Investment Q&A

Q: Since they are about the same price I am thinking about selling my FNV shares and buying an equal amount of SHOP shares. I am looking for more growth in the long term. Not worrying about sector allocation do you think this would be a wise move.

Q: Hi: I decided some time ago to follow your advice to buy a position in gold, and bought a half position in AEM. I want to be ready to fill the other half, and would appreciate your opinion on what stock to buy. I prefer stocks to bullion. Thanks for your always excellent advice.

Q: 11:31 AM 2/23/2017
Hi Peter:

I don't quite understand your rationale for owning gold bullion, gold streamers or gold miner shares as insurance. Today you said : "The key for 'insurance' such as gold is to own it when you need it, not after." It seems to me that this implies selling your gold at a crisis time since insurance only pays off if the house burns down.

Does this mean you advise actually selling gold positions if the market plunges? Golds get hammered too in crisis situations so may not be winners either. Holding golds through a crisis is almost pointless since if you don't sell you just ride the price up and back down again and almost all golds have trivial dividends, so no meaningful income from them while holding. I just don't see the point. Much better to own BCE or RY or TRP! Would you agree?

Thank you.... Paul K

Q: Hello team,

What are your favourite names for gold exposure (producers or royalties) that offer the least amount of balance sheet and political risk.

Thanks

Q: Can you tell me what would be your favourite gold stocks right now. Not explorers, but actual producers, small, medium, or large, that can make money at this price, and hopefully have the prospect of increasing production. Thanks for your help.

Q: Morning,
I have no position on gold sector except some SLW. Your suggestion is greatly appreciate.
As always thanks
Tak

Q: On July 15/16 you responded to a question on what would be some good gold stocks to buy at the prices that existed then. You suggested AEM, RIC, MND, BTO, FNV, SMF for a variety of reasons depending on the company. Would these still be your choices today considering the change in gold prices and other factors. If changes should be made do you have any new suggestions. Thanks.

Q: On a scale of 1-10, how strong would you consider AEM's and FNV's balance sheet? How were FNV's earnings in your view?

Q: Hi Team,

I have a slightly overweight position in Franco Nevada, a half position in each of Agnico Eagle and Klondex, less than a half position in Silver Wheaton and bullion holdings including CEF.A.

I am trying to clean up a bit and am considering selling SLW and adding the proceeds to CEF.A, and selling KDX and adding the proceeds to AEM. I would be left with FNV, AEM and bullion as a result.

This would allow me to increase my weighting in bullion and reduce my weighting in bullion equities and move to full positions (or so) in the remaining holdings.

Do you have any feedback on this plan?

Thank you, Michael.

Q: In anticipation of inflation I am planning to buy some gold stock/ETFs. Above I listed some of the Gold stocks I am interested, which one of them would you recommend or do you have another suggestion.
Thanks

Q: Is this a good time to buy FNV?

Q: Peter and His Wonder Team
Lately I have been reading about the coming " Debt Crisis" as every country is printing money from thin air to avoid a recession. However for numerous reasons I believe we are probably setting ourselves up for something much worse...I am not a gold or silver bug but I think the time has come to create some protection so I can sleep better at night and when I happens I will not be upset with myself for being so rigid and denying reality. So please give me your opinion on a couple of junior gold and silver stocks that are of good value now and for the long term! Thanks for your reliable and consistently excellent insights!
Dr.Ernest Rivait

Q: Hello 5i team, Could you explain what is gold streaming and how revenue is generated and taxed? What is the difference between streaming and royalties? Would you recommend investing in streaming companies such as franco nevada as an alternative to have gold in your portfolio or in conjunction with? Would this be considered in the income portion of a portfolio? If you know of a good source that explains it please post. Thanks in advance

Q: Hi 5i team,

Can you provide comment on ssl and if you would condone a 5% investment. Also, with gold typically being a hedge to market/economic capitulation, can you comment on the 5% weight the 5i team typically prescribes please. If the overall portfolio dropped 20%, the 5% gold holding would have to increase nearly 4x to effectively hedge the loss. In this volatile market, would a heavier weighting would be a prudent defensive position?

Q: Hi guys as always thank you for all you do for us. I am putting together a Gold Silver portfolio 5 or 6 positions max cash in $50K.1Streaming firm if 5 and 2 if I go 6 positions for a minimum 36 months maybe 48 months. Gold firms I'm considering AEM,DGC RIC,RGL, AR. Timing is not great. I can go in over next couple of months or do I go whole hog on a pull back day or two? Any further recommendations?
Thanks
David

Q: could you give me details on fnv.wt.a , exercise price and length to expire. Date wt expires. Thank you

Q: can you name your top 2-3 choices for gold?

Q: Hello Peter & Co,
Because of the uncertainties in Central Banks' monetary policies, negative yields in some parts of the world and risk of Helicopter economics, I think it is time to get some exposure in Gold; I will start with half a position (2% of my portfolio equally divided among the 3 above.
Your opinion is most valuable
Antoine

Q: Now that gold has bounced a bit what are your current thoughts on OR as a two year investment? Do you think FNV would provide more growth? Thanks.

Harvey

Q: Can you give your opinion for a long term hold in the gold sector? Thanks