Investment Q&A

Q: Hello. Gold and gold stocks have had a nice run. Do you think this move still has legs? If so, would CGL and XGD be good investments or are there others which you prefer?

Thank you.

Q: Hi Peter and 5i Team,

I’m wondering why, for all periods (3 month, 6 month, 1 year, YTD, 3 years, and 5 years) MNT beats both CGL and CGL.C even though the M.E.R. Of MNT is slightly higher than the other two. Is MNT a good way to get some gold exposure in these turbulent times? Thanks as always for your insight.

Q: Good day,

For exposure to gold, I'm looking at getting into an ETF or two. Would you suggest both a gold bullion ETF and a gold producers ETF or would they move in tandem and only one is needed?

Can you recommend some gold ETFs?

Thanks,
Robert

Q: Hi 5i Team,
I want to add some exposure to the gold sector to my portfolio. What would you suggest given the current market? Gold bullion ETF (CGL), Equity ETF (XGD or ZGD) or invest directly in a Gold producer like AEM ? And what % would you suggest for a mid-40 investor?
Thanks

Q: Can you provide cdn and us stocks/etfs that own physical gold and silver (not the miner) that has good liquidity. Thank you.

Q: Why is XGD down 14% while ishares global gold hedged EFT up 4.4%?
Also physical gold is up 6.4% over the year. (percentages taken from google finance).

Q: The current market turmoil has made me realize that a certain amount of commodities exposure as an "asset class" should help with portfolio diversification and therefore risk/return profile. Is this thinking correct? What options, if any, are available for the average retail investor to get broad commodity exposure w/o a lot of overhead which you would recommend?

Q: Hello, AEM stock has decreased by about 36% from a year ago, and the gold bullion CGL has decreased by about 8% from a year ago. I know we can’t perfectly correlate these two, but how can you explain such great difference? Thank you,

Q: Please recommend some CAD etfs to play commodities. Is there one that covers a broad selection?

Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill

Q: Hi Peter, Ryan and Team,

How would you rank these gold ETFs MNT, CGL, CGL. C an PHYS.?

Thanks.

Q: Hello,

In the upcoming shareholder meeting, the following changes to the investment restrictions are proposed:

Current Investment Restriction:
[Each iShares Fund] shall store all the Bullion owned by the iShares Fund in: (i) with respect to CGL, the vault facilities of a Schedule I Canadian chartered bank or an approved subcustodian or sub-subcustodian or an affiliate or a division thereof on a segregated basis; and (ii) with respect to SVR, the vault facilities of a Schedule I Canadian chartered bank, or an affiliate or a division thereof, or a sub-custodian on an allocated basis.
[Each iShares Fund] shall ensure that the Custodian has adequate insurance in place in respect of the Bullion held by the Custodian on behalf of the Fund.

Proposed Investment Restriction:
[Each iShares Fund] shall store all of the Bullion owned by the iShares Fund in the vault facilities of one or more entities that meet the requirements to act as a custodian or sub-custodian for assets as described in NI 81-102 (or are permitted to act as a custodian or sub-custodian pursuant to exemptive relief from the applicable requirements granted by the Securities Authorities), on an allocated and segregated basis.
[Each iShares Fund] shall ensure that the Custodian itself has, or that the Custodian or sub-custodian(s) are required to ensure that their respective sub-custodian(s) have, adequate insurance arrangements in place in respect of the Bullion held on behalf of the Fund by such Custodian or sub-custodian(s), as applicable.

Would you be able to please explain in simple(-er) terms what's being proposed here?
Also, if the proposal is approved, how it would affect attractiveness of CGL going forward? I.e. would it be a good idea to continue to hold it?

Thank you kindly

Q: I have been reading that given the current situation one should have about 5% or so in gold. I would be interested in your recommendation on:
1. This recommendation
2. Which of the above(s) would you buy or other?
Thanks again.

Q: My question wasn't understood. I wasn't referring to the % difference in share price but I was meaning to point in the share performance. For example today CGL down -0.55% and PHYS -0.83%. Cgl goes up more when gold goes us and less when gold goes down. Why?

Q: Hello. Can you explain the difference between PHYS and PHYS.U? And the difference between iShares CGL and CGL.C?

If I believe that the CAD is going to depreciate versus the USD which I better to hold?

Thanks!

Q: Why is there such a big % difference of these gold etfs? Is CGL paper gold risky to hold such as an oil commodity based resource etf?

Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.

Q: What is the best option to buy gold as a hedge in the event of weakening USD?

Q: Is this the best ETF to hold physical paper gold?

Q: What would be your recommendation for one or two etfs that track precious metals, either on the US or Cdn side?