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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: 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
Q: I kind of knew that Fnv was a no risk or low risk way of investing as itsRoyalties . However it was very surprising that it had over 100 % return . more to the point is the CEO of Fnv on BNN was very positive about its future .
I don't recall much about thison 5I what appears to be an attractive low risk with good upside.
Appreciate your advice
Read Answer Asked by thambirajah on May 07, 2020
Q: Hi 5i,

Gold seems to be doing well in these uncertain times, as it has been touted to be, a safe haven. I have read many of the Q&A database but I am not sure if the following has been asked. Few Gold companies provide dividends but I am attracted to those that do, as dividends provide confidence on the company. FNV is one.

Do you think that in the current environment (rising Gold prices, uncertainty, increased demand) that those dividend producing Gold companies might increase their dividends ? If so, do you have one or two that might be the most likely to do so ? (Or, ... one or two that might initiate a dividend - please subtract 2 questions).

Thanks for your rock hard committment to your clients during these strange times. VERY re-assuring.
Read Answer Asked by Jim on May 05, 2020
Q: I currently have no investments in precious metals. What would your order of ranking from 1 to 4 would the following KL:CA, AEM:CA, FNV:CA and PHYS:CA be for a hold of 5 years or more. Also are there any other precious metal stocks, ETF's or other investments that would worth considering? This would be for a non registered account.
Read Answer Asked by James on April 27, 2020
Q: Hi 5i,

Thank you for the great work. Gold seems to be emerging as a key theme right now. Currently I have a full position in Franco-Nevada. Looking to add further exposure and wondering if you would:

1. Add to FNV
2. Add position in any miners you recommend
3. Add XGD

Thank you in advance!
Read Answer Asked by Greg on April 24, 2020
Q: Hello,
Back in December you mentioned Kinross was not your favourite in its sector.
What is your favourite in the sector?
Minimum 5 year hold.
Looking to add to my TFSA or RRSP.
Read Answer Asked by Lorraine on April 23, 2020
Q: What is the best option to buy gold as a hedge in the event of weakening USD?
Read Answer Asked by Raj on April 22, 2020
Q: I have small positions in FNV and AEM. I am looking to add another gold company. Would you prefer ABX or NEM and why? Or would you prefer KL over those two and why?
Thanks, Tim.
Read Answer Asked by tim on April 14, 2020
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