Investment Q&A

Q: Hello -

Which of these three resource stocks is the better investment? Or do you prefer another? I would prefer that it would be a larger company with decent balance sheet and good management. It would be in my RRSP in USD.

Q: I'm 2 years from retirement. I will have a company pension. Within my dividend growth stock portfolio, I've already reached my dividend income goal.

With all the money printing and worldwide government debt, I am looking to increase my gold exposure in attempt to diversify one step further, and (hopefully) provide some investment protection. It may not be the '70's all over again, but hard assets seem to becoming more attractive.

I would like to increase my gold exposure to 20%.
I know weighting is a personal choice, and I know you tend to moreless limit weighting in a given stock to about 5%.
Currently I am at about 5% with CEF, and only about 1% with GDXJ - to potentially provide a bit of torque. I would like increase those weightings to 17% and 3% respectively. Is this reasonable? I don't know if there is really any benefit in splitting the bullion exposure to CEF / PHYS, do you?

How do my NTR (5%), CMP (1%), DBC (1%) commodity investments fit into this picture? Should they be part of the 20% or would you consider those as a separate sector, and thereby figured separately from the overall weighting?

Thanks.

Q: Hi 5i,
I bought COMPASS MINERALS INTL with the intension of buy and hold mostly for the div. but I have never had any luck with these resource or commodity type stocks. Should I stick it out or let this one go. What is your opinion of the cmp.
Regards,

Q: Your thoughts on CMP please
It’s on the Nasdaq