skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do you have 3 or 4 suggestions companies involved with Lithium production that you would suggest?
Read Answer Asked by Gary on September 17, 2020
Q: Hi,
Pardon my ignorance ,but I would think that what Jay Powell said today (16 Sept) would actually be bullish for stocks and gold.
My reason is that low interest rates for a long period of time will induce people to take risk and invest in stocks in order to conserve their purchasing power. They will also borrow more money for purchases etc. In addition, as interest rates remain low , the money supply is being inflated which should actually cause the dollar to fall and hence, commodities like gold that are quoted in US dollars to actually rise.
However , after his speech and even after market close, the markets, including the futures are pointing down and so is gold. To my surprise, the US dollar is up.
My last point is, if the entire worlds central banks are inflating their money supply, should this not have the added advantage of markets benefiting and that will include gold too.
Is my concept of economics skewed?


Thanks,
Read Answer Asked by ilie on September 17, 2020
Q: Hi team,
I currently have holdings in the above companies and ETFs, and with the exception of MAG I am up between 12-90% on all of these. I am thinking that I should take some profits to reduce my exposure in the gold and silver sector.
Are there any of these that you would recommend getting out of, or would I be better to pare down my holding in each to get back to an acceptable percentage of my portfolio?
Also, if I was to hold some of these longer term, say 1-3years, can you please rank them in order of which you would recommend holding for that length of time.
thanks as always,
Paula
Read Answer Asked by Paula on September 15, 2020
Q: I am biased to see gold continue to move higher as we get closer to the US election. Particularly if Biden wins, since Trump will no doubt contest the results and pretty much do all he can to remain in the White House beyond Inauguration Day, resulting in heightened volatility.

At the same time, I could also see a scenario where the US$ rallies on the back of a FTQ bid amid this volatility.

So does one add to gold exposure with the view that the US$ rallies in the coming months? Or do you think any potential uptick in gold will be mitigated by a stronger US$?

And if you were to be relatively bullish on gold, would you buy, say, XGD, or would you add a company like FNV or ABX?

Thanks in advance.
Read Answer Asked by Trevor on September 10, 2020
Q: Greetings 5i,

Your top 2 picks (and why - briefly) in precious metals sector for:
Majors
Mid Cap producers
Juniors
Drillers/exploration bets.

Cheers!
Read Answer Asked by Duane on September 09, 2020
Q: HI,
Sometime in april, Great Bear had a « plan of arrangement » and a spin-off of GBR Royalties. The then stock owners got some shares. This new entity is not listed on any stock exchange. Why the spin-off and what the current owners are supposed to do with these?. Do they have any value? I was interested in GBR but I do not like this kind of shuffle …What do you think of GBR at this price, they show good results ?
Good week-end.
Read Answer Asked by Denise on September 09, 2020
Q: Greetings 5i,

Don Durrett was a guest on Mining Stock Daily podcast last Friday. good listen for sure. Don has some interesting opinions on the precious metals market today. Most bullish on mid tier low cost producers. Id give it a listen if interested in this sector.

Cheers!
Read Answer Asked by Duane on September 08, 2020
Q: I have no exposure to gold in my portfolio. I must reduce my exposure to one of my four largest holdings (ATD.B, GIL, HCG, SJ) to make this purchase. I was planning on buying FNV and/or AEM. If I only purchased one gold company which one would you pick? Which 2 companies would you sell to make this purchase?
Read Answer Asked by Robert on September 03, 2020
Q: Your thoughts on Makara Mining please.Thanks.
Read Answer Asked by maurice on September 02, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!