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Investment Q&A

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

Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Read Answer Asked by Lee on May 08, 2019
Q: I own the ETF CGL.C and AEM and just wondering if I really need to own CGL.C.?Looking at the history of this ETF it has not done too much in return and wonder if it would be better to just sell CGL.C and put the proceed into AEM as my weight is not very high in AEM. Both are in a non -registered account. Your thoughts?
Thanks
Read Answer Asked on April 15, 2019
Q: I currently hold very little gold exposure and would like your recommendation on what to buy to establish a full position. Also are there two or 3 junior mining companies on your radar for a small "exploratory" position? Thanks very much.
Read Answer Asked by Dustin on April 01, 2019
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
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