Investment Q&A

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.

Q: Hi 5i team
HSLV, a silver miner is up almost 600% in the past year. What is your take.
GUY

Q: May I have your two top picks for silver producers, small caps, mid caps and seniors?
With appreciation,
Ed

Q: Good morning,

So with the new Fed Chair nominee being announced today, I am surprised that gold is moving lower. For him to have been nominated, you know he is going to push for lower rates. But historically he has been known as an inflation hawk, thereby preferring higher rates to ward off inflation. There is the question of what this now means for Fed independence, which in turn could result in further volatility in the rates markets. All of this points to the ongoing theme of USD weakness amid a flight of capital away from the US.

In my small brain this points to higher gold prices, not lower gold prices - lower rates; lower USD; higher volatility; less Fed independence. But gold is moving sharply lower. What am I missing?

Thanks as always.

Q: My news feed just had an Australian article about gold/silver going down significantly overnight. I was thinking yesterday I might sell some or all of my CGC.VN stock as it hasn't done anything for a bit only to realize it was bought out by MUX yesterday. Please tell me about that (I seem to have made 33% on that deal?) and MUX's prospects so that I can determine whether to go through with selling it all or whether I should keep half. I feel like it's just going to start sinking as soon as the TSX opens this morning. I have AEM & LUN as well--how bad is this correction going to be this morning and will LUN be safer because it has nickel and copper mines as well?

Q: Hi 5i,

With the recent big run up and huge embedded gains in gold/silver does it make sense to even consider investing in these precious metals at this time?

Q: Hi 5i, Can I have your opinion on "Scandium Canada Ltd" , is this true: Scandium is now officially a Critical Mineral in Canada Government-backed equity-like royalty.
https://money.tmx.com/en/quote/SCD.

Thanks