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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: I'm trying to understand why HURA has outperformed URA by almost 20% this year. Holdings like Cameco and the Sprott Physical Uranium Trust Fund that have moved alot seem to have relatively similar weightings in both funds. NAK Kazatomprom AO - GDR hasn't had as strong returns YTD and is actually overweighted in HURA vs. URA. I don't think the USD-CAD has had any major impacts on the returns this year. What am I missing?

Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?
Read Answer Asked by Husseinali on December 11, 2023
Q: I have two questions. Gold value is now above $2000 US and AEM does not seem to correlate the price of gold, is there a reason for that? I have heard about Cohere (https://cohere.com/), a language AI company based in Toronto, their list of investors is quite impressive (NVDA, SalesForce, Oracle, etc,). Do you think this company could be listed on the TSX in the near future? Thank you
Read Answer Asked by Gervais on December 11, 2023
Q: REEMF This is about Rare Element Resources. I'm trying to understand why a company would price a future rights offering to shareholders (as of the close of the business day on Dec. 15) so far below the current stock price. The rights offering allows shareholders to buy 1.4 shares at 12 cents for each share they hold as of record date Dec. 15. The stock price has fallen by 50% in the last 5 days, that is, from about 45 cents to 20 cents. Can you shed some light on this? Thanks.
Read Answer Asked by Ed on December 11, 2023
Q: IF gold has a significant break out and assuming small cap producers have related torque, what ETF would you recommend.

Thanks
Read Answer Asked by Greg on December 04, 2023
Q: Hello 5i,

I generally use the Q/A database to investigate your research on specific stocks. For the first time, there is a Canadian company with no submitted public questions. (Abcourt Mines). A log established but small GOLD producer. I have owned the company in the past and am now considering establishing a very small position. Mostly because GOLD appears to be breaking out. I am thinking a short term (1 -3 years). Can you comment on the company, it's fundamentals and any other comment sthat you think are relevant. Thank you.
Read Answer Asked by Jim on December 04, 2023
Q: Hello 5i,

GOLD is now reaching (or exceeding) an all time high in $US. I wonder if you could comment on the sector. Could the recent rise be partially due to uncertainty (2 wars, a pandemic, global warming concerns, inflation, etc.). Could it also be due to increased demand by the Commonwealth Mints to respond to the minting of coins for the new monarch. Any comments on the breakout from a technical analysis would be handy as well. Feel free to deduct a few question credits as I have asked a few questions in this note.
Read Answer Asked by Jim on December 01, 2023
Q: Gold above $2050 would be bullish I think. Wondering what your thoughts are on this asset category at this time and looking for your top two large and small cap picks that would have torque to a higher gold price.

Also a comment on the dividend sustainability of B2 would be appreciated.

Thanks folks
Read Answer Asked by Robert on December 01, 2023
Q: Jf Tardif - for whom you have endorsed in the past as a ‘smart guy’- was on Bnn today recommend his top 3 junior gold picks that should bounce back next year. His picks were as follows: KNT, ORE, AMC.

In your answer to yesterday’s question about your favourite junior golds, you mentioned: KNT, KKR, OLA.

What do you think of Tardif’s picks and how would you rank the 5 securities in order of preference? Thank you
Read Answer Asked by Karim on December 01, 2023
Q: Good morning,

Do you think it may be prudent to swap out Franco Nevada shares now (considering the growing list of political/legal headwinds) for something else?

If so can you give a Canadian suggestion for gold exposure, along with two other picks (any sector) for a possible year-end through January bounce (CAD or US)? Thanks. Brad
Read Answer Asked by Bradley on November 30, 2023
Q: Hello Peter,
I've held FNV shares as my gold allocation since Q4/2018. Currently, I have a "reasonable" return of 8% per annum including dividends. With all the legal drama FNV is realizing in Panama, is it wise to sell FNV and buy another streamer or hold FNV for the long run?

Sitting with a taxable cap gain of 28%. Seems like the impact of FM is going to be significant for future earnings. Please advise your wisdom. Thank you.
Read Answer Asked by Maury on November 30, 2023
Q: What do you think of the following news about FNV? Thank you

Cobre Panama Supreme Court Update

TORONTO, Nov. 28, 2023 /CNW/ - Franco-Nevada Corporation ("Franco-Nevada") (TSX: FNV) (NYSE: FNV) is aware that the Supreme Court of Panama announced this morning that Law 406, the law that approved the revised concession contract for the Cobre Panama mine, is unconstitutional. Franco-Nevada is in communication with its partner First Quantum Minerals Ltd. and will provide further updates as they are available.

Read Answer Asked by Gervais on November 28, 2023
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