Q: Should I continue holding Harmony Gold Mining or take my profit and run? I know that it has more risk the AEG or GLD, but it has a good trend right now.
Should I let it run, or take some profits? You have said before that Gold is insurance, and now that insurance is paying off. When is the right time to cash in, and should profits be put back into gold?
HMY is currently 4.5% of my overall portfolio, and that and Alacer (1%) are my only two gold holdings.
Q: I currently have no exposure to energy or pipelines. I'm trimming some overweight positions and sectors and I'm considering adding a small position in HWO. While I'm interested in total returns, I favour companies that show a profit, pay a dividend and are inclined to increase the dividend - In short, while I'm not an income investor as yet, I certainly prefer a mix of income and growth. At first blush, HWO seems to fit the bill. Your thoughts? Beyond the energy sector in general, are there other risks that concern you about this company? If so, other options?
Q: Hi 5i
Do you know much about this security? BAM website says it will be the publiclybtraded vehicle for BAM private equity deals. The units were issued as a special dividend of BAM. The units are down about 1/3 since June. Because of Brexit? Is there any opportunity here?
Q: Hello Peter, Ryan and expanding team,
The yield curve is (dangerously) flattening; does that have any effect on the outlook for equities. It used to be one of the indicators of a severe downdraft.
Please enlighten me.
Greetings,
Antoine
Q: I am low in Industrials and was checking your suggested names in each sector. You have MDA listed as an industrial, but TMX money classifies it as info tech. If it can be classified as industrial, my holdings are closer to your recommended % than I thought. Can you clarify? thanks
Q: I am researching REITs to invest personalllythru non registered account and or TFSA. Which do you think would provide good medium term return (on 3-5 year time horizon)?
A friend also told me about NSI.NV, a small REIT which he believes will increase in value by 20% in the short term. Do you know anything about this company and would you recommend investing a small amount of capital, given the fact any investment would be in Euros and there's probably no hedging against devaluation of the CDN dollar available? Thanks for all your help.
Q: Can you please provide a strategy summary for the following.
I'm trying to find a quick general guide to what types of stocks (and why) are best placed in a RRSP, what's best for a TFSA and what's best for a non RRSP/TFSA account.
Q: Could you give a general comment about investing in private equity as a non accreditated investor using investX. As a diversification mean, i was thinking of investing 5 - 10 % in a pool of investment. thank you
Q: What do you attribute to the head wind, other than the smear by the short sellers, that DH faces since April this year?
DH is my single largest holding and it was cruising along nicely until the recent bumps. I also made the "rookie" mistake of increasing my stake in DH as share price spirals downward. To make a long story short, it went from my biggest winner to my biggest loser in my portfolio in a flash.
My dilemma is - do I add even more (betting this sell down is over done), hold a bit longer (hoping for a turn around by some upcoming catalyst), or sell some or all (to cut my losses and move on.
The real key is the business operation of DH. What's you read on the business of DH?
Q: I recently read the Economist's Special Report on AI and the billions that are being invested in this area. Can you recommend any investable companies in this area?