Q: Is USA worth holding, seems like its continually being out performed by its peer's. I have positions in BTO, FMV, AEM, KL, MMX (10% of portfolio combined). Perhaps a USA sale and top up of KL which is only a 1.34% weighting. Do like the Silver exposure with USA and was looking at MAG which seems to outperform USA.
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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.
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Wheaton Precious Metals Corp. (WPM)
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First Majestic Silver Corp. (FR)
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iShares S&P/TSX Global Gold Index ETF (XGD)
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Horizons Enhanced Income Gold Producers ETF (HEP)
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MAG Silver Corp. (MAG)
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Silvercorp Metals Inc. (SVM)
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Sprott Physical Gold and Silver Trust (CEF)
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
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
Q: Hi 5i
I encountered a "no info available at this time" on GLEN in your companies search.
Knowing it is outside the scope of 5i, could you provide a brief opinion for diversified exposure to resources.
Thanks
Mike
I encountered a "no info available at this time" on GLEN in your companies search.
Knowing it is outside the scope of 5i, could you provide a brief opinion for diversified exposure to resources.
Thanks
Mike
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$?
And if you were to be relatively bullish on gold, would you buy, say, XGD, or would you add a company like FNV or ABX?
Thanks in advance.
At the same time, I could also see a scenario where the US$ 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.
Q: You said before Eric Sprott has the golden touch.
What are the odds the above 2 will work out ?
If they do, how long would it take and where do you think the price may be say one year from now. Also which one has more potential in your view ?
What are the odds the above 2 will work out ?
If they do, how long would it take and where do you think the price may be say one year from now. Also which one has more potential in your view ?
Q: PGM is doing well the last couple of days as Red Lake seems to making the news. Is theer any other news to support the increase? Dam Dan
Q: Greetings 5i,
Your top 2 picks (and why - briefly) in precious metals sector for:
Majors
Mid Cap producers
Juniors
Drillers/exploration bets.
Cheers!
Your top 2 picks (and why - briefly) in precious metals sector for:
Majors
Mid Cap producers
Juniors
Drillers/exploration bets.
Cheers!
Q: Greetings 5i,
Revisiting Trevali, does the Au and Ag reserves they have change the investment profile for this company? New management appointments as well?
Cheers!
Revisiting Trevali, does the Au and Ag reserves they have change the investment profile for this company? New management appointments as well?
Cheers!
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.
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.
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!
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!
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?
Q: Sandstorm Gold seems to be not performing as well as other royalty firms...
are you aware of any reason for this? Do you have a favorite royalty company?
and what might be your strongest precious metal stock?
Ed in Montreal
are you aware of any reason for this? Do you have a favorite royalty company?
and what might be your strongest precious metal stock?
Ed in Montreal
Q: Your thoughts on Makara Mining please.Thanks.
Q: As the demand for electric vehicles inevitably grows over the coming years the demand for certain metals will stretch the supply from current mines. Given how long it normally takes years to get new mines approved and operational I suspect that there are some mining companies with existing assets could be well placed to take advantage of this probable market gap. Do you have any thoughts or suggestions? Thanks.
Alan
Alan
Q: Hello -
Which of these three resource stocks is the better investment? Or do you prefer another? I would prefer that it would be a larger company with decent balance sheet and good management. It would be in my RRSP in USD.
Which of these three resource stocks is the better investment? Or do you prefer another? I would prefer that it would be a larger company with decent balance sheet and good management. It would be in my RRSP in USD.
Q: What are the reasons it trades below the market price of silver?
tia pat
tia pat
Q: Do you see recent acquisitions as being positive for EXN longer term. Is Eric Sprott still involved in the company? Thanks for the good work. Gaston
Q: Hi 5i team,
I want to add gold bullion as an asset class in my portfolio. What's the difference between KILO and PHYS? Which one do you prefer and the reasons behind? Is this asset class best be inside non registered account or inside RRSP/RRIF account?
Thanks.
I want to add gold bullion as an asset class in my portfolio. What's the difference between KILO and PHYS? Which one do you prefer and the reasons behind? Is this asset class best be inside non registered account or inside RRSP/RRIF account?
Thanks.
Q: After many years I still remember when gold was a great investment until the day arrived and it was not. Also silver was hot (remember the Hunt brothers?) The memory lingers because I lost a few dollars in the process.
Since then I have stayed clear of precious metals however perhaps the time has arrived (late of course) when I should reconsider a small step back into the arena.
Do you believe FNV may have a chance of restoring by belief in the future (five years) of the precious metal market? In other words should I take a small position or wait for the next shoe to drop?
Thanks
Since then I have stayed clear of precious metals however perhaps the time has arrived (late of course) when I should reconsider a small step back into the arena.
Do you believe FNV may have a chance of restoring by belief in the future (five years) of the precious metal market? In other words should I take a small position or wait for the next shoe to drop?
Thanks
Q: With road construction underway to their Springpole property and more funds raised recently, would you be more optimistic about FF over the next few years?