Investment Q&A

Q: Hi there, your thoughts on WGX results just released?

How are these gold stocks going to react should interest rates begin to rise, mid to later this year? In particular how will WGX react to interest rate increases?

Is it still cheap enough to hold its own at current share price?

Thanks!

Q: Almonty Industries has a market cap of about $8 billion. Do you have any forecasts or projections of the amount of tungsten they expect to be able to mine from the Sangdong mine? What is the timeline to full operations for the mine? Does the expected production justify the valuation of the stock?

Q: I listened to Chris's top picks on Market Call a couple weeks ago. One being TSX and another gentleman had mentioned it yesterday as well.
I now see it at times as a recommendation at 5i. Is this a higher conviction profitable investment for 3-5 year time frame after the Aussie additions?
Also do we have any profitable Cobalt miners or an ETF in Canada to invest in?
Thanks in advance. David

Q: What is your assessment of this small cap company pals. Is there much upside for a company like this?

Q: An upgrade from Globe investor for this small cap miner! Would love your excellent analysis and thoughts please?
Thanx as usual
Gary

Q: Can you provide an updated viewpoint of Nexgen

Q: Further to my previous question on this company, are there any juniors you would recommend? Also, do you see the gold rally intact with this just being a normal consolidation? Thank you. John

Q: WRLG dropped 17% Friday. Do you have any insight on what precipitated the decline.

Q: What does SCOT:CA have? Do you see it as a favourable investment, and why or why not? Thank you for your excellent service.

Q: SPA Would love your thoughts and analysis of this small cap BC mine with Wheaton buying in on a 1.5% royalty!
Thanx as usual
Gary

Q: Thanks for your help and advice in these crazy choppy markets!

My inquiry is about the basic mineral sector.
Is there an ETF you'd recommend focusing on the basic mineral part of the market, perhaps in both Canada and the US?

Thnx 5I

Q: Dear Peter:

These are stocks I hold across various accounts. Thanks for suggesting these. I have done well though they have pulled back a bit.

What is your current view on these miners? Add, Hold or Sell some and consolidate? Or would you sell some and add a new miner?

Always appreciate your input.

Q: Haven't seen a question about Dynacor for several months. Their most recent earnings report showed significant increases in production, revenue and earnings, a dividend increase and pretty low p/e ratio for a gold stock. The Senegal plant is on track for Q2 of this year. Wondering what you think of it as an investment. Would you rank it behind ARIS, OGC and PAAS?

Q: Would you provide an update on kto please.Thanks.

Q: Hello 5i Team

I would like to hold a percentage of my taxable accounts in gold (represented by an etf) in both Canadian and US dollars. My taxable account is approximately 2/3 C$ denominated and 1/3 US$ denominated.

My criteria are:

1 - One product has to be dominated in Canadian dollars and the second product has to be denominated in US dollars

2 - the product has to be Canadian domiciled to avoid T-1135 reporting and US estate tax issues.

3 - Two separate products are required to keep ACB tracking simplified.

4 - Product has to be denominated in C$ and US$

Reviewing previous answers, the products I think are representative are:

MNT.CA / MNT.US

PHYS.CA / PHYS.US

Questions

1 - Does this strategy seem reasonable?

2 - Are there any other products I should be looking at?

3 - Which product would be your first choice and which would be second choice.

Thank you

Q: I think there are more questions recently on small cap stocks. I also note that in your answers on small mining stocks, aka penny miners, you display solid knowledge. Any thoughts on adding a separate service for junior mining and small caps? This area has given me significant gains over the past year, and I am constantly looking for knowledgeable commentary to assist in spotting opportunities. Maybe if other members vote this up it will give you an indication of interest?

Q: I am a large shareholder in this company having held it for more than 20 years. With today's takeover by AEM it is my largest holding by far but with the CVR (contingent value right) holders of the shares would likely receive another 25% in cash for the shares over a 10 year period. Can you go over the deal and advise what would be the best course of action please? John

Q: Would you consider silver a good medium to long term investment?
If so, would you buy mines, or etfs, or actual metal? Could you offer specific suggestions? Many thanks.

Q: Hello. Curious on your thoughts on this one. Thanks!

Q: your opinion on this co which just signed project option with rio tinto