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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: Hey guys, I have owned DPM, GCM, and SVM for a few years. The 3 stocks account for about 4% of my total portfolio. I currently have roughly 8% total in the materials sector(AEM 4%). keep holding these 3 or consolidate into 1 of the 3 or is there a better stock to play the sector?
Thank you!
Read Answer Asked by Derek on May 26, 2020
Q: Hi 5i,

I realize this Ely is a very small and risky company but it looks as though Sprott has recently taken on even more exposure. Also what are your thoughts on Wallbridge’s recent results? What are you thoughts on taking a position in either wallbridge and ely? Usually royalty companies are safer?

Also, any opinion on the outlook for silver miners?

Thank you!
Read Answer Asked by James on May 22, 2020
Q: can you please name a good copper etc and some companies thanks
Read Answer Asked by andre on May 22, 2020
Q: You last commented on BonTerra Resources Aug. 2019
It has been trending down from the $4.50 range the last 2 and a half years.
Lots of money has been invested and the price of gold is strong.
They have 3 properties to be drilled with 9 drill rigs, according to their
February 24, 2020 Corporate Update.
What is your current view of this company and prospects for a turn around.
thank you
Read Answer Asked by JACK on May 22, 2020
Q: Hi 5i Team,

In your opinion, will there be more upside on gold and silver? If so, can you recommend few names that can be purchasing at today's price?

Thanks,
Read Answer Asked by Kate on May 22, 2020
Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.
Read Answer Asked by Terence on May 21, 2020
Q: As my hedge against what I believed would be the possible decline of the U.S. dollar as the U.S.A. issued more and more debt, gold producers K and NGT have come to represent roughly 5% of my portfolio. With the uncertainty caused by Covid-19, K and NGT have increased in value nicely and have served as a useful hedge against declines elsewhere in my portfolio. Now with all the government assistance, I believe that government balance sheets everywhere will be seriously strained, but as this is a worldwide phenomenon perhaps the U.S. dollar will not fare so badly against the rest of the world. Is it time to take profits in K and NGT ?
Read Answer Asked by Geoffrey on May 21, 2020
Q: Hi 5i team, Alacer stock softened on the first day (May 11th) after the deal announcement with SSR. Since end of the day on Monday May 11th the stock is up approx. 25% in 5 trading days. In your opinion, is the market expecting a competing bid or is this bid up in the stock a recognition of the synergies that will occur with the merger?
Thanks
Rob
Read Answer Asked by Robert on May 20, 2020
Q: I have held this for a while in my cash account and is well under underwater (65%). I could sell at a loss to offset gains. In your opinion what are the chances it will recover in the short to medium term? Would it be better to harvest the loss and buy something with better prospects for growth? What would you buy in its place, sector not an issue? I have a fairly well diversified portfolio including some gold.
Please deduct as many credits as appropriate.
Thank you.
Read Answer Asked by Carlos on May 20, 2020
Q: Hi Group questions on gold - I have 4 gold stocks with the following returns YTD
- GLD = 5.19%
- GDXJ = 13.36%
- AEM = 23.29%
- FNV = 10.82%
Why is GLD lagging should I sell in and reinvest AEM or GDXJ ? or do you have a favorite?
Also what % of my $850,000 portfolio should I have in Gold in the present uncertain economy presently these stocks represent 8% can I go to 10% or 15 % considering the present problems in the world - I am a moderate risk investor thanks for your guidance on this + Deduct credits as you see fit
Read Answer Asked by Terence on May 20, 2020
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