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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: Greetings 5i, I need to raise some cash and looking at either Teck or Nutrien. Based on medium term prospects which one would you sell? Would appreciate if you can provide a brief explanation in terms of reasons to keep vs sell for each. Thank you.
Read Answer Asked by Barbara on February 28, 2025
Q: Hi,

1) Is there an advantage to holding PHYS:CA vs. PHYS:US? How do they stack up with currency fluctuations?

2) Is there any risk with PHYS:US trading on a US exchange if the US goes crazy about Canadians investing in the US? Would it be better to hold PHYS:CA?

Thanks for the help. Michael
Read Answer Asked by Michael on February 27, 2025
Q: In your answer to a previous question you suggested Gold was a good place to protect from inflation and the general crazy going on with Trump and Tariffs.
Can you suggest an ETF. I really don’t want to hold producers
Read Answer Asked by Bruce on February 27, 2025
Q: Hello 5i!

I know this company has some significant geo-political challenges but are the fundamentals still attractive despite these risks?
Respecting you don’t have a crystal ball do you see the geo-political risks as too great to be a buyer or would you be buyers now that the stock has dropped 40% in a short period?
I am a growth oriented investor with higher tolerance for risk within reason.

As always thanks for your sage advice in these volatile times - your team continues to steer us with wisdom and reasonability and this is appreciated!
Read Answer Asked by Josh on February 25, 2025
Q: I would appreciate your insights on these 2 early stage mining companies; primarily as a patient medium term copper play. I would not be surprised if they were purchased by a large player at some point, but understand one should not "hang their hat" on that end game.

Which would be your preferred and why? They would sit in a 25-30 y. olds TFSA account which, while it would not capture any capital loss would shelter gains.
Read Answer Asked by Dave on February 25, 2025
Q: Hi team,
I'm a happy shareholder of this company, whose Q4 results yesterday showed much potential and a solid balance sheet.However with talks about the 35 trillion or so U.S. debt ,and Trump wanting a "audit" of Fort Knox gold holdings(not done since 1974),what could be the implications for the price of gold and would the U.S. dollar be "devalued".Seems like the entire fiat money system is at risk.With all this uncertainty I,ve added to my holdings of AGI.
Many thanks for a great service.
Jean
Read Answer Asked by Jean on February 25, 2025
Q: I currently own LUG and AGI, and am looking to add.

My reasoning follows. Both companies just announced stellar financial and production results. LUG's average 2024 sale price/oz was $2462, while AGI's was $2379. Given that gold is now trading above $2900 and providing it stays within +/- $100 for the entirety of 2025, cash flow at both companies is going to rise substantially.

Two questions:

1. Would you be comfortable adding to a position in these names at this time?

2. Do you have a preference between LUG and AGI?

Thanks as always for your expertise.
Read Answer Asked by Richard on February 25, 2025
Q: For precious metals exposure I hold the above. I have been frustrated with BTO and was wondering if there might be a couple of mid-tier producers with a gold bias that you could suggest as a replacement.
Read Answer Asked by Robert on February 25, 2025
Q: Hi Peter and gang,

I raised this question about a week ago but it seems to have fallen through the cracks.

Please comment on FCX which hasn't been doing much of anything over the past 3 years. Is it a hold, buy or sell now? If indeed it is a "sell", please recommend a replacement in material/mining sector.

As always, much appreciated.
H
Read Answer Asked by Harry on February 24, 2025
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