Investment Q&A

Q: Hi,

I am thinking of starting a small position in a gold company. Between ROXG and AEM which would you think has greater potential IF gold increases significantly?

AEM is obviously much larger, but the P/E, P/B and estimated revenue growth seem to be comparable, and ROXG seems to have a much lower P/S ratio (1.9 vs 4.4).

thanks,
Brad

Q: Dear 5i,

Contemplating bringing down 10.54% AEM Weight in my TFSA to match 5i Balanced portfolio.

Option 1 - by 6.91% to match 3.63% AEM Position Weight.
Option 2 – by 2.24% to match 8.3% Material Sector Weight as I don’t own in Materials 4.67% of CCL.B.
My AEM Unrealized % Loss is 8.6%.

What would you suggest:

Question #1 – Bringing down AEM Weight now or wait for the bounce.
Question #2 – Bringing AEM down to match Position or Sector Weight.
Question # 3 – Buying CCL.B in the Materials sector now or wait for better times.

Much Thanks

Q: GREETINGS:
I refer you to Jean's question on Feb 26 about Argonaut. Having said all that, why would you recommend Agnico Eagle instead of AR, for any reason other than size and record of earnings. Also you refer to PE multiples. Would cash flow not be better just like oil companies , because they both have extensive capex outlays.

Thanks, BEN.

Q: Aem,Fnv currently represent about 3% of my portfolio.wish to increase gradually to 5% for a 5 to 10 year hold
What % would of the 5 would you suggest for Btcc?

Q: If you had to buy one materials stock right now, what would you buy? Canadian or US. I already have MAG:CA.
Thanks

Q: Apples vs oranges vs olives question....
I still hold SJ and just noticed internalized that it has been dropped from the portfolios. Only a half position and I have some cash to invest so looking to maybe sell it and buy a new full position. My portfolio is well balanced although selling SJ will make me a bit light in materials so might prioritize a materials stock like CCL or AEM. Problem is I dont like non voting shares and I historically have timed all my mining purchases poorly....seem to buy on the highs in that sector...In general I am a balanced portfolio follower with tendencies to start buying more from the income portfolio. So looking at stocks in the portfilio I might look at adding a full postion can you rank best buys right now with +5 year hold. SJ ( hold and add to it), TFII, CCL, AEM, BCE, other non financial/ non industrial from the balance/income portfolio high on your list buy list right now.

Q: Hello 5i Team,
Is Agnico-Eagle Mines a buy now. I purchased for 90.05 at the end of January and I am thinking of averaging down. This is my only gold related holding across all portfolios. I am planning to hold for at least 3 years or longer.


Thanks you.

Q: What is your opinion on AEM’s earn8 gs.
Would the 6% decline today make it a good entry point or would you wait?

Q: How were they're results? Guessing not so good basd on market reaction?

Q: What gold stock or etf would you buy as an inflation hedge
Thanks Bob

Q: I had no inflation protection in my portfolio so I bought KL. Analyzing the stock my eyes saw $$. Is it just me or is there a serious price mismatch in the market with this company? I know you side with AEM but its a lot more expensive. Can you talk me out of buying more if the price keeps going down?

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you

Q: 3 questions regarding gold:
(1) I currently hold XGD for the long term, with a dividend of about 0.68%. Would I be better to hold 2-3 really good gold mining stocks, in a non-reg acct, like KL (div 1.99%; no debt) and AEM (div 1.97%). Or with this long-term investment, stay diversified with XGD? I care more about stability, value and some growth, not the dividend.
(2) Should I also hold some physical gold in an ETF like PHYS? If so, what percentage of gold holdings would you have in gold producers vs physical gold?
(3) A friend of mine holds some physical gold at home. Comments on this appreciated.
Thanks!

Q: I currently own both SJ and PHYS for a 2% weight in my RRSP and was thinking of adding AEM for 2% or do you think just best to increase both SJ and PHYS to 3 % each?

Thanks

Q: In the past year, INK Reports show company officer and director insider net selling activity levels for AEM, AGI, PGM and WDO are significantly higher than levels for KL and MMX. I realize there are many reasons why insiders might decide to sell, but is it a red flag for investors when net selling activity reaches the levels exhibited by company officers and directors of AEM, AGI, PGM and WDO?

Q: Hello 5i Team,
Which, in your opinion, of the above three gold diggers has the best chance for gains going forward.
Thanks
Kenneth

Q: Can i please get your assessment of the above 2 companies and how they compare. Would you consider them a buy for a new position today. If not can you please reccomend your favourites within the sector. Many thanks.

Q: Scotia and Canacord are putting out reports very bullish on base materials. what are your top 5 both in large cap and small cap opportunities ?

Q: I noticed that most gold stocks are off their 52 week high, while other materials stocks have made new highs. With the price of gold still high, have gold stocks been negatively impacted by the rally in bitcoin?

Jason