Investment Q&A

Q: Team,

Would you kindly give us your best counsel on the three top Gold and Silver Mining Companies in the next 10 years (producing Companies--no speculation)?

This is an impossible request to answer correctly.

Do your best without a crystal ball.

Thanks,

Joseph

Q: Thanks for answereing my question on AEM. I share your negativity towards this report.

Do you still like gold representation in the portfolio given whats happening to interest rates, the US $ etc.

If yes, what would you replace AEM with in the portfolio. My intent will be to sell it today.

Thanks


Sheldon

Q: Hello Peter,

Could you please let me know your order of preference of the three gold stocks mentioned here w.r.t carrying into the new year. If there is another that you prefer for the duration let me know.
Regards
Rajiv

Q: could i please have your preference of agi or ocg or is gold a good buy in this current atmosphere thanks for your great service

Q: What would your opinion be for AGI as a gold company investment and who would you prefer if not seen as a good choice?

Q: What are your thoughts on these two companies going forward ?
Thanks Steve

Q: Could you please update status on Agi, buy, sell or hold? Many thanks

Q: In the past year, INK Reports show company officer and director insider net selling activity levels for AEM, AGI, PGM and WDO are significantly higher than levels for KL and MMX. I realize there are many reasons why insiders might decide to sell, but is it a red flag for investors when net selling activity reaches the levels exhibited by company officers and directors of AEM, AGI, PGM and WDO?

Q: Looking to add some above gold/miners to my TFSA. Of the companies listed above please rank strongest to weakest and are there any above that you would add/delete? My RRSP holds FNV (full position). Is it best to hold these companies in Canadian or US in the TFSA?
Please deduct as many points as required.
Thanks, Lexi

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!

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

Q: Hello Peter,
On my previous question, you felt Alamos was a decent stock and may attract international investors. Given the new data (their earnings), is it better to redirect the monies to Kirkland Lake, Agnico Gold or the ETF , XGD. I thought with higher gold prices, Alamos would have crushed the earnings.. Also, any idea why the block chain etf is surging constantly. Thanks

Q: Hello Peter,
When a sector is up, and some stocks in that sector are down, is that a cause for concern or just a day to day event? I am looking at gold , and the sector is surging whereas Karora and Novo Resources are trending downward.. Is it still a good time to buy into those? Also, what do you think of alamos gold at this levels of $15 plus.. thanks very much.

Q: We have ~8% gold in FNV.to, ZJG.to, K.to, & WDO.to (from biggest to lowest weighting) and would like to add 1 more holding. Ross Healy had AGI as a top pick Friday. Would you add this or another ? Thank you.

Q: am considering forming my own mid to small cap etf...
looking at a total investment of $20,000 divided equally...
would appreciate your thoughts on these companies..
if you prefer something else pls. advise...especially if it is something you strongly believe in! and if so which one would you take out.
thanks - Ed in Montreal

Q: Hello 5i Team,
I am in the process of building an income portfolio and I would like your opinion on the above stocks. Would you start a .5 position in the current market environment? (While the markets are rising) All of the above are for very long term holds.
Do you think KEY's dividend is sustainable and do you think its assets might look attractive to a bigger player like ENB?
I like gold long term and I have .5 positions in AGI and YRI and comfortable with. I currently view Sprott as sort of a mini ETF for junior gold stocks. As in I do not have the expertise or tolerance for individual junior stocks but I would be able to get a diversified portfolio of such stocks run by proven leadership and expertise. Is this a reasonable view to have of SII? Another .5 position would bring my total gold exposure to 10% which is where I would like to keep it. Does adding SII make sense given a higher risk tolerance or does adding to AGI or YRI make more sense.
I currently have no ETF exposure and the yields on ZWC and ZWE are quite attractive and they offer excellent diversification. Are the yields sustainable? I have heard that with covered call funds in general the main drawback is that the upside is limited while the main advantage is that the downside is also limited through yield. Is this correct? Income is the main objective with these holdings but if held for 10+ years or more I would expect some capital gains to be made. Is this reasonable? Do these ETFs ever trade at significant discounts or premium? How is the income classified to tax purposes?

Thank you for the great service!

Q: Looking for best 5 year appreciation. Please list favorite of this list or your favorite if missing from this list.

Thanks

Rob

Q: Hi Team
how were the AGI financial results and the outlook going forward?
Thanks
Ron

Q: What is your opinion of this stock> Thanks

Q: I realize that while you view AGI as "decent", it has never made your best of gold stocks list. But the SP has really begun to pick up steam in the last month. While part of that is obviously related to the rising price of gold, the other part may be a favourable market reaction to their operational update from 2 April. This is a bit ironic as they were primarily dealing with suspension of operations at Island Gold and Mulatos. So the only positives would be continuing (and unaffected) construction on the Young-Davidson mine together with details on their strong balance sheet (which is likely the most important factor). So is AGI now beginning to climb your list of good gold companies?

Thanks for the great work and stay safe.