Investment Q&A

Q: Woukd like your opinion on major drilling Inc. Technicals show a possible upswing

Q: Any thoughts on this one?

Q: I own shares in this company and wandering what you think of this deal with Kirkland Lake Gold. What should I do with my shares at this time?

Q: I own both Kirkland Lake Gold and Newmarket. What will this new merger mean to my portfolio? (I have a 2.5% position in each.) Thanks so much for your advice. Don't know how I ever managed without 5I!

Q: Is the current buying interest in Sherritt mainly short-covering? I'm looking to sell my holding for the loss and am wondering if I might get a better price by waiting a bit. Thanks for your reply.

Q: My broker recently bought CGL.C and not CGL. Do you prefer CGL over CGL.C. If so why?I was not aware that there was a hedge and non-hedge fund.

Thanks
Dolores

Q: This junior Canadian exploration company has continuously reported excellent drill results. Any thoughts???

Q: Would you dump BTO given the issue in the Philippines and the 11% drop today? I am at breakeven right now.

Thanks.

Q: what are your thoughts on this stock? I currently owned a very small amount and have a loss and wondered if I should sell or average down as my position is less than 1%

Thanks
Dolores

Q: Sounds like good news coming out of the mine now that it's up and running. Would you recommend?

Q: Please provide your insight on to the lawsuit/dispute over title issues wrt the Liberdale copper project and the probabilities and time frame of a favorable outcome? Why would anyone explore without clear title?

Thanks.

Q: With gold producers tightly a liked to the process of gold, there seems to be a 1 to 5 ratio of impact (gold increases 1%, producers increase 5 or more %). Over the past few days we see spot increase or decrease without a symmetrical impact to producers. Can you comment on what else impacts the general sector or are the more sensitive to factors and in fact spot prices are trailing?

Thanks,

Eric

Q: I move in and out of gold depending on my fear level and currently have no exposure. Trump is managing to change my perception, however, and am currently looking for ideas. GLDI seems to have a screaming nice yield, but share depreciation has eaten away any gains over the past year. What would need to happen to the gold price to reverse this trend. Any thoughts or other ideas (excluding GLD and XGD).
Thanks in advance

Q: I have just about forgotten why I bought into the silver craze (FR). It was self-explanatory when FR zoomed to $23. I thought about selling, but blinked--had I bought this as a speculation, or an investment? Now it's back down not far from where I bought in. For context, it's a small holding. I generally buy and hold 5i BE stocks and have reason to believe in the long-term story of my holdings. FR is the exception.

Can you give me an analysis of whether you think it is prudent to hold FR, given the macro environment--and more importantly, why? If silver is a useful 'hedge' for any nasty looming risk or otherwise good to have, would something less volatile (SLW? No etfs please) be better?

On the macro point, I can't piece together what silver hedges me against. As a non-yielding asset it seems to be sensitive to talk of a rate hike (going up when Fed didn't raise rates). But it soared along with gold earlier this year seemingly regardless of interest rates. Your thoughts would be appreciated.

Q: For simplicity, the following list of stocks are close to equal weight in my RRSP portfolio. I want to add another full position of one stock. I am thinking of CM for dividend or TMR for gold exposure or another suggestion you may have. I included my TFSA holdings so that you can see all of my equities.
RRSP
Energy-ENF/RRX/WCP
IT-ESL/SYZ
Industrials-EIF/MAL/RBA/SIS/WSP
Utilities-BEP.UN/EMA
Consumer-MG/NFI
Financials-BNS/SLF
Health Care-SIA
Telecos-BCE/T
Materials-CHE.UN/SJ
Realestate-BPY.UN

TFSA
ADW.A/CCL.B/CSH.UN/DSG/ECI/GUD/IPL/PUR

Thanks and have a good weekend.

Q: Hi team, I'm just starting up my portfolio, and am looking for exposure in the Mining & Metals industry. As my account is still small, I'm trying to avoid transaction fees. Can you suggest one or two ETF's that target this industry, which you like for a 3-5 year hold. While I'm looking for growth potential, a decent dividend never hurt!

Q: Gentlemen; I have been fortunate to have bought a position in Newmarket Gold which is up over 13% today. In reading their latest press release, I find their drilling results are almost too good to believe.
https://www.newmarketgoldinc.com/news/news-releases/newmarket-gold-identifies-additional-near-mine-hig-20160920
Can you comment on the risk / reward? Thank you.

Q: which company would you buy, Osisko, or McEwen Mining? I don't hold any gold.
Thank you.
Helen

Q: Hi 5i team,

Can you provide comment on ssl and if you would condone a 5% investment. Also, with gold typically being a hedge to market/economic capitulation, can you comment on the 5% weight the 5i team typically prescribes please. If the overall portfolio dropped 20%, the 5% gold holding would have to increase nearly 4x to effectively hedge the loss. In this volatile market, would a heavier weighting would be a prudent defensive position?

Q: With tec taking flyer this year up 300+% and my holdings in the black is it time get out of this or let it run another few quarters. Teck seems to also spike up towards the end of the year.
Majority analysis say hold? What is 5i position on this sto k