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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: I would like to add a large major gold producer to my portfolio, which one of the five (AEM, NGT, FNV, ABX or WPM) would you pick? Thanks.
Read Answer Asked by Victor on November 05, 2019
Q: I have exposure to gold in the above companies. I'd appreciate any comments you may have in regards to whether to dump or hold, and which gold companies may provide a good alternative at present. I'm thinking some consolidation might be a good idea (too many positions). Thanks.
AGI, ATC, ABX, GFI, GSV, OGC, PVG, SBB
Read Answer Asked by Brad on July 15, 2019
Q: I have had these two co's for 5-6 years. I am currently at a loss of 50-60%. Should I sell these two and consolidate in something like FNV OR AEM or the bullion ETF? Is this the right time or should I wait till the gold price moves up. I only have about 4% of these stocks in my portfolio. Thanks.
Read Answer Asked by Vinod on September 20, 2018
Q: I am paying off my mortgage and had planned to sell my holdings in WPM to help do that....was just waitng until this month when the mortgage term ends....bang... WPM down around 20% in the past month...

Should I hold for a rebound ( I have other holdings I am thining out that can easily make up for it) or is it a lost cause the next 6-18 months. The plan is to ditch it eventually anyway but had not planned on a 20% drop. If just a short term cyclical blip would lean towards holding, if in your opinion it is a fundamental problem with the company I would just suck it up and use the loss to offset my gains from other sales in this tax year.
Read Answer Asked by Tom on September 11, 2018
Q: Trimming the herd to pay off the mortgage. Any compelling reason not to sell the above names. I have a few others on the maybe trim list if you make a compelling case to keep any of the above. Balanced growth follower.

I am heavy financial ( thus ditching rbc and mfc), wjx is one of my dogs ( offsets some of my gain on financials) and rus- tpk -wpm have gone sideways so no gain-loss on them. Gets me out pretty cap gain neutral and cleans out a bit of dead weight not in your balanced portfolio
Read Answer Asked by Tom on June 18, 2018
Q: Hi, I am looking to sell my SVM shares to take a tax loss. However, with the price of silver down and a potential bounce that may occur soon, could you recommend a couple alternatives I could buy now to take advantage of any bounce that occurs in the precious metals? I already own AEM and Goldcorp on the gold side. How does First Majestic compare with SVM, besides it being triple the market cap, would it be a suitable replacement? Any better options that may offer more torque in a bounce? Thanks.
Read Answer Asked by Sheldon on December 11, 2017
Q: Hi 5i. Just a comment, further to your December 8th answer to Paul’s question on opposite direction same-day moves exhibited by WPM and precious metals prices. In addition to the points you made, it is probably worth considering that the value in the market of either a royalty streaming company or a metals producer is more tied to available futures contracts than to the present day's spot price for the metal. It makes sense to value a producer by the expectations for the entire period of time it will be producing. Generally what people see quoted is either spot or a futures price for a single delivery date, rather than something that extends out over the range of the futures contracts for the next several years. As futures pricing can shift relative to spot, and different futures dates’ pricing can shift relative to each other, it is not only possible that individual companies will move opposite to a commodity quote on a given day, it is almost certain to occur fairly frequently.
Read Answer Asked by Lance on December 11, 2017
Q: I am trying to figure out how to deal with precious metals holdings in our portfolios, which are mostly in registered accounts. We have held WPM (previously SLW) for quite a few years and I have watched it get to a + 60% profit and then erode back to what is now a -3% loss. FR was purchased a year and a half ago and is now at a loss of -53%. Our total allocation was about 5% but is now just over 2%. Should these be left 'forever' to rise and fall with the precious metal pricing and just be used to balance a weak equity market. Or, should they be traded at some point (question of course, as always, is "what point?" ). As our allocation now is half of what it was, should I be topping up to 5% again ? I just don't get how to handle this part of our portfolio and would appreciate any illumination you can shed ! Also, any suggestions as to whether I should stick with WPM and FR or make changes,( particularly with FR?). Thanks, as always.
Read Answer Asked by Alexandra on November 14, 2017
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