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.
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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.
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Franco-Nevada Corporation (FNV $242.03)
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Agnico Eagle Mines Limited (AEM $181.38)
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Kirkland Lake Gold Ltd. (KL $49.71)
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!
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!
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Franco-Nevada Corporation (FNV $242.03)
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Agnico Eagle Mines Limited (AEM $181.38)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: I am 68 years young and interested in getting into some Gold stocks. Can you give me some ideas on that please.
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.
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Franco-Nevada Corporation (FNV $242.03)
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Agnico Eagle Mines Limited (AEM $181.38)
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SPDR Gold Shares ETF (GLD $305.72)
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.
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.
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.
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.
Q: Hi,
Franco-Nevada is down more than 3% this morning after an announcement of a new gold stream acquisition. What do you think of it and why the market does not seems to like it.
Thanks
Franco-Nevada is down more than 3% this morning after an announcement of a new gold stream acquisition. What do you think of it and why the market does not seems to like it.
Thanks
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Franco-Nevada Corporation (FNV $242.03)
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Agnico Eagle Mines Limited (AEM $181.38)
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B2Gold Corp. (BTO $5.21)
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Kirkland Lake Gold Ltd. (KL $49.71)
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
Doug
Q: Peter and Team:
I currently hold AEM as the sole "gold" stock in my portfolio.
I was thinking about switching to FNV.
Could you please comment
Thanks as always.
Phil
I currently hold AEM as the sole "gold" stock in my portfolio.
I was thinking about switching to FNV.
Could you please comment
Thanks as always.
Phil
Q: What do you think of FNV? with a bid under gold and oil at the moment why is the stock not responding?
Q: Is this time to buy Gold stocks?
Which is a better buy today: TXG when it is down because of labour unrest or FNV for 1 to 3 years?
Thank you.
Which is a better buy today: TXG when it is down because of labour unrest or FNV for 1 to 3 years?
Thank you.
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Franco-Nevada Corporation (FNV $242.03)
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OR Royalties Inc. (OR $41.69)
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Agnico Eagle Mines Limited (AEM $181.38)
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B2Gold Corp. (BTO $5.21)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: What are your top 5 gold companies? Is it time to buy gold shares ? RAK
Q: I am underweight in the gold sector. What is your opinion of FNV? I like covered calls. Is this a decent candidate? Thanks
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Franco-Nevada Corporation (FNV $242.03)
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Alamos Gold Inc. (AGI $36.02)
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Kirkland Lake Gold Ltd. (KL $49.71)
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McEwen Inc. (MUX $13.96)
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Alio Gold Inc. (ALO $1.96)
Q: I own ALO, MUX,AGI,FNV,KL,
I want to sell two or three of what you may consider to be the least likely to perform well in the short term (1 year).
As always thank you. Wishing you all a peaceful Christmas & Holiday Season.
I want to sell two or three of what you may consider to be the least likely to perform well in the short term (1 year).
As always thank you. Wishing you all a peaceful Christmas & Holiday Season.
Q: FNV has plummeted almost 10% in the last few days. Any idea why?
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Franco-Nevada Corporation (FNV $242.03)
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Agnico Eagle Mines Limited (AEM $181.38)
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B2Gold Corp. (BTO $5.21)
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Kirkland Lake Gold Ltd. (KL $49.71)
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SPDR Gold Shares ETF (GLD $305.72)
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Sprott Physical Gold Trust Unit (PHYS $25.49)
Q: Hi 5 I
Looking for exposure to gold what would you recommend
Thank you for great service
Looking for exposure to gold what would you recommend
Thank you for great service
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Franco-Nevada Corporation (FNV $242.03)
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Semafo Inc. (SMF $4.77)
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Agnico Eagle Mines Limited (AEM $181.38)
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Kirkland Lake Gold Ltd. (KL $49.71)
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McEwen Inc. (MUX $13.96)
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Novo Resources Corp. (NVO $0.10)
Q: Looking for yours thoughts on the best gold companies in the large, mid and small cap spaces.
Thanks,
Dick
Thanks,
Dick
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Franco-Nevada Corporation (FNV $242.03)
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Agnico Eagle Mines Limited (AEM $181.38)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: I'm thinking about adding a gold producer, currently I have no exposure to the sector at all. Do you have any names that you're comfortable with?
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Franco-Nevada Corporation (FNV $242.03)
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OR Royalties Inc. (OR $41.69)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: Hi - I am looking for a mid-cap gold stock to buy. Do you have any recommendations? I'm looking for a company with good management that has "some skin in the game". I also prefer a decent balance sheet, and is a possible future take-out target in the future. Thanks.