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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: For George on April 1st you ranked a list of Royalty Streaming companies. What is your current view of that ranking, do any stand out and what is your reasoning for the top 3.
Thanks, Hugh
Read Answer Asked by Hugh on August 04, 2020
Q: Hi Group I have AEM,GLD, FNV,GDXJ in my present Gold holdings, that represents 7% of my portfolio. I would like to go to 10% (your thoughts on moving to 10%) .Should I buy another stock or add to one of my present holdings (GDXJ) is my best performer. I am medium risk investor. Appreciate your comments
Read Answer Asked by Terence on July 08, 2020
Q: Hi,
Seems to be talk about gold hitting 1900.00 - do you think it is talk, or has possible legs? If it has legs what's the best instrument to invest in? ETF's or stock picking? Either way, would your preference be in US dollars or Canadian? I am wondering if gold does soar, whether or not it will help to drive the value of the US dollar down. So lots of questions - deduct points as you see fit & as always, thanks for your thoughts and suggestions!
Dawn
Read Answer Asked by Dawn on July 06, 2020
Q: Hi group any idea why GLD and FNV are struggling in this market. They are both lagging the gold sector in general and are well off their 52 wk highs. Looks like I got the sector right but picked the wrong stocks would you sell them both and replace the with something else please recommend alternatives Thanks
Read Answer Asked by Terence on July 03, 2020
Q: Hi, how would you rank these four if you were to start buying today. Do you think its better to buy two full positions or half positions in all of them currently?

Thanks!
Read Answer Asked by Keith on June 19, 2020
Q: Hi 5i Team,

I've held B2 Gold for a long time (like 10 or 12 years) and I am sitting on a 110% gain. It's 1.3% of my total equity portfolio and precious metals and PM equities are about 14% of my total investments today. I'm considering selling my BTO and shifting that over to an existing 2.3% position in FNV that I've also held for a long time to bring that up to 3.6%. I'm also wondering if I should continue to diversify into other possible big gainers like WDO or if I should move this money into other names I already own. I'm curious what you think the best move here is?

For information purposes, my Precious Metals positions include:
- 2.65% AEM (held for years)
- 2.4% PHYS (held for years)
- 2.3% FNV (held for years)
- 1.3% BTO (held for years)
- 1.2% KL (held for years)
- 1.1% FVL (added last Thursday)
- 0.9% WM
- 1.0% MAG
- 1.0% SIL

I'm bullish on precious metals and stocks given the monetization of basically everything and therefore have let this part of the portfolio run past the 10% weighting Iimit I used to have but I'm thinking that this sector should probably not be more than 15% of the portfolio and definitely not 20% of the portfolio.
Read Answer Asked by Marc on June 18, 2020
Q: Hi 5i Team,

In your opinion, will there be more upside on gold and silver? If so, can you recommend few names that can be purchasing at today's price?

Thanks,
Read Answer Asked by Kate on May 22, 2020
Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.
Read Answer Asked by Terence on May 21, 2020
Q: Hi Group questions on gold - I have 4 gold stocks with the following returns YTD
- GLD = 5.19%
- GDXJ = 13.36%
- AEM = 23.29%
- FNV = 10.82%
Why is GLD lagging should I sell in and reinvest AEM or GDXJ ? or do you have a favorite?
Also what % of my $850,000 portfolio should I have in Gold in the present uncertain economy presently these stocks represent 8% can I go to 10% or 15 % considering the present problems in the world - I am a moderate risk investor thanks for your guidance on this + Deduct credits as you see fit
Read Answer Asked by Terence on May 20, 2020
Q: Hello Peter,
While the god producers are leveraged to price of gold, it is also true that the market is forward looking and has driven the price up for the miners. So, is it gold miners or physical gold for now. Also, at this time which of MMX, KL, FNV, AEM provide the best bang for the buck. It would be great if you could rank them best first and perhaps I can take smaller positions in two; if the miners are still the way to go.
Thank you in advance for your suggestion.
Regards
Read Answer Asked by Rajiv on May 15, 2020
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