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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: Hi 5i Team,

My expectation is that the CAD will continue to weaken based on many factors including the trade war, weak economy and continual decrease in interest rates and that there will be good opportunities in the resource sector for companies that have assets based in Canada but sell their their commodity in USD (ie companies like AEM have or CNQ). Would you agree with this thesis? If so, what other resource companies would fit this profile?

Thanks as always,
Jon
Read Answer Asked by Jonathan on February 03, 2025
Q: Currentlly my portfolio in gold consists of 3 holdings. They are :

AEM - YTD + 20%, 1 YR + 90%

NUGT - YTD + 34% 1YR + 67%

WGX - YTD - 8% N/A

As you can see the weed in the portfolio is wgx.

Question to you is when I prune WGX out of the portfolio should I just put that money into the other 2 holdings or should I add a third that is an elite performer.

What would be the best from a portfolio management perspective and if you decided to add a third what would it be?

Sheldon

PS Don't worry about NUGT I know the ins and out and have made lots of money on these leveraged ETF's like NUGT, QLD, NAIL, etc

Thanks
Read Answer Asked by Sheldon on January 31, 2025
Q: I think my question was more related to, do you agree that GLCC was so much better than AEM.
Using 04/21/2011 as start date to match available data range for AEM.CA and GLCC.CA
AEM.CA GLCC.CA Growth of $10,000.00
With Dividends Reinvested
Click for detailed chart tool
Start date: 04/21/2011 04/21/2011
End date: 01/17/2025 01/17/2025
Start price/share: $64.99 $10.04
End price/share: $123.09 $28.11
Starting shares: 153.87 996.02
Ending shares: 194.26 3,596.08
Dividends reinvested/share: $14.08 $21.84
Total return: 139.12% 910.86%
Average Annual Total Return: 6.54% 18.32%
Starting investment: $10,000.00 $10,000.00
Ending investment: $23,899.77 $101,111.35
Years: 13.75 13.75
Read Answer Asked by Marios on January 28, 2025
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
Read Answer Asked by Jordan on January 17, 2025
Q: Hi Peter…would you be buying safe jurisdiction gold miners now? The price of the metal, to my layman’s eye, is acting a little more bipolar now. Last Thursday or Friday all my stocks except for TD, AEM, WGX and GOT were down suggesting a level of panic. Today the golds are down suggesting fear of inflation ticking up triggering higher interest rates. Thinking of selling my WGX to buy AGI because it seems a better miner. Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on January 15, 2025
Q: I am wondering about the exposure of the following natural resource stocks to tariffs. Would you consider selling any?
Read Answer Asked by kevin on January 14, 2025
Q: Merry Christmas! I wish you all the best and a very prosperous year ahead.

With the latest canadian data and of course added political turmoil here. And rates abroad and our neighbors.

It would appear gold will have room to run still. If you do agree I'd like to know.

I'm looking at adding that exposure as I have none with the recent pull back.

My favorite candidates are AEM, WPM.
Would you please provide a reasonable buy range and if anyone is ranked above them in your mind, please mention.

Thank you very much.
Read Answer Asked by Adam on January 02, 2025
Q: With recent pullback what are your top 5 Cdn and US names that have pulled back to attractive entry points?

Thank you
Tim
Read Answer Asked by Timothy on December 21, 2024
Q: Gentlemen:
This is a two part question. I have been holding a large number of B2 gold shares for 12 years, and it has been a disgrace. In your opinion is there any light at the end of the tunnel? Second Part--- Of the above companies( In an OCT 31 question from Maurice, you thought AGI and LUG had the best growth potential ), would that still be your opinion. Please rank them for growth at this date-BEST FIRST. Also please rank them for RISK- LEAST to most. THANKS, BEN.


Read Answer Asked by BEN on November 28, 2024
Q: In a best case scenario, I think 4 years of Donald Trump in power will be chaotic and discruptive in the US and globally. In a worst case, I believe the US is heading for internal unrest/violence, and the certain parts of the globe will be at war. If you were a 74 year old investor who has done well listening to 5i the last 2 years, how would you now hedge against these scenarios?
Read Answer Asked by David on November 27, 2024
Q: Given one has decided to acquire these names, at what price would each become:

1) Attractive
2) Very Attractive
Read Answer Asked by Trevor on November 20, 2024
Q: Hello. What are some Cdn list companies that pay dividends in USD? Any with decent yields (above 5%) and/or with solid dividend growth? Thanks!
Read Answer Asked by Robert on November 14, 2024
Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Read Answer Asked by Brant on November 14, 2024
Q: In the last while, gold and shares in gold producers has until the US election enjoyed a very positive run. There has been quite a downturn. What is your outlook for gold and the producers? If you owned, would you be winding down some positions? Thanks for your excellent service.
Read Answer Asked by Leonard on November 07, 2024
Q: I'm wondering if AEM is still a buy at this price, or could you recommend the price when you would buy AEM? Is there another gold stock you would choose with good upside and as a solid company? Thanks.
Read Answer Asked by Ann on November 05, 2024
Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!
Read Answer Asked by James on November 05, 2024
Q: Please rank these companies for their capital appreciation three years out.What is your favourite gold stock for this criteria?
Read Answer Asked by Maurice on October 31, 2024
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