Investment Q&A

Q: I'm looking to eventually add both of these but only have cash for one at the moment. Which would you open a position in today?

Q: Hi Team,

I have a slightly overweight position in Franco Nevada, a half position in each of Agnico Eagle and Klondex, less than a half position in Silver Wheaton and bullion holdings including CEF.A.

I am trying to clean up a bit and am considering selling SLW and adding the proceeds to CEF.A, and selling KDX and adding the proceeds to AEM. I would be left with FNV, AEM and bullion as a result.

This would allow me to increase my weighting in bullion and reduce my weighting in bullion equities and move to full positions (or so) in the remaining holdings.

Do you have any feedback on this plan?

Thank you, Michael.

Q: I have CEF and PVG both up am thinking about selling and putting the proceeds to AEM, What do you think? Many Thanks

Q: Thinking of selling my AEM at a loss and buying BTO,which seems to have more upside potential.Thoughts??

Q: I have very little gold or silver or other precious metals stocks. Silver Wheaton seems a bit beat up. As I know you are good with a small amount of such holdings in a larger portfolio , would SLW be a good choice in your view? Or would you prefer AEM or some other stock at the moment? Thank you!

Q: In anticipation of inflation I am planning to buy some gold stock/ETFs. Above I listed some of the Gold stocks I am interested, which one of them would you recommend or do you have another suggestion.
Thanks

Q: Peter and His Wonder Team
Lately I have been reading about the coming " Debt Crisis" as every country is printing money from thin air to avoid a recession. However for numerous reasons I believe we are probably setting ourselves up for something much worse...I am not a gold or silver bug but I think the time has come to create some protection so I can sleep better at night and when I happens I will not be upset with myself for being so rigid and denying reality. So please give me your opinion on a couple of junior gold and silver stocks that are of good value now and for the long term! Thanks for your reliable and consistently excellent insights!
Dr.Ernest Rivait

Q: Hello,

Do you have any comments or feedback on AEM's third quarter numbers released after the market close last night?

I hold a 5% weighting in my portfolio and wonder if its a hold, or to look at other names in the gold sector.

Thanks

Q: Thoughts on the recent pull back in gold and gold shares? A good entry point for Agnico Eagle or still more downside possible?

Thanks,
Jason

Q: Good morning,

Can you tell me why Agnico is going down so much today.

Tks

Q: does AEM fall under material for a sector as yesterday you listed the allocations for each sector but wondered if precious metal fall under materials?

Thanks
Dolores

Q: In a previous question I wanted to get back into gold and you recommended Agnico Eagle. Since your initial entry in the balance portfolio the stock nearly doubled. Should one wait for a significant pullback before getting in or are the fundamental robust enough for this stock to continue soaring?

Thank you,
Andrew

Q: I was thinking of getting back into gold in some way. I recently sold barrick and newmont for pretty good returns. I currently have SLV and PPLT for metal ETFs. What would be the best gold miner to get into?

Thanks,
Andrew

Q: Hello Peter,
What is happening to Gold standard ventures? It was doing quite well and now it seems to dip every day. Also, would you consider concordia as a good buy right now and in the gold sector, would Agnico Eagle be considered a good buy now. Thanks

Q: Hi,
My question is on AEM, Agnico Eagle. Any idea why the stock is down so much tody and do you think its a good buy at these levels?

Q: Which gold stocks do you like at todays prices? Why?

Q: I have 2% in Aem. I also hold SJ, ccl.b. in the materials sector total 5% in materials.I am considering selling AEM at 75 to lock more than 50% profit..if it touches that limit and would like to invest in another gold stock or AEM itself at a lower price. Do you agree with this strategy? This is a registered account. Or should I just stick with continuing to hold Aem at any price as a hedge? Would you suggest richmont as an alternative or addition? Thanks 5i.

Q: Gold represents a small portion of my portfolio with only 2 holdings – Anglo Eagle Mines (AEM) and Yamana (YRI). I just sold my Yamana to take advantage of the recent bull run in gold which even 5i has stated is getting a bit “long in the tooth”. AEM seems to be your favorite which I plan to keep, but I was looking to swap Yamana for a better name that’s higher on your list either now or on a future dip. What would be your second pick after AEM in the gold space? I’m looking for a mid or large cap that has reasonable leverage to gold but still a strong balance sheet to reasonably withstand any future drops in the price of gold. As an aside, for a person holding only two names would you recommend that one of them be an ETF for instant diversification? or even a bullion fund if perhaps the recent run has put the rise in the miners too far above the bullion price?

Q: My question is companies that will benefit from rising interest rates. I was wondering if you could give me a top three that trades in Canada and a top three that trades in the US...May one ETF too if possible. I understand that rates wont go up over night. I just want to start accumulating now for a 5-7 year hold to wait for rates to rise. I would prefer it if they paid a dividend as well.

Thanks so much
Jimmy

Q: Hi 5i, what are your thoughts on the gold sector moving forward? I do not own any gold stocks currently, but I'd like some exposure up to an appropriate amount. Can you recommend a low risk name and a higher risk name to add? Thanks again. Mark