Investment Q&A

Q: Hi,
I have $20,000 to top up my TFSA and wonder what would be best considering my above holdings. Should I add to any of the above or can you suggest any other stock or ETF that would be most suitable for growth and preservation. Your advice is most appreciated.

Q: AEM and KL have lagged the sector, as represented by XGD, since the announcement in September of the merger. I suspect this is due primarily to investors that hold both lightening up now that they are the same company - I am in that boat myself. How long do you expect AEM/KL to lag, when will it recover relative to the sector, or should I sell and diversify to another name now. What would you regard as an equivalent investment (well run, safe jurisdictions) or should I just move to XGD? I currently hold FNV as well as AEM/KL.

Q: Just like Hal I called my broker and was informed that they hadn't received the bulletin yet on the merger. He advised that I call back to tender my KL shares to the offer the week the deal is closing, and BEFORE the closing date. Could you let me know the date the deal is scheduled to close please?

Q: You advised Robert on Jan 26 to contact his broker to advise he was tendering his KL shares to the offer. When I contacted TD Waterhouse They said they were not aware of anything that needed to be done . Am I ok to just sit on it?

Q: Please explain this merger and provide some details. If I were to buy KL today how many shares of AEM would I get when the merger is complete? What happens if I buy AEM?

Thank you in advance.

Q: I own KL shares. Do I need to do anything to receive AEM shares or is the process automatic? If not automatic, what do I need to do?

Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.

Q: Should I sell shares of Kirkland Lake before AEM purchases them?

Thank you.

Q: What 2 gold and 2 silver companies would you be most comfortable investing in today? Thank you.

Mike

Q: What companies mine both gold and copper? Which ones are recommended?

Q: WHEN WILL KIRKLAND LAKE GOLD SHARES BECOME AEM SHARES? ALSO, WHAT WILL BE THE WORTH OF 100 KL SHARES IN AEM SHARES?

Q: Looking at historic gold/silver charts after economic shocks it seems gold/silver spikes are quite possible in the next few years. Which few companies would you pick to play that possibility?

Q: With reference to Peter’s article entitled Five Investment Themes To Keep An Eye On In 2022, what 2 or 3 stocks would you recommend in the travel & leisure sector & the gold sector? Thanks … Cal

Q: I have small positions in AEM and KL and am puzzled by the recent price action. It often seems that the share price falls when gold is up, and rises when gold is down. I've often read that gold prices are subject to strategic manipulation but this seems very counter-intuitive. Any thoughts?

Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?

Q: What are your top 3 dividend paying larger cap gold companies and mid-cap companies as many have great yields now and considering adding to a safer dvd generating portfolio for yield and insurance.

Also, any silver companies that pay high dividends worth looking at?

Q: I have LSPD, AT, EGLX, AEM, and WELL as my higher risk positions. I am looking to consolidate these positions and maybe add TOI or NVEI. Out of the 7 stocks and at current prices what would your 3-4 top picks be for growth and price appreciation?

Thank you!

Q: Hello 5i team,
AEM has been on a steady decline since Oct of last year (~70%). Is this around the same time as news came of the merger with Kirkland?

I was thinking of entering into the gold/mineral space since I have no exposure. I looked at the slides for the merger, and paints a rosy picture (synergies, dividend growth, etc...). The markets do not seem to like this merger very much based on the price.

Is there anything you know of that would cause this drop aside from markets in general being weary of company mergers?

Thank You,
Andrew

Q: Hi 5i team.
Previously owned KL and AEM.
In October, sold AEM and bought more KL to keep dollar amount same when merger suggested so as to take advantage of tax loss from AEM.
Now that merger is confirmed for supposedly 1st quarter 2022, I am thinking of selling KL to take advantage of some KL tax loss and buy equivalent amount of AEM before the merger.
Question : Is it possible that an offer could still come in at a higher price for KL before the final merger or is that totally off the table. If it is possible I will hold KL till closer to merger time before taking KL tax loss. (I presume this is still legit right up until the merger. My year end is not an issue here.)

Other logistics question re website.
Will a search of questions for dually listed Canadian and US firms bring up all questions whether searching for CA or US version? eg. KL:CA

Thank you for the great service and best of the season to everyone at 5i.

Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,