Investment Q&A

Q: Due to the impending trade war ( thanks to Donald!)and the trouble it will cause in the market, I am holding some cash in my portfolio 10%, and would also like to invest in some gold to further my safety net. Do you think this is a good idea, and if so, what golds stocks or ETF's would you recommend and what weighting?

Q: I hold these two Sentry funds , down 30%. bought them when gold was $1300 . when gold goes down they go down. when gold goes up they do not come for the ride . any thoughts for the future. thx. Jack

Q: Good Morning Folks,
I have had a good run with AZ and TV but it looks like the zinc price may be slumping with increasing inventories. Would you recommend holding or selling all or part?
Dennis

Q: Hello,

Is there a trade to be had while workers are on strike at IOC?

Regards,

Robert

Q: Any update on ALO and the conference call yesterday? Do you still view this acquisition as positive?

Thanks,
Craig

Q: Can you comment on the $8B tax bill slapped by the Zambian government.

Thanks

Q: BTO has pulled back recently off its highs. This could be due to gold price fluctuation, but Mali is talking about "a mining code revision". Given what is happening to the companies in DRC like Ivanhoe and Katanga, I wonder if BTO has hit a bit of political head wind? BTO has other good projects outside of Mali.
May I have your opinion on BTO for the next 6-18 months?

Q: Could you comment on the Hecla takeover of Klondex Mines, please? I've been a long-time holder of Hecla and sold my Klondex a little while ago a higher levels. Thanks.

Q: Good morning,
What do you make of the ALO acquisition? Stock is down sharply, is now a good time to average down?

Q: Your comments on the earnings release pls.
thanks

Q: Hello 5i,
With K92 mining now a producer, how does its valuation compare with other similarly sized producers? Should we expect growth in the coming year? (even if gold stays in the same price range) Thanks!

Q: Your comments on the most recent earnings of TV would be appreciated & also your opinion re the drop in price.
Thanks, as always,
Dave

Q: whats your opinion

Q: Please provide updated commentary on GGD.Thanks.

Q: I think this is the first question for you about this small Candian based, graphene focused equity.

Your general thoughts, please?

Cam

Q: Please comment on year end numbers.

Q: I checked out Trevali Mining at the PDAC conference this week and noticed that it has over 800 million shares outstanding. Do you think this is a concern in the sense that they might decide to consolidate at some point. Also could you provide the fully diluted number of shares as well as recent insider activity and overall ownership. Thanks.

Q: In Nov IRO.v reported TTM EPS of $0.11USD for Q3 & it closed on Friday at $0.485. It appears to be extremely cheap with a P/E of roughly 3x. Fundamentals have been improving each quarter. They have some debt from the transformational acquisition of Papillon in 2016 but have been paying it down rapidly in 2017. With these key points above, I think it deserves some further consideration.

Another subscriber had asked about IRO in January & 5i said “At less than $10M market cap, we would completely avoid IRO.” Yes I agree, it’s a very illiquid microcap but that does not concern me because I’m not buying million of shares. I recently purchased a few thousand shares in my TFSA account. I thought it has potential to be a 4bagger this yr. Do you really think it should be avoid & why?

Q: I would like to have some exposure to the nickel market. Could you make a couple of suggestions as a way to play this commodity.
Thank you.

Q: Hi 5i,

Why does Teck trade at much cheaper P/E multiple when compared to HBM (for example)?

Thanks!