Investment Q&A

• Gold Resource Corporation (GORO $1.59)
  • $1.59 Cap: $257M
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Q: goro has been targeted for a take over, how do you feel about the "price" that they are being offered. I has hoping to hold on to the shares since the price of gold is going crazy, thinking of selling because my cost is $.30.... got lucky because there was talk about them going under, but they did get some financing.

Thanks

Upvote 1

Read Answer Asked by auftar on January 27, 2026

• Franco-Nevada Corporation (FNV $317.34)
  • $317.34 P/E (TTM): 46.28X Cap: $61.17B
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• Wheaton Precious Metals Corp. (WPM $185.90)
  • $185.90 P/E (TTM): 62.27X Cap: $84.40B
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• Royal Gold Inc. (RGLD $265.77)
  • $265.77 P/E (TTM): 34.84X Cap: $22.43B
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Q: Hi, I originally held sandstorm gold SSL which got taken over by Royal gold. I was thinking of selling the royal gold shares and buying Franco Nevada or Wheaton precious metals to avoid currency risk. I just wanted your thoughts on this and if you were to buy one of them, which one would you suggest? Thank you.

Upvote 3

Read Answer Asked by clara on January 26, 2026

• Evolve Royalties Ltd. (EVR $3.40)
  • $3.40 Cap: $40M
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Q: For a very small market cap royalty,how does evolve royalty look to you?Thanks for your comments.

Upvote 1

Read Answer Asked by Maurice on January 26, 2026

• Silvercorp Metals Inc. (SVM $14.24)
  • $14.24 P/E (TTM): 78.82X Cap: $3.13B
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Q: Good morning
you recently posted SVM as a top pick in your best stock ideas section. D you still see it as a top pick for silver exposure?

Upvote 5

Read Answer Asked by Guy R. on January 26, 2026

Q: Free cash flow is surging in the gold mining sector, and many miners carry little debt. Can we expect dividend increases from some of them?

Upvote 4

Read Answer Asked by James on January 26, 2026

• Energy Fuels Inc. (EFR $29.00)
  • $29.00 Cap: $6.88B
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• Energy Fuels Inc (UUUU $21.22)
  • $21.22 Cap: $5.79B
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Q: What do you think of this company/in the context of the US needing access to critical minerals/the shift that is happening there?
1) is it the same as UUUU on american markets?
2) How much of the company is rare earth refining vs nucelar refining
3) Valuation/growth prospects?

Upvote 2

Read Answer Asked by Max on January 26, 2026

Q: Hi Team,
Watching silver and gold rocket up like this....is this not a tell tale sign the market has something wrong with it? I am feeling like we are watching the tell tale signs here of a market collapse on the way and doing nothing about it. Or, the price move of silver and gold will prove to be un-warranted and destined to fall back down. I know we are led to believe the market "should" be ok here still but this move by the precious metals is getting to be alarming to say the least. Thoughts?

Shane.

Upvote 8

Read Answer Asked by Shane on January 26, 2026

• Freeport-McMoRan Inc. (FCX $60.67)
  • $60.67 P/E (TTM): 41.41X Cap: $87.11B
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• Agnico Eagle Mines Limited (AEM $268.94)
  • $268.94 P/E (TTM): 31.92X Cap: $130.39B
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• Sprott Physical Gold Trust (PHYS $50.96)
  • $50.96 P/E (TTM): 24.9X Cap: $20.55B
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• iShares MSCI Global Metals & Mining Producers ETF (PICK $59.28)
  • $59.28 P/E (TTM): 33.46X Cap: $1.81B
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Q: What after your top growth picks for base metals? Copper? Uranium? Do these have legs and will they follow the rally that silver and gold are on? How would you rank the commodities? Thanks! Only holding AEM and PHYS currently.

Upvote 7

Read Answer Asked by Keith on January 26, 2026

• Franco-Nevada Corporation (FNV $317.34)
  • $317.34 P/E (TTM): 46.28X Cap: $61.17B
  • View FNV Profile
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• Royal Gold Inc. (RGLD $265.77)
  • $265.77 P/E (TTM): 34.84X Cap: $22.43B
  • View RGLD Profile
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Q: I have rgld shares from the SSL sale. I would like to sell and buy reinvest the funds into a Canadian listed gold royalty co. Franco, Nevada or or Wheaton precious metals which would you suggest? Or do you have another alternative? Thank you.

Upvote 3

Read Answer Asked by clara on January 23, 2026

• Versamet Royalties Corporation (VMET $13.23)
  • $13.23 P/E (TTM): 301.86X Cap: $1.23B
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Q: Peter; Gold up - VMET down- would you add some here ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on January 23, 2026

Q: Do these still have some room?

Upvote 9

Read Answer Asked by Nizar on January 23, 2026

Q: Not a Canadian listed company tcg.ax but would you provide commentary on its prospects.Thanks.

Upvote 3

Read Answer Asked by Maurice on January 23, 2026

• Capstone Copper Corp. (CS $15.72)
  • $15.72 P/E (TTM): 26.83X Cap: $12B
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Q: Do you see further downside due to the strike creating a buying opportunity in CS?
With appreciation,
Ed

Upvote 6

Read Answer Asked by Ed on January 23, 2026

Q: LYSCF Australian rare earth company that trades OTC.

What do you think of them for a rare earth stock, and what do you think of the valuation and growth?

Upvote 3

Read Answer Asked by Max on January 23, 2026

• Alphamin Resources Corp. (AFM $1.29)
  • $1.29 P/E (TTM): 10.06X Cap: $1.64B
  • View AFM Profile
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Q: hi again:

happy new year to you and the team

this has grown to an uncomfortable 12% position in my family portfolio and i will slowly sell it down to 6-8%

(hopefully before the rebels take over again!!)


today's report looks solid

with this new info, how do the fundamentals look?

and for reference, what would you figure would be a ballpark per share value should this mine be in a safe (r) jurisdiction?

i am curious what you feel is the discount they are priced at by operating in the DRC

thanks as always

Upvote 1

Read Answer Asked by Robert on January 23, 2026

• iShares S&P/TSX Global Gold Index ETF (XGD $57.70)
  • $57.70 P/E (TTM): 8.01X Cap: $4.56B
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Q: I notice that precious metals have taken off, I only own AEM. Is it too late to invest in another stock. WPM is in your balanced portfolio, but looks expensive. What are your recommendations to add to my portfolio now. Would also consider a ETF
Thanks Stephen

Upvote 5

Read Answer Asked by Stephen on January 23, 2026

• FireFly Metals Ltd. Ordinary shares (FFM)
  • Cap: $1.29B
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Q: Firefly has been on a rip since April 2025. Do you have any thoughts on it? Do you think their Aussie management team will turn their old assets into winners in the next 5-10 years?

Upvote 2

Read Answer Asked by Brad on January 23, 2026

Q: To what extent do you believe in the 'commodity supercycle' theory?

Do you expect gold to maintain its current levels, or perhaps surge further, due to the over-expansion of the money supply ?

Upvote 6

Read Answer Asked by Martin on January 23, 2026

Q: Would you buy into Gold momentum or are we too late. If the answer is that we are not too late, what stocks or ETF would you recommend? Would you recommend KILO?
Thanks for your advice.
Kathy

Upvote 5

Read Answer Asked by Kathy on January 22, 2026

• SILVER CROWN ROYALTIES INC. (SCRI)
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Q: What is your take on this company

Upvote 2

Read Answer Asked by lynn on January 22, 2026