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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: 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
Read Answer Asked by Erichsen on September 23, 2016
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
Read Answer Asked by Kyle on September 23, 2016
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.

Read Answer Asked by Chris on September 23, 2016
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.
Read Answer Asked by Roy on September 23, 2016
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!
Read Answer Asked by Mark on September 22, 2016
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.
Read Answer Asked by Martin on September 22, 2016
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