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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: Peter and His Wonder Team
I want to start playing a little defence. I do have a well diversified portfolio which I am pleased with. However I do believe in the Boy Scouts motto of being prepared. Prepared for the unexpected or next recession which many analysts say is 12-18 months down the road. So I am thinking of getting some gold which has been flat for a considerable time which may be a plus when considering timing. So please give me a couple of gold stocks that are currently under valued and one can be a contrarian play as I will add several to my holdings. Also do you think I might be too early and should wait for pull backs? Thanks for your consistent excellence!
Read Answer Asked by Ernest on June 19, 2018
Q: Hi,
I hold CNR for over 10 years and its percentage in my Canadian portfolio has grown to more than 10%, Is it time to take some profit and reallocate the proceed to resource sector that is currently under weighted in my portfolio?
Thanks,

Martin
Read Answer Asked by Martin on May 31, 2018
Q: Hi,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan
Read Answer Asked by Daniel on May 07, 2018
Q: Could you please provide name of five companies in each OIL, Gas and Mines sectors (globally including Canada and the USA) which have:
a) High Torque and
b) Medium Safety.
Should I buy them now or after the June 2018 earnings reports?
Thank you,
Kam
Read Answer Asked by KAM on April 30, 2018
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Read Answer Asked by Willie on April 20, 2018
Q: In light of the recent market turmoil and prospects of a global trade war I feel I should have some exposure to gold. In your opinion, would it be best to invest in a specific gold miner (miners), a gold ETF or perhaps a royalty company. I'm looking for a longer term hold.
Read Answer Asked by Edgar on April 05, 2018
Q: Enforcer Gold and Batero Gold.
Can you give me any insight into these two micro gold companies?
Am I correct to say they both have good balance sheets/cash as well as high insider ownership?
Do small/micro gold stocks outperform the sector during a gold bull market?
What gold stocks would you recommend if the POG rises?
Thanks.
Read Answer Asked by EVAN on April 05, 2018
Q: Due to the impending trade war ( thanks to Donald!)and the trouble it will cause in the market, I am holding some cash in my portfolio 10%, and would also like to invest in some gold to further my safety net. Do you think this is a good idea, and if so, what golds stocks or ETF's would you recommend and what weighting?
Read Answer Asked by Jennifer on March 26, 2018
Q: Hello 5i team,
I appreciate your response to my question regarding "what to do in view of an impending recession".
Less equity and more fixed income would indeed make sense. I suppose that I could start with the holdings in the Income portfolio; but, of the balanced equity portfolio, which would you consider as "aggressive" and which would you consider as "more defensive".
Thanks,
Antoine
Read Answer Asked by Antoine on January 30, 2018
Q: Do you feel every portfolio should have at least one Gold Company?

What is the importance of owning a gold company? The long term track record of most Gold Mining companies does't look that compelling. I know that you have mentioned it as a hedge/protection, but even in 2009 Gold companies went down with the rest of the market.

Is just to ensure proper diversification?

When I look at AEM compared to FNV I like the past performance of FNV, but does it provide the same diversification

If it is your recommendation to have as part of any well constructed portfolio, what percentage should be with a Gold company. Just one full position?

Thanks as always.
Read Answer Asked by Colin on January 29, 2018
Q: I have a question about Gold. Specifically I would understand gold to a be good risk hedge against rising interest rates. Looking to take a position in one or more gold companies with some potential for growth....any suggestions would be appreciated. Maybe a couple higher risk small caps and also some big players....Gold Corp seems like they are doing well recently.
Read Answer Asked by Chris on January 25, 2018
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