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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: Good day all. Back in august 2023 you mentionned Mewmont might not be the best choice for a gold miner. Morningstar US is recommending it this week and rates it as undervalued. What is your opinion on this stock at this time? Is it a good time for gold stocks? I need a materials stock for my TFSA or Cash account. If not this one can you please suggest another? Please deduct neccessary questions credits. Thank you.
Read Answer Asked by Roger on January 17, 2024
Q: Pondering selling my position in NGT and replaced it with AEM. NGT's performance in the last 12 moths seems to be below par, relative to their peers and the future does not seem to be very promising. Can you give me a read what has driven the weak performance and if you agree with the switch. Does a small position in gold producers make sense at this stage?
Much appreciated.
Read Answer Asked by Francisco on August 25, 2023
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Read Answer Asked by Mark on August 19, 2022
Q: With the price of gold bullion falling the dividend yields for several gold miners is looking attractive. At a selling price of $1,700 and a production cost of ~$900 it would seem that dividends are not at risk. Would you agree that this is an opportune time to purchase some the miners who have attractive dividend yields? I have listed three which are on my watch list. Are there others you consider worthy of further investigation?
Thank you
Read Answer Asked by Ronald on March 13, 2021
Q: Looking to add some above gold/miners to my TFSA. Of the companies listed above please rank strongest to weakest and are there any above that you would add/delete? My RRSP holds FNV (full position). Is it best to hold these companies in Canadian or US in the TFSA?
Please deduct as many points as required.
Thanks, Lexi
Read Answer Asked by Lexi on December 16, 2020
Q: Hello 5I Team
Newmont Corporation is a US domiciled company and trades primarily on the US market (NEM:US) and it also trades on the Canadian Market (NGT:CA).
I am assuming the Canadian listing is a result of the Goldcorp acquisition in 2019.
1 - Which is the better market (Canada or US) to purchase Newmont on?
2 - Assuming the dividends from Newmont are not eligible for the dividend tax credit, would it be better to buy the Canadian domiciled companies (ABX, AEM, FNV, KL etc.) and receive eligible dividends? The yield on all the major gold miners is approximately 1 %, so I understand yield is not the primary reason for holding gold stocks.
Thanks
Read Answer Asked by Stephen on August 20, 2020
Q: As my hedge against what I believed would be the possible decline of the U.S. dollar as the U.S.A. issued more and more debt, gold producers K and NGT have come to represent roughly 5% of my portfolio. With the uncertainty caused by Covid-19, K and NGT have increased in value nicely and have served as a useful hedge against declines elsewhere in my portfolio. Now with all the government assistance, I believe that government balance sheets everywhere will be seriously strained, but as this is a worldwide phenomenon perhaps the U.S. dollar will not fare so badly against the rest of the world. Is it time to take profits in K and NGT ?
Read Answer Asked by Geoffrey on May 21, 2020
Q: I would like to add a large major gold producer to my portfolio, which one of the five (AEM, NGT, FNV, ABX or WPM) would you pick? Thanks.
Read Answer Asked by Victor on November 05, 2019
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