Investment Q&A

Q: I have had this for a while and now down 20% and sitting at a half position. would you hold or sell? If sell can you suggest a replacement for some growth?

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

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: I'd like to have a 4 percent gold weighting in my portfolio. Do you suggest a miner etf or bullion etf or half and half? and which ones would you recommend?

Q: Peter Schiff a commentator for Seeking Alpha and who we also know from being a speaker on the Money Show, made a comment on Seeking Alpha that we are going into a full blown trade war and Gold is getting down to resistance and if it holds, it could be a buying opportunity. Your comments. Thanks, Dennis

Q: I have a question about gold I want some thought on please.

I'm considering taking a position (about 5% of portfolio) in gold for a medium term hold. Given the potential volatility of individual gold stocks I am thinking of an ETF, likely XGD. Two questions, do you recommend entering at this point and if so...... should I consider an ETF of mostly large caps such as XGD, or would you recommend balancing the position with an ETF with more of a junior focus. Would a position in a streaming company such as Franco Nevada accomplish the same thing?

Q: What do you consider the best way to cover a possible gold price run up, should it occur and what is your opinion on this possibility.

As always, thanks for your input.

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?

Q: I have a long held but small position in Sprott Canadian Equity, Energy and Precious Metals . What would you recommend as replacements for these three ? I am looking for growth . Thanx Robbie

Q: Hello 5i staff,
With both of us with defined teacher pensions and funds in the bank, at 71 years and about $1,000,000 (distributed through all sectors) in GiC's, dividend paying equities, ETF's as well as the income portfolio, do I really need the XDG as you so often suggest or can I let it go and use the funds for the new additions to the income portfolio? If so, for materials, what would you suggest as a replacement that provides dividends and also is a good fit in the case of a severe downturn? Please take as many points as needed.
Thank you,
Stanley

Q: What is going on with Gold stocks? The Gold price is closer to its 52 week high while the XGD is trading at a 52 week low. One of them has got to give?

Q: Hello, Is there any point in holding xgd? It's done nothing but decline...even in declining markets. Can you share your thoughts on the "bull" case or simply why would one continue to hold it looking forward from here?

Q: In light of the accelerating run up in global equity valuations over the past several months, what percentage of one's investment portfolio would you suggest be kept in cash? Gold equities? I'm an investor with a long term time horizon.

Q: hi folks:
what would be your choices for investments (etf or mutual funds) in the commodity space?

specifically is there one holding which covers all commodities from coffee to oils, or would a more narrow focus be better ie. xma, xba ?

because of the 'timing/rotation aspect of commodities in general I would not be adverse to a fund

thanks

Q: You mentioned that for ETF's that up to 10% holding is fine, would holding XGD up to 10% be okay if you only have TFSA account and is only around $20,000 and this would be the only material sector stock that you own or is this too high. Currently have a 5% weight.
Thanks

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: Would like your opinion on SPE? Sell or hold? I want to sell it and buy Kirkland Lake gold. KL still your favorite gold stock? What's the value per share of KL? Do you have a favorite gold ETF? Thank you so much.

Q: I am planning to sell ABX to take a tax loss. However, I like to stay invest in the gold/gold miner sector. I can get my wife to buy back ABX or any of the above companies. I would like your opinion on your preferred investment vehicle in gold/gold miner at this time > any of the above 5 companies? or do you have any other favorite company in this sector ? BTW, can you let me know if I buy ABX in the NYSE, will its dividend qualified for Canadian dividend tax credit ? Thank you.

Q: I have just recently sold these 2 mutual funds and would like 2 buy etf as a replacement. What would your recommendatios be. Plse deduct 2 questions