Investment Q&A

Q: To Gary’s question on ranking your top silver plays, you answered: PAAS, MAG, AG. Why do you favour them and how would HL and AYA compare?

Q: I have a 4% exposure to the materials sector, and roughly 23% exposure to technology. I have been considering initiating a position in Newmont Corporation, as I feel the precious metals sector will continue to show strength over the next few years, and my portfolio would likely benefit from the standpoint of improved diversification. I currently have a position of 2% in each of Lumine Group and Shopify. I like both of these companies, but my circumstances require me to part with one position in order to start another.

Would you consider a position in NGT to have better prospects than either LMN or SHOP, or would I be better off staying with what I have, and attempting to raise cash over the next several months to initiate a position in NGT?

Q: Yikes! What's behind CS volatility today? I have not seen any news. Any update to your opinion of this company? Thanks.

Q: Considering the holdings (with low or no dividends) ,I wonder how this etf can offer 6% dividends,if it is really a 6% dividend,should we deduct +/-15% foreign tax in RRSP account,since most Cies are foreign Cies out of USA..thanks for your always excellent comments

Q: Vale has taken quite a drop since the beginning of the year (now at 5.2x PE). Dividend seems to be highly variable over the last few years. What are your thoughts on the safety of the dividend (seems to pay every 4 months ... are you able to confirm)? How about the payout ratio Do you think the annual dividend can stay above 9% going forward ?

Q: what can you tell me about this stock?

Q: what are your 3 best silver stock plays in order?

Q: Is AMAX ETF (Hamilton gold producer ETF) an effective way to invest in gold and is this a good time to invest in gold given forecast volatility of the Canadian index 2024?

Thank you 5i research

Q: What is your outlook for uranium as we head into 2025 and If you had to choose, what are you top 5 uranium stock picks in the small to mid cap space until the end of the year and a brief why for each. Thank you.

Q: Do you credit the notion that buying shares in FNV includes a "free option" given the potential reopening of the Cobre Panama mine sometime in the future perhaps under a different government? Considering that for FNV, Cobre Panama was its largest royalty asset at about US$2-billion in net asset value and 22 per cent of revenue, do you believe that patient investors are offered a compelling risk/reward scenario?

Thanks as always for your expertise.

Q: Hello 5i, I've held FNV at 2% weight for the past 6 years as a hedge and precious metal/materials component. It's total return is close to 8%. Shares are in a non-registered account so modest cap gain if I sell. My question is should I hold or sell for WPM , AEM or GFI. All three have materially outperformed FNV past 5 years. Based on your outlook, does it make any sense to trade FNV for WPM or others or just hold in the anticipation of FNV sorting out their issues in Panama, etc? Thanks for all you do.

Q: Hi 5i,

Came across this in the Daily Chase from BNN:

"Tactical Resources Corp. plans to list on the Nasdaq stock market through a merger with a shell company. After the transaction, the combined firm will have an enterprise value of US$589 million. Founded in 2018, Tactical Resources explores and develops rare earth elements — a group of 17 metals essential for defence technology, electric vehicles and semiconductors. The company will use proceeds from the deal to finance construction of a processing facility at the Peak Project, a rare earth minerals mine near El Paso, Texas."

Any thoughts on the company from an investment standpoint would be appreciated.

Thank you!!

Q: hello 5i:
has the official takeover date for OSK been announced yet?
thanks
Paul L

Q: What is your opinion of this? How does one find if it is trading above or below NAV?

Q: The company has been demonstrating some good momentum over the past 6 months.
What are your thoughts?
Does the recent trend appear likely to continue?

Thanks, Rick

Q: Good Morning
I appreciate your overview of E3 press release this morning of a Joint Development Agreement with Pure Lithium to Produce Lithium Metal Batteries in Alberta from E3 Brine.
Thank you
Gordon

Q: Any new thoughts on SBSW?

Chris M.

Q: What are the tax implications of owing the iShares Gold Trust (IAU) in RRSP and non-RRSP accounts? Is IAU treated the same as other US ETFs for Canadians, from a tax perspective?

I recently read that the US taxes gold as a collectible, at a higher tax rate than equities. Does this apply to Canadians who own IAU?

Thank you for this excellent service.

Q: Bto seems to spin its wheels even with upward price of gold-could you comment ?

Q: If you were looking to put on a gold trade at this time, would PHYS .TO be a good choice
It is up 38% in the past 52 weeks.
Do you see a good risk/ reward upside, in gold at this time? Or is it too late ?
Would you suggest another stock or ETF for gold exposure instead of PHYS.TO?