Investment Q&A

Q: As part of a balanced portfolio, would you recommend an investment (say 5-10%) in a gold ETF such as PHYS. Do you think that now is a reasonable time to purchase gold?

Thank you for your excellent advice.

Q: What are your thoughts on ARIS, I'm considering adding to my position in my TFSA. Are there any other better plays to consider other than AEM and BTO?

Also did something happen to their dividend? I don't see that I've received anything since Sept.

Q: Hi 5i Team - Equinox stock has moved sharply higher lately on above average volume. Has there been any news lately as to why, perhaps an interesting discovery? Has there been an improvement in earnings and is the balance sheet in better shape. Thanks.

Q: Hello. Can you let us know what you think are the best stocks to play if one is anticipating strength in platinum? Same question for palladium? Thank you and Happy New Year.

Q: Hi there,

What are your thoughts on lithium going forward based on the shift towards EV and hybrid vehicles? Do you have any names in the lithium space that you'd recommend and what do you think of the ones listed?

Thanks!

Q: My question about Perseus Mining is why the stocks is growing so slow. We have gold consistently going up, productions is increasing, net income growing, good balance sheet (I believe) and started to pay a dividend to shareholders (I believe in the last 2 years). Will Perseus continue to grow and is the management is strong. Also, will gold price continue to rise with all the chaos in the world. Thank you. I greatly appreciate you taking the time to answer my question.

Q: Any sense whether this stock can come back from the dead?

Q: Which of these two companies would do better through a recession from their current price levels and why?

My thanks.

Q: Wesdome has been trading more or less sideways since early September and does not seem to be participating much in the current uptrend for gold equities that started early November.

I'd appreciate hearing your thoughts about its recent performance and whether your views of it for 2023 have changed any since the last time you were asked to comment.

Thank you, and my best wishes to you and the team for the holiday season!

Marc.

Q: Do you like the gold sector in today's environment and if yes, what are your top picks in the sector?

Q: Does ARG still have a low payout ratio? Do you expect any geopolitical issues operating in Chile? (largely friendly or indifferent)?

Are there any profitable, or cashflow positive, Canadian-listed Lithium producers?

Thank you.

Q: I hold FNV, KRR and AEM for gold exposure. I am thinking of selling FNV after the news related to their royalty stream in Panama. How material is this for FNV? Do you feel this will be an overhang on the stock in the next few months? I am hopeful for a little run in gold in the next few months and i am concerned FNV will not participate due to this news. If selling FNV, what do you recommend to compliment my other 2 holdings?

Q: I see for various reasons you favour these two copper companies. Considering the setback First Quantum has had in Panama, how would you rate country risk for LUN and CS? Thanks

Q: Hello, What major company would you suggest the produces iron? Seeing as the war in Ukraine is reducing the supply from the side of the world. Other than Brazil, is there a major player in North America you would recommend and why? Thanks

Q: I remember that Peter has not always spoken fondly of Robert Friedland, while one of his former associates at Sprott, Rick Rule, has stated that Friedland is "serially successful." There is no doubt that Ivanhoe's DRC assets are first-class, but a recent article in the G & M has cast doubt on Ivanhoe's corporate practices in the DRC. The share price has dropped significantly as a result. Do you believe this is a buying opportunity, if not tomorrow then when the share price stabilizes? I am a long-term copper bull.

Q: Have you read IVN rebuttal? What do you think?

Q: LAC is buying (subject to approval) Arena by offering LAC shares but no cash. I currently hold AN and am wondering what your view of the takeover is; good, bad or indifferent? Does it make more sense to wait and take the LAC shares or sell for cash now. One concern I have is the LAC will be splitting into 2 companies but other than one company holding American properties and the other holding International properties (ie. AN) I can’t find details about the proportions of the new structure. I’m a little concerned about LAC AFTER the new companies are in place. The American focused company has current environmental issues that will presumably continue. I’m not looking for personal advice here just your opinion of a general nature. Deduct as my credits as necessary, I would value your insight as always.

Q: May I have your comments on recent news on their mine in Panama. Thanks.
Jerry

Q: What to do with IVN? I have a large capital gain and am reluctant to sell now, but I am worried about the reports of the investigations underway. Your guidance would be much appreciated.

Q: Looking for a process to calculate the geopolitical risk discount on these two as I am considering consolidating into one.