Investment Q&A

Q: What is your opinion of the ELD/FOM deal? Do you expect it to close and if so would you take advantage of the drop in ELD's price to initiate a position? Thanks...

Q: Can I get your updated thoughts on this company? Looks like they want to list in the US in the first half of this year. With the recent correction in the sector do you think this an ok time to start building a position? How do you view the geopolitical risks for mining in Morocco? Thanks!

Q: Are there any recent updates on this company? Would you consider it at a a reasonable price to invest in. Thanks

Q: Your buy VNP two days back was an excellent piece of advice
as I am losing a lot on today's tech drastic downturn. It will be very helpful to get such growth names sometimes timely also. (not Technology).

Which gold stocks would you recommend to buy. Thank you.

Q: Dear 5i
I`m interested in investing in the copper and uranium theme via ETFs .
What ETF would you recommend for CDN and US . Would your recommendations differ for different accounts such as unregistered . RRSP or TFSA .
Thanks
Bill C

Q: Hello Team 5i & Everyone,

Just a follow up to a question on LAC from today. Do you have a preference between LAC:CA & LAR:CA?

Thank you,

Sandra

Q: Please analyze the investability of these companies and order them as to which provides the best risk reward over a three-to-five-year horizon.
Thanks

Q: Trading well below its price when the U.S. government announced it was taking a stake in the company. Do you think it may be a good time to step in as a long term investor? Or are there lithium plays you think look better?
Thanks

Q: Gold and precious metals have come down recently. Would you add to the sector now? If yes what are your suggestions.
Thanks Stephen

Q: Peter; Could you take a look at this company (SICO) . I see Mr.Sprott purchased $10M in the latest financing ? Thanks..
Rod

Q: Do you have an opinion on this little mineral exploration enterprise? It seems he reported exceptionally high level of gold and copper in its exploratory level samples.

Thank you very much in advance

Q: I'm looking to get exposure to copper. What are your thoughts on IVN? Is this a good entry point? If not, what is your favorite copper name in this sector?

Q: Hi 5i,
With electrification of Industry etc. and the build out of data centres, would you consider this to be an okay time to invest in Copper given the recent run-up? Or wait for consolidation?
If so, what would be the best way (which stocks, etf's etc.) to invest?

Q: Hello Team,
Do you still like precious metals today? if so I would like three names you recommend please.
Many many thanks!

Q: Market price and NAV seem to have only vague relation to the spot price for copper. Does this have something to do with the fact it is a closed end trust?
Are there any other ETFs that track the spot price of the metal closer?

Q: I’m 75. My precious metals position is 20%. I have own SWM for many years ( cost is about 9.00. I have about 10 % fixed income. I am comfortable holding but at my age maybe trim? What would be a limit for the metals. It seems, it is still under owned. Maybe. I don’t hear or see it.

Q: Hi 5i,

My portfolio currently has a full position in XGD which has been brilliant. Looking forward, how do you view opportunities in base metals/copper and uranium versus gold?

As the commodity rally broadens I want to expand my positions beyond gold and am looking for ETF exposure. I see ZMT and XBM for Canadian listed base metals, and HURA for uranium. Are there any other ETFs that you focus on?

Thanks in advance and please remove credits as needed.

Q: Hi 5i,
Thanks for the great work. I'm a long-time FNV shareholder and WPM is continuing to outperform. How do you view the two companies today? Would you follow momentum and switch from FNV into WPM?

Thank you!

Q: A portion of my portfolio is invested in gold, and I have enjoyed the ride that more than tripled the price of gold since February 2024, when the European Commission officially approved regulations allowing the use of proceeds from frozen Russian assets to arm Ukraine and stated that these assets would remain frozen until Russia repays damages to Ukraine after the war.

Even though I am pessimistic that Trump’s efforts will bring an end to this war - there is too much financial interest in the U.S. and Europe to continue it for as long as possible - there is still a chance he will succeed, and I expect that the price of gold may come down significantly following peace.

As PHYS doesn’t have options, is buying GLD puts the best way to hedge gold prices? Any other suggestions?

Q: With precious metal prices at all time highs. Is now the time to look beyond the mining operations and to companies that support them. Was thinking about NOA and MATR.
What’s your thoughts about the two names or any suggestions you like in the sector.
Thank you.