Investment Q&A

Q: What are your thoughts on their earnings. Currently only 2% of my portfolio. Is it time to increase to 5%

Thanks for the great service

Q: Are you still have a favourable view on this company?

Q: would you start buying uranium today? what's you're pure play on uranium? Is Cameco a buy

Q: Good morning,
What are your views on Osisko mining?

Thanks,
George

Q: hi,
this is less company specific, but I do own a small amount of AEM, which has gone nowhere, even with very high gold prices for some time now. I see today comments in question section of ABX as one doing better than others, but it is a cash disappearing machine, and trades well below levels 24 years ago. Monk used it as his own printing press, and pilfered for years to build insane things for his own personal benefit, including a ridiculously gaudy marina for his wealthy cabal in Montenegro. is there any rational reason you believe anyone should own these suspect outfits owned/run by ie "gold/precious metals miners" ) ? if you were to be interested in having exposure to precious metals what would you recommend ie a miner? physical gold? ETF?
has not cryptocurrency taken over this hedge on the world collapsing ( which there are of course many signs of, daily ). appreciate your thoughts
cheers

Q: Your thoughts on the outlook for this stock? Would you consider it a Buy?

Q: Good morning,

Both FR and PAAS are at new lows today, will 2024 be better going forward ?

Thanks,
George

Q: As a follow up, I believe SSRM has had a big landslide. Is it still OK to hold or would you swap it for ABX or PAAS?

Q: My allotment to precious metals is now down below my target of 5%. I need to add to bring up this part of my portfolio. I have a full position in AEM. Which of PAAS, SSRM, BTO, KRR or FNV should I add to at this time? Or do you have another precious metal company that would be appropriate at this time?

Q: I’m wondering if you can recommend any junior developers in the mining space whose assets are likely to be sold to bigger companies in the not so distant future. My main interest is gold but I’m open to other metals too.

Q: Hi Team,

I have read your recent responses on this name...what is your level of confidence that a significant bottom was put in earlier this week? From 1 (run for the hills) to 10 (buy as much as possible)?

Unless there is something really fundamentally wrong here I think the odds are pretty favourable for the bulls...not sure I have ever seen an RSI of 8-9 like I did the other day.

Thanks

Q: I have a hard time understanding why there is such a divergence in the price of gold/silver and the prices of the miners. I assume the costs of miners is rising at a faster pace than the commodity?

I also find it curious how much crypto is outperforming the precious metals - the only explanation I can come to is that there are many more hedge funds manipulating the metals where there are less involved in crypto?

Q: Morning 5iTeam,
I have FCX in my portfolio for just over 2 years and it has been dead money. Is it time to move on to something else?
Cheers,
Harry

Q: Hi 5i, FTCO
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you

https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps

Q: I have a small position in Archer Exploration from the Wallbridge spinoff. I am thinking of increasing my nickel exposure. When I consider Canada Nickel it seems to have a much higher valuation. What am I missing ? I believe AEM has investments in both companies.

Q: Any reason you can see for this 10% drop on no news,also would you see this as a god entry price and any other thoughts on this company in regards to management,debt and their partnership with Imperial Oil Thanks

Q: If and when the war in Ukraine ends and they develop the Ukraine asset, what is the upside on this company?

Thanks,

Jim

Q: If I have to trim Tech to get more diversification, what would be your top three picks in each of Basic Materials, Utilities and Industrials. They can be either Cdn or US companies or a combination thereof. Thanks

Q: Is this company now an attractive takeover candidate??
Thx

Q: 1. Most gold mining stocks are not going anywhere since 2020. I’m looking for juniors for possible growth. CXB is getting traction since its Marathon Gold acquisition. You have already suggested KNT, KRR, ORLA. I find ORLA interesting and many analysts follow it. Would you compare CXB with the other 3 for future growth?

2. Would you have a reference for ranking countries as per their “friendliness”/risk for mining companies, eg african, latin american ones.

3. Is GDXJ really represent “junior” miners ?

Merci, Denise