Investment Q&A

Q: With reference to Peter’s article entitled Five Investment Themes To Keep An Eye On In 2022, what 2 or 3 stocks would you recommend in the travel & leisure sector & the gold sector? Thanks … Cal

Q: I have small positions in AEM and KL and am puzzled by the recent price action. It often seems that the share price falls when gold is up, and rises when gold is down. I've often read that gold prices are subject to strategic manipulation but this seems very counter-intuitive. Any thoughts?

Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?

Q: What are your top 3 dividend paying larger cap gold companies and mid-cap companies as many have great yields now and considering adding to a safer dvd generating portfolio for yield and insurance.

Also, any silver companies that pay high dividends worth looking at?

Q: I have LSPD, AT, EGLX, AEM, and WELL as my higher risk positions. I am looking to consolidate these positions and maybe add TOI or NVEI. Out of the 7 stocks and at current prices what would your 3-4 top picks be for growth and price appreciation?

Thank you!

Q: Hello 5i team,
AEM has been on a steady decline since Oct of last year (~70%). Is this around the same time as news came of the merger with Kirkland?

I was thinking of entering into the gold/mineral space since I have no exposure. I looked at the slides for the merger, and paints a rosy picture (synergies, dividend growth, etc...). The markets do not seem to like this merger very much based on the price.

Is there anything you know of that would cause this drop aside from markets in general being weary of company mergers?

Thank You,
Andrew

Q: Hi 5i team.
Previously owned KL and AEM.
In October, sold AEM and bought more KL to keep dollar amount same when merger suggested so as to take advantage of tax loss from AEM.
Now that merger is confirmed for supposedly 1st quarter 2022, I am thinking of selling KL to take advantage of some KL tax loss and buy equivalent amount of AEM before the merger.
Question : Is it possible that an offer could still come in at a higher price for KL before the final merger or is that totally off the table. If it is possible I will hold KL till closer to merger time before taking KL tax loss. (I presume this is still legit right up until the merger. My year end is not an issue here.)

Other logistics question re website.
Will a search of questions for dually listed Canadian and US firms bring up all questions whether searching for CA or US version? eg. KL:CA

Thank you for the great service and best of the season to everyone at 5i.

Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,

Q: Your thoughts and opinions on the proposed merger of these two companies please (voting this Friday).
I have substantial shares in both. Also, if this puts me overweight in AEM, who would you suggest as a replacement for KL if needed?
Thanks so much for your services.

Q: Why is AEM lagging the other gold companies with the increase in gold price?
Would you hold it just for income?
What are you top 5 gold picks right now?
Any good gold stock that you think has potential and is "under the radar"
You think there could be a reversal in the future from Crypto back into gold?as its tangible?
Just wondering.

Q: Hi 5i,
I'm trying to put together a materials allocation for my portfolio that pay a dividend. These are the companies I have come up with that pay a stable dividend and appear to not have too much related business. Is more diversification needed and can you make recommendations. Also is there any better replacements for these companies I would like to have at least a two percent dividend. Thanks!

Q: Can you please comment on Agnico-Eagle's recent quarter. Would you be comfortable starting a position at the current share price?

Thanks.

Q: Hello, About ten days ago, shortly after the merger news, 5i was indifferent between the two stocks. Is this still the case, or do you have a preference?

Secondly, if you choose AEM, I already hold it at a 30% loss, but continue to like it, more so after the news. My crystalized cap gains for the year and scant available losses(kudos to 5i for their part in that) have me considering buying KL and selling AEM. Do you see any timing or other issues with that approach from an investment point of view? If so, would you advise to stick to the traditional sell AEM and buy back 30 days later approach if still liking it?
Thanks,
Tim

Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks

Q: What are your top Canadian and US investment ideas foe times of rising inflation?

Q: Do you think high inflation or even stagflation will come to fruition in the near future? If yes, is it best to save and build up your cash position or continue to invest in great companies in both scenarios?
Which stocks/sectors would be best to invest in a high inflation or stagflation environment?
Thanks

Q: Peter; When the merger is done- or even before as there are no barriers to it - would not the combined entity become then the ” go to” gold stock for institutions and ETF’s - and drive the price ? Thanks.Rod

Q: Hi

Can I sell AEM for tax loss in my cash account and buy XMA on the same day?

It is noted that AEM is 4.74%.of XMA.

Would this allow me the tax loss?

Any other suggestions you have are most welcome.

Thank you

Mike

Q: I am a holder of KL and FNV. Considering the undervalued pricing of AEM shares and my desire to augment my gold holdings, I was going to buy AEM.

With the merger announced today (28 Sept) between AEM and KL, would you be a buyer of either company today? Does it matter which one now? Your thoughts on the merger since these two names have been a couple of your gold favourites?

My regards and thanks for your work.

Q: Can you offer some input on the recent merger news?