skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I owned CXB and it more than doubled. Then I wanted something a little more established so I put the money into KL. It started off well but then I ended up down 20%. When it merged with AEM, I sold KL for the tax loss and bought AEM thinking the combined company looked like a really good gold company. Now I am down 4% on AEM. This now amounts to less than 1% of my overall portfolio. Gold is supposed to be a stabilizer in a portfolio but I have lost faith in it. I certainly don't want to buy more. Do you think someone should have a little gold in their portfolio?
Read Answer Asked by Ken on January 06, 2022
Q: Hi,

Do you think we're in in a 'commodities super cycle' - and if so - which CDN and US stocks/etfs would benefit from that?

Also, I know what carbon eta's GRN and KBRN do, but do you think they are good, safe investments for the long haul?
Read Answer Asked by Graeme on January 04, 2022
Q: Looking at historic gold/silver charts after economic shocks it seems gold/silver spikes are quite possible in the next few years. Which few companies would you pick to play that possibility?
Read Answer Asked by Rick on January 04, 2022
Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?
Read Answer Asked by Richard on December 23, 2021
Q: Hi,
With a supposed graphite supply shortage to the US in 2022, is there opportunity for Canadian mines to increase graphite mining and production? If so, what mines or producers could be a short or medium-term investment opportunity?
Many thanks for all your valuable insight!
Dawn
Read Answer Asked by Dawn on December 22, 2021
Q: I would like to get your opinion of Lundin's recent acquisition of Josemaria Resources in Argentina. The market sure doesn't like the deal, at least for today. Do you think the sell-off is a good opportunity to establish a position in Lundin given the company's strong fundamentals or would you wait awhile to let the market digest the news?

Thanks and Merry Christmas to the entire 5i office.
Read Answer Asked by Richard on December 21, 2021
Q: SPOT has engaged in several acquisitions over the past year. The company seems to be diversified across it's holdings in onsite tech based mineral exploration and SAAS, potential royalties and and more recently investment services. How would you categorize SPOT? and evaluate results from such diverse number of holdings and acquisitions? Considering the recent plateau is now a good stage to grow my holdings?
Read Answer Asked by Ken on December 20, 2021
Q: Hello Peter,
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.
Read Answer Asked by umedali on December 20, 2021
Q: What are your best Uranium stocks and your favourite Clean energy stocks. Thank you and a Merry Christmas to you all. Bob
Read Answer Asked by Robert on December 20, 2021
Q: Hi 5i,

What would be the best ways to participate in a nuclear energy revival? What would you pick outside the usual material companies? (suppliers, engineering, infrastructure?)

Happy holidays to you all!

Wayne


Read Answer Asked by Wayne on December 18, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!