Q: I have ample gold exposure--mining, bullion and FNV (stream). I am considering diversifying within adjacent sectors like silver and rare earths. I am considering selling FNV and buying something else (maybe something like WPM for the added silver exposure). What options would you look at for this move?
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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.
- Franco-Nevada Corporation (FNV)
- Agnico Eagle Mines Limited (AEM)
- Dynacor Group Inc. (DNG)
- Discovery Silver Corp. (DSV)
Q: Hi 5i,
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?
Q: Given a competing offer will not be coming and it from my math it seems YRI current price is not really showing any discount (you can take a look) to the current offer, would you suggest its time to move on and look for a replacement. Any suggestions besides AEM/BTO for safer precious metals holdings who are paying a decent dividend.
Q: Can you suggest some Canada/USA industrial metals/minerals companies and/or royalty companiesworth a closer look?
Thanks
Peter
Thanks
Peter
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- Franco-Nevada Corporation (FNV)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
Q: Looking to buy 3 Energy stocks and 3 Gold stocks.
What would you recommend?
Thanks
Peter
What would you recommend?
Thanks
Peter
- Franco-Nevada Corporation (FNV)
- Agnico Eagle Mines Limited (AEM)
- Pan American Silver Corp. (PAAS)
- Maverix Metals Inc. (MMX)
- Sprott Physical Gold Trust (PHYS)
- Karora Resources Inc. (KRR)
Q: What is the best way or stocks to invest in Silver & Gold ?
- Franco-Nevada Corporation (FNV)
- Agnico Eagle Mines Limited (AEM)
- iShares S&P/TSX Global Gold Index ETF (XGD)
Q: Why is Gold and related stocks doing badly? Should it not do better in recession or when stock market is tanking and interest rates rising? What are your opinion about the future prospects in near and long term? (My exposure to these is through XGD, FNV and AEM)
- Franco-Nevada Corporation (FNV)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- Barrick Gold Corporation (BC) (GOLD)
Q: What is your view on Gold? Is now a good time to start accumulating the position? Please also provide top 3 your favorite name.
thank you,
thank you,
Q: Hi 5i team.
about 5 weeks ago sold AEM and FNV for tax loss and bought ABX as a proxy.
Have a 2-3 % weighting in gold.
For a conservative retiree, would you suggest to sell ABX (small gain which is good) and go back to AEM and FNV for longer term holds?
Thank you.
about 5 weeks ago sold AEM and FNV for tax loss and bought ABX as a proxy.
Have a 2-3 % weighting in gold.
For a conservative retiree, would you suggest to sell ABX (small gain which is good) and go back to AEM and FNV for longer term holds?
Thank you.
- Constellation Software Inc. (CSU)
- Franco-Nevada Corporation (FNV)
- Descartes Systems Group Inc. (The) (DSG)
- Agnico Eagle Mines Limited (AEM)
- Open Text Corporation (OTEX)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Topicus.com Inc. (TOI)
Q: Hi 5i,
I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
Q: Dear 5i,
In regards to FNV stock.
This stock seems to have good long term Total Return compared to SP500.
It has a relatively small yield and consistent growing dividend.
What is the main underlying contributor to the good long term performance of this stock?
In regards to FNV stock.
This stock seems to have good long term Total Return compared to SP500.
It has a relatively small yield and consistent growing dividend.
What is the main underlying contributor to the good long term performance of this stock?
- Franco-Nevada Corporation (FNV)
- Pan American Silver Corp. (PAAS)
- Maverix Metals Inc. (MMX)
- Karora Resources Inc. (KRR)
Q: Time to increase my weight in Gold and Silver. What two gold or silver stocks do you like now (I already own AEM, so not that one)? And a brief reason why.
Thanks
Thanks
Q: Hello,
What are your thoughts on the above stock? Is there another one you would prefer?
What are your thoughts on the above stock? Is there another one you would prefer?
Q: What would you suggest as a proxy for AEM and FNV. Will take as tax losses and buy back in 31 days. (Bigger loss in AEM.)
Have a small position (spin off) in Fortitude gold.
Conservative investor.
Thank you.
Tulio
Have a small position (spin off) in Fortitude gold.
Conservative investor.
Thank you.
Tulio
- Sherwin-Williams Company (The) (SHW)
- Franco-Nevada Corporation (FNV)
- Cameco Corporation (CCO)
- Agnico Eagle Mines Limited (AEM)
- Rio Tinto Plc (RIO)
- Nutrien Ltd. (NTR)
- Linde plc (LIN)
Q: I am interested in stocks in the material sector, both US and Canada. Any ideas and suggestions?
- Franco-Nevada Corporation (FNV)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- Karora Resources Inc. (KRR)
Q: What are your favourite gold stocks?
Q: Gold seems to be perking up, though perhaps just temporarily due to the current politcal and economic uncertainties. What are your thoughts on the sector? How would you rate FNV and BTO? Are there other companies in the sector you would prefer? Thanks.
- Franco-Nevada Corporation (FNV)
- Agnico Eagle Mines Limited (AEM)
- Pan American Silver Corp. (PAAS)
- MAG Silver Corp. (MAG)
Q: What 2 gold and 2 silver companies would you be most comfortable investing in today? Thank you.
Mike
Mike
- Abitibi Royalties Inc. (RZZ)
- Franco-Nevada Corporation (FNV)
- Wheaton Precious Metals Corp. (WPM)
- PrairieSky Royalty Ltd. (PSK)
- Freehold Royalties Ltd. (FRU)
- Labrador Iron Ore Royalty Corp (LIF.UN)
Q: Freehold is an oil & gas royalty streaming company. Was there not at one time a competitor to them? Can you name the other oil/gas streaming companies.
Also - the names of the gold/silver streamers - thank you.
Also - the names of the gold/silver streamers - thank you.
- Franco-Nevada Corporation (FNV)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- MAG Silver Corp. (MAG)
Q: Looking at historic gold/silver charts after economic shocks it seems gold/silver spikes are quite possible in the next few years. Which few companies would you pick to play that possibility?