Investment Q&A

Q: Is this a good time to add gold to a portfolio? If so which stock would you recommend? Thanks.

Q: What did u think of the Q?

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!

Q: What gold companies would be your top picks today?

Q: Hi, what would be your top pick in the gold and silver companies? thanks.

Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?

Q: Would you be a buyer of gold stocks right now and if so which ones?

Q: I'm considering buying an out of the money call on AEM expiring next Jan. or Feb . As you're aware the stock and call prices are very depressed at this time. If gold prices take of at some point, the calls should do quite well. I now own a small position in GDX at a sizeable loss (20%)
Your comments appreciated.
thanks

Doug



Doug

Q: Hello Peter, do you recommend topping up the sector exposure as it has fallen . if so, do you suggest adding to AEM or buy XGD.
Thanks

Q: Good afternoon 5i team
My wife and I are retirees and conservative investors. On the recent decline, I initiated a 1% position (in total) in the captioned gold stocks; it added diversification to our portfolio. Given that gold securities could suffer in a general market decline, I'm wondering if I should continue to add towards a 5% position now, or wait for further possible declines to increase our position. Thank you for your comments. Edward

Q: If you had to replace AEM with another gold company which one would you select?

Thanks

KC

Q: Good day gentleman what is your view on moving in on this company at a big discount from $60.00 or is it a discount Thank you Norm

Q: I have taxable capital gains this year from previous trades. The only company that I own in my portfolio in a loss position is AEM. Would this be a good time to sell it for tax purposes and possibly buy it back at a later date?

Q: Would you consider this gold etf (or some gold stocks) a buy now given the low prices?

Q: hi folks:

I sooooooo want to buy AEM as my only potential gold asset

please comment on company's health and current price action (which seems excessive)

thanks

Q: I purchased AEM during the recent fall in price, but now down 15%. It's a small position, I'm considering buying at the lower price to reduce the average cost. Your recent comments seem positive, a turn around is possible. Can you pls comment regarding buying at current level.
Thanks.

Q: Thoughts on Q?

Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.

Q: I currently do not have any exposure to commodities in my portfolio. I am looking to add some gold and silver stocks or ETFs. Can you recommend 3 or 4 companies or ETFs in this category and provide your reason for those recommendations.

thanks, appreciate your insight

Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you