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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: Some gold commentators are salivating over the evolving profitability of the mining companies, and imagining their free cash flows on the verge of going parabolic. I'm thinking that governments at multiple levels are well aware of the situation, and are likely preparing salvos of new taxes, surtaxes, royalties and the like to claim their "fair share" of the wealth.
Could you please offer your assessment? Thank you.
Read Answer Asked by Howard on April 27, 2020
Q: I currently have a significant position in Yamana and with the recent rise in share price, I have been thinking of selling a portion of my position and buy another mid-cap gold miner. I am likely going to sell my gold positions in 2-3 years time and would like a mid cap company with higher share price growth potential.

I am debating between BTO, AGI and K.

BTO has had some momentum of late but with geo-political risk. AGI has minimal debt but generally produces less gold. Kinross is a larger producer but it may have some leverage to run up significantly with a higher gold price.

Any thoughts on these three stocks and which do you prefer of the three?

Thanks in advance.
Read Answer Asked by vijey on April 27, 2020
Q: Hi there : what would you recommend to protect the portfolio from a high inflation due to all the stimulus packages for the pandemia ?, gold (i.e CEF) , or ENB (with physical assets that will go up in value if inflation goes up). Are shares of financial companies (i.e. TD) protected against inflation ?
thanks
Read Answer Asked by Alejandro (Alex) on April 27, 2020
Q: Hello! First time question-asker and first-time investor, although I've been researching for about a year.

I'm looking to create a mixed-income portfolio leaning towards risk. This is not a retirement plan, I'm fairly young (under 30) and okay with some risk - looking at a 5 year timeline. The companies I'm considering most closely are above, with guidance from 5i I've landed on these. Question is, can a member of your team gauge the 'health' of this portfolio selection? Would you start with 14 companies, or a smaller number? Do any of the companies above strike you as over-valued at the moment and I should hold off? Would you even consider these selections high risk or relatively safe? Would you dump savings (>10k) into your first time investment with the above selection, or way too risky given the current climate?
Read Answer Asked by Allie on April 24, 2020
Q: IF and that is a big IF we have all missed the bottom on American larger caps should I be now focusing on US small caps and International markets? When I look at SPY and VIG all th money has jumped into American large caps and more or less erased the huge loss and pairs back some of my gains from 2019...so huge collapse gone...for now. I've topped up some VIG but missed on SPY. When I look at US small caps they are lagging and I assume this is due to the higher risk and lower volume, Same story for Europe, International and emerging markets. So my question is should I be shifting to adding IWO, XEF, and VE. I need to add some international content to my portfolio anyways as I am a bit light at 12% international ( developed) and 10% emerging markets. If you agree or don't strongly disagree what ETFs do you recommend right now ( I already hold the one mentioned). I am leaning toward a bit of IWO and larger positions in VE and XEF.

5 year window, high but slowly lowering risk tolerance, Balanced portfolio follower ( shifting slowly to income follower), overweight canada (40%) and US(40%) ,
Read Answer Asked by Tom on April 24, 2020
Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter
Read Answer Asked by Peter on April 24, 2020
Q: Good morning,
I have just been informed of a Conversion Privilege on FTS.PR.H. Two options (1) do nothing - retaining FTS,PR.H or (2) Convert to FTS.PR.I on a 1 to 1 basis.
I am always puzzled by these conversions.
These two preferred shares both seem to trade at either 10$ or just below that mark. However FTS.PR.I 's average volume is half of that of FTS.PR.H (2083 vs 4549 Ref. Globe Investor). FTS.PR.I has 2.9 M outstanding shares and FTS.PR. H has 7.0 M
I am wondering what is the catch,,, should I take the conversion ?
Looking at all this information, I think I would likely keep my FTS.PR.H since it has more outstanding shares therefore the average trading volume is more than double that of the FTS.PR.I ... easier to sell if need be.
Is this reasoning sensible or am I missing something. What is the point of this "Conversion Privilege"?
This is the last time I invest in preferred shares, as frankly they have not been a good investment.

Best Regards in these difficult times and stay healthy.

Elaine
Read Answer Asked by Elaine on April 24, 2020
Q: your assessment and speculation for the below with respect to :
1. survival
2.recovery and profitability.
3.your commentary please
please rate 1 best 10 worst for the following.
ARX,CJ,CHR,NFI,SU,SGY,TOG,TOU,VET,WCP,PEY,BTE,CPG,FRU,KEL,MEG,BIR,PONY
thanks
Yossi ( stay safe )
Read Answer Asked by JOSEPH on April 24, 2020
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