Investment Q&A

Q: I hold gold in several forms, AEM, SII, WPM, ZJG. Over the past 2 years these have appreciated very nicely. I notice that although gold continues to go up in value, these holdings are not making the new highs they have been. Do you think it is a good time to take some profits while continuing to hold them but at a reduce amount? Would you consider changing the mix?

Thanks for all you help,

Mike

Q: Hi, could you comment on these two companies, would I be better off investing in both, or just keep phys for gold exposure. What does Sii do? Been watching them and impressed on their great performance. Thanks

Q: I have read your previous responses to this company question and understand recommending for or against will not be answered. I am wanting to know more about the holdings and the make up of this company/fund. Is there an MER? Is the holdings just uranium or am I right that they are moving in rare earths? A general overview of what they do with not recommendation would be appreciated. Thanks

Q: Hello 5i Team,
I am in the process of building an income portfolio and I would like your opinion on the above stocks. Would you start a .5 position in the current market environment? (While the markets are rising) All of the above are for very long term holds.
Do you think KEY's dividend is sustainable and do you think its assets might look attractive to a bigger player like ENB?
I like gold long term and I have .5 positions in AGI and YRI and comfortable with. I currently view Sprott as sort of a mini ETF for junior gold stocks. As in I do not have the expertise or tolerance for individual junior stocks but I would be able to get a diversified portfolio of such stocks run by proven leadership and expertise. Is this a reasonable view to have of SII? Another .5 position would bring my total gold exposure to 10% which is where I would like to keep it. Does adding SII make sense given a higher risk tolerance or does adding to AGI or YRI make more sense.
I currently have no ETF exposure and the yields on ZWC and ZWE are quite attractive and they offer excellent diversification. Are the yields sustainable? I have heard that with covered call funds in general the main drawback is that the upside is limited while the main advantage is that the downside is also limited through yield. Is this correct? Income is the main objective with these holdings but if held for 10+ years or more I would expect some capital gains to be made. Is this reasonable? Do these ETFs ever trade at significant discounts or premium? How is the income classified to tax purposes?

Thank you for the great service!

Q: How might you rank these companies for the mid to long term? Thanks.

Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!