Q: please comment on Q4 earnings. Would you add to a half position here?
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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: Greetings, 5i. Could you recommend an ETF or two that would cover the spectrum of less common but important metals such as tungsten?
With appreciation,
Ed
With appreciation,
Ed
Q: For a gold exposure : At this point and time , let’s say on a 2 years horizon would you rather buy gold etf , gold miners etf (no juniors) or 1 or 2 specifics gold related stock (if so with ones) . Trying to mitigate risk here (even if it’s hard to predict gold price)
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NexGen Energy Ltd. (NXE $16.33)
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Cameco Corporation (CCO $152.75)
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Denison Mines Corp. (DML $5.10)
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Ur-Energy Inc. (URE $1.97)
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Energy Fuels Inc (UUUU $19.32)
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Uranium Energy Corp. (UEC $13.99)
Q: I would like your top 3-5 plays in the uranium-related space in both Canada and in the US, including small and large cap companies. A brief comment supporting your choices would be appreciated. Thanks.
Q: Looking to add at these levels. Would you wait?
Q: Is AEM likely to support the Foran takeover by Eldorado?
Q: Hi 5I,
It may be somewhere out there, but I can't seem to find any info justifying the (at present), 8+% mid-morning drop for Cameo on heavier than average volume. Are you aware of anything?
Thanks,
Don
It may be somewhere out there, but I can't seem to find any info justifying the (at present), 8+% mid-morning drop for Cameo on heavier than average volume. Are you aware of anything?
Thanks,
Don
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Freeport-McMoRan Inc. (FCX $58.09)
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Lundin Mining Corporation (LUN $34.15)
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Capstone Copper Corp. (CS $11.06)
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Global X Copper Miners ETF (COPX $77.91)
Q: Hi 5i, looking to diversify a small portion of my portfolio into copper. Can you please provide your favourite companies or ETF’s and do you think this makes sense?
Thanks
Thanks
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Agnico Eagle Mines Limited (AEM $287.05)
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Lundin Gold Inc. (LUG $109.62)
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SPDR Gold MiniShares Trust (GLDM $98.96)
Q: Today you recommended selling LUG in a model portfolio. You mentioned the softening momentum in the gold trade as one reason for this recommendation. In your opinion,
1) would you also recommend selling or taking a bit off of other gold stocks such as GLDM?
2) does the softening momentum also apply to gold miners such as AEM?
Thanks
1) would you also recommend selling or taking a bit off of other gold stocks such as GLDM?
2) does the softening momentum also apply to gold miners such as AEM?
Thanks
Q: Hi team,
Capstone has seen good momentum and a return of 125% over the last 18 months.However since I've purchased it a month ago,it is down over 25%.Thinking of dollar cost averaging,but waiting for the present volatility to abade.What signals would you be looking for before making a decision to add more.I am looking at a one to two year hold on this one.
Many thanks,
Jean
Capstone has seen good momentum and a return of 125% over the last 18 months.However since I've purchased it a month ago,it is down over 25%.Thinking of dollar cost averaging,but waiting for the present volatility to abade.What signals would you be looking for before making a decision to add more.I am looking at a one to two year hold on this one.
Many thanks,
Jean
Q: Hello 5i,
I appreciate your thoughts on why nexg.ca is down about 25% over the past five days. Thank you .
I appreciate your thoughts on why nexg.ca is down about 25% over the past five days. Thank you .
Q: Today you answered a question from Michael and referenced CTM. Did you mean another company, as I cannot find them involved in the Ring of Fire?
Q: The mineralization of Mount Pleasant New Brunswick has been known for years. In the 1970’s Sullivan Mines, a gold miner from Val D’OR, running out of ore, optioned the claims claiming the site was rich in Tin. There was a brief spike followed a precipitous drop. Needless to say I ended up loosing my so called investment. So here we are 50 or so years later with ADE looking at those claims yet again. My advice “Buyer Beware”!
Jim
Jim
Q: Have not heard much from GRSL lately. Your current opinion
Q: Please give your assessment of the company's sale of Turkish assets and company's intention to deploy the capital - especially given the valuation of the company relative to its peers. Thank you for the work that you do. John
Q: In one of your responses you mentioned ADE as a potentially interesting micro cap. What makes it interesting for you?
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
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Barrick Mining Corporation (ABX $58.65)
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Canterra Minerals Corporation (CTM $0.18)
Q: Hello
the Ontario Ministry of energy indicated that Ontario will start to build a road up North to develop the Critical minerals in the Ring of Fire in N Ontario; obviously , companies like Stn , Wsp could benefit from the construction, in terms of critical minerals, can you give me some names of some companies that could benefit? or some other industrial stocks that will benefit, thanks
Michael
the Ontario Ministry of energy indicated that Ontario will start to build a road up North to develop the Critical minerals in the Ring of Fire in N Ontario; obviously , companies like Stn , Wsp could benefit from the construction, in terms of critical minerals, can you give me some names of some companies that could benefit? or some other industrial stocks that will benefit, thanks
Michael
Q: Can you explain why the precious metals and those stocks are being hit so hard. I would have thought that the war would be causing a flight-to-safety which would have resulted in the opposite. How much more negativity can we expect?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
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Foran Mining Corporation (FOM $5.91)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $68.46)
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Northcliff Resources Ltd. (NCF $0.39)
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Nouveau Monde Graphite Inc. (NOU $3.21)
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Canada Nickel Company Inc. (CNC $1.72)
Q: Are there Canadian companies that would benefit from the 12 Billion critical mineral deal Canada has made with other countries? It was announced today on BNN
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Franco-Nevada Corporation (FNV $349.18)
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Wheaton Precious Metals Corp. (WPM $188.02)
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Agnico Eagle Mines Limited (AEM $287.05)
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49 North Resources Inc. (FNR $0.04)
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G Mining Ventures Corp. (GMIN $45.90)
Q: What do you think of FNR?