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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: KRR has issued a revised news release where the company corrected an earlier news release which incorrectly reported second quarter gold sales higher than actually achieved. Gold production was not changed. I don't really have a problem with the sales error even though it would have been better if the error hadn't occurred. The revised news release projects gold production to more than double to 205,000 ounces by 2024 (from 2020 production levels) with costs declining at the same time. How solid do you feel is this 2024 projection or is it promotional?
Sales errors are one thing but future production "hype" is another.
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 19, 2021
Q: Good Morning 5I Team. Thanks for the great work. I am learning and benefitting a lot with this membership. I am looking to add some more to my existing position in the above stocks favoured by 5I. I have a long term view. Irrespective of risk and sector based on growth and current valuation which are the 2 stocks you would be willing to add at today's price.
Read Answer Asked by Nimish on July 19, 2021
Q: I have a number of laggards in my portfolio that have been dramatically outperformed by peers during this year's rally, many of which I already own. I realize that you have generally rated these as 'hold' when asked in the past-yet I'm seeing a substantial opportunity cost to holding while others hold momentum during these hot markets for tech, industrial and commodities.
Any thoughts on whether it is worth continuing to hold and would you advise replacing at this time. ie on the balance of possible outcomes, would I be better off to stand pat or shift over to comparables within the sectors?
Thanks,
Peter
Read Answer Asked by Peter on July 19, 2021
Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,
Read Answer Asked by Arturo on July 17, 2021
Q: In my balanced cash account I hold CBH as the fixed income portion and while I thought the laddered approach would be beneficial, it has not performed well over the past years. After reading about Real Bond ETF's, I am wondering if I should replace my CBH with a real bond ETF (either XRB or ZRR) for the next few years. What do you think of that strategy? FYI, I also hold XBB in my RSP.
Read Answer Asked by Joseph on July 16, 2021
Q: I have a small position on Blade Air Mobility and currently under the water. Should I cut the loss and move on?

Thanks,
Read Answer Asked by Yang on July 16, 2021
Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason
Read Answer Asked by Jason on July 16, 2021
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