Q: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!
Q: While not necessarily an unqualified success, VGCX’s year-end for 2023 seemed pretty good to me. Is the recent drop an over-reaction or am I missing something?
Q: Hello 5i team,
At the moment, I only have AEM for basic materials and wanted to add another company for more exposure to the materials sector. I had NTR (bought when it was Agrium) a few years ago and sold all shares when they were valued above $100.
I wanted to get back into NTR as I think it will not go lower then around $60 (has support there). You have CCL in the balance portfolio but seems to be in a holding pattern for the past 3 years.
My question is if you have your eye on other material sector companies that would fit the balance portfolio? With a decent dividend, and beaten down, do you think NTR is a good second materials stock to enter into?
Q: How would you rank these junior gold developers (by assigning them each a number) in terms of their potential upside and being worth the risk of a small portfolio position:
PPTA, PRB, LUM, TLG, ITH, MAU, FF, CKG, LGD, ITR
Do any of them stand out as being either much too speculative to recommend or exceptional opportunities? Thanks for any additional comments.
Q: Typical scenario where I was at a party and a guy recommended this mining stock based on their second mine in Mexico starting full production in the near future. Has your view on this company softened any?