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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: Our portfolio is (currently) considerably light in Materials. Considering the current economic cycle, how comfortable are you with putting more into this segment now, and to what percent of an otherwise balanced portfolio? Which companies would you consider must-haves in this segment?
Read Answer Asked by Stan on March 15, 2021
Q: How do you feel about gold going forward? Any recommendation for an etf or specific company?
Read Answer Asked by Pierre on March 15, 2021
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
Read Answer Asked by Ronald on March 13, 2021
Q: I heard that silver may continue its resurgence in 2021.
What would be your best bet in this space? Stock or ETF.
Could you list two of each?
Thanks
Jeff
Read Answer Asked by JEFF on March 12, 2021
Q: Do you have any opinion on this Corp.?

Thanks
Read Answer Asked by Robert on March 12, 2021
Q: Hi 5i,
WDO reported earning today. In your opinion how did they do this time, considering they missed last 7 out of 8 quarters. Have future prospects improved?
Currently down 40% on this one, so based on earnings/forecasts would you continue to hold or move on?
I do have 2- 3 year time frame but have started to lose confidence in this company.
Could you suggest a potential replacement with better prospects in the space?
Thx
Jim
Read Answer Asked by jim on March 11, 2021
Q: I've been a holder of AR since August of last year and am aware that timing is both difficult and frustrating but with the price of gold falling week after week and Ar becoming perhaps way oversold ,I am now looking at adding to my position for the long term.Can you also comment on seasonality, wether it is reliable and will inflation pick up in the second half of 2021 as there seems to be quite the debate about the latest !
Many thanks,
Jean
Read Answer Asked by Jean on March 09, 2021
Q: I have roughly equal positions in the above and am thinking of selling GSG, which is doing ok but no dividend, and increasing my positions in NTR and LUN. Your thoughts, please? Any downside to this? Is the upside of the dividend worth it? Thanks

al
Read Answer Asked by alex on March 05, 2021
Q: In the last few months, gold has not been doing poorly, falling back from its recent highs. I would appreciate your thoughts as to why it is not doing well, and whether you think this is just a period of consolidation, before a large upturn. I would have thought that in today's market (with forecast inflation, market and political turbulence, large government deficits) it would have supported a large increase in gold price. However, this is clearly not happening at the current time.

Your thoughts on this market dynamic would be greatly appreciated. Many thanks again for this wonderful service, and your valued advice.
Read Answer Asked by Dale on March 05, 2021
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