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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: http://abitibiroyalties.com/investors/letter-to-shareholders/may182018/
Hi Peter, can I get your updated view / valuations on FZZ since last? He says he studies Berkshire and Franco Nevada and wants to become the best gold company. Talks about cash per share and not issuing shares or using options as compensation like Buffett says. Would you favor to stick with Freehold, Silver Wheaton, SPDR, and Sprotts physical gold silver etf instead? Thanks!
Read Answer Asked by Michael on October 11, 2018
Q: Hi, what would be your top pick in the gold and silver companies? thanks.
Read Answer Asked by Dario on October 09, 2018
Q: Good afternoon 5i team
My wife and I are retirees and conservative investors. On the recent decline, I initiated a 1% position (in total) in the captioned gold stocks; it added diversification to our portfolio. Given that gold securities could suffer in a general market decline, I'm wondering if I should continue to add towards a 5% position now, or wait for further possible declines to increase our position. Thank you for your comments. Edward
Read Answer Asked by Edward on September 06, 2018
Q: Hi guys,
Thanks for your service and excellent efforts therein.
What top 3-6 gold producing miners do you consider strongest in term of balance sheet - ie) nil to very low debt loads?
Read Answer Asked by Robert on August 20, 2018
Q: Nice folks I hold 5% gold exposure split between GLD and FNV. Do you have an opinion on gold for the next quarter and/or year. There is some rumour that some central banks may be selling gold aggressively and some opinion that gold could be heading downward. Your thoughts on that as well would be great to read. Lastly would you suggest simply sitting tight with the current weighting and holdings I have as an appropriate "forever" holding. Thanks so much.
Read Answer Asked by Ken on August 17, 2018
Q: Peter and His Wonder Team
I want to start playing a little defence. I do have a well diversified portfolio which I am pleased with. However I do believe in the Boy Scouts motto of being prepared. Prepared for the unexpected or next recession which many analysts say is 12-18 months down the road. So I am thinking of getting some gold which has been flat for a considerable time which may be a plus when considering timing. So please give me a couple of gold stocks that are currently under valued and one can be a contrarian play as I will add several to my holdings. Also do you think I might be too early and should wait for pull backs? Thanks for your consistent excellence!
Read Answer Asked by Ernest on June 19, 2018
Q: I am 68 years young and interested in getting into some Gold stocks. Can you give me some ideas on that please.
Read Answer Asked by Bonnie on April 24, 2018
Q: Considering the ongoing volatility in the markets, probably caused in a large part by threats of trade wars, I'm considering adding a gold component to my portfolio and I'm favouring Goldcorp. May I have your opinion as to this stock or in your opinion a more suitable choice. Thanks, Al.
Read Answer Asked by AL on April 06, 2018
Q: In light of the recent market turmoil and prospects of a global trade war I feel I should have some exposure to gold. In your opinion, would it be best to invest in a specific gold miner (miners), a gold ETF or perhaps a royalty company. I'm looking for a longer term hold.
Read Answer Asked by Edgar on April 05, 2018
Q: In the event that inflation "gets ahead of itself" and rates have to rise to faster than expected would gold be a good hold? I have a small 1.5% position in FNV and am thinking to adding or would you go with GLD. The charts and management of FNV are excellent.
Read Answer Asked by Ronald on February 28, 2018
Q: Do you feel every portfolio should have at least one Gold Company?

What is the importance of owning a gold company? The long term track record of most Gold Mining companies does't look that compelling. I know that you have mentioned it as a hedge/protection, but even in 2009 Gold companies went down with the rest of the market.

Is just to ensure proper diversification?

When I look at AEM compared to FNV I like the past performance of FNV, but does it provide the same diversification

If it is your recommendation to have as part of any well constructed portfolio, what percentage should be with a Gold company. Just one full position?

Thanks as always.
Read Answer Asked by Colin on January 29, 2018
Q: I have noticed a trend to gold companies being proposed as a sector to be considered ready for a buy. please advise your suggestions in this space.
Doug
Read Answer Asked by Doug on January 22, 2018
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