Investment Q&A

Q: These two gold royalty companies are trading in the same range. Which would you pick for the longer term?

Q: ESE Entertainment (which seems to be in your system under Kepler which is some type of capital pool company) has experienced some big gains (up 300%) in the last few months. Can you shed any light on this company and share any relevant details? They seem to be active in the esports business. Can you compare to EGLX?

Q: Hello. Could I get your top five metal/mineral plays (excluding gold/silver) with a few comments on each?

Thank you!

Q: Hi 5I,

Would you be able to comment on the Gold Price? It's down to the low 1700's at the time of this question, and was hoping for some insight on how you see it behaving in the Short/Medium/Long term.

Thanks

Q: KL reported this morning before the market opened. How did they do?
Thanks,
Jim

Q: Viewing the latest results from AR,for Q4,and the full year 2020,may I say that this company is firing on all cylinders, delivering and looking even cheaper and perhaps "overlooked" by the market.
With inflation fears on the horizon can one say that AR is grossly undervalued and could be taken over?
Many thanks,
Jean

Q: Hello Team,
Would you favour Deere , JP Morgan or mxi as a counter balance to tech stocks in the current environment and why,
Thank You,
Barry

Q: Your comments ULTH as an investment would be appreciated. Is it too small? How is it's debt ? % owned by insiders/?
Thanks as always
Dave

Q: Your thoughts on Pretium? How are they performing and what’s the outlook for this company?

Q: Could you provide your top 5 picks in the early innings of what looks to soon be a commodity super cycle. Does XAU make this ranking.

Q: Your opinion on results please. Thanks John

Q: Would you be a buyer of ANX or what other stock would you prefer in this sector for the same size as ANX?
Thanks

Q: With gold lagging as bitcoin continues towards the heavens, with someone with the common sense of a Josh Brown as well as the mavens of Berkshire selling their Barrick, with a spike in long term rates and a weaker US dollar, and finally with a potential breakdown in gold being close according to technical analysts I've heard, what is your opinion on 1. where the price of gold might be headed over the rest of 2021 and 2. whether the strength of its hedging power may be waning and 3. whether your opinion that bitcoin needn't be part of a portfolio has changed and 4. whether perhaps a move into a combination of silver and some crypto might provide a better portfolio hedge at this time versus gold. Thanks as always for your thoughts - Ken

Q: A blogger I have followed for some time always warns his readers about gold and silver option expiration on the Comex as he did for Tuesday's expiration. Far more often than not the metals experience downside pressure, sometimes significant. Can you explain why option expiration invites such downside volatility?

Q: Do you still like CS? It’s 52 week high and copper is in demand, time to take profits or continue to hold? What do you think of CS earnings? Many thanks

Q: Hello. Can I get your current recommendations, if any, for companies in copper, platinum and palladium? Ideally looking for smaller plays for torque. Deduct credits as required and stay safe!

Q: Hello 5i Team. First of all thanks for the report on MG. I bought a nice position and the next day saw it go up by >9%. Cheers to you for that!

I have a question for you about two metals stocks I held in December but sold to pursue a bigger stake in FCC which has paid off nicely. Now that I am adding more to RRSP for income tax purposes I am looking at getting back into some metals or mining stocks.

I sold XBM at 16.02 in December and now see it at 18.00, would you buy at this price? I sold KNT at $8.49 and now it's on sale for $6.56. Any recommendations to get back into either stock or alternatives in the metals sector? My investment timeframe is 20+ years and medium risk. Thanks.

Q: Hello,

Could you please share your view on the uranium play going forward?
Also, what would be your favorite companies in the sector for both Canada and US?

Thank you

Q: What are your thoughts on FCX/FM long term (any favourites?) I currently own FCX and ZMT.
Is 5i bullish on copper? If yes, what are your favourite ways to play it for a long-term hold. Are the names above reasonable?

Q: If you had to buy one materials stock right now, what would you buy? Canadian or US. I already have MAG:CA.
Thanks