Investment Q&A

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.

Q: Peter and His Wonder Team
MND up 17% today...pleasant surprise. Please give me your opinion as to why. Thank you for your consistent insights which are always helpful.

Q: Hello
If I sell PHYS and my husband sells GLDM would AEM and PSLV be considered to close to PHYS and GLDM by CRA for tax loss harvesting?

Q: I will selling AEM for tax loss reason and would FNV be a good replacement or no need for 31 days or would you suggest a different name for proxy for AEM?

Thanks

Q: With you getting rid of MMX from your model portfolio, what replacement for gold exposure would you prefer? I like the royalty model.

Q: I've noted a couple of articles on the expected rise in copper prices over the next 12 months. Is this something you agree with? What one large and one small copper producer would you select for capital return over this period.

Q: Hi Guys
I have noticed that there has been heavy insider selling on Capstone over the last 12 months, looks like they have collectively sold more than 20 million shares. Shares they could have accumulated around .55cent a few years ago. Insiders now only own around 5%, have we not missed the boat here?
Thanks Gord

Q: I am retired and so I spend a lot of time on business TV and online financial literature. It seems negative for 2023. Also, some popular securities BEP.UN - it has not had an up day in ages and ATZ has been range bound for the past 2 months. Today, FM is down 5% with no explanations on the sites I have checked as to why it is down 5%. Hopefully 5i can shed some light on my question. Thank you,

Q: Karora down almost 10% today. Any idea why? I know it can be a higher beta stock but this is a bit much for them.

Q: Hi Peter, Ryan, & 5i team,
Major Drilling just reported. What did you think of this quarter? Being in a cyclical industry do you think their services will still be in demand in the next few years.
Thank you for your opinion.

Q: Currently reviewing my precious metals exposure. In my royalty companies I have a full position in FNV and MMX. Would you hold MMX with the pending purchase by TFPM or would you sell and buy WPM at this time? In my gold miners, I have half positions in VGCX and NEM (position resulted from the Goldcorp merger), should either be sold and if so, would you purchase AEM? Any further thoughts on the precious metals exposure would be appreciated.

Q: Hello,
I am down in phys, aem, and sil but down the most in phys. can you recommend a proxy for tax loss harvesting to replace all 3 or should I sell phys and sil and replace with aem?
thanks

Q: Don’t see any other questions about this. Any opinion of note for a gold mining stock?

Q: Hi, Can I get your thoughts on the materials sector and some of these companies? With China potentially opening up in 23 and this industry taking a downturn with these companies down approx 20% . This would seem a good time to start nibbling on these companies.

Q: Could you give me your thoughts on SKE. they seem to have good drill results but I am not qualified to assess these numbers can you give your take on this and what do you think the future of company.
Jim.

Q: Do you like Northwest copper or any of the other Mark O'Dea projects (liberty gold, discovery silver) at their current valuation as a long term speculative play in material miners?