Investment Q&A

Q: What is your view on gold? would you buy ARTG and OLA ? Thanks

Q: Any info on DNG would be appreciated.

Q: Hi Peter…A couple of days ago FWZ announced that Adam Lundin would take on the role of Chairman of the Board of Directors. Do you think the Lundin group is signalling an intent to take complete control of Fireweed in the near future? Would you be a buyer if you were willing to accept the risks? I’m assuming at some time in the future Lundin will buy out FWZ’s minority shareholders by issuing shares in Lundin. Any comments you have would be appreciated.
Looks like your prediction of a 10 bagger is coming closer! (…but still pretty far off!)
Jim

Q: With the recent dividend cut of 50% is BTO now a sell, with AEM as a replacement?

Q: Hi 5i Team,
I want to add some exposure to the gold sector to my portfolio. What would you suggest given the current market? Gold bullion ETF (CGL), Equity ETF (XGD or ZGD) or invest directly in a Gold producer like AEM ? And what % would you suggest for a mid-40 investor?
Thanks

Q: Peter and His Wonder Team
Neo is up almost 7% today while most of the market is flat. Please give me your thoughts...what do you think? Thanks as always!

Q: I offer another point of view on getting rid of your losers staring you in the face every day. I generally agree with that thought but I have purposely kept one loser on the books , TREVALI,
( no capital loss advantage to be used ) , as a reminder not to be swept up in the exuberance of the moment ( zinc was going to go through the roof ) , to do more and detailed research , to listen to your head not your heart ( they were supported by Glencore , what could go wrong) , research ,research, research. Derek

Q: Any hope for better days ahead for Largo?

Q: I recently purchased FCX and watched it go down 20%. What is the reason? Is it time to add? Is more patience required?
Thanks!

Q: Good morning,

Looking for your insights on MOG after recent announcement please.
Would you consider as a speculative buy?

Thank you.

Q: My question is on Cerrado Gold, a Canadian company that was a spin-off from a piece of junk I bought a long time ago. Its symbol on the venture exchange is CERT but it is not in your database. I was planning on selling it to clean up my portfolio but after some initial due diligence, it seems like it might be worth keeping. I find its balance sheet confusing in regards to its debt level so I want your thoughts before I do anything. Its a very small position so not a factor in my portfolio.

Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!

Q: I am selling wgx to harvest a loss.With a 3 year time frame,would you rebuy wgx or buy lug?

Q: What do you think of McEwan Mining? Please include some fundamental analysis and future outlook - thx, John

Q: Hi Peter…would you be buying safe jurisdiction gold miners now? The price of the metal, to my layman’s eye, is acting a little more bipolar now. Last Thursday or Friday all my stocks except for TD, AEM, WGX and GOT were down suggesting a level of panic. Today the golds are down suggesting fear of inflation ticking up triggering higher interest rates. Thinking of selling my WGX to buy AGI because it seems a better miner. Any thoughts you have would be appreciated.
Jim

Q: Good afternoon,

What is your view of ABX after all the problems in Mali and the temporary closure of one of its best mines. Is it a buy at these prices?

Thanks,
George

Q: Hi Peter…Would you buy more GOT now? They seem to be posting excellent grades today. My weighting is 1/2 of 1%. Still maybe I should just let the stock ride. Gold is just so hard to call. Any thoughts you have would be appreciated.
Jim

Q: Hi there!

What’s your view of the Copper market for 2025 and, what would be 3 of your best companies to own?

Thanks!

Q: Hello 5i
One of the advantages a small investor may have is access to buying small companies where Institutional Investors would not be able to buy a meaningful position. Easy to say that Source Rock Royalties is a tiny company at $40 MM.

As they have been operating since 2013 (public since March 2022) with a successful dividend + Growth Model and never a negative cashflow quarter, would you consider this one a decent play for Royalty Income. The Dividend yield is high (9%) with low payout ratio (60%) and cash on the books ...... so it appears the business and income stream are sustainable.

With a quick review of their financials and business model, do you see anything that would be of concern for an investor looking to take up a position to enhance Portfolio income?

I did notice the prior two Q&A.
Thanks

Q: Good morning. May we have your assessment of AYA as to why it has tanked in the past 3 months, what your prognosis is for it, and what your buy-in price would be? Grazzia