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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 5i team,

For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.

I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you
Read Answer Asked by Nhung on October 30, 2024
Q: I own the above Precious Metals companies having bought all over the past 4 or 5 years. Based on my cost all of them are in a profit position to varying degrees.

Each was bought for a somewhat different reason ie B2 because of heavy sell off n divi, Fortuna as a potential turnaround, Equinox as a turnaround .. similarly Wesdome.

I am always interested in holding good companies that have turnaround n takeout potential.

Which would you continue to hold and which would you sell to streamline my holdings keeping in mind AEM has performed well whilst some of the others have been following the general market updraft n may or may not have catalysts to drive them higher?
Read Answer Asked by Craig on September 18, 2024
Q: To Gary’s question on ranking your top silver plays, you answered: PAAS, MAG, AG. Why do you favour them and how would HL and AYA compare?
Read Answer Asked by Brian on September 05, 2024
Q: Does 5i have a preference for any particular US or Canadian silver miners? In the past, the go to name was always First Majestic but the fiasco surrounding Jerritt Canyon seems to have hampered the company.

Thank you as always
Read Answer Asked by Brad on May 21, 2024
Q: My allotment to precious metals is now down below my target of 5%. I need to add to bring up this part of my portfolio. I have a full position in AEM. Which of PAAS, SSRM, BTO, KRR or FNV should I add to at this time? Or do you have another precious metal company that would be appropriate at this time?
Read Answer Asked by Steven on February 14, 2024
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: I own First Majestic Silver Corp. I didn't notice it listed in the drop down menu of companies above. AG is my worst preforming stock in my precious metals sector. Would you sell it for another stock that has better prospects (if so which one and a brief why) or would you still hold. It in a TFSA so there is no tax loss harvesting her. I already own AEM, KKR, BTO and SSRM.
Read Answer Asked by Steven on August 09, 2023
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