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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: Hi Peter...I am trying to make a case to myself for buying either KL or AEM. I have no "Material" stocks. I have been reading the questions and responses on AEM and KL. If I understand you correctly you like both companies almost equally. Both have solid financials and excellent management. Both operate mines in what are considered safe jurisdictions. KL I think operates a mine in Argentina so there is a slight risk increase due to that mine's location. KL has another risk due to the acquisition of Detour, a low grade, high volume open pit mine. KL will somehow need to make Detour more profitable and there are doubts KL will have success.
AEM is charting better than KL currently. Morningstar shows KL as being slightly undervalued. If Detour can be made more profitable then KL's stock should be able to better match AEM's performance.
If you can be said to favour one company over another I think you would side with KL because of its potential to make Detour more profitable.
On a macro level with low inflation we will have low interest rates and an increase in the money supply which should be good for gold as a commodity. Our Covid-19 fears I think play well into the emotional need to own gold.
Please correct me if I have misunderstood you.
Thank you,
Jim
Read Answer Asked by James on May 13, 2020
Q: I currently have no investments in precious metals. What would your order of ranking from 1 to 4 would the following KL:CA, AEM:CA, FNV:CA and PHYS:CA be for a hold of 5 years or more. Also are there any other precious metal stocks, ETF's or other investments that would worth considering? This would be for a non registered account.
Read Answer Asked by James on April 27, 2020
Q: Hello,
Back in December you mentioned Kinross was not your favourite in its sector.
What is your favourite in the sector?
Minimum 5 year hold.
Looking to add to my TFSA or RRSP.
Read Answer Asked by lorraine on April 23, 2020
Q: I have small positions in FNV and AEM. I am looking to add another gold company. Would you prefer ABX or NEM and why? Or would you prefer KL over those two and why?
Thanks, Tim.
Read Answer Asked by tim on April 14, 2020
Q: which gold stocks you will recommend?
Which is best APARTMENT REIT?
2 QUESTIONS.
Read Answer Asked by Nizar on April 09, 2020
Q: Fiscal and monetary policy is point the direction that if and when markets recover there is going to be a lot of money and keep money.

1. Are you a believer of gold and silver?
2. Would you choose one or the other or both?
3. If so, which companies would you choose and when would you enter?

Many thanks
Read Answer Asked by James on March 26, 2020
Q: What is your favorite gold stock? Looking to invest $100K in Gold Stocks or ETF's. I think that stocks are going to take a much larger drop and I am looking for at least a little bit of stability. I don't hold any gold or precious metals stocks right now. I can handle the risk.
Read Answer Asked by Ian on March 24, 2020
Q: I have about 45000 to invest and am considering setting up my own little Gold Etf ,perhaps of junior miners. This is for a Tax Free account. Does this sound like a reasonable plan and if so which companies would you recommend. I would prefer safe jurisdictions.
Read Answer Asked by John on February 20, 2020
Q: Hi group what is going on with AEM (always thought of it as a blue chip in the gold space. I have owned it for over 1 yr and am down 25%. It not acting well even today with gold up considerably. Should I sell or hold on > what it going to take to recover after the horrible quarterly results. Thinking of selling and moving FNV . Your thoughts are appreciated
Read Answer Asked by Terence on February 20, 2020
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