestions?

Q: My portfolio analysis indicates I am somewhat uderweight in basic material. My present holdings are FNV and NTR. Now that I am retired, my risk level should be considered low to moderate. Dividends are not particularly important. Could you suggest 2 or 3 companies in that sector that have good prospects over the next 5 years. If none are particularly interesting at this time, I would rather wait. In the same vein, could I suggest adding the option of searching by specific sectors in Questions? Thank you.

Q: Hello, I bought AEM at $99. I am thinking of selling it and buy it back after the 30-day tax window.
A) Is the merger with Kirkland Gold fully completed now?
B) Do you think much can happen in the next 30 days with AEM stock price?
C) Let's say I sell AEM on June 6th, can I buy it back on July 6th or is it preferable to wait a bit longer?
Thank you,

Q: What are your favourite gold stocks?

Q: It appears that we may have a recession in the near future. I am consideriing the addition of Agnico-Eagle to my portfolio. I seem to recall that gold performs well in recessionary times?
Ed in Monreal

Q: Please comment on earnings and future outlook


Sheldon

Q: AEM ok to buy today? It seems cheap. Much risk?

Q: I have trimmed some of my oil % gas stocks today back to my sector weight and would like to rotate the proceeds to other stocks. I already have the Balance Portfolio of stocks including MG at full position and was thinking of buying some LNR to complement MG or do you think there are other stocks in the Balanced Portfolio that you would consider more compelling at this time? Could you name your preference? Thanks.

Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?

Q: I have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.

Q: HI,

I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?

FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF

Q: The phrase “Don’t trust anyone over 30” was coined in the 60’s, but as I head into CPP eligibility age I’m kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70’s, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80’s and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GIC’s (remember Trust Companies?) at double digit interest rates but wasn’t invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.

Q: August 2020 Gold hit $2034 / ounce. Agnico Eagle traded at $110.

Today Gold hits $2014 and Agnico Eagle is trading around $75.

Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.