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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,

I am looking to add a gold producer as portfolio insurance and am relatively well balanced in other sectors. I am looking for a company that has strong growth opportunity over my timeframe (10+ years). I am 23 and can handle volatility but want to avoid producers that are exposed to foreign government risks at their mines. What would be your top pick for a producer that has opportunity for pure growth over this timeframe regardless of how commodity prices are behaving? I know you always like AEM or FNV but I feel they are more slow growth. I am leaning toward BTO or MUX right now. I would appreciate your thoughts here.

Thanks as always,

Joe

Read Answer Asked by Joe on January 27, 2017
Q: On July 15/16 you responded to a question on what would be some good gold stocks to buy at the prices that existed then. You suggested AEM, RIC, MND, BTO, FNV, SMF for a variety of reasons depending on the company. Would these still be your choices today considering the change in gold prices and other factors. If changes should be made do you have any new suggestions. Thanks.
Read Answer Asked by Rob on December 22, 2016
Q: Hi Peter,
Any idea why Brookfield Infrastructure partners is going down? I was thinking of taking a full position of 5 % rather than diversifying with Stantec etc. Also, what is the reason for stocks such as Hudbay Minerals and Agrium to continue to go up and is this sustainable? I have noticed the canadian banks and insurance especially TD Bank and Manulife have gone up alot lately. Do you think it is time to trim them as they look over bought. Lastly, can you comment on why Ceapro and B2Gold are taking a hit. The big prediction was gold was going to go much higher after Trump, but all of a sudden, gold continues to experience declines. Thanks very much.
Read Answer Asked by umedali on November 15, 2016
Q: Peter and Team,

Can you give me your current thoughts on B2 Gold with recent price action and their recent earnings report? I think things are looking quite good and the stock seems to buck gold on down days and run up more than gold price on up days. Today, it has broken through the triple top level it had set a few years ago.

Would love your thoughts. For reference, my portfolio is just about a match for the BE model portfolio and BTO represents approximately 2.4% of my equity holdings. Physical precious metals and stocks make up approximately 10.5% of my total invested assets.

Thanks!

Marc

M

Read Answer Asked by Marc on August 10, 2016
Q: Whats you outlook on gold in general. Held this for years through some big ups and downs and thinking of getting out with the recent Brexit price bump. Wondering however with seasonality supposedly turning positive over the next few months whether to hang on a little longer.
Read Answer Asked by Lloyd on June 30, 2016
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