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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: What are your thoughts on the materials ETF PICK?
Read Answer Asked by Brendan on January 30, 2025
Q: Hi Peter…May I have your thoughts on the McEwen announcement? I can’t figure out who is buying whom. It looks like GOT is taking a position in McEwen which seems distracting. Can GOT sell the $10 million worth of McEwen shares? Is this a start of a merger? Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on January 29, 2025
Q: Can I get your thoughts on Capstone please? Seems to keep dropping and now with talk of tariffs and maybe smaller AI infrastructure, it’s not looking great. Would you still hold here? If not, do you have another recommendation for materials sector? CAD or US? My only other one in this sector is Agnico Eagle.
Read Answer Asked by Neil on January 29, 2025
Q: What is the outlook for CAD ? Is it a good time to accumulate more USD (or gold) ?
Thanks!
Read Answer Asked by Martin on January 29, 2025
Q: I think my question was more related to, do you agree that GLCC was so much better than AEM.
Using 04/21/2011 as start date to match available data range for AEM.CA and GLCC.CA
AEM.CA GLCC.CA Growth of $10,000.00
With Dividends Reinvested
Click for detailed chart tool
Start date: 04/21/2011 04/21/2011
End date: 01/17/2025 01/17/2025
Start price/share: $64.99 $10.04
End price/share: $123.09 $28.11
Starting shares: 153.87 996.02
Ending shares: 194.26 3,596.08
Dividends reinvested/share: $14.08 $21.84
Total return: 139.12% 910.86%
Average Annual Total Return: 6.54% 18.32%
Starting investment: $10,000.00 $10,000.00
Ending investment: $23,899.77 $101,111.35
Years: 13.75 13.75
Read Answer Asked by Marios on January 28, 2025
Q: Hello 5i
I took up a small partial position in Atex with the news AEM bought a stake….at the AEM deal price
I did not buy huge due to dilution reminder in AEM deal……they have anti dilution rights.

Seeing the price jump obviously make me wish I had bought more.

What to do now?
I was going to buy more over time but did not expect the price jump.

Does one just add at this point or should a pull back be expected after recent move. Tough call but what’s your experience with wippy mining stocks say to you.

The deposit is real and heavy weights are in. That does not always mean timing is good for buy at $1.90/share.

Thoughts on adding here or a plan with this type of position?

Thanks

Dave
Read Answer Asked by David on January 27, 2025
Q: The new management team at I 80 gold led by Richard Young has made a few small moves to recapitalize the company. The gold deliveries that were due have been moved forward and they did a small capital raise at 80 cents per share. What is your opinion of the actions that Young and his team have made to date? Are they just buying time or are they slowly getting I 80 on firmer financial footing?
Read Answer Asked by Paul on January 27, 2025
Q: Hi Peter…A couple of days ago FWZ announced that Adam Lundin would take on the role of Chairman of the Board of Directors. Do you think the Lundin group is signalling an intent to take complete control of Fireweed in the near future? Would you be a buyer if you were willing to accept the risks? I’m assuming at some time in the future Lundin will buy out FWZ’s minority shareholders by issuing shares in Lundin. Any comments you have would be appreciated.
Looks like your prediction of a 10 bagger is coming closer! (…but still pretty far off!)
Jim
Read Answer Asked by James on January 23, 2025
Q: Hi 5i Team,
I want to add some exposure to the gold sector to my portfolio. What would you suggest given the current market? Gold bullion ETF (CGL), Equity ETF (XGD or ZGD) or invest directly in a Gold producer like AEM ? And what % would you suggest for a mid-40 investor?
Thanks
Read Answer Asked by Benoit on January 22, 2025
Q: I offer another point of view on getting rid of your losers staring you in the face every day. I generally agree with that thought but I have purposely kept one loser on the books , TREVALI,
( no capital loss advantage to be used ) , as a reminder not to be swept up in the exuberance of the moment ( zinc was going to go through the roof ) , to do more and detailed research , to listen to your head not your heart ( they were supported by Glencore , what could go wrong) , research ,research, research. Derek
Read Answer Asked by Derek on January 20, 2025
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