Investment Q&A

• First Quantum Minerals Ltd. (FM $38.04)
  • $38.04 Cap: $31.73B
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• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $32.22B
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• North Shore Uranium Ltd. (NSU $0.20)
  • $0.20 Cap: $13M
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• Ivanhoe Mines Ltd. (IVN $11.50)
  • $11.50 P/E (TTM): 42.83X Cap: $16.34B
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Q: In which order would you rate the listed miners for midterm investments?
Thank you Team!

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Read Answer Asked by Sigrid on January 12, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $61.35)
  • $61.35 P/E (TTM): 24.93X Cap: $4.20B
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Q: What are your current thoughts on the mining sector? Is it presently undervalued and if so, what would you recommend as a way to gain exposure?

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Read Answer Asked by Robert on January 12, 2017

• Agnico Eagle Mines Limited (AEM $302.27)
  • $302.27 P/E (TTM): 24.78X Cap: $151.43B
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Q: Is the divdend paid in US $ for AEM?
Thanks
D

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Read Answer Asked on January 12, 2017

• Tahoe Resources Inc. (THO $4.95)
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Q: This stock has been beaten up in the last couple of months. Is there a problem? What is the insider position? Your opinion please?

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Read Answer Asked by Alan on January 10, 2017

• Collective Mining Ltd. (CNL $26.11)
  • $26.11 Cap: $2.41B
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Q: what is your opinion on this companies prospects for the next year?

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Read Answer Asked by Kimberley on January 10, 2017

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 43.72X Cap: $97.44B
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• Lundin Mining Corporation (LUN $39.20)
  • $39.20 Cap: $32.22B
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• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT $128.00)
  • $128.00 P/E (TTM): 13.65X Cap: $66M
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Q: I own ZMT but don't notice much upside. Are direct mining holdings, such as the ones mentioned or others, be a bettter investment? What about cyclical considerations?
Your input is appreciated!

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Read Answer Asked by Sigrid on January 09, 2017

• Platinum Group Metals Ltd. (PTM $2.51)
  • $2.51 Cap: $309M
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Q: The price of Platinium has come off the lows of about $900. Is it worth holding PTM right now or switch to another in the precious metals space? What do you think of platinium vs the other precious metals for 2017?

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Read Answer Asked by Randy on January 09, 2017

• Nemaska Lithium Inc. (NMX $0.17)
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Q: Good Afternoon 5i

Price action definitely heading back up in last few trading days. Momentum/Volume sharply again today. New feasibility study expected in January with increased resource base considered. Any comments on increased SP and Volume? 2017 looks like a year of strong possibilities. What should I look for in assessing NR feasibility study when it is releasing.

Thanks as always for your valued comments.

Randy

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Read Answer Asked by Randy on January 09, 2017

• Trevali Mining Corporation (TV $0.21)
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Q: What are your thoughts on the company's risk/reward re the following:

- Peru political risks

- bringing and increasing Peru to production

- Canadian production, zinc prices and growth moving forward

Thank you

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Read Answer Asked by James on January 09, 2017

• Hudbay Minerals Inc. (HBM $33.67)
  • $33.67 P/E (TTM): 17.04X Cap: $13.36B
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• Capstone Copper Corp. (CS $12.15)
  • $12.15 P/E (TTM): 21.27X Cap: $9.27B
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Q: Would it be best to buy both of these stocks or you still prefer to just own CS? Do you think this sector still in play or has the money been made and better to move money in another sector? How high of a risk rating would you give these 2 stocks?
Thanks

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Read Answer Asked on January 06, 2017

• Barrick Mining Corporation (ABX $60.27)
  • $60.27 P/E (TTM): 14.74X Cap: $100.97B
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Q: Gold and some material stocks are going high,is it still time to buy?.Do you notice any sector change or weakening of US dollar/.

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Read Answer Asked by Nizar on January 06, 2017

• Cameco Corporation (CCO $160.73)
  • $160.73 P/E (TTM): 177.36X Cap: $70B
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• Denison Mines Corp. (DML $4.93)
  • $4.93 Cap: $4.45B
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Q: Happy New Year to all at 5I!

What`s going on with the uranium sector. Seems to be on fire.

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Read Answer Asked by Irshad on January 06, 2017

• Northern Dynasty Minerals Ltd. (NDM $2.43)
  • $2.43 Cap: $1.36B
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Q: Could I have your opinion on NDM. It has pulled back sharply the last couple days. Any news on it. Thanks

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Read Answer Asked by Bruce on January 05, 2017

• Select Sands Corp. (SNS)
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Q: What is your view on Select Sand?

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Read Answer Asked by Trevor on January 05, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $61.35)
  • $61.35 P/E (TTM): 24.93X Cap: $4.20B
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• Sentry Select Primary Metals Corp. Class A Shares (PME $5.58)
  • $5.58 P/E (TTM): 32.44X Cap: $50M
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Q: Good Morning,I am thinking about putting a gold investment in my TFSA. Could you please give me your thoughts on PME,its'cash flow,strength of the company, and the likelihood that the dividend will be cut.If you have other gold investment thoughts I would appreciate hearing them.
Thank you,Bob

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Read Answer Asked by Bob on January 04, 2017

• McEwen Inc. (MUX $31.97)
  • $31.97 Cap: $1.89B
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Q: Could you please provide your current views on McEwen Mining and it's prospects for the next couple of years?

Thank you,

John

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Read Answer Asked by John on January 03, 2017

• Agnico Eagle Mines Limited (AEM $302.27)
  • $302.27 P/E (TTM): 24.78X Cap: $151.43B
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Q: While I loath owning material stocks given the geopolitical, operational and commodity price exposure, I see AEM on your portfolio has taken a beating and this might represent an entry point. Materials is a zero weighting in my portfolio at present. Time for a change of heart?

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Read Answer Asked by Greg on January 03, 2017

• Orca Gold Inc. (ORG $0.83)
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Q: I was given these recently as possible gold stock investments, I would only be investing a small amount into one or more of them and was wondering what you might be able to tell me about them. Also what are your views on what gold may do over the next year or two.

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Read Answer Asked by Don on January 03, 2017

• Ucore Rare Metals Inc. (UCU $5.81)
  • $5.81 Cap: $632M
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• Avalon Advanced Materials Inc. (AVL $0.08)
  • $0.08 Cap: $62M
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• Miscellaneous (MISC)
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Q: I am looking to make an investment in a company that produces rare earth metals. What would you consider the best TSX listed companies in this sector. Do you think any potential trade conflict between Trump and China could have an effect on the rare earth metals market. Thanks

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Read Answer Asked by Chuck on January 03, 2017

• VALE S.A. American Depositary Shares Each Representing one (VALE $16.96)
  • $16.96 P/E (TTM): 11.56X Cap: $72.41B
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Q: VALE....this company is not coming up in the drop down.

Thoughts on this miner for 5+ year hold? What is current FCF, FPE and book value? What is the expected FCF and earnings growth? I currently have 2% materials weighting in my portfolio.

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Read Answer Asked by Rob on January 03, 2017