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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: My allotment to precious metals is now down below my target of 5%. I need to add to bring up this part of my portfolio. I have a full position in AEM. Which of PAAS, SSRM, BTO, KRR or FNV should I add to at this time? Or do you have another precious metal company that would be appropriate at this time?
Read Answer Asked by Steven on February 14, 2024
Q: I have a small position in Archer Exploration from the Wallbridge spinoff. I am thinking of increasing my nickel exposure. When I consider Canada Nickel it seems to have a much higher valuation. What am I missing ? I believe AEM has investments in both companies.
Read Answer Asked by Christopher on February 06, 2024
Q: Hi. I have an RESP for three grandkids, ages 5, 7 and 9. Current holdings that I'm underwater on are: AEM, BCE, BN, NTR and TVE along with these: ARX, BAM, CSU, ENB, RY, TD and TOU. I'd appreciate your overall comments on account re sector allocation and any obvious sells. As well, I'd like suggestions on how to deploy $7000 cash. Thx.
Read Answer Asked by Dona on February 06, 2024
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
Read Answer Asked by Mike on February 02, 2024
Q: Portfolio Analytics indicates that across all accounts, we are underweight in the Basic Materials sector. The two stocks and CGL.C listed above are the only holdings in this sector. (CGL.C is a small holding. as it can be traded with zero commission)

Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.

For a Canadian ETF, what is your opinion of XMA?

Please deduct as many credits as necessary.

Thanks
Read Answer Asked by Jerry on January 30, 2024
Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you
Read Answer Asked by Gervais on January 29, 2024
Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you
Read Answer Asked by Hali on January 29, 2024
Q: I want to get into gold stocks and have always preferred Franco Nevada in the past. Should I look at buying some of it now, and what other companies would you recommend to complement it if I do? (In the same sector) Thanks
Read Answer Asked by FORREST on December 27, 2023
Q: Greetings:
If you were establishing a position in gold miners, which would it be with reasons. B2 has hardly come off it's low with a nice dividend, Why? Must be a reason. I have been following gold closely for 50 years, and usually it amounts to no more than the rate of inflation, even though people like your old boss Eric was calling for $5,000.00 gold 15 years ago. However, one shouldn't knock all that hot air because it made him many millions.

Thanks, Ben.
Read Answer Asked by BEN on December 22, 2023
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Read Answer Asked by Marcel on December 21, 2023
Q: Hi 5i,
I hold above stocks 2%, 1.5% and less than 0,5% of fortitude. Thinking of selling Fortitude to add to my now decreased position in FNV. Which do you think has more upside? If even, given recent FNV decline and lower risk, I might go for more FNV as I am becoming more conservative. I am OK to take some higher risk given Fortitude is a small position.
Your thoughts please on FNV and Fortitude and suggested strategy.
Thank you.
Read Answer Asked by Tulio on December 19, 2023
Q: I have two questions. Gold value is now above $2000 US and AEM does not seem to correlate the price of gold, is there a reason for that? I have heard about Cohere (https://cohere.com/), a language AI company based in Toronto, their list of investors is quite impressive (NVDA, SalesForce, Oracle, etc,). Do you think this company could be listed on the TSX in the near future? Thank you
Read Answer Asked by Gervais on December 11, 2023
Q: Gold above $2050 would be bullish I think. Wondering what your thoughts are on this asset category at this time and looking for your top two large and small cap picks that would have torque to a higher gold price.

Also a comment on the dividend sustainability of B2 would be appreciated.

Thanks folks
Read Answer Asked by Robert on December 01, 2023
Q: Good morning,

Do you think it may be prudent to swap out Franco Nevada shares now (considering the growing list of political/legal headwinds) for something else?

If so can you give a Canadian suggestion for gold exposure, along with two other picks (any sector) for a possible year-end through January bounce (CAD or US)? Thanks. Brad
Read Answer Asked by Bradley on November 30, 2023
Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,
Read Answer Asked by Claus on November 14, 2023
Q: Hi Peter and 5i Team,

From this list of 9 stocks to own in a RRSP for 10+ years, how would you rank them in terms of starting a position today?

Thanks again for the great work that you do.
Read Answer Asked by Marvin on November 08, 2023
Q: What would consider as a good entry point for each of these and also a price target please.
Thank you
Read Answer Asked by John on November 01, 2023
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