Investment Q&A

Q: hi, one assumes there is methodology that you look at to value this company as it relates to the price of Gold vis a vis all other mining costs etc. Where do you see the price of AEM with a Gold price at $5000? do you know how often the price of Gold meaningfully corrects in these bull markets? what price would you buy or add to AEM?
cheers, Chris

Q: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott

Q: Hi Peter et al:

This is a slight variation of Robert's question on September 29th on Silver. Robert asked for high risk, high reward Silver/Gold Juniors.

Can you give some names in Silver/Gold Juniors: Low risk and reasonable reward. In other words can you add safety as a factor and give some names?

Thanks for answering my question on majors in Silver. I have initiated positions in PAAS/CDE/AG. The only thing that baffled me a bit is that I see you had included FM in some answers but not in others.

Many thanks.

Q: Hi there, your thoughts on the WGX update?

Is the share price increase justified here based on the update alone or gold running to 4K, or combination of both?

Are the shares still relatively cheap at 4.50 with 4K gold? Its had a great run in a very short period, and great recommendation to continue holding!

Thanks!

Q: Good morning, thoughts on Westgold after most recent update. Also, what would be a good benchmark to determine how WGX is doing compared to similar sized gold stocks.
Thanks
Rob

Q: This company intrigues me because of its indirect ownership in the Ring of Fire region. Does this look investable from your prospective?
Thanks

Q: May I please have your three preferred junior precious metal producers? I am too old to invest in exploration companies. I currently have considerable investment in mid to large cap silver and gold stocks as well as coins and some bars.
With appreciation,
Ed

Q: What do you think of this ETF and rare earths in general? Seems like China has a choke hold on this stuff and key parts of the US military can't operate without it...

Is there a better way to get exposure to rare earths?

Q: Please rank these royalty companies for a 5 year hold with a short explanation of your reasoning.Thanks.

Q: Why has Lundin Mining skock price increased so much lately.

Q: Peter; As a spec buy could I have your comments on this company, mainly about the people involved and its ability to attract producers ? Thanks.
Rod

Q: In preparation for Armageddon (debt crisis, China invades Taiwan), what commodity stocks or ETFs would you recommend to provide a hedge to an otherwise balanced portfolio?

Q: Do you have anything negative to say about this company?

IMO this is one of the best gold/silver stock in the market due to a broad/diversified asset base, great management, and good exposure to both gold and silver (65%/35%).

Just wondering what you may not like about TFPM

Q: Can I get your general thoughts about gold and silver please. Broadly speaking gold is in a fairly new bull market, which tend to last many years once they start. Silver is just about to print its highest quarterly close ever (45 years in the making), and is within striking distance of all time highs.

For the last ~15 years it's been a fools errand to have much exposure to the sector, what do you think is an appropriate weighting for precious metals? Are you bullish on gold and silver?

What are your top 3 picks for gold exposure, and top 3 for silver exposure? Thanks!

Q: USA America Gold and Silver VS DSV Silver Corp Discovery .Which of the two would have greater potential growth and long term investment return 3-5 year hold.

Q: Hi, I'd like to add more gold/silver to my mix. I currently own THX, AUGO, and DSV. I am now considering adding APM and TDG. Before i do that, are there any other growth oriented precious metals that i should consider instead (dividends are optional bonus) ? thank you very much !

Q: This is a follow up to Michael's question. He asked that you correct him if he was wrong about the Canadian government needing to buy more gold. My understanding is that this is indeed wrong in two ways. The government holds no gold and has no plans to buy any. Is this correct? Thank-you.

Q: I currently own First Majestic Silver (AG) but would like a few more Canadian names to take advantage of the silver commodity price. Please suggest a few names that you think would be appropriate. Thanks four your continued great service.

Q: Hello Peter
with the lower interest rate and the debt accumulated by US and Cdn govt
(correct me if I am not right, the Cdn central bank needs to buy more gold)
it accounts for the rising prices of gold and the gold stocks including ETF like XGD
what would be a economic scenario that could cause the gold stocks or gold in general to pull back by 15 to 25 % either sharply or over a 3-6 months period, your
wisdom is appreciated
alot of us has some gold stocks that has done well
thanks
Michael

Q: UCU has had a strong run. With its critical mineral focus, apparently unique RapidSX technology, its build out in Louisiana, and funding support from the US Army, how does it look to 5i's for future stock appreciation? Fundamentals? Would 5i's consider it a worthy investment or is the stock more likely to crash after its 1000%+ climb this past year?

Many thanks.