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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: Hello,
Your Feb. 9 blog about finding quality stocks had a lot of Gold companies on the list with low P/E's, low debt, and 3 yrs of positive growth in earnings.
For a TFSA that has no Gold exposure currently, which of these small-cap & mid-caps has really good momentum now and is well positioned for more growth in the coming 2-3 years? And which has a solid portfolio of mines in production now?
Thanks for your guidance.
Read Answer Asked by Robert on February 16, 2021
Q: Hi 5i,
I have held BTO for some time in a RRSP & up ~9% and like this company for gold exposure. Noticed it continues to sell off causing the dividend % to look more attractive in a Non-Registered Account. My question is would BTO be better in Non-Registered Account to collect the dividend tax credit and leave the option open for a tax loss selling if BTO continues to slide. In past market corrections I always would have rather had cash sitting in a Registered Account vs non-registered since tax losses are non-applicable and it takes so long to earn back any booked registered losses. To be safe should I sell the gain off in the register account & wait the full 2 days to settle prior to rebuying in a non-registered account (want to ensure I do not disqualify any possible future tax losses).
Read Answer Asked by Dean on January 13, 2021
Q: Greetings 5i,

I have no luck sometimes having stepped into BTO last week with a 1% position ... What are your thoughts NOW? What would you replace it with? Most larger Metals companies have run a bit and it feels like I'm chasing. Would you consider ABX or look to a Jr?

Cheers!
Read Answer Asked by Duane on August 20, 2020
Q: Good morning, I hold ASR, AEM and BTO. I am looking to add one more gold name. Also, would you keep ASR as it transitions into SSR? Please provide me your top two mid-cap gold names.
Rob
Read Answer Asked by Robert on July 21, 2020
Q: Hi 5i Team,

I've held B2 Gold for a long time (like 10 or 12 years) and I am sitting on a 110% gain. It's 1.3% of my total equity portfolio and precious metals and PM equities are about 14% of my total investments today. I'm considering selling my BTO and shifting that over to an existing 2.3% position in FNV that I've also held for a long time to bring that up to 3.6%. I'm also wondering if I should continue to diversify into other possible big gainers like WDO or if I should move this money into other names I already own. I'm curious what you think the best move here is?

For information purposes, my Precious Metals positions include:
- 2.65% AEM (held for years)
- 2.4% PHYS (held for years)
- 2.3% FNV (held for years)
- 1.3% BTO (held for years)
- 1.2% KL (held for years)
- 1.1% FVL (added last Thursday)
- 0.9% WM
- 1.0% MAG
- 1.0% SIL

I'm bullish on precious metals and stocks given the monetization of basically everything and therefore have let this part of the portfolio run past the 10% weighting Iimit I used to have but I'm thinking that this sector should probably not be more than 15% of the portfolio and definitely not 20% of the portfolio.
Read Answer Asked by Marc on June 18, 2020
Q: Hi 5i,
Looking to buy back into gold and looking at mid-cap to smaller companies. Would you prefer one of the above companies or is there another name or two, that may be good for a long term hold?
Thank you
Read Answer Asked by Terry on June 08, 2020
Q: Looking for best 5 year appreciation. Please list favorite of this list or your favorite if missing from this list.

Thanks

Rob
Read Answer Asked by Rob on May 14, 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: Think you may have missed a first dividend fro, Nov 5th news..
" (the "Board of Directors") declared B2Gold's first dividend of $0.01 per common share, and expects to declare future dividends quarterly at the same level, which on an annualized basis would amount to $0.04 per common share".
Read Answer Asked by Madeline on December 20, 2019
Q: is this a good bet on gold? Please advise reasons if another name is better
Read Answer Asked by hal on June 26, 2019
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