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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: I have about 4% of my portfolio in MNT, ABX, and K, all bought a year ago and 20-25% under water. I am having trouble deciding if I should cut my losses, put them towards better gold stocks like AEM, or get rid of my gold exposure completely. If you're in my position, what would you do? What is your outlook for gold in the next few years? Are there any catalysts for gold as a sector you can foresee? I have a hard time envisioning them doing well when the economy is growing so nicely
Or is it good to keep as a hedge against the down days like today? The rest of my portfolio is diversified enough tending towards the growthy stocks, if that matters.

Thanks for your insight.

Read Answer Asked by Connie on July 09, 2021

Q: In my previous question about Earth Alive Clean Technology you mentioned the % of insider and institutional holding, wouldn’t you view that as a positive , especially for such a small company? The market for the sectors they’re in is very large, with the above companies I’ve referenced, if Earth Alive Clean can grab an increase in market share with their new products it could transformational for them , no?

Read Answer Asked by Allen on February 04, 2021

Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!

Read Answer Asked by Alex on January 21, 2021

Q: I am looking for a few stocks that are good for day trading. I know this is not something you guys really do but can you list a couple stocks that would be good day traders?

Thanks

Read Answer Asked by sean on November 16, 2020

Q: As my hedge against what I believed would be the possible decline of the U.S. dollar as the U.S.A. issued more and more debt, gold producers K and NGT have come to represent roughly 5% of my portfolio. With the uncertainty caused by Covid-19, K and NGT have increased in value nicely and have served as a useful hedge against declines elsewhere in my portfolio. Now with all the government assistance, I believe that government balance sheets everywhere will be seriously strained, but as this is a worldwide phenomenon perhaps the U.S. dollar will not fare so badly against the rest of the world. Is it time to take profits in K and NGT ?

Read Answer Asked by Geoffrey on May 21, 2020

Q: I currently have a significant position in Yamana and with the recent rise in share price, I have been thinking of selling a portion of my position and buy another mid-cap gold miner. I am likely going to sell my gold positions in 2-3 years time and would like a mid cap company with higher share price growth potential.

I am debating between BTO, AGI and K.

BTO has had some momentum of late but with geo-political risk. AGI has minimal debt but generally produces less gold. Kinross is a larger producer but it may have some leverage to run up significantly with a higher gold price.

Any thoughts on these three stocks and which do you prefer of the three?

Thanks in advance.

Read Answer Asked by vijey on April 27, 2020

Q: Hello,
Back in December you mentioned Kinross was not your favourite in its sector.
What is your favourite in the sector?
Minimum 5 year hold.
Looking to add to my TFSA or RRSP.

Read Answer Asked by lorraine on April 23, 2020

Q: what is your short and long outlook for gold and the canadian dollar?
i presently have some u.s. cash and was considering an investment in gold (specifically in Kinross U.S.) both for a positive return and portfolio insurance.
I believe that when gold goes up the u.s. dollar usually goes down...
am i correct in that assumption?
appreciate your comments on the above strategy...
ed in montreal
p.s. - if you have an alternative strategy it would be appreciated!

Read Answer Asked by ed on December 07, 2017