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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: Retired dividend-income investor. Sitting on 6% cash. Looking to add some gold exposure. Do you think there is more upside to gold over the next couple of years? For the most part, I am a buy-and-hold investor, not a short term trader. Is there an ETF that a) pays a dividend > 3% and b) that contains both the miners and bullion? If not, what would be the best route to get sector exposure, leaning to the conservative side? Thanks...Steve
Read Answer Asked by Stephen on August 25, 2020
Q: Looking to add to my gold exposure (currently a small position in GLD). Can you let me know your preferred choice for a:
1. Gold ETF
2. Gold Miner/Producer
3. Gold explorer
4. Gold - high risk/high opportunity
5. Gold...? something alternative here, perhaps like GoldMoney

Thx.

C.
Read Answer Asked by Cameron on August 25, 2020
Q: Midas just got their DEIS for their project in Idaho. They will probably get the final EIS in Q2 of next year, and start building the mine late 2021, assuming all goes as planned.
I'm up about 140% on the stock, and wondering if it is worth holding on to during all the permitting that will go on for the next year or more. I don't really see the share price doing much during that time.
Any thoughts, advice? Thanks
Read Answer Asked by Ed on August 25, 2020
Q: Hello 5I Team
Newmont Corporation is a US domiciled company and trades primarily on the US market (NEM:US) and it also trades on the Canadian Market (NGT:CA).
I am assuming the Canadian listing is a result of the Goldcorp acquisition in 2019.
1 - Which is the better market (Canada or US) to purchase Newmont on?
2 - Assuming the dividends from Newmont are not eligible for the dividend tax credit, would it be better to buy the Canadian domiciled companies (ABX, AEM, FNV, KL etc.) and receive eligible dividends? The yield on all the major gold miners is approximately 1 %, so I understand yield is not the primary reason for holding gold stocks.
Thanks
Read Answer Asked by Stephen on August 20, 2020
Q: Greetings 5i,

I have no luck sometimes having stepped into BTO last week with a 1% position ... What are your thoughts NOW? What would you replace it with? Most larger Metals companies have run a bit and it feels like I'm chasing. Would you consider ABX or look to a Jr?

Cheers!
Read Answer Asked by Duane on August 20, 2020
Q: I'm 2 years from retirement. I will have a company pension. Within my dividend growth stock portfolio, I've already reached my dividend income goal.

With all the money printing and worldwide government debt, I am looking to increase my gold exposure in attempt to diversify one step further, and (hopefully) provide some investment protection. It may not be the '70's all over again, but hard assets seem to becoming more attractive.

I would like to increase my gold exposure to 20%.
I know weighting is a personal choice, and I know you tend to moreless limit weighting in a given stock to about 5%.
Currently I am at about 5% with CEF, and only about 1% with GDXJ - to potentially provide a bit of torque. I would like increase those weightings to 17% and 3% respectively. Is this reasonable? I don't know if there is really any benefit in splitting the bullion exposure to CEF / PHYS, do you?

How do my NTR (5%), CMP (1%), DBC (1%) commodity investments fit into this picture? Should they be part of the 20% or would you consider those as a separate sector, and thereby figured separately from the overall weighting?

Thanks.
Read Answer Asked by James on August 18, 2020
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