Investment Q&A

Q: Hi 5iR,
After their recent dip, i entered into the 2 gold stocks. They are still continuing to fall down and am 15% negative. Pls advise if you recommend holding on to them or exit.

Q: Could you please provide your expert analysis with regards to the results from Wesdom Mining. 5% hit. Not what street was expecting?
Thanks
Dave.

Q: Hello Peter,
Do you have a clear favorite between WM and WDO? If Gold rises over the next few months, which of WM or WDO stock would be better correlated and would you expect silver to lag or outperform? And do you have a favorite between FR and MAG? The time frame would be the next 6 months before I review my positions.
Thank you as always for your astute insight.
Regards
Rajiv

Q: WDO has been underperforming recently, cannot find anything to justify. Is there anything your aware of.

Q: When I graph the performance of these four gold miners over a period of three months, six months or year to date, KNT and FVI appear to have performed best. Can I trust Mr Market here? I hold shares in each of these two companies. Should I add to these positions or sell them in preference to MMX and WDO?
If you do not trust what the market seems to be telling me here please explain why.

Q: With gold prices near record highs, could I please have your recommendations for three higher risk junior gold miners and three low to moderate risk junior gold miners. Please include reasons for your selections. Deduct whatever question credits required. Thanks!

Q: Hi 5i,

WDO reported their earnings yesterday. Seems to be a reasonable. What are your thought on their report and forward assessment.

Q: I have two questions for you:
1. I currently own TGZ and looking to add another small/mid cap gold play. I've zeroed in on EQX and WDO. Which do you prefer or is there another name you prefer.
2. WELL or DOC.....which do you prefer and why?

Thanks so much,

Dennis

Q: Hi 5i team, is it too late to enter the gold mine sector? Of the above companies, how will you rank them in terms of growth potential and price appreciation long term? thanks.

Q: What would be your top 5 gold picks, mid cap or small cap?

Thanks

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.

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

Q: I have some u.s. funds to invest in gold...
would you prefer Wesdome or Agnico or just some of both?
ed in Montreal

Q: Looking for best 5 year appreciation. Please list favorite of this list or your favorite if missing from this list.

Thanks

Rob

Q: I already have Franco Nevada In my TFSA. I’d like to add one of the above or would you prefer a smaller position of each. We are hanging in there...the 5i team sure helps. Thanks for your guidance,

Q: I notice in your replies to questions about gold companies you rarely include Wesdome, although you have spoken positively about it in the past. Does this have to do with its size, valuation or are there other concerns at play?

Thank you as always. Keep well.

Q: I'm holding the following since I thought they would be considered safe stocks, however they are going down with all the rest.

1) I made the big mistake that gold miners would actually do well in the current situation, however I know see my mistake that I should have purchased gold directly. Would you, given the situation today, sell the miners and buy gold directly - what has the past crises shown about gold versus gold miners?
2) Do you think the utilities above will stabalize near current levels, or do you see that there will be a reset in all P/E and P/C levels down to lower levels?

Q: What do you think of WDO 4th Q and Year-end results? What are the key metrics in this report? How does the valuation of WDO compare to similar gold comanies? Finally, is it buy or sell?

Q: Hi there, I currently have a full position in KL and have been extremely happy with your recommendation! I'm looking to add a few smaller names that might have potential to be the next KL. What are your top 5 names in ranking order from best to last, with potential that I could use to build a good basket of smaller cap gold names than KL? Thank you!

Q: what do you make of report, I taught they were decent, not warrant decline in stock price