Investment Q&A

Q: As a follow up, I believe SSRM has had a big landslide. Is it still OK to hold or would you swap it for ABX or PAAS?

Q: My allotment to precious metals is now down below my target of 5%. I need to add to bring up this part of my portfolio. I have a full position in AEM. Which of PAAS, SSRM, BTO, KRR or FNV should I add to at this time? Or do you have another precious metal company that would be appropriate at this time?

Q: I’m wondering if you can recommend any junior developers in the mining space whose assets are likely to be sold to bigger companies in the not so distant future. My main interest is gold but I’m open to other metals too.

Q: Hi Team,

I have read your recent responses on this name...what is your level of confidence that a significant bottom was put in earlier this week? From 1 (run for the hills) to 10 (buy as much as possible)?

Unless there is something really fundamentally wrong here I think the odds are pretty favourable for the bulls...not sure I have ever seen an RSI of 8-9 like I did the other day.

Thanks

Q: I have a hard time understanding why there is such a divergence in the price of gold/silver and the prices of the miners. I assume the costs of miners is rising at a faster pace than the commodity?

I also find it curious how much crypto is outperforming the precious metals - the only explanation I can come to is that there are many more hedge funds manipulating the metals where there are less involved in crypto?

Q: Morning 5iTeam,
I have FCX in my portfolio for just over 2 years and it has been dead money. Is it time to move on to something else?
Cheers,
Harry

Q: Hi 5i, FTCO
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you

https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps

Q: I have a small position in Archer Exploration from the Wallbridge spinoff. I am thinking of increasing my nickel exposure. When I consider Canada Nickel it seems to have a much higher valuation. What am I missing ? I believe AEM has investments in both companies.

Q: Any reason you can see for this 10% drop on no news,also would you see this as a god entry price and any other thoughts on this company in regards to management,debt and their partnership with Imperial Oil Thanks

Q: If and when the war in Ukraine ends and they develop the Ukraine asset, what is the upside on this company?

Thanks,

Jim

Q: If I have to trim Tech to get more diversification, what would be your top three picks in each of Basic Materials, Utilities and Industrials. They can be either Cdn or US companies or a combination thereof. Thanks

Q: Is this company now an attractive takeover candidate??
Thx

Q: 1. Most gold mining stocks are not going anywhere since 2020. I’m looking for juniors for possible growth. CXB is getting traction since its Marathon Gold acquisition. You have already suggested KNT, KRR, ORLA. I find ORLA interesting and many analysts follow it. Would you compare CXB with the other 3 for future growth?

2. Would you have a reference for ranking countries as per their “friendliness”/risk for mining companies, eg african, latin american ones.

3. Is GDXJ really represent “junior” miners ?

Merci, Denise

Q: Any idea why this stock continues to drop?

Q: Could I please have your view on First Tellurium Corp Com.

Q: Please comment on the 3rd q results. Did they meet or exceed analyst expectations? I know very little about this business but business outlook sounds good, recognizing commodity prices can be all over the map.

Q: I am a disappointed MOZ shareholder. Now that I am a CXB SHAREHOLDER, I am exposed to Nicaragua. What art your thoughts on the political exposure??

Q: Why is XGD down 14% while ishares global gold hedged EFT up 4.4%?
Also physical gold is up 6.4% over the year. (percentages taken from google finance).

Q: I know, another uranium question. A couple of questions, first is do you have a prediction for the spot price of uranium and a possible timeline (it was was close to 140 back in 2007) are we going to see that again or even higher? Won't uranium producers start producing more uranium as of now a bring on more supply and affect the market(how long does that take?)

I own URC can you please let me know if a swap into another uranium stock would be a better one or is it fine to hold and is NXE or CCO your favourite based on your previous answers?

COSA resources has captured my eye because of insider buying can you please comment on that

and finally could you please rank these uranium stocks in order of favourite to least to do well if spot price continues upward, wouldn't small caps have the biggest upside compared to the likes of NXE and Cameco?

Stocks to rank Stallion Resources(STUD), Strathmore Plus(SUU), Cosa resources(COSA), district metals (DMX), F3 Uranium(FUU), Purepoint (PTU), Baseload Energy (FIND), Standard Uranium (STND) , Uranium Royalty Corp(URC), Cameco (CCO), Denison mines(DML), Energy Fuels (UUUU), NexGen(NXE)

Q: what are the medium and longer term prospects for the Company please.