Investment Q&A

Q: Hi guys. In your opinion what is the best way in Canada to get some gold exposure? Would you buy a specific company Like AEM or WPM or just go with an etf like XGD?

Q: I currently a small amount of GDX and GLD. I would like to increase my gold holdings a bit. Is there a stock you recommend? I am wondering about ABX or GOLD, if you like those, and is GOLD better than the CAD ABX? Or do you prefer another gold stock?
Also, is this a good time to buy silver? If so, would you recommend a stock or an ETF, CAD or US? Thank you.

Q: I want to take a position in gold. Would you recommend FNV (or other gold stock) or Gold bullion ETF?

Q: Could I have two Canadian precious metal names please.

Thanks,

Q: I'm an owner of the Balanced Equity portfolio. I had to turn over a lot of the portfolio in the second half of last year due to some transactions I was doing. I'm now back to having my cash and looking to rebuild the part of the BE portfolio I'm missing.

How do you see GIL for new purchases today? Any key BE names other than this one I should focus on now given market conditions today?

Q: Hi wanting first to wish everyone a Merry Christmas
Wondering if you could suggest a few gold stocks - both Canadian and U S -

Thank you for your assistance and always eager to read your reports

Q: My only gold holding is B2Gold Corp. (BTO). I would like to increase my gold holdings. Should I add to my BTO holding or consider Alamos Gold (AGI)? Are there other gold stocks you would prefer over AGI? Thanks for your insight.

Q: Why are gold miner stocks going up recently while bullion is going down? I presume some large funds are buying, my question is why?

Q: Hello, I have about 10,000 in physical gold and silver (in safety deposit box) that I’am thinking of cashing in. Would probably buy one or two material or gold stock to collect small to medium dividend .
Question is would you just keep as is or switch to stocks ? And could you suggest two or three quality stock with good management, lower debt etc. ( maybe ETF?)
Thanks

Q: Are these 2 gold companies still among your favorites and would you buy at today's prices. Thanks.

Q: I would like to add a large major gold producer to my portfolio, which one of the five (AEM, NGT, FNV, ABX or WPM) would you pick? Thanks.

Q: Earnings results?

Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.

Q: I am going to add Gold to my portfolio and am looking for your advice. I really like the Franco-Nevada model being that they have royalties and do not own mines, but it seems quite expensive? Thoughts on evaluations etc ? Depending on your thoughts I would like to add FNV and an actual gold miner. The ones I have listed have a larger market cap as I am not interested in too small of gold miners.

With all the things going on in the world right now, how concerned are you of a recession in the US that will drag Canada into it? The flags I am concerned about right now are: 10yr bull market, US balance sheet issues, repos, inverted yield curve, Fed policy (decreasing interest rates), trade war, global slowing. A lot of other countries hold US paper........ It makes you wonder how much more debt the US can endure and maintain a strong dollar.

We all know that there is going to be a correction at some point in the future....but something to me feels different about what is coming. Maybe I am just a paranoid investor...I have to quit watching the prepper shows!

Besides gold what is the best way to protect ourselves in the event that the US has a financial crisis that affects their dollar?

Q: I own KL and have made a very good profit on it and hate to sell at this point. However I do have an ETF I'm not happy with and thinking of selling. Would you suggest taking profit to buy one of the other golds and if so which one or using money from my ETF?

Q: I no longer have any materials stocks since I have sold WEF, what other materials stock(s) would you recommend at this time to replace WEF?
Thanks

Q: Hi,
looking at the 3 portfolios I don't see any gold stocks , with talk of a slowing economy isn't it time to buy some gold, which top 2 cie would you recommend

Thanks

Q: Is it too late to take a position in Gold? If it is not too late, could I please have your recommendations for Gold stocks on the TSX. Thanks

Q: Hi 5i Team,

With negative rates piling up globally, even talk of negative US rates. Would it be prudent to hold a bit more gold? Say, AEM, KL?
Thanks

Henry

Q: I am thinking of putting some money in gold and would like to get your thoughts on if I should put the money in gold etfs or stocks in gold producers. Your thoughts on this would be appreciated. Also would you please recommend some names in both gold etfs and gold producers.
Cheers,