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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: could you list your three top gold stocks to invest in and if you consider now is a good time to do so
Read Answer Asked by Gary on February 21, 2019
Q: Hi,
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
Read Answer Asked by Daniel on February 19, 2019
Q: FNV, KL and AEM appear to be your current favorites in the gold sector based on recent responses. (Feel free to correct this.)
I have AEM and am trying to decide whether to add a bit more or sell it and get something else. The risk-reward calculus of FNV as a royalty co looks pretty attractive. Would you switch? Which of the three is your favourite overall?
Thanks!
Read Answer Asked by Chris on February 13, 2019
Q: What do you think of AGI from their last announcement on Jan 14,2019? Do you think think stock is worth holding or sell and then buy both KL and AEM?

Thanks
Read Answer Asked on January 22, 2019
Q: Good morning 5i team,with the possibility of trade war between US and China,is now a good time to buy gold stocks.
Thank You!
Read Answer Asked by Sunny on January 14, 2019
Q: I was going to sell all AEM to offset a capital gain as I was in a loss position and only some of WEF(loss position) but today AEM was up by $3.00 so wondering if best to sell enough WEF to offset capital gain and hold onto AEM? Your thoughts?
Thanks
Read Answer Asked on December 27, 2018
Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted
Read Answer Asked by Ted on December 10, 2018
Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards
Read Answer Asked by Djamel on December 10, 2018
Q: I wish to iniate a position in gold. What do you believe is the best investment at this time? Would it be Agnico Eagle as you have chosen for your balanced fund or is there a different investment.?Perhaps an ETF OR Franco Nevada. Others?
Thank-you for your appreciated guidance.
Read Answer Asked by Les on November 22, 2018
Q: Is this a good time to add gold to a portfolio? If so which stock would you recommend? Thanks.
Read Answer Asked by Claudio on November 19, 2018
Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!
Read Answer Asked by Derek on October 18, 2018
Q: Hi, what would be your top pick in the gold and silver companies? thanks.
Read Answer Asked by Dario on October 09, 2018
Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?
Read Answer Asked by Paul on September 17, 2018
Q: I'm considering buying an out of the money call on AEM expiring next Jan. or Feb . As you're aware the stock and call prices are very depressed at this time. If gold prices take of at some point, the calls should do quite well. I now own a small position in GDX at a sizeable loss (20%)
Your comments appreciated.
thanks

Doug



Doug


Read Answer Asked by James Douglas on September 07, 2018
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