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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: Hello Peter,
I would like your opinion.
I have about a 4% position in Gold and silver stocks and have been planning on doubling towards the end of the month before the seasonal period around Christmas to Chinese new year.
I was also reading today a Bloomberg opinion that calls for an end to the bull run. And the thesis is as follows:
1. The availability of vaccine 2. A republican senate that would put a lid on stimulus spending. 3. A stabilized US dollar perhaps even strengthening. 4. Inflation? Here I may go with a probability more than 50%
Do you think it is appropriate to double position in stock and bullion to 8 percent?
Regards
Rajiv

Read Answer Asked by Rajiv on November 24, 2020
Q: Hello -
My goal is 10% precious metals weighting in my portfolio. I am currently 2% GDXJ and 6% CEF. If I want bullion to be 8%, is it necessary to split that up between CEF and PHYS? Or can the remaining 2% be put into the existing CEF?

Thanks.
Read Answer Asked by James on November 24, 2020
Q: Hi 5i Team - Could you give me an update on the fundamentals of Medgold including available cash and insider ownership. Could you also provide any info you can find on average daily volume - there seems to have been a spike in volume recently but I really don't have any reliable data to indicate whether this is truly a substantial increase or not. Given the price I realize this company is pretty close to being in the 'buy a lottery ticket' category but it did have some success a couple of years ago.
Thanks.
Rob
Read Answer Asked by Rob on November 24, 2020
Q: Hi Peter and Ryan,
I own above stocks and represent 6% weight in my total portfolio. The stocks have came down a bit with recent weakness on the gold and silver movement. Should I trim down some of the position? I am still in profit but worry that these stocks may go down further. thanks!
Read Answer Asked by Kate on November 23, 2020
Q: good morning - which basic materials companies in Canada would you recommend for a long term investor, please?
Read Answer Asked by alex on November 23, 2020
Q: Hi
How would K, YRI and AGI rank based for growth, then leverage and finally for political risk?
Your answers are well appreciated.
Thank you
Ed
Read Answer Asked by Edward on November 23, 2020
Q: Good Afternoon 5i Team,
Can you please rank these gold companies from best to worse based on forecasted growth in the next 2-3 years and please briefly explain why.
Thanks!
Read Answer Asked by David on November 20, 2020
Q: Hi, what do you think about investing in gold or gold companies during normal times with a growing economy? Does gold companies always perform poorly in "normal" conditions or they can outperform? For example do you think it is still ok to invest in gold companies or with the vaccine and a recovery start in 2021 these companies tends to underperform? If you think it is ok, which companies do you recommend for growth, like top 5?
Read Answer Asked by Clayton on November 19, 2020
Q: Hello,
I own KL. Gold is up 25% (1 year return) while KL is down almost 10% (1 year return). YTD, KL is down 2.5%. The quarterly results looked fine, they pay a dividend, been buying back shares but there has been relentless selling within the last 3 months from a stock price of over $76 down to now about $55 and change. In addition, its has breached its 200MA from a technical standpoint which does not bode well either.
Would you consider KL a buy at the current level and why do you think the stock has taken such a beating even though Gold seems to be holding up well.
Thanks,
Read Answer Asked by ilie on November 18, 2020
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