We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.
In such a scenario, which would be the best stocks or ETFs to favour ?
Q: Hi folks. I bought AEM and GLCC as hedges against market turmoil, but they are falling like everything else. Are quality gold stocks no longer a safe (relatively) haven?
Q: Orla stock dumped on Friday. I wonder if gold stocks have seem their best growth? I have about 7-8% in gold and wonder if that's too much? Which of these would you sell first. Orla has mad the most money?
Across all portfolios, we are under-represented in the gold sector, having only a small holding in the CGL.C ETF,
If investing today, in what order would you put new money into the three stocks AEM, FNV, and WPM, or is there a case to be made to invest equal amounts in all three, assuming there's no significant overlap?
As always, thanks for your assistance in making an informed decision.
Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
Q: In what order would you buy the companies indicated if you were looking to set up a basket of gold companies that have the most upside capital gains potential?
If different, in what order would you buy them if overall high quality was the criteria?
Q: Planning to hedge the tariff fiasco by investing in gold.
1. Is this a good idea do you think?
2. Would you go with a miner such as AEM or another-suggestions.
3. Are the gold miners going to be subject to tariffs?
4. Would you go with an ETF- and if so some suggestions please?
Q: Sitting on some cash. Are there any good buying opportunities under the balanced portfolio you would consider at this moment for a 5-6 year time horizon?
Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks
Q: At current prices, would you add to holdings in gold? If so would you prefer producers, streamers or bullion? If producers and/or streamers, which do you prefer?Take whatever credits you need.
Q: We never owned any Gold companies, but, looks like, some exposure is warranted, given a so much uncertainty, as a result of constantly changing rhetoric of Mr Trump and Trade/Tariffs tensions.
Do you agree ?
Is Agnico Eagle a decent name for the sector and would you be comfortable starting a new position in Agnico Eagle, after Today's drop ?