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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: I read with tremendous interest the Credit Suisse Global Investment Returns Yearbook 2023 Summary Edition you recently forwarded to members. Impressively researched. Two follow up questions for 5i. First, do you concur with the Report's conclusions that there is an 80% likelihood that inflation will linger for several years? And secondly, the Report suggests the best hedge against inflation is a
balanced portfolio of collateralized commodity futures. Do you agree? And if an investor were to follow this advice, how would one proceed (i.e. what sort of vehicle(s) and what portfolio %)? Thank you.
Read Answer Asked by Maureen on March 01, 2023
Q: I know this company is fairly new, however what are your thoughts on their royalty business model for this space and on the management team? Would you hold shares?

Thanks
Read Answer Asked by Scott on February 28, 2023
Q: Hello 5i team,
I was wondering if you are still keen on adding to an AEM position (the price is close to where I entered)?

It looks like the US fed is more hawkish on raising the rates in the next year or two which will consequently force CAN to raise their rates (usually 90% in lock step).

You mentioned in another question that you may get out of AEM to enter another gold play to remain in the sector at some point. Which companies do you have your eye on? Is not AEM safer geography wise?

Thank You,
Andrew
Read Answer Asked by Andrew on February 27, 2023
Q: Good Morning

Todays Globe and Mail watchlist chart showed a 53% increase in Teck a shares and very little change in Teck B shares yesterday. Would you kindly explain the difference in the share structure and why the difference in stock price. I understand they decided to spin out the coal business could you elaborate on the reason for this. ? Environment concerns ??

Thank you
Read Answer Asked by Michael on February 22, 2023
Q: What is your interpretation of Zentek spinning out their graphite deposit to obtain outside financing to develop this project.

What is your guess as to how this may unfold.

https://www.zentek.com/news/zentek-and-1329307-bc-ltd-sign-letter-of-intent-to-spin-out-albany-graphite-deposit/

Thank you
Read Answer Asked by JACK on February 21, 2023
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