Investment Q&A

Q: Hello Team,
Which of the profitable Silver miners has the largest proven reserves?

Q: Hi, Would you replace FNV with AEM today ? The FNV is about 55% capital gains and is now a full 5% position.
Thanks, Tim

Q: What do you think of their latest results.

Q: Why is Maverix dropping while the others continue to rise with the price of gold?

Q: For George on April 1st you ranked a list of Royalty Streaming companies. What is your current view of that ranking, do any stand out and what is your reasoning for the top 3.
Thanks, Hugh

Q: What was the price of Fnv and the price of gold at the end of 2011?
If $1000.00 had been invested in Fnv as of above date what would it be worth today?

Q: Can you name your top 3 Canadian gold companies that you would invest in today and do you feel they are a buy and hold for the next year or so? Thanks.

Q: i don't have any exposure to gold or silver. Can you please recommend some stocks or ETF'S that you favor right now.
Thanks

Q: In a Smith Maneuver portfolio, is it advisable to allocate a percentage in gold? If so, could you please provide some top picks?

Thanks

Q: Hi Group I have AEM,GLD, FNV,GDXJ in my present Gold holdings, that represents 7% of my portfolio. I would like to go to 10% (your thoughts on moving to 10%) .Should I buy another stock or add to one of my present holdings (GDXJ) is my best performer. I am medium risk investor. Appreciate your comments

Q: Hi,
Seems to be talk about gold hitting 1900.00 - do you think it is talk, or has possible legs? If it has legs what's the best instrument to invest in? ETF's or stock picking? Either way, would your preference be in US dollars or Canadian? I am wondering if gold does soar, whether or not it will help to drive the value of the US dollar down. So lots of questions - deduct points as you see fit & as always, thanks for your thoughts and suggestions!
Dawn

Q: Hi group any idea why GLD and FNV are struggling in this market. They are both lagging the gold sector in general and are well off their 52 wk highs. Looks like I got the sector right but picked the wrong stocks would you sell them both and replace the with something else please recommend alternatives Thanks

Q: Hi, how would you rank these four if you were to start buying today. Do you think its better to buy two full positions or half positions in all of them currently?

Thanks!

Q: Based on quality of balance sheet, country exposure/risk and growth prospects, what would be your 3 favoured gold miners? Thanks for your service!

Q: Hi 5i Team,

I've held B2 Gold for a long time (like 10 or 12 years) and I am sitting on a 110% gain. It's 1.3% of my total equity portfolio and precious metals and PM equities are about 14% of my total investments today. I'm considering selling my BTO and shifting that over to an existing 2.3% position in FNV that I've also held for a long time to bring that up to 3.6%. I'm also wondering if I should continue to diversify into other possible big gainers like WDO or if I should move this money into other names I already own. I'm curious what you think the best move here is?

For information purposes, my Precious Metals positions include:
- 2.65% AEM (held for years)
- 2.4% PHYS (held for years)
- 2.3% FNV (held for years)
- 1.3% BTO (held for years)
- 1.2% KL (held for years)
- 1.1% FVL (added last Thursday)
- 0.9% WM
- 1.0% MAG
- 1.0% SIL

I'm bullish on precious metals and stocks given the monetization of basically everything and therefore have let this part of the portfolio run past the 10% weighting Iimit I used to have but I'm thinking that this sector should probably not be more than 15% of the portfolio and definitely not 20% of the portfolio.

Q: What is your opinion of buying FNV at this point in time, as "insurance" from these C-19 effects?
How long of a holding do you think before "good profits" are achieved?

Q: Hi 5i,
I noticed that this stock has lost more than 10% in the last few days. Are you aware of any unfavourable news? Please comment on future earnings. Is this a good entry point?

Thanks. Rossana.

Q: GLD is up 0.5% in the last week but FNV is down nearly 10% during this time (and down on the month). Is there a logical explanation for this? Isn't their stock price mainly guided by the price of gold?

Q: Hi 5i Team,

In your opinion, will there be more upside on gold and silver? If so, can you recommend few names that can be purchasing at today's price?

Thanks,

Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.