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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,

I have a divided the amount I set aside for Gold (long time hold as a hedge against many variables) between GLD,XGD and ZJG. But the Junior Golds cost me money! Down about 12%. On GLD and XGD I am up. Will the Juniors see the light of the day soon? Or should one wrap up th e position and move it to XGD/GLD? Or your favourite PHYS?
Read Answer Asked by Savalai on May 12, 2023
Q: I have the stocks in RRIF and CIX in TFSA.Do you have any news concerning CIX ventures in US and the Canadian taking the debts. Is it a concern my breakeven is 15.50, Gold seem to be climbing well with bank turmoil in US.All this debt will have to be repaid to gov't entities eventually. Can US still avoid a recession with all these problems.Gold has moved quite a lot in last week.What does 5i globe see in the future for gold
Read Answer Asked by Guy on March 21, 2023
Q: On the XLB - long bond: during a dropping rate environment curious on what other sectors of the market have historically done over the same period you referenced. Utilities, Financials, Industrials and Gold. Might help to know as if you needed to raise cash to buy the XLB what sectors should it come from?
Read Answer Asked by Michael on March 20, 2023
Q: Hi,

What the Gold miners that stand to benefit IF/WHEN the Bullion goes to 2000 and STAYS there? In other words, which companies are positively leveraged to Gold price., and amongst them which ones have the least debt?
Read Answer Asked by Savalai on January 17, 2023
Q: Why is Gold and related stocks doing badly? Should it not do better in recession or when stock market is tanking and interest rates rising? What are your opinion about the future prospects in near and long term? (My exposure to these is through XGD, FNV and AEM)
Read Answer Asked by ZIM on September 21, 2022
Q: My question is on gold /silver / precious metals. Starting to look like gold / metals should be a full position in portfolios. (plese comment)

Can you comment on Etfs verses individual stocks +

Please give me some names I am thinking that some physical gold etf like PHYS should be held please comment also a good etf that covers all the metals c/w mix % suggestions. Thanks for your help with this.
Read Answer Asked by Terence on March 18, 2022
Q: KRR is 2.4% of my RRSP and I am up about 110% (also hold KRR and XGD in other accounts). Can you please tell me a bit more about KRR? I know it mines gold and nickel.
After significant declines with small caps like AT, XBC and REAL, I am a bit leery of KRR and wonder if its time to take a bit of profit, but I am reluctant with such good momentum. Can you please tell us again what dollar cap amount defines a small cap, med cap and large cap?
Read Answer Asked by Grant on March 15, 2022
Q: AEM and KL have lagged the sector, as represented by XGD, since the announcement in September of the merger. I suspect this is due primarily to investors that hold both lightening up now that they are the same company - I am in that boat myself. How long do you expect AEM/KL to lag, when will it recover relative to the sector, or should I sell and diversify to another name now. What would you regard as an equivalent investment (well run, safe jurisdictions) or should I just move to XGD? I currently hold FNV as well as AEM/KL.
Read Answer Asked by Benjamin on February 07, 2022
Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.
Read Answer Asked by umedali on January 19, 2022
Q: I'm helping a friend set up a "couch potato portfolio". I noticed a while back that you commented on such a portfolio. I am suggesting the following to my friend. What do you think? Is there any of the ETFs that you would swap out? And why?

XIU S&P/TSX60 total return for Canada 25%
ZSP BMO S&P 500 Index ETF for USA 25%
XEF ishares Core MSCI EAFE for Europe/Japan 25%
ZEM BMO MSCI Emerging Markets Index ETF for emerging markets 5%
XGD iShares S&P/TSX Global Gold for gold exposure 5%
ZAG BMO Aggregate Bond ETF 15%

It appears that both ZSP and XEF offer USD versions. What are the pros and cons?

Read Answer Asked by Steven on April 27, 2021
Q: Gold in general due to the massive Fed and provincial deficits in Canada

Hi Peter and team
even before Covid, the Fed govt was running a substantial deficit in good time
the Fed deficit for the next few years (1-5) would be enormous no matter which party takes power
with the debt, for an average investor, I do own gold stocks and ETF
today at 11:30 Wed , one speaker on BNN felt that investors are not keen on buying gold (now off the peak season), he does not like bitcoin either

From your perspective, this could be a good time to buy some more quality gold
stocks and ETF (I know the names that your services recommend) ; I wonder
if you feel that this would be a prudent move, (up to 5 plus percent in ones portfolio)
or there is another sector one could buy as an insurance of the massive printing of our money due to the huge deficits (the US called it Quantitative easing)

looking forward to hear your expert opinion,

Michael (do own some gold stocks and the ETF for gold)
Read Answer Asked by Michael on April 01, 2021
Q: Hello,
Would appreciate your suggestions on a couple of good low fee ETF's for commodities
Read Answer Asked by Darryl on March 04, 2021
Q: Can you name some Canadian ETF's which will benefit from the switch into materials or oil and gas or value rather than growth and safety? And can you rank them please? And give reasons for buying or not buying?

I know that's a lot to ask but I am interested in your assessment

Thanks for your help as usual
Read Answer Asked by christianne on February 26, 2021