Investment Q&A

Q: Copper Mountain Mining announced the termination of Rodney A. Shier as Chief Financial Officer. Is there something more that would should know and is this a concern?

Q: Hi 5i. I am wondering if you can clear something up about the proposed takeover of Yamana by Gold Fields. The terms of the sale are that each Yamana share will be replaced by 0.6 Gold Fields shares. Immediately prior to the announcement on May 31, 2022, Gold Fields ADSs were trading at USD $12.20, but slumped immediately and closed at USD $8.66 on August 19th, a drop of 29%. At the time of the takeover announcement, the premium to Yamana's value was stated to be 33.8%. Now, given current share prices, I make it out to be only 9%. I can see nothing in the press releases to indicate the purchase price is adjustable, so isn't this deal now much worse for Yamana shareholders than initially proposed?

There was talk of Gold Fields' shareholders rejecting the deal because it was too rich, but I think now it would be Yamana's shareholders who should be turning it down. Any insight?

Q: The company's press release on Aug 17th, 2022 pertaining to its drill results - how would you rate this?

Thanks,

Craig

Q: Thank you for great service.

I am not a gold bug but tend to hold some for downturns in the market/economy. I am up about 20% over 2 years in two mid-cap positions and down up to 60% in three juniors. Appreciating economic growth (or expected growth) is not the only factor impacting gold prices, why are we not seeing gold run in this environment? What factors will influence positive momentum in the coming 1-2 years?

Q: Hi 5i I have been stopped out of ODV and am questioning a repurchase. I am interested in a pro opinion on their latest results. Thanks for all the valuable input.

Q: Some time back, I came to the thesis that with all the financial stimulus, inflation would develop and that gold would rise. Well, we did have inflation but gold declined. Each of these 3 names may have had their own issues, I am down between 20 - 50 % on them. What is your view on gold going forward? What is your view on each of these 3 equities? Hold or sell, and why? Thank you for your excellent service.

Q: Hi
I would like to know your opinion on the latest quarterly report from Karora. Thanks

Kenn

Q: Opinion on ETL lithium play or any others you would recommend

ERO a new Copper lay ? Thank You RAK

Q: Hello,

I am looking to gain exposure into Uranium market for part of my portfolio with 2-5 year outlook. Which of the three would you rank as best to worst and would you have any other suggestions in the US market. Thanks in advance!

Irek

Q: Thoughts on this company. The performance looks to be a disaster. Has Rob become insulated from reality or does he see something we don’t? Living on the past and former reputation seems to have expired. Yet he pours millions more into it. Do you see anything you like with this company or would you sell and move on. It feels similar to Xebec.

Q: Hi 5i,

Is PAAS a good buy now that it pulled back?

Q: If copper is believed to be strongly in demand in the future ,for various reasons,what Cies would be the safest investment ,at least in CDA ,or even elsewhere if possible as suggestion ?

Q: I’m looking for Canadian exposure to cobalt.

Can you please recommend me two or three options.

Medium risk is ok and I expect to hold for at least 10 years.

Thanks

Q: The US is passing a bill to pour money into EV .I am looking for small Canadian resource companies like cnc and lac that could benefit .Is there any other small cap Canadian that could be a home run?

Q: Hi Peter & team,
Energy and material stocks have pulled back quite a bit from their recent high, would now be a good time to buy TOU, NTR and TECK.B for TFSA or you don’t see a significant uptrend in the next 6 -12 months? For new TFSA contribution, what are some of your top picks for US stocks and CDN stocks? Thanks.

Q: Hi 5i
With significant pullback in copper stocks, how would you rank these for best rebound potential? Any others? Would you be willing to start buying now or wait?
Thanks again.

Q: Dear 5i,
In regards to FNV stock.
This stock seems to have good long term Total Return compared to SP500.
It has a relatively small yield and consistent growing dividend.
What is the main underlying contributor to the good long term performance of this stock?

Q: I'm considering taking tax losses. Which of these would you consider moving on from or selling and getting back into at a later date.

I'm an income investor with a long term horizon and have apparently have passed the iron gut test.

Q: Peter; Do you think gold is reacting to the Chinese sabre rattling over Taiwan ? Thanks . Rod

Q: If you had the option to invest in just one of these energy stocks at this time (Teck.Ca or Bir) which would it be?