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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: Good Morning team,

If gold were to go up in the near term what would be your top 5 gold or silver companies to hold for short term exposure to this sector?

Thanks,
Rick
Read Answer Asked by rick on August 10, 2017
Q: what are a few gold stocks( I have non ) that are :
- reasonable and safe as per engagement and jurisdictions
- low debt or cash
- some growth but may pay a small div/or have intention of do so

would you advice an etf here for me ( usually I do not like etf'd in places I can get good companies )
thanks
Yossi
Read Answer Asked by JOSEPH on August 02, 2017
Q: Your suggestion for KL has worked very well,at todays price which gold stock is a good buy?.
Read Answer Asked by Nizar on August 01, 2017
Q: Hi 5i,

I currently have 14% of my portfolio in materials, which include MX (3.2%), CCL (4.25%), ZCL (3.47%) and AEM (2.84%).

I also have 12% of my portfolio in consumer non-disc, which include PBH (4.85%), DOL (3.47%) and ZZZ (3.2%).

For a growth oriented investor with 30 years until retirement what do you recommend as an appropriate allocation to materials and consumer non-disc? I will need to trim my holdings in each of these sectors to re-balance as I feel I am overweight so any suggestions on what should go?

Thank you as always,

Jon

Read Answer Asked by Jonathan on July 21, 2017
Q: I own everything in the Balanced Equity portfolio except the following: AEM, CLS, AND CSU. I have cash available from the DH buy-out. Which of these or any other stocks in your coverage universe would you recommend based on current valuation and outlook?
Read Answer Asked by Chris on June 30, 2017
Q: In my portfolio I am overweight in Canadian Financial (Banks) and the US tech stocks, but I have no exposure to the Materials sector (except gold.) Can you please recommend me a few materials and mining stocks (in the order or your preference) or do you suggest an ETF.
Based on the recent weakness of the sector is this the right time to get in this sector? or do you suggest that you should stay away
Read Answer Asked by Jacob on June 16, 2017
Q: At the beginning of the year I had to liquidate 30% of a taxable portfolio. I managed to sell stocks that minimized my income taxes, however, as a result I sold all of my Financials, Materials, Utilities and Energy stocks. I now have 10% to add back and will be contributing another 20% sometime later this year. I do not think I will be needing these funds anytime in the next 5+ years. I am looking at taking half positions in PKI; GSY; BEP.UN and AEM. Your comments about my stock selections would be appreciated.
Read Answer Asked by stephen on June 13, 2017
Q: Can I get your thoughts on Primero Mining. I have held this one for a while now and it just keeps heading lower. Is it worth holding onto or is it time to move on. If selling could u recommend one or two other similar names.

Thanks
Read Answer Asked by David on May 25, 2017
Q: I'm underweight in materials, energy, and utilities. My only exposure to these sectors comes through some total market ETFs I hold. With the current market conditions, would you view adding to these sectors as imperative or would it be more prudent to add to my tech and consumer holdings? If so, could you rank the value of the sectors to my portfolio (where should I stick my next investment first)? Please note, that I do plan to fill out these sector positions eventually and that I'm a young, growth investor with a long-term horizon.
Read Answer Asked by Ryan on May 24, 2017
Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul
Read Answer Asked by Paul on May 17, 2017
Q: Good Morning,

I asked a question a few days ago on sector allocation. Not sure why it was private. I may have checked the wrong box. Its ok to make the question public to help others here.

Anyway I did as you said and trimmed back REIT's and Financials. I purchased some tech. Added to my SVC and started a position in ET. Today I started a position in BCE. I chose BCE over T.

However I am having trouble choosing between AEM, SJ and MX for my materials purchase. Any insight would be great.

Thanks
Jimmy
Read Answer Asked by Jimmy on May 15, 2017
Q: what are your preferred stocks in the materials sector?
Read Answer Asked by M.S. on May 15, 2017
Q: These 3 companies are in my Basic Materials, Metals, Mining sector which makes up 8% of my portfolio. With a five year plus hold, would you add, swap or remove any of them and if so could you rank your choices; 1st place, 2nd place, and participant?

Thank you for your help and sharing your inside knowledge and actual experience.
Read Answer Asked by Terry on May 12, 2017
Q: This has been quite weak lately, is there any reason in particular or is it cyclical? Is there another company that might be a good alternative?
Thank you
Read Answer Asked by Peter on April 25, 2017
Q: Peter and Team:

I hold a portfolio that follows your BEPORT with a few of my own thrown in.
I hold 1/2 weights of XTC and AEM, and was thinking of topping them up with some added cash that I have.
Would you be comfortable adding to these for long term hold at this time. In particular I am concerned about XTC with U.S. sentiments.

Thanks

Phil
Read Answer Asked by Phil on April 12, 2017
Q: Hi 5i team,

I'm looking to add a 5-10% Gold position to my portfolio and would appreciate your views on this line of thinking.
Do you consider Gold as a volatility hedge a worth while endeavour? And if so, what 2 or 3 companies would you recommend for a Balanced portfolio approach?

Thanks again for your excellent service!
Read Answer Asked by Tristan on March 30, 2017
Q: Hi: I decided some time ago to follow your advice to buy a position in gold, and bought a half position in AEM. I want to be ready to fill the other half, and would appreciate your opinion on what stock to buy. I prefer stocks to bullion. Thanks for your always excellent advice.
Read Answer Asked by Roland on March 21, 2017
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