Q: I have very little gold or silver or other precious metals stocks. Silver Wheaton seems a bit beat up. As I know you are good with a small amount of such holdings in a larger portfolio , would SLW be a good choice in your view? Or would you prefer AEM or some other stock at the moment? Thank you!
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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: Comments on earnings release, share price movement, please?
Q: Would this be a good entry point for Silver Wheaton and do you think they can sustain the dividend? Thanks
Q: What is driving the price of SLW ?
Q: My only precious metal exposure is Silver Wheaton. With the big recovery this year, it's now at 5% of my portfolio. Would you recommend continuing to hold, selling part or all, diversifying into another precious metal holding and if so, your thoughts on timing ? As always, thank you for your valued advice.
Q: Hi guys as always thank you for all you do for us. I am putting together a Gold Silver portfolio 5 or 6 positions max cash in $50K.1Streaming firm if 5 and 2 if I go 6 positions for a minimum 36 months maybe 48 months. Gold firms I'm considering AEM,DGC RIC,RGL, AR. Timing is not great. I can go in over next couple of months or do I go whole hog on a pull back day or two? Any further recommendations?
Thanks
David
Thanks
David
Q: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which pretty much mirrors your Income Portfolio except for several higher growth, high conviction names from the Balanced Portfolio. This account still has SLW from when Silver Wheaton was part of the Income Portfolio. I would like to continue to have some precious metals exposure in this income oriented account. Is SLW still a good holding or should I switch into another precious metals name ??
Thank you for your help. DL
I manage an income oriented account which pretty much mirrors your Income Portfolio except for several higher growth, high conviction names from the Balanced Portfolio. This account still has SLW from when Silver Wheaton was part of the Income Portfolio. I would like to continue to have some precious metals exposure in this income oriented account. Is SLW still a good holding or should I switch into another precious metals name ??
Thank you for your help. DL
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Gold Standard Ventures Corp. (GSV)
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Wheaton Precious Metals Corp. (WPM)
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First Majestic Silver Corp. (FR)
Q: Hello Peter,
Do you feel it is too late to buy silver stocks as the run up has been quite good? I am looking at the following: silver wheaton , first majestic, ishares silver trust (SLV) or central fund of canada (cef.A) which gives mixture of silver and gold? Also, do you feel gold standard ventures is a stock that can be held for few years with a hope of increased capital appreciation or possible take over. Thank you.
Do you feel it is too late to buy silver stocks as the run up has been quite good? I am looking at the following: silver wheaton , first majestic, ishares silver trust (SLV) or central fund of canada (cef.A) which gives mixture of silver and gold? Also, do you feel gold standard ventures is a stock that can be held for few years with a hope of increased capital appreciation or possible take over. Thank you.
Q: I have had some success using a covered call strategy with Silver Wheaton, which has high option premiums, and good liquidity.
Can you suggest four other Canadian stocks with similar characteristics?
Thanks for your help,
Glen
Can you suggest four other Canadian stocks with similar characteristics?
Thanks for your help,
Glen
Q: Further to your recommendation to Douglas, what do you think about the outstanding tax issue with SLW? It accounts for much of the stock's lag in the recent run up in precious metals. Do you think the risk (over 100B$) is already discounted in the stock price? Thanks Henry
Q: Hello Peter, Ryan and team,
Can you comment on the bought deal financing announced today. I am underwater on this stock and wonder whether I should continue to hold.
Thank you
Mike
Can you comment on the bought deal financing announced today. I am underwater on this stock and wonder whether I should continue to hold.
Thank you
Mike
Q: What do you suggest doing with SLW? I am overweighted in it and it is down 50% from what I paid and still dropping daily. I am aware of the tax issue. I keep thinking I will sell it when it goes up some, but it doesnt seem to go up! I dont need the cash now, but I hate to see it tanking daily! Thanks for your response.
Q: Hello 5i!
I have a full position in SLW. Do you still consider SLW one of the better names to hold in the precious metals space? Please suggest a few other names as well. I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!
I have a full position in SLW. Do you still consider SLW one of the better names to hold in the precious metals space? Please suggest a few other names as well. I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!
Q: Hello 5i, I triggered some gains earlier this year, and am considering potential tax loss selling targets. The pool contains SLW, HWO, GEI and QCOM (all in a non-reg acct). I have read your questions archive concerning these companies. I have what I believe is a nicely-diversified portfolio and do not need the proceeds but am cognizant of the opportunity cost of stagnant money being tied up. The 3 sectors represented in the 4 companies have had some rough times and nobody knows when the sky will clear. SLW has the lowest div of the 4. Do you folks have any points one should consider when prioritizing which one/ones to sell(putting the names in a hat is a fair answer IMO). Thank you in advance.
Q: Your opinion on SLW. I am down approx 25% in 3 months. Is the recent Revenue Canada investigation weighting in, or is it something else.
Q: The stock has been going in one direction since Feb and I am now down over 30%. With silver being down only 10% since SLW peak in Feb I can attribute stock decline to tax related issues only...? Should I just cut my losses and sell? Do you see any upside potential in short-mid term (1-2 years)?
Q: HI, I hold this stock in two portfolios should I be a seller due to these allegations it seems to be in a downward spiral. Bob
Q: I currently hold SLW and G each at 2.5 % of my well diversified portfolio. Would you be comfortable now increasing one or the other or both to 4 or 5 % for income and some growth. I am under water 12 and 13 % in each. I also hold First Quantum. Many thanks!
Q: Hi..Can you please provide your thoughts on the latest results, and the impact of the dividend cut. Thanks.
Q: Since mid 2013 SLW has bounced several times between $20 and $30. I bought it at $20 with the intention of selling at $30, and held on only to land back down at $20. It is approaching $30 again, and I am yet again hesitating over the sell button (not a trader!). Do you see anything different in the stock that might push it up over $30 this time?