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Kirkland Lake Gold Ltd. (KL $49.71)
- $49.71 Fwd P/E: 15.41X Cap: $13.10B
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Agnico Eagle Mines Limited (AEM $163.99)
- $163.99 Fwd P/E: 25.13X Cap: $82.44B
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Kirkland Lake Gold Ltd. (KL $49.71)
- $49.71 Fwd P/E: 15.41X Cap: $13.10B
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Q: Hello, I bought AEM at $99. I am thinking of selling it and buy it back after the 30-day tax window.
A) Is the merger with Kirkland Gold fully completed now?
B) Do you think much can happen in the next 30 days with AEM stock price?
C) Let's say I sell AEM on June 6th, can I buy it back on July 6th or is it preferable to wait a bit longer?
Thank you,
A) Is the merger with Kirkland Gold fully completed now?
B) Do you think much can happen in the next 30 days with AEM stock price?
C) Let's say I sell AEM on June 6th, can I buy it back on July 6th or is it preferable to wait a bit longer?
Thank you,
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Agnico Eagle Mines Limited (AEM $163.99)
- $163.99 Fwd P/E: 25.13X Cap: $82.44B
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iShares S&P/TSX Global Gold Index ETF (XGD $31.50)
- $31.50 Fwd P/E: 100.95X Cap: $2.03B
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Kirkland Lake Gold Ltd. (KL $49.71)
- $49.71 Fwd P/E: 15.41X Cap: $13.10B
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Q: AEM and KL have lagged the sector, as represented by XGD, since the announcement in September of the merger. I suspect this is due primarily to investors that hold both lightening up now that they are the same company - I am in that boat myself. How long do you expect AEM/KL to lag, when will it recover relative to the sector, or should I sell and diversify to another name now. What would you regard as an equivalent investment (well run, safe jurisdictions) or should I just move to XGD? I currently hold FNV as well as AEM/KL.
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QUALCOMM Incorporated (QCOM $157.46)
- $157.46 Fwd P/E: 16.23X Cap: $172.89B
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Salesforce Inc. (CRM $258.07)
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Nucor Corporation (NUE $142.40)
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Rockwell Automation Inc. (ROK $343.07)
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Brookfield Renewable Partners L.P. (BEP.UN $34.75)
- $34.75 Cap: $22.97B
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Brookfield Infrastructure Partners L.P. (BIP.UN $44.29)
- $44.29 Fwd P/E: 547.41X Cap: $29.39B
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Kirkland Lake Gold Ltd. (KL $49.71)
- $49.71 Fwd P/E: 15.41X Cap: $13.10B
- View KL Profile
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AudioCodes Ltd. (AUDC $9.29)
- $9.29 Cap: $284M
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Sprott Physical Gold Trust (PHYS $35.18)
- $35.18 Fwd P/E: 24.9X Cap: $14.02B
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Q: in my non taxable accounts I have:
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.
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