Investment Q&A

Q: Hello Team,
How should a shareholder in XAU, interpret today's news release on the NCIB ,the repurchase for cancellation of the Mr. Sebag shares and is there any significance of the dates of these measures?

Q: Hi there, thanks for the update and information on KRR. Also, good to see that KRR was 'indirectly' owned in the growth portfolio through MMX, royalty with KRR, which just got paid out US18M.
I forgot to ask, who is the institutional investor that invested in KRR? Can you help assist in finding out who that might be? Are there any other institutional investors involved with KRR?
Also, do you believe the high profile drilling areas were strategically left to be drilled after settling past royalty arrangements on Higginsville/Beta Hunt?
Seems as though management and the Board have set things up really well here for future growth, and much higher gold production!
Are there any Falconbridge/Inco folks still left on the KRR Board?
Thanks for the help, much appreciated!
Thanks!

Q: Hello, What are your thoughts on Carlyle Commodities Corp? What caused the recent run up? Thanks

Q: What is your thoughts on Cameco . With increased Hydro Usage likely coming ( EV ) etc.. is it not a better base load option than natural gas ?
Where does it fall on ESG or green investors radar ?

Many Thanks

Q: Hi,

May I please get your opinion on Endeavour mining?

Thanks,

Q: The Portfolio Tracker recommends a broadly, geographically and sectorally diversified portfolio of stocks and bonds. The suggested allocation for basic materials, which I presume includes gold, is around 4%. In addition, none of the model portfolios include gold.

In recent questions from readers, you have increasingly given positive recommendations about holding gold. Is this an evolution in your views, or do you still recommend that readers invest based on the geographic/sector allocations similar to the portfolio tracker. If you do feel that investors should be diversifying further by asset class and buying gold, what percentage of one's portfolio would you recommend? Do you have any plans to adjust the portfolio tracker allocations, or the model portfolios to include gold?

Thank you for your excellent advice.

Q: Hi 5i,

Could you elaborate on your response to Hussein's question today on KRR: "We do own MMX, and interestingly it was just shut out of this KRR financing."

Also would appreciate your top 5, shotgun approach, for a basket of gold stocks.

Thx,
Chris M.

Q: I wonder what your opinion on this small cap gold producer is WRT peers? I don't see any mention of it , anywhere. All the numbers seem to be moving in the right direction, but am I missing something? I realize it is higher risk, but should it not be seeing more upside given the run up in gold recently? Are there better small cap gold producer options?

Q: I have a small position in GTT. Any specific reasons for its large sell-off in the last week? Is it worth keeping or should I move on?
Thanks, Tim.

Q: What are your thoughts on this small cap gold producer? Seems to be very under the radar, but the numbers seem to be all heading in the right direction.

Q: what's up with Neo Performance?
I see a director recently resigned who is part of 70% owner Oaktree Capital Management. Could Oaktree be looking to divest?
Is the underlying business in good shape with good prospects?
Thanks

Q: I have no exposure to silver. Only a little to gold and is it to late for gold ?
could you recommend a Canadian ETF for silver?
do you think silver will play 'catch up' to gold ?
would a precious metal ETF be wise. Which one?

Q: Hi there, looks like Eric Sprott is boosting his stake in KRR (formerly RNX), any further thoughts?
Peter, you were involved with Eric Sprott and know him quite well, can you provide any thinking that goes on with his methodology when it comes to investing even more money in a small cap (producing mines) gold company as he just did with KRR?
Can you please confirm if this is the highest he's paid for KRR/RNX shares?
I believe KRR is setting itself up really nicely, with tailwinds helping it start a new run in share price, again! your thoughts would be appreciated?
Just curious, what would KRR need to do (check off list if possible) in order for you to ever consider this small cap gold stock to be included in the 5i Growth Portfolio? Gold seems to be finally proving itself, as an investment, now that its holding above $1800, with possible new all time highs.
Any additional metrics, ratios or analysis for KRR would be greatly appreciated, thanks.
Thanks!

Q: What do you make of Wallbridge's assay results released yesterday? They look not horrible to me but the stock is getting beat up today following the release while other gold companies seem slightly up or slightly down depending on the one.

Q: I am thinking of selling BIF.un and either buying more BEP.un but also wonder if I should be looking at materials exposure in consideration of an increase in infrastructure spending in Canada and the U.S. What materials would you suggest? In materials I do have 10% in gold stocks.
Also would AQN be on your buy list at this time.. Thank you.

Q: thoughts on this most recent report from American Creek?

https://ca.finance.yahoo.com/news/american-creek-reports-973-meters-155500179.html

Q: I own some FM and looking to add to this sector. What are your thoughts on the sector and these 3 companies. Which one would you put the additional funds into and why?

Many thanks.

Q: Hi,
I would like invest some money in to Gold sector. Instead of putting money in to one gold producer, I would like to invest money into DEUTSCHE Bk AG/DB GOLD DOUBLE LONG (DGP). Please advice this is a good stock to invest or you prefer another stock,
Thanks

Q: Hi 5i team, is it too late to enter the gold mine sector? Of the above companies, how will you rank them in terms of growth potential and price appreciation long term? thanks.

Q: Your thoughts on FCX please thanks