Investment Q&A

Q: Gold seems to be perking up, though perhaps just temporarily due to the current politcal and economic uncertainties. What are your thoughts on the sector? How would you rate FNV and BTO? Are there other companies in the sector you would prefer? Thanks.

Q: As already mentioned by Marvin,I also would like to complement 5I on the introductory to all pages with " one of the hardest thi ngs" Thanks Larry Also my question is I am down 11% with BTO thinking 5$was a decent entry point for gold exsposure. Would you consider a swap to AEM a good move?Tks.Larry

Q: What are your top 3 dividend paying larger cap gold companies and mid-cap companies as many have great yields now and considering adding to a safer dvd generating portfolio for yield and insurance.

Also, any silver companies that pay high dividends worth looking at?

Q: With gold down in favour, I am looking to buy these two juniors in my TFSA, reap the ok dividends and wait for the price of gold to rebound. What is your opinion of this approach?

Q: Thoughts on BTO gold? seems to be declining more than XGD. Bought at $5.75, should I hold it here or sell and move on? You mention not being interested in declining stocks, and this seems like a sell to me. Would love your thoughts.

Q: Greetings 5i,

I’ve watched both my gold holdings continue to fall. They seem incredibly cheap but then again if gold keeps dropping…this seem seriously overdone.

Thoughts?

Q: To increase gold exposure, I am looking at AEM or BTO.
BTO has a better P/E and dividend, but is much smaller.
Which would you recommend gor 3-5 year hold, and why?

Q: I have a small position in both BTO and FVI, is now a good time to add or wait for further weakness in the sector. Thanks

Q: Thoughts on last qtr eps, cf, and outlook. thanks

Q: What are your thoughts on Yamana Gold. Just wondering if you have other gold companies that you prefer in this sector for gold exposure. I am looking for growth so willing to take some risk when it comes to this portion of my portfolio.

Q: My question is in regards to your information about US$ Dividends. I contacted Questrade where I have an account and they were pretty clear that if I have these stocks with the TSX, then they get paid in CA$. Here is what they said:

"I will like to let you know that we are not exchanging your dividend. We are only depositing the currency we received into your account. And I have double checked with our team and they confirm we can't change the currency of the dividend or choose them.
I am sorry you will need to contact investor relation of the company to help you with this. Please note we only deposit as what we receive from the company."

This is quite different from what the article on your home page says. Am I misunderstanding? Could you please explain. Thanks so much!

Q: Hi,

What is happening with BTO? If no major issue is it worth adding to my position or go worth YRI?

Q: Good Day,
My current gold holding is BTO. Given the unrest in Mali I am contemplating a switch to a 50/50 split between KL and GCM. Your thoughts on this would be welcome.

Thanks.

Q: Thanks to Moez for a nice article/stock screener today. I was surprised to see so many companies from the Metals sector.

IF he were to apply one more criterion to the 22 companies that made the list, i.e. debt load, which companies would come up on the top?
( the companies with the least debt load to the most)
Thanks.

Q: Hi
Between these two would you have a preference for a new addition or both for diversification?
Small position in mmx currently held.
Thanks

Q: would either of these gold companies be a decent buy or do they have underlying issues to be aware of ? thanks a lot.

Q: Greetings,

I know 5i isn’t a fan of averaging down and while it is a strategy that has worked well for me in the past, initiating positions / timing hasn’t worked in my favour and I tend to buy the peaks. Hence the DCA strategy working for me I guess in lowering the average share price and eventually seeing some reasonable returns. Of course it tends to lead to overweight positions which I trim back. Examples are BA and vermillion.

Now here I am again in a situation. Holding ABX and BTO and down about 25%. Even so I am VERY comfortable with these 2 companies in my portfolio and I see them as complimentary to each other. I don’t see shifting way from them as I feel comfortable even being down 25%. However I am looking to DCA these 2 and bring my total gold exposure in my portfolio up from 7% to 10%. I have no other precious metals exposure. As I am aware 5i tends to be comfortable with 10% total sector position.

Could you weigh in on the narrative in general, address timing of purchases (as 5i tends to like a company and be “comfortable buying here” and seems indifferent of timing), DCA strategy, and advise of your opinion on these 2 companies, strengths, weaknesses, expectations.

Deduct as needed as my credit burn is quite slow.

Cheers and thanks for all the great advice! You have made a big difference. 🙂

Q: With the price of gold bullion falling the dividend yields for several gold miners is looking attractive. At a selling price of $1,700 and a production cost of ~$900 it would seem that dividends are not at risk. Would you agree that this is an opportune time to purchase some the miners who have attractive dividend yields? I have listed three which are on my watch list. Are there others you consider worthy of further investigation?
Thank you

Q: Your opinion on results please. Thanks John

Q: Good Morning;
I am interested in adding to my holdings of AEM and FNV. I am also very interested in BTO with it's relatively high yield. I would appreciate your view on this company. Thank you.