Investment Q&A

Q: fmc forum energy metals seem to be in a good sector. Prognosis?.Thanks.Gaston.

Q: Can I have your thoughts on this stock URA as an etf play on the energy space. Do you expect the dividend to be reliable too.

Thanks.

Q: This project appears to be moving along nicely.
$240m streaming deal with Wheaton is done and management has stated that $400-500m debt financing is in the works.
Provincial environmental process is ongoing with permits expected (if all goes well) by the end of the year.
Robust feasibility especially at current Pd and Cu prices and the future outlook for these elements.
Sprott, Osisko, Lundin, Sybanye, and insiders hold 42% of the co.
What's there not to like ?
Do you think that GENM is currently undervalued?
Thank you

Q: Is New Found Gold Corp XTSX: NFG another BRE-X?

Thank you.

Q: Hi 5i Team - Could you provide the latest information on Insider trading in Orogen as well as its most recent cash position and any projects it has that might be of particular interest/potential Also when did Evrim and Renaissance Gold amalgamate to form this company. Thanks.

Q: Hi 5i,

What is the difference between PHYS and PHYS.U? Are they the same entity trading on different exchanges, both in USD?

Thanks

Henry

Q: Would you be in favor of averaging down MMX? I am only at a 2.5 % weight so would buy more to bring it up to 3%?

Thanks

Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?

Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.

Q: would appreciate your opinion re potential.Thanks.Gaston.

Q: I hold the above 2 in the basic materials sector. Both are involved in copper production with Teck about to increase its exposure to the metal materially by year end. Copper is known as an economic indicator and the worry was in late 2021 that a drop below $4.20 would indicate a worsening economy. Currently, the price is $4.57 with a high in 2022 of almost $5.00 so as of now the economic signal has not turned negative where copper is concerned, however the inversion of the yield curve indicates otherwise. With both of these stocks at or near 52 week highs would it be wise to sell now before copper turns down before economic conditions worsen?

Q: We have a 10oz gold bullion that was given to us as a wedding present four decades ago. How can we sell it to get the best price? We can try jewelry shops. Go to the banks. Advertise through news/social media. Any other places you can suggest? If we do sell, will there be capital gains or income to report? Thanks a bullion!

Q: With the surge in commodity prices I bought positions in BHP and RIO. My portfolio is well diversified and mainly in value supported by yield. BHP and RIO combined only represent 3.3% of the total portfolio.
What concerns me at this point is the current noise about a potential recession later this year. That could hit metals and minerals fairly hard, particularly if the recession, if it happens, is worldwide. Spending on infrastructure construction as well as the demand for manufactured products could decrease substantially.
My first question is whether you support this scenario of a late 2022 recession. My second, obviously, is whether it's time to trim, sell, or just chill and ride out any downturn in the economy as I generally do. I do like the dividends of both RIO and BHP although they could easily be cut.

Q: Given the rise in inflation and the current global environment, do you feel one should hold some gold in their portfolio? Would PHYS.CA fit the bill or do you have another suggestion.
Earl

Q: It appears that the environmental approvals are forthcoming to proceed with building this mine.
$185m in debt financing is in place and additional funds will come about from equity financing.
I suspect that the sp will trade sideways until the equity portion is finalized. Your thoughts about this suspicion please.
If you believe in the lassonde curve, is there significant upside with this company. Thank you

https://stockhouse.com/news/press-releases/2022/04/12/marathon-gold-provides-update-on-development-plans-for-the-valentine-gold

Q: IVOR ... your opinion on buying at this point

Q: What's going on with PGM? Do you think the steep price drop is warranted?

Q: Your thoughts on these companies. Both are showing positive momentum of late. Which would you lean towards and/or could you point out a possible EFT in this sector.

Q: Good afternoon 5i team,

WM continues to perform poorly, what is your view of the stock at this time?
How important is the appointment of Tony Manuch as Chairman of the Board today?

Thanks,
George

Q: Hello Team,
What do you perceive to be the reason behind the recent move in Newmont Corp?
Thank for the great service,
Andrew