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Investment Q&A

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

Q: Happy Holidays to ALL at 5i,
I currently own FM at a higher cost than today. In a balanced equity portfolio would you own this stock? I don't want to exchange for another base metal holding and it is in a registered account so tax loss selling is not helpful. My question is more about potential. Do you think the weakness is about U.S./ China trade tensions, slowing Chinese economy or something specific with FM?
My preference is to hold on, but if you think this is dead money for years, then I would move on to another sector to prevent "lost opportunity" elsewhere.
Thank you
Read Answer Asked by Rudy on December 19, 2018
Q: Now down to these two mainstream gold companies. I think that perhaps that it might be a good idea to sell mux and use the proceeds to buy more KL. The later has been very profitable for me and unfortunately cannot say the same for mux. In that category would you consider buying ALS altius as an. option or something else. Thank you as always. Wishing you all the very peaceful and blessed Christmas and New Year.
Read Answer Asked by Maureen on December 19, 2018
Q: RBC has down graded ABX mostly because of concerns with the Acacia mine in Tanzania. I would like to increase my investment in ABX, as I think the market may be turning to the gold sector for safety in these turbulent times. How concerned should I be about the RBC report? Do you agree? In past comments you have favoured/suggested alternative gold companies, do you have a preference today? ABX is my only gold holding...………..Thankyou, Lionel
Read Answer Asked by Lionel on December 10, 2018
Q: This stock looks like good value to me compared to peers and the market in general. Has a low P/E, high ROE, and decent free cash flow generation which is quite uncharacteristic for the sector. In your opinion what has caused the SP to slide and do you think it is a decent spec buy? I've heard there is heightened political risk with this name. Could you speak to this a little? Thanks.
Read Answer Asked by Scott on December 07, 2018
Q: Evrim Resources (EVM) dropped about 75% today on the latest drilling results from its 100% owned Cuale project in Mexico. However this company has several other projects which are well financed through joint ventures with other gold companies. I am just wondering if this stock has been oversold since there should be substantial value in the other projects even though they are joint ventured. Could you please comment on the accuracy of my take on this as well as any further information you could provide including the cash position, overall financial health, insider ownership/recent buying or selling, and quality/experience of management. Thanks as always for your great service.
Read Answer Asked by Rob on December 07, 2018
Q: Hi 5i team - I have heard recently that the demand for nickel will increase as the production of batteries increases. Could you please give me your opinion on the accuracy of this statement and also your view on the supply of nickel. Is it really dwindling as the author of this statement claims. Are there other uses for nickel that could have an effect on the market. Also would you be able to provide the names of a few companies involved with nickel that you think are well managed with decent fundamentals. Perhaps one major producer, one smaller mid-tier producer and one or two whose main focus is exploration. Thank you.
Read Answer Asked by Rob on December 07, 2018
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