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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: Hello,
Your Feb. 9 blog about finding quality stocks had a lot of Gold companies on the list with low P/E's, low debt, and 3 yrs of positive growth in earnings.
For a TFSA that has no Gold exposure currently, which of these small-cap & mid-caps has really good momentum now and is well positioned for more growth in the coming 2-3 years? And which has a solid portfolio of mines in production now?
Thanks for your guidance.
Read Answer Asked by Robert on February 16, 2021
Q: Hi 5i,
I have held BTO for some time in a RRSP & up ~9% and like this company for gold exposure. Noticed it continues to sell off causing the dividend % to look more attractive in a Non-Registered Account. My question is would BTO be better in Non-Registered Account to collect the dividend tax credit and leave the option open for a tax loss selling if BTO continues to slide. In past market corrections I always would have rather had cash sitting in a Registered Account vs non-registered since tax losses are non-applicable and it takes so long to earn back any booked registered losses. To be safe should I sell the gain off in the register account & wait the full 2 days to settle prior to rebuying in a non-registered account (want to ensure I do not disqualify any possible future tax losses).
Read Answer Asked by Dean on January 13, 2021
Q: Greetings 5i,

I have no luck sometimes having stepped into BTO last week with a 1% position ... What are your thoughts NOW? What would you replace it with? Most larger Metals companies have run a bit and it feels like I'm chasing. Would you consider ABX or look to a Jr?

Cheers!
Read Answer Asked by Duane on August 20, 2020
Q: Good morning, I hold ASR, AEM and BTO. I am looking to add one more gold name. Also, would you keep ASR as it transitions into SSR? Please provide me your top two mid-cap gold names.
Rob
Read Answer Asked by Robert on July 21, 2020
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.
Read Answer Asked by Marc on June 18, 2020
Q: Looking for best 5 year appreciation. Please list favorite of this list or your favorite if missing from this list.

Thanks

Rob
Read Answer Asked by Rob on May 14, 2020
Q: I currently have a significant position in Yamana and with the recent rise in share price, I have been thinking of selling a portion of my position and buy another mid-cap gold miner. I am likely going to sell my gold positions in 2-3 years time and would like a mid cap company with higher share price growth potential.

I am debating between BTO, AGI and K.

BTO has had some momentum of late but with geo-political risk. AGI has minimal debt but generally produces less gold. Kinross is a larger producer but it may have some leverage to run up significantly with a higher gold price.

Any thoughts on these three stocks and which do you prefer of the three?

Thanks in advance.
Read Answer Asked by vijey on April 27, 2020
Q: Think you may have missed a first dividend fro, Nov 5th news..
" (the "Board of Directors") declared B2Gold's first dividend of $0.01 per common share, and expects to declare future dividends quarterly at the same level, which on an annualized basis would amount to $0.04 per common share".
Read Answer Asked by Madeline on December 20, 2019
Q: BTO has been dropping fast (20 cents) after there was a rumour on May 23 that it was pursuing an adquisition in Zimbabwe . Clive Johnson sent an email on the same day indicating the contrary. Is the drop related to the rumour ?, and is this an opportunity to buy some more ?, or there are some bad news/developments that can explain the recent drop . Thanks

Market chatter May 23 , B2Gold (BTG) is considering the purchase of the idled Shamva gold mine in Zimbabwe, if it may be exempted from a law that requires producers to sell all the metal to the country's central bank, Bloomberg reported on Thursday, citing sources familiar with the matter.

If B2Gold proceeds with the purchase from owner Metallon, it will invest $150 million to $200 million in developing the mine, one of the sources said. The company is willing to pay about a third of the book value Shamva, which was last assessed at $167 million seven years ago, the source added.
Read Answer Asked by Alejandro (Alex) on May 28, 2019
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