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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: If I were to move into Precious Metals, would you prefer a royalty, ETF, or individual stocks ? Thanks!
Read Answer Asked by george on May 17, 2023
Q: I hold FNV in my RRIF . WPM seems to be presently performing better and predicted to continue to do so. Dividend

yield is better with WPM and market cap is not an issue. This is my only gold holding. Do you feel a switch is

justified.? Thanks for your help
Read Answer Asked by Tom on April 26, 2023
Q: How do you think SU will do in the next couple years and what would be your top 5 favorite energy plays in the Canadian Market? Also, with China reopening, US dollar on a downtrend and noticing several major Metal/Copper stocks gapping up like FCX and VALE, SCCO, how would you rank these and what are your top 5 companies domestic or international to take adv of rising commoditiy/metal prices
Read Answer Asked by Sheldon on April 17, 2023
Q: Can you please give me your top three Gold stocks and your top two Gold ETF's to invest in. Thanks in advance.
Read Answer Asked by John on April 10, 2023
Q: I own some steel, copper and CCO. Which of these 3 (WPM, DPM, FNV)would you prefer to complement them over the next few years, and why?

Is there a better alternative than the ones I've listed?
Read Answer Asked by Graeme on March 01, 2023
Q: Hi,

I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?

If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?
Read Answer Asked by Graeme on February 01, 2023
Q: I hold FNV, KRR and AEM for gold exposure. I am thinking of selling FNV after the news related to their royalty stream in Panama. How material is this for FNV? Do you feel this will be an overhang on the stock in the next few months? I am hopeful for a little run in gold in the next few months and i am concerned FNV will not participate due to this news. If selling FNV, what do you recommend to compliment my other 2 holdings?
Read Answer Asked by Robert on December 22, 2022
Q: With you getting rid of MMX from your model portfolio, what replacement for gold exposure would you prefer? I like the royalty model.
Read Answer Asked by Max on December 15, 2022
Q: Currently reviewing my precious metals exposure. In my royalty companies I have a full position in FNV and MMX. Would you hold MMX with the pending purchase by TFPM or would you sell and buy WPM at this time? In my gold miners, I have half positions in VGCX and NEM (position resulted from the Goldcorp merger), should either be sold and if so, would you purchase AEM? Any further thoughts on the precious metals exposure would be appreciated.
Read Answer Asked by eric on December 09, 2022
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?
Read Answer Asked by Chris on December 06, 2022
Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.
Read Answer Asked by Colleen on November 18, 2022
Q: Can you suggest a safe proxy for WPM to do some tax loss selling? I already have a full position in FNV. I would prefer to stay with a streamer to avoid miner risk. Geographic risk also seems to be a concern with current geopolitical flux.

Thanks
Read Answer Asked by Benjamin on November 04, 2022
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.
Read Answer Asked by Reg on January 17, 2022
Q: Can you do a quick compare/contrast for these 3?
Do you place more emphasis on royalty or stream approach?
I was leaning towards SSL, on a 5+ year chart it is below the others, could it "catch up"?

Thanks,
TJ
Read Answer Asked by Travis on October 19, 2021
Q: Hi, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.
Read Answer Asked by Lorraine on September 13, 2021
Q: As a proxy for a tax loss sale on PAAS what would be your three top choices today.
Read Answer Asked by William Ross on August 12, 2021
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