Investment Q&A

Q: What would you consider as the best gold producer to buy now?

Q: Hi, my question is on Mega Uranium, MGA. There has been a lot of insider buying recently. Aside from any merits that Mega may have with its own exploration potential, they also appear to have a sizable share holding in Nexgen Energy which is emerging as the premier stock to own in the Athabasca Basin based on the long vertical interval and the fact that it is not under a lake which provides good access. It looks like this share holding alone is more than the market cap of the whole company. Would this be a good way to invest in Nexgen, while at the same time reap any potential at Mega, which also has cash holdings? In brief, this looks like an opportunity since the market isn't seeming to value their investment in Nexgen? Could you also please add these two companies to your database?

Q: Using Uranium as a fuel seems like a no-brainer. It is available, cheap, and naturally disintegrates energy by half-life. Nuclear reactors make electricity, produce no CO2, and should last 50-60 years with proper maintenance. Why are "climate change" countries not rushing into nuclear energy and be done with "fossil fuels"?
The questions I have are:
1. How many years does it take to pay back the cost and be nuclear profitable?
2. For me, Chernobyl was the only disaster, 3 mile bend was a scare and Japan was poor private maintenance.
3. Will the world not see this as the best alternative compared to huge wind farms, solar acres, trainloads of crude or pipelines everywhere.
4. Does 5i see the day in the near future when nuclear is the answer to the carbon imprint and pollution.
Thank you, I read 5i everyday. Rene

Q: Hi Peter and team :
I would to add some physical gold exposure, as a form of insurance for future inflation, probably between 3 to 4 % of portfolio.
Is CEF.A a good one ?, are there other out there that are similar (BMG Funds)?? I have read that some of these funds hold "paper gold" and in case of a sharp increase in gold price they would not be able to deliver physical gold.
Is it reasonable in your view to hold 5% of physical gold as insurance?

Q: Could you please advise if any of these stocks are worth holding on to . Thanx Robbie

Q: what are your thoughts about OROCOBRE for a lithium play?

Best
Linda

Q: Hi, further to my previous question, I was told by BMO investorline that for those who did not choose prior to closing of the deal will have to wait 2 or more weeks for sso to finalize on the share exchange or cash based on majority vote. I am not sure how much would that be? Would appreciate your clarification .Thanks.

Q: Hi 5i team, what happened to crj? if own, what to do with it?

Q: I hold this from last year {2015} when in the model portfolio. I am still down but if momentum is any indicator should I continue to hold or sell and( move into maybe SJ also 2.5% currently.) FM has come back big time to a 2% position from an original 2.5%.
Thx

Q: Hi Peter,
I have a precious metals portfolio of streamers and producers as follows (in descending market value):
FNV, NMI, AEM, KDX, MND, FR, PG, SLW (note: PG is a near producer)
Since I am not a geologist, I have tried to discipline myself to investing in only streamers/producers that I perceive as having quality management. I believe in Pareto's principle aka the 80:20 rule regarding management. In fact, for the PM sector, it is probably more like the 96:4 rule - ie. Pareto's x 2. My question to you is this: if you were in my shoes, how would you do research on finding the top 4% management ?

Q: can you name your top 2-3 choices for gold?

Q: Hello Peter & Co,
I earlier asked about AEM, FNV and Central Fund of Canada which was not accepted by your system.
I would appreciate your comment on CEF.A
Antoine

Q: Hello Peter & Co,
Because of the uncertainties in Central Banks' monetary policies, negative yields in some parts of the world and risk of Helicopter economics, I think it is time to get some exposure in Gold; I will start with half a position (2% of my portfolio equally divided among the 3 above.
Your opinion is most valuable
Antoine

Q: I would appreciate your assessment of LGO as a viable addition to the materials sector of my sector balanced portfolio?

It has had a good run. Still upside potential? Too late? The best is behind it?

Thanks,

Q: issued over a billion dollars of debt today. I have a small position. I think 5i called this earlier in the year about an equity or debt offering
to shore up balance sheet. any comments would be greatly appreciated.
thx

Q: I've been watching nautilus for years, they seem to have a lot of money behind them and come up with press every now and then but never seem to be actually moving forward. What is your opinion of them.

Q: Good Morning 5i
What is causing SP to be (18%+) up so high this week? Price action on Friday was also significant. Thanks for any insight.

Q: Hi. Can you give a comparison between XGD, which you have written about earlier, and ZGD, the BMO Equal Weight Gold index ETF for which it seems this might be the first question. Is there value in holding both as my exposure to gold?
Guy R.

Q: Aberdeen seems to have lost money on its investments so far, but it appears that the NAV is significantly higher than the share price and mining companies are recovering. Do you know the CEO, David Stein, originally from Cormark? Would the current share price offer a good risk/reward ratio.

Q: Could I get your opinion of ure. I realize uranium will be out of favor for a while yet but the supply cut backs and new reactors being brought on the price has to go up. Will are survive long enough to participate in the recovery.
what uranium companies do you like in a recovery?
Thanks