Investment Q&A

Q: I am trying to figure out how to deal with precious metals holdings in our portfolios, which are mostly in registered accounts. We have held WPM (previously SLW) for quite a few years and I have watched it get to a + 60% profit and then erode back to what is now a -3% loss. FR was purchased a year and a half ago and is now at a loss of -53%. Our total allocation was about 5% but is now just over 2%. Should these be left 'forever' to rise and fall with the precious metal pricing and just be used to balance a weak equity market. Or, should they be traded at some point (question of course, as always, is "what point?" ). As our allocation now is half of what it was, should I be topping up to 5% again ? I just don't get how to handle this part of our portfolio and would appreciate any illumination you can shed ! Also, any suggestions as to whether I should stick with WPM and FR or make changes,( particularly with FR?). Thanks, as always.

Q: I recently asked a question regarding VIG. 5I approved but pointed out that SPY had returned 2% better over the last five years. With VIG yielding 2% and SPY yielding 1.85% what is the case for buying VIG over SPY ?

Q: Hi,
When you respond "We will have to revisit our thesis" about ABT, what does this mean more specifically? Does it mean it may get dropped from the portfolio? Should we be moving on from this one. Thanks. Marco

Q: Hi Team,
Your thoughts on Quantum Cobalt Corp, please? Do you think it is a good speculative play on cobalt? Is the revival of the mines to extract cobalt going to require a lot of investment? I want to know how much is hype and promotion in play and how much is real? How is the financial situation of the company at this time? If you don't like it then what company do you suggest for cobalt play? Thanks for your insight as always!
Have a wonderful week,

Q: This is starting to look quite interesting at these levels. I am looking for income and some growth with at least a two year outlook, as well as stabilising my portfolio with less volatile stocks. Your opinion please.
Thanks, John

Q: Hi Team,
Would you consider either one of these company overvalued or investable?
Thank you!

Q: Morning 5i,

Did management make any comments, or discuss any of the back ground issues surrounding the company ( lawsuit, privatization) during the quarterly results? If so, what was your take?

Thanks again!

Q: Dear Team,
Please provide info on these companies. I also value your opinion on preference rating.
Thank you!

Q: I have held this stock for a while. moving up nicely. what do you think about it,s prospects. thanks bill

Q: Your evaluation on this company, worth getting in

Q: Down 10% plus today. Over all down 16 %. Is this the right time to add to a position? Will you be revisiting your rating on this stock?

Thank You

Q: Any idea if we're near a bottom and perhaps an entry point or are there fundamental problems and one should stay away until this forms some kind of base?

Q: I've never owned Premium Brands and wonder if you feel the earnings miss and 7.5% drop in price are a buying opportunity.
Thanks

Q: Hi team, you just answered my question, (very quickly, thanks), I'm unclear as to what "for a bit" means. Are you talking about a timeline, or a partial position?

Q: Hi 5i - what are your thoughts on the quarterly results and CXR's ability to "stay afloat"!? Thanks, Neil

Q: With results lower than expected, but outlook okay, is this a good time to step into PBH? Thanks.

Q: What are your thoughts on the quarterly results for Intertain?
Thanks

Q: Hi, could you please comment on Enercare earnings. Thanks

Q: Hi Can you comment on Q3 results
Stan

Q: Good Morning 5i
Please provide your opinion of WEED results this morning. Thanks.