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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: 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'm interested in re-entering the gold mining market with central banks around the world are starting to increase their gold reserves. I used own these three names - YRI, BTO, and FNV - in the past. I'm surprised that all three are now dividend payers!

Would you be interested in these three names again at this juncture? Kindly rank them in the order of preference and also please add if there are other gold miner names that I should consider (regardless of yield).

Thanks.
Read Answer Asked by Victor on January 20, 2023
Q: Hello. Can you let us know what you think are the best stocks to play if one is anticipating strength in platinum? Same question for palladium? Thank you and Happy New Year.
Read Answer Asked by Robert on January 05, 2023
Q: hi. can you rate these as a buy, sell or hold please. long term investor.
cheers, Chris
Read Answer Asked by chris on January 03, 2023
Q: I hold FNV, KRR and AEM for gold exposure. I am thinking of selling FNV after the news related to their royalty stream in Panama. How material is this for FNV? Do you feel this will be an overhang on the stock in the next few months? I am hopeful for a little run in gold in the next few months and i am concerned FNV will not participate due to this news. If selling FNV, what do you recommend to compliment my other 2 holdings?
Read Answer Asked by Robert on December 22, 2022
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: I have ample gold exposure--mining, bullion and FNV (stream). I am considering diversifying within adjacent sectors like silver and rare earths. I am considering selling FNV and buying something else (maybe something like WPM for the added silver exposure). What options would you look at for this move?
Read Answer Asked by Chris on December 06, 2022
Q: Hi 5i,
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?
Read Answer Asked by Greg on December 06, 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: Looking to buy 3 Energy stocks and 3 Gold stocks.

What would you recommend?
Thanks
Peter
Read Answer Asked by peter on October 24, 2022
Q: What is the best way or stocks to invest in Silver & Gold ?
Read Answer Asked by RON on September 26, 2022
Q: Why is Gold and related stocks doing badly? Should it not do better in recession or when stock market is tanking and interest rates rising? What are your opinion about the future prospects in near and long term? (My exposure to these is through XGD, FNV and AEM)
Read Answer Asked by ZIM on September 21, 2022