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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 have 0% exposure to the materials sector at the moment. I prefer stocks that have a decent yield. I am allocating 8% to the materials sector? Does that sound reasonable? Also, how would you split the allocation between base metals and precious metals? Any suggestions for good stocks in this sector?

Please take the number of credits necessary.

Thank you,
Jason
Read Answer Asked by Jason on January 06, 2021
Q: Would you recommend purchasing gold stock or physical gold at this time?
If so, please advise which gold stocks you would recommend?
Also, would you recommend buying energy resources at this time, and if so, which energy resource companies would you recommend?
Read Answer Asked by Reeven on January 04, 2021
Q: Hello Peter,
I have an appropriate portfolio weight in Gold and Silver all of it leveraged through equity in producer companies big and small.
I want to do a seasonal trade in gold and cannot decide if it should be in physical metal, streaming company -WPM or producers leveraged to the price of the metal. What would you suggest? And if it is in gold producers, could you give me your top two suggestions.
Regards
Read Answer Asked by Rajiv on December 31, 2020
Q: Good morning, as a relatively young retired investor I'm still leaning vs growth. As a portfolio year end adjustment I would like to hike my exposure to materials by approx 1%. Having said that my gold exposure has suffered and now sits at less that 3%. I own LUN at 2%. Where would you add ? In real estate I have a 2% in DIR and 1% in TCN.. Would like to add to maybe 5% of portfolio. Dividends are welcome but not a necessity since I can buy in either my Cash or in my RIFF account. New suggestions are welcome since your expertise gave me handsome results since I've subscribed to your services.

Stay safe,

Yves
Read Answer Asked by Yves on December 29, 2020
Q: Thanks for your very helpful and informative service. I have the following stocks in an RESP for three young grandchildren. Could you kindly suggest any of them that I should sell or add to along with three other names in order of preference which I could buy with new money. THX.
Read Answer Asked by Dona on December 24, 2020
Q: Looking to add some above gold/miners to my TFSA. Of the companies listed above please rank strongest to weakest and are there any above that you would add/delete? My RRSP holds FNV (full position). Is it best to hold these companies in Canadian or US in the TFSA?
Please deduct as many points as required.
Thanks, Lexi
Read Answer Asked by Lexi on December 16, 2020
Q: Hi Peter and Ryan,
I own above stocks and represent 6% weight in my total portfolio. The stocks have came down a bit with recent weakness on the gold and silver movement. Should I trim down some of the position? I am still in profit but worry that these stocks may go down further. thanks!
Read Answer Asked by Kate on November 23, 2020
Q: Good Afternoon 5i Team,
Can you please rank these gold companies from best to worse based on forecasted growth in the next 2-3 years and please briefly explain why.
Thanks!
Read Answer Asked by David on November 20, 2020
Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.
Read Answer Asked by Yves on November 13, 2020
Q: Good afternoon, I've owned Teck for somewhere around 5 years and am down in the neighbourhood of 50% at this point. The turnaround is always around the corner it seems. I notice Qtrade has 13 analysts with a buy rating so maybe my patience has run out at the wrong time? I'm wondering if you would sell and replace with something like AEM? This is my only non oil/gas materials holding.
Thanks, Rod
Read Answer Asked by Rod on November 06, 2020
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