Investment Q&A

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,

Q: if you were to pick a gold stock here what are your favorites? brenda

Q: Would like to add a couple of gold stocks to my TFSA portfolio. Can you suggest some names that you like at this time and rank them in order of preference. Would it be a good time to add these stocks to ones portfolio. Your opinion in greatly appreciated.
thanks

Q: Q2 results - comments?

Q: Is CEF and CEF.U a good choice as a holding of gold and silver bullion. I realise there are storage costs involved but can you suggest an alternative that also holds the actual metals in storage. Preferably with lower MER than what Sprott collects on CEF at .73%.
An e.t.f. perhaps? Or just go with a solid producer such as AEM and forget bullion.
The maximum 5% holding is for portfolio insurance.
Thank you.

Q: I'm looking for your top gold miner picks in the U.S. markets that can't be bought on a Canadian exchange.

Q: is this a good bet on gold? Please advise reasons if another name is better

Q: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?

Q: Can you provide me a list of some gold names to look at? 5i's favourites and a few others to look at. Please rank in rough order of which would have the most torque to a rising gold price. Thank you.

Q: I've been holding AEM for 3 years and basically am down 10%.

Can you suggest a couple of gold stocks that are real up and comers like KL was a few years ago.

I've purchased NVO @1.9 and NUAG has not hit my price of $1.6.

Your 'growth' suggestions in the segment would be appreciated.

Thanks

Sheldon

Q: Hello folks:
I am very surprised by the paucity of questions on Gold sector, especially when some of the regular BNN experts like Ross Healy and many others in Seeking Alpha seem to think that the support of 1300 plus will hold and Gold's time to shine is finally here.

Your words of wisdom and your top 3 picks for this sector.
Many thanks.

Q: Can you recommend a Canadian dollar etf for gold and a few Canadian stocks that would benefit from an appreciation in gold prices? Thank you.

Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?

Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).