Investment Q&A

• Nucor Corporation (NUE $152.35)
  • $152.35 P/E (TTM): 20.72X Cap: $34.02B
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• Teck Resources Ltd (TECK $39.88)
  • $39.88 P/E (TTM): 22.65X Cap: $19.59B
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Q: I know Nucor and Teck are different, but for growth, which would you choose now...or would you own both?

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Read Answer Asked by Gregory on February 01, 2022

• Southern Copper Corporation (SCCO $123.69)
  • $123.69 P/E (TTM): 26.29X Cap: $100.46B
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Q: I've been looking at copper companies. Southern copper appears enticing because of the dividend and the price of copper. What do you think the long term prospects of this company are? Thanks.

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Read Answer Asked by steven on February 01, 2022

• Altius Minerals Corporation (ALS $38.27)
  • $38.27 P/E (TTM): 5.27X Cap: $1.77B
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• Anglo Pacific Group PLC Ordinary Shares (APY)
  • P/E (TTM): 3.4X Cap: $593M
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Q: I am interested in your views upon these two base metal royalty companies. They strike me as a good play for the mining sector. APY just reported a seemingly excellent quarter. Would owning both give too much duplication?

Upvote 1

Read Answer Asked by Peter on February 01, 2022

• Albemarle Corporation (ALB $116.82)
  • $116.82 Cap: $13.70B
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Q: What is your opinion of ALB now that it's share price has slid almost 15% so far this year? Is it worthwhile as a longer-term (5 year) hold or do you see a better choice? Thanks for the great advice.

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Read Answer Asked by Stefan on January 31, 2022

• Labrador Iron Ore Royalty Corporation (LIF $29.02)
  • $29.02 P/E (TTM): 16.84X Cap: $1.85B
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• Champion Iron Limited Ordinary Shares (CIA $4.80)
  • $4.80 P/E (TTM): 19.96X Cap: $2.55B
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Q: I have a full position in LIF in unregistered accounts. Having seen todays comments in CIA, which might you prefer for a long term hold? Should I be selling all LIF to buy CIA, or split holdings, or do nothing?
Thanks!
Paul K

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Read Answer Asked by Paul on January 31, 2022

• Critical Elements Lithium Corporation (CRE $0.40)
  • $0.40 Cap: $86M
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• Lithium Americas Corp. (LAC $6.66)
  • $6.66 Cap: $2.04B
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• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X Cap: $958M
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• Sigma Lithium Corporation (SGML $13.67)
  • $13.67 Cap: $1.52B
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Q: how would you rank the most promising junior lithium companies based on management, capitalization, promising land in development, and/or near or in production .. much thx

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Read Answer Asked by Bob on January 31, 2022

• NovaGold Resources Inc. (NG $11.59)
  • $11.59 Cap: $5.11B
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• Torex Gold Resources Inc. (TXG $59.79)
  • $59.79 P/E (TTM): 13.31X Cap: $5.74B
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Q: both of these gold producers have high target prices , would they both be good or not ?

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Read Answer Asked by jim on January 31, 2022

• Champion Iron Limited Ordinary Shares (CIA $4.80)
  • $4.80 P/E (TTM): 19.96X Cap: $2.55B
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Q: Your comments on CIA's latest report, initiated dividend of $.10 & their conference call would be appreciated. Would this report be positive or negative for the company? Thanks as always
Dave

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Read Answer Asked by Dave on January 28, 2022

• Cameco Corporation (CCO $111.95)
  • $111.95 P/E (TTM): 100.21X Cap: $48.74B
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Q: Cameco is down 30% since November highs, is there a reason, such as uranium prices or company issues. Would it be a buy at this level

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Read Answer Asked by Mark on January 28, 2022

• Agnico Eagle Mines Limited (AEM $225.52)
  • $225.52 P/E (TTM): 28.82X Cap: $112.45B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Just like Hal I called my broker and was informed that they hadn't received the bulletin yet on the merger. He advised that I call back to tender my KL shares to the offer the week the deal is closing, and BEFORE the closing date. Could you let me know the date the deal is scheduled to close please?

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Read Answer Asked by Robert on January 27, 2022

• NanoXplore Inc. (GRA $2.31)
  • $2.31 Cap: $426M
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• Graphene Manufacturing Group Ltd. (GMG $1.12)
  • $1.12 Cap: $124M
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Q: What is your currant opinion on GWG, also vs. GRA Thank you

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Read Answer Asked by Steven on January 27, 2022

• Seabridge Gold Inc. (SEA $33.23)
  • $33.23 Cap: $3.45B
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Q: does sea bridge gold have any chance of becoming a profitable producer or do you think it will be caught up in red tape indefinitely ?

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Read Answer Asked by jim on January 27, 2022

• Elemental Royalty Corporation (ELE $17.76)
  • $17.76 P/E (TTM): 166.39X Cap: $455M
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Q: Received phone call to tender shares @1.78 for Royal Gold merger. What is 5i opinion. Wait for better price,sell or is ele better off alone

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Read Answer Asked by Guy on January 27, 2022

• Osisko Mining Inc. (OSK $4.90)
  • $4.90 Cap: $1.79B
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Q: From looking at past questions, their chart (which I know you don't put a lot of weight on) and the rather positive stock price direction in these turbulent markets, I am wondering if this stock might have some promise in a diversified portfolio.

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Read Answer Asked by Colleen on January 27, 2022

• Klondike Gold Corp. (KG $0.10)
  • $0.10 Cap: $25M
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Q: Peter and His Wonder Team
I have held Klondike Gold for 4 years and am down 50%. Is there any hope for this company going forward or is this just dead money? Please give your assessment of this company. Thanks!

Upvote 0

Read Answer Asked by Ernest on January 27, 2022

• Agnico Eagle Mines Limited (AEM $225.52)
  • $225.52 P/E (TTM): 28.82X Cap: $112.45B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Please explain this merger and provide some details. If I were to buy KL today how many shares of AEM would I get when the merger is complete? What happens if I buy AEM?

Thank you in advance.

Upvote 0

Read Answer Asked by K on January 27, 2022

• Freeport-McMoRan Inc. (FCX $39.87)
  • $39.87 P/E (TTM): 28.85X Cap: $56.90B
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• Mosaic Company (The) (MOS $24.17)
  • $24.17 P/E (TTM): 6.35X Cap: $7.67B
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• Newmont Corporation (NEM $83.49)
  • $83.49 P/E (TTM): 13.61X Cap: $89.48B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $56.20)
  • $56.20 P/E (TTM): 22.65X Cap: $27.60B
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• Agnico Eagle Mines Limited (AEM $225.52)
  • $225.52 P/E (TTM): 28.82X Cap: $112.45B
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• Nutrien Ltd. (NTR $79.11)
  • $79.11 P/E (TTM): 45.64X Cap: $37.51B
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Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.

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Read Answer Asked by Patrick on January 26, 2022

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: With Kirkland Lake, would it be best to sell and buy AEM now as in before, or wait till the day of and let them do it.

John G.

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Read Answer Asked by John on January 26, 2022

• Pan American Silver Corp. (PAAS $51.78)
  • $51.78 P/E (TTM): 22.66X Cap: $21.70B
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• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
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Q: is there any silver companies that could have good upside ?

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Read Answer Asked by jim on January 25, 2022

• Miscellaneous (MISC)
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.10)
  • $60.10 P/E (TTM): 11.69X Cap: $117M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.67)
  • $19.67 P/E (TTM): 1.62X Cap: $1.25B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.89)
  • $76.89 P/E (TTM): 42.06X Cap: $692M
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• INVESCO QQQ Trust (QQQ $590.07)
  • $590.07 P/E (TTM): 36.04X Cap: $389.03B
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• The Energy Select Sector SPDR Fund (XLE $89.42)
  • $89.42 P/E (TTM): 16.32X Cap: $27.22B
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• Industrial Select Sector SPDR (XLI $149.63)
  • $149.63 P/E (TTM): 26.63X Cap: $23.10B
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Q: As per your team Industrials, tech and materials/energy can be decent sectors in times of inflation.

Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.

Thanks for the great service.

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Read Answer Asked by Hector on January 25, 2022