Investment Q&A

Q: I think the US tax cut has the potential to be inflationary. Investors will have more money in their pockets as the US indices go up and at the same time US government debt will go up since tax income declines but spending does not. The government will be borrowing more to fund their operations. Inflation will help the government as they can use depreciated dollars to pay off their debt. I don’t really buy the argument that increasing economic activity/wealth will somehow flow into back into government coffers replacing the revenues lost to the tax cuts. That being said are gold mining companies a good hedge against inflation? Inflation seems to lead to higher interest rates which is bad for gold. We own some AEM but our weighting is a bit light. Any recommendations?
Thanks
Jim

Q: My materials and precious metals exposure is limited to the above two stocks, and both are very small positions. With recent talk about positive prospects for materials going forward, what etf would you recommend if I decided to put some more money into this sector?

Q: What are your top picks in resources
Thanks

Q: What are your top 5 gold companies? Is it time to buy gold shares ? RAK

Q: Is AEM still a hold or is it time to let it go?

Q: what is your short and long outlook for gold and the canadian dollar?
i presently have some u.s. cash and was considering an investment in gold (specifically in Kinross U.S.) both for a positive return and portfolio insurance.
I believe that when gold goes up the u.s. dollar usually goes down...
am i correct in that assumption?
appreciate your comments on the above strategy...
ed in montreal
p.s. - if you have an alternative strategy it would be appreciated!

Q: Any reason why the precious metals have been trending downward? I'm thinking of buying some AEM. Some people have been correlating crypto-currencies with gold as a place to park cash in a crisis (which I have a hard time comprehending).

Q: Hi 5 I
Looking for exposure to gold what would you recommend
Thank you for great service

Q: Looking for yours thoughts on the best gold companies in the large, mid and small cap spaces.
Thanks,
Dick

Q: Hi 5i team,
I do not have exporsure to gold at the moment. Is AEM still your go to stock for gold? Is it a good time to enter?
Andrew

Q: I currently owned TV, CS and MX for Material stocks. I would like to add one more in a LIRA account. I only have enough cash for one stock. Should I add Stella Jones or Agnico Eagle Mines. The only accounts I have is a RRSP and LIRA but have 20 years yet to retirement.
Thanks

Q: I'm thinking about adding a gold producer, currently I have no exposure to the sector at all. Do you have any names that you're comfortable with?

Q: Dear Sirs,
I am looking for 5 companies(Canadian and US ) that you feel would weather a good sized market correction well. I understand that the US is not a primary focus but would appreciate any names you feel comfortable suggesting as part of a grouping of 5 to 10 names. As an aside , would you view a holding of Berkshire Hathaway as meeting the above criteria.

With thanks

Q: Thoughts on barricks earnings? Is there any hope in this management team? Buy, sell, hold or trade it for another gold corp.

Thanks

Q: Peter and Team could you recommend a few gold trading stock .

Jim.

Q: Peter and team could you give me your opinion on this Company I have had it for while My AVG. cost is $17.96 do you see any improvement in stock price or should I bit the bullet and sell.

Jim.

Q: Please comment on AEM's latest quarter. The market seems to like the stock today so I assume they beat expectations.
Jim

Q: Good morning - Is it time to start easing back into the materials sector? I currently have no holdings in that sector. If your are positive on the sector what stock(s) would you recommend. Thanks

Q: Hello,

I don't own any commodity stocks except for a small position on AEM. How is this sector doing? Would you recommend holding any other stock for diversification in this sector. Thanks. Shyam

Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's