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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: 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?
Read Answer Asked by David on February 10, 2021
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!
Read Answer Asked by Grant on February 08, 2021
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


Read Answer Asked by Terry on February 08, 2021
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!
Read Answer Asked by Grant on February 08, 2021
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
Read Answer Asked on February 08, 2021
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?
Read Answer Asked by Ann on February 05, 2021
Q: Hello 5i Team,
Which, in your opinion, of the above three gold diggers has the best chance for gains going forward.
Thanks
Kenneth
Read Answer Asked by kenneth on January 22, 2021
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.
Read Answer Asked by Jonathan on January 18, 2021
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
Read Answer Asked by Jason on January 07, 2021
Q: I have 0% exposure to the materials sector at the moment. I prefer stocks that have a decent yield. I am allocating 8% to the materials sector? Does that sound reasonable? Also, how would you split the allocation between base metals and precious metals? Any suggestions for good stocks in this sector?

Please take the number of credits necessary.

Thank you,
Jason
Read Answer Asked by Jason on January 06, 2021
Q: Happy New Year. I am looking at buying a gold position in one or 2 of these companies. Which would be your choice,(or other recommended company) would you buy at this time. Looking for a medium term hold.
Regards,
Read Answer Asked by Loretta on January 05, 2021
Q: Would you recommend purchasing gold stock or physical gold at this time?
If so, please advise which gold stocks you would recommend?
Also, would you recommend buying energy resources at this time, and if so, which energy resource companies would you recommend?
Read Answer Asked by Reeven on January 04, 2021
Q: Hello Peter,
I have an appropriate portfolio weight in Gold and Silver all of it leveraged through equity in producer companies big and small.
I want to do a seasonal trade in gold and cannot decide if it should be in physical metal, streaming company -WPM or producers leveraged to the price of the metal. What would you suggest? And if it is in gold producers, could you give me your top two suggestions.
Regards
Read Answer Asked by Rajiv on December 31, 2020
Q: Good morning, as a relatively young retired investor I'm still leaning vs growth. As a portfolio year end adjustment I would like to hike my exposure to materials by approx 1%. Having said that my gold exposure has suffered and now sits at less that 3%. I own LUN at 2%. Where would you add ? In real estate I have a 2% in DIR and 1% in TCN.. Would like to add to maybe 5% of portfolio. Dividends are welcome but not a necessity since I can buy in either my Cash or in my RIFF account. New suggestions are welcome since your expertise gave me handsome results since I've subscribed to your services.

Stay safe,

Yves
Read Answer Asked by Yves on December 29, 2020
Q: Thanks for your very helpful and informative service. I have the following stocks in an RESP for three young grandchildren. Could you kindly suggest any of them that I should sell or add to along with three other names in order of preference which I could buy with new money. THX.
Read Answer Asked by Dona on December 24, 2020
Q: Looking to add some above gold/miners to my TFSA. Of the companies listed above please rank strongest to weakest and are there any above that you would add/delete? My RRSP holds FNV (full position). Is it best to hold these companies in Canadian or US in the TFSA?
Please deduct as many points as required.
Thanks, Lexi
Read Answer Asked by Lexi on December 16, 2020
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