skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I had been using BTO as a stock to swing trade and sometimes day trade based on the swings in gold. I have done well with this strategy but after the most recent quarter have lost some confidence in this stock. I am looking for a replacement. Can you please recommend 2 gold stocks that meet my criteria: sufficient liquidity for me to easily move in and out of $80k positions, solid overall financial and production metrics and solid enough overall that if I need to hold the position for a few months I can be comfortable knowing I have a solid company. I have no current gold exposure.
Read Answer Asked by Robert on March 22, 2019
Q: Hi,
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
Read Answer Asked by Daniel on February 19, 2019
Q: FNV, KL and AEM appear to be your current favorites in the gold sector based on recent responses. (Feel free to correct this.)
I have AEM and am trying to decide whether to add a bit more or sell it and get something else. The risk-reward calculus of FNV as a royalty co looks pretty attractive. Would you switch? Which of the three is your favourite overall?
Thanks!
Read Answer Asked by Chris on February 13, 2019
Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted
Read Answer Asked by Ted on December 10, 2018
Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards
Read Answer Asked by Djamel on December 10, 2018
Q: I wish to iniate a position in gold. What do you believe is the best investment at this time? Would it be Agnico Eagle as you have chosen for your balanced fund or is there a different investment.?Perhaps an ETF OR Franco Nevada. Others?
Thank-you for your appreciated guidance.
Read Answer Asked by Les on November 22, 2018
Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!
Read Answer Asked by Derek on October 18, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!