Investment Q&A

Q: We have a 10oz gold bullion that was given to us as a wedding present four decades ago. How can we sell it to get the best price? We can try jewelry shops. Go to the banks. Advertise through news/social media. Any other places you can suggest? If we do sell, will there be capital gains or income to report? Thanks a bullion!

Q: With the surge in commodity prices I bought positions in BHP and RIO. My portfolio is well diversified and mainly in value supported by yield. BHP and RIO combined only represent 3.3% of the total portfolio.
What concerns me at this point is the current noise about a potential recession later this year. That could hit metals and minerals fairly hard, particularly if the recession, if it happens, is worldwide. Spending on infrastructure construction as well as the demand for manufactured products could decrease substantially.
My first question is whether you support this scenario of a late 2022 recession. My second, obviously, is whether it's time to trim, sell, or just chill and ride out any downturn in the economy as I generally do. I do like the dividends of both RIO and BHP although they could easily be cut.

Q: Given the rise in inflation and the current global environment, do you feel one should hold some gold in their portfolio? Would PHYS.CA fit the bill or do you have another suggestion.
Earl

Q: It appears that the environmental approvals are forthcoming to proceed with building this mine.
$185m in debt financing is in place and additional funds will come about from equity financing.
I suspect that the sp will trade sideways until the equity portion is finalized. Your thoughts about this suspicion please.
If you believe in the lassonde curve, is there significant upside with this company. Thank you

https://stockhouse.com/news/press-releases/2022/04/12/marathon-gold-provides-update-on-development-plans-for-the-valentine-gold

Q: IVOR ... your opinion on buying at this point

Q: What's going on with PGM? Do you think the steep price drop is warranted?

Q: Your thoughts on these companies. Both are showing positive momentum of late. Which would you lean towards and/or could you point out a possible EFT in this sector.

Q: Good afternoon 5i team,

WM continues to perform poorly, what is your view of the stock at this time?
How important is the appointment of Tony Manuch as Chairman of the Board today?

Thanks,
George

Q: Hello Team,
What do you perceive to be the reason behind the recent move in Newmont Corp?
Thank for the great service,
Andrew

Q: I'm thinking of adding LGO and/or CCO to my Material's group. Currently I hold AEM and KRR for an overall 3% weighting. I've been burned on the Material's group in the past so once bitten twice shy as they say. However I can see uranium supply from the "Free World" being in demand beyond any resolution to the war in Europe. LGO seems a more specialized company which maybe stands outside the war crucible. Any thoughts on what to do? I'll still be able to sleep at night with a 6% weighting even though I may wake up at 2:30AM...but I'm doing that anyways!
Thanks,
Perplexed (Jim)

Q: Dpm hasn’t really participated in the latest gold rally,
Earnings seem ok and raised the dividend.
Your thoughts on the name and is it worth starting a small position. Thanks and have a great weekend.

Q: Can you please provide your assessment of yesterdays earning announcement. How do you like the future potential with this company. It has been an underperformer relative to KRR. I am significantly underwater and need to decide if to cut bait or wait another 2-4yrs. thx.

Q: Hello Peter and team,

What are your latest thoughts on the above, seems they have no revenue yet but the technicals look very interesting.

Thank you
Anthony

Q: Please comments on EFR, is it a hold or sell?.
My question on MGA last month, I forgot to ask you is it a sell or hold as well? Many thanks

Q: The Economist has a recent article on "seven metals (aluminium, cobalt, copper, lithium, nickel, silver and zinc) that are critical to building an electricity economy".

What would be your preferred method of gaining exposure to some or all of these--single stock (no fees but won't touch on all seven materials) or ETF (more diversified but high fees in Canada, eg XBM)? I would be interested in a single stock (not a basket of stocks) for this purpose, or an ETF. Would be grateful if you could please provide suggestions. Thanks!

Q: Hello,

Novagold had been around for a while. How have they progressed? are they going to get finance to continue to develop the gold resource? Is it worthwhile to maintain a position or time to change to producing miners?

Thank you
Ed

Q: Hi 5i, can I pls have your comments on their year-end results, and the progress of the clean energy division. Also pls comment on their purposed New Physical Vanadium Holding Company, Largo Physical Vanadium Corp. Thx.

Q: Any thoughts on this since it tripled upon AMC investing in it with Eric Sprott?
Thanks. Austin

Q: greetings - I'm thinking of harvesting some NTR gains. Other than the financial sector ( I have RBC, SLF, BAM, GSY, BNS) and energy ( have CNQ, SU, ENB and TU) which Canadian companies do you regard with the strongest conviction these days for long term holds. Dividends are always nice but not a stopper. Thanks for a steady hand on the tiller. Al

Q: Hello, Should i hold onto to LGO based on its current price on the basis there is decent potential in the next 1-2 years? Sadly I bought this one based on hype, which is thinning my patience. Thank you..