Q: I’m mulling over reducing my exposure to gold mining companies. I own AEM, WGX and a junior. My weighting overall is 2%, not very high I grant you. I foresee Trump’s tariffs driving the USD higher. The Federal Reserve can lower interest rates to compensate but they can only go so far. I’m in the black on all three stocks (for now) but the price of gold can be volatile!

Any thoughts you have would be appreciated.
Jim

Q: Hello. As between Newmont and Barrick, which would you rather own and why? What would be a good entry point for your pick? Thanks!

Q: Is there a reason I cannot find Barrick on your list of US dividend payers?