skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there, can you comment on the merits of KRR's news today?

Can you add any further information on Ramelius, its size, quality of assets, financials, etc?

Would this be a good fit for KRR scaling up, if it happens?

Any other rumors/speculation out there of someone else jumping in for KRR or other possibilities you feel would be better for KRR, your thoughts would be appreciated?

Thanks!
Read Answer Asked by Hussein on March 12, 2024
Q: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!
Read Answer Asked by Neil on February 26, 2024
Q: Hi, can you recommend 2 US and 2 CDN metal stocks for a long term hold to total a 8% total position in metals? I'm ok with medium risk. If you have other choices besides the ones I've mentioned (CMC, FCX,CCO, RS, STLD, AMR) please suggest them.
Read Answer Asked by Graeme on January 03, 2024
Q: Thanks for answereing my question on AEM. I share your negativity towards this report.

Do you still like gold representation in the portfolio given whats happening to interest rates, the US $ etc.

If yes, what would you replace AEM with in the portfolio. My intent will be to sell it today.

Thanks


Sheldon
Read Answer Asked by Sheldon on February 17, 2023
Q: I have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Dawn
Read Answer Asked by Dawn on February 07, 2023
Q: Currently reviewing my precious metals exposure. In my royalty companies I have a full position in FNV and MMX. Would you hold MMX with the pending purchase by TFPM or would you sell and buy WPM at this time? In my gold miners, I have half positions in VGCX and NEM (position resulted from the Goldcorp merger), should either be sold and if so, would you purchase AEM? Any further thoughts on the precious metals exposure would be appreciated.
Read Answer Asked by eric on December 09, 2022
Q: Hello,
I am down in phys, aem, and sil but down the most in phys. can you recommend a proxy for tax loss harvesting to replace all 3 or should I sell phys and sil and replace with aem?
thanks
Read Answer Asked by Mary on December 09, 2022
Q: Given a competing offer will not be coming and it from my math it seems YRI current price is not really showing any discount (you can take a look) to the current offer, would you suggest its time to move on and look for a replacement. Any suggestions besides AEM/BTO for safer precious metals holdings who are paying a decent dividend.
Read Answer Asked by Husseinali on November 08, 2022
Q: With 1,000 shares of Alexco I will wind up with 116 shares of Hecla. I'm inclined to just sell and take my losses since I have no other US stocks. Any suggestions??
Read Answer Asked by Del on August 18, 2022
Q: You have thoughts about gold going forward?As a tangible asset instead of Bitcoin and other digital coins I have a strong feeling that gold might be at the beginning stages of a strong rally.
Some gold miners also have a good dividend as well.How did gold perform in history when we had inflation,recession,war,debt?
Please give us some insight here and what is the overall opinion from the analysts?
If there are three gold-companies to pick...which ones?
Read Answer Asked by Josh on June 13, 2022
Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.
Read Answer Asked by Patrick on January 26, 2022
Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom
Read Answer Asked by Tom on June 24, 2021