Q: what is the current production rate? with and without Yamana?
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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.
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Darden Restaurants Inc. (DRI)
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North West Company Inc. (The) (NWC)
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Agnico Eagle Mines Limited (AEM)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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A&W Revenue Royalties Income Fund (AW.UN)
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Acadian Timber Corp. (ADN)
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Leon's Furniture Limited (LNF)
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Cal-Maine Foods Inc. (CALM)
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Flowers Foods Inc. (FLO)
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Packaging Corporation of America (PKG)
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M.D.C. Holdings Inc. (MDC)
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Sonoco Products Company (SON)
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Buckle Inc. (The) (BKE)
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Agnico Eagle Mines Limited (AEM)
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Nutrien Ltd. (NTR)
Q: Which stock would you purchased today if you could only purchase one? CCL.B, NTR or AEM.
Thanks
Thanks
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Freeport-McMoRan Inc. (FCX)
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Mosaic Company (The) (MOS)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Agnico Eagle Mines Limited (AEM)
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Savaria Corporation (SIS)
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Acadian Timber Corp. (ADN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Albemarle Corporation (ALB)
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NV5 Global Inc. (NVEE)
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Reliance Inc. (RS)
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L3Harris Technologies Inc. (LHX)
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Jacobs Solutions Inc. (J)
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Boyd Group Services Inc. (BYD)
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West Fraser Timber Co. Ltd. (WFG)
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Q: Looking for a process to calculate the geopolitical risk discount on these two as I am considering consolidating into one.
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Agnico Eagle Mines Limited (AEM)
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Sprott Physical Gold Trust (PHYS)
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Sprott Physical Silver Trust (PSLV)
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SPDR Gold MiniShares Trust (GLDM)
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?
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
Thanks
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Newmont Corporation (NEM)
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Agnico Eagle Mines Limited (AEM)
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SilverCrest Metals Inc. (SIL)
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Sprott Physical Gold Trust (PHYS)
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
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
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Franco-Nevada Corporation (FNV)
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Agnico Eagle Mines Limited (AEM)
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Dynacor Group Inc. (DNG)
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Discovery Silver Corp. (DSV)
Q: Hi 5i,
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?
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Methanex Corporation (MX)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
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Agnico Eagle Mines Limited (AEM)
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Nutrien Ltd. (NTR)
Q: I have these names as part of my materials sector. Do you think this is a good diversified mix of companies for long term growth? I was thinking of adding in TECK. Would you add TECK to this group or swap one of the names out for TECK? If you had to consolidate to just 3 names, which ones would you pick?
AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%
AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%
Q: I had a thesis about Gold and purchased these 3 stocks. My thesis did not pan out, so to speak, and I wish to do some tax harvesting. I am inclined to continue to hold some Gold but wonder what your current thoughts are about the sector? Also, if you were me and wanted to stay in the sector, can you suggest some proxies to hold upon the harvest. FYI, I have a small position in Teck. Last, can you indicate which of the 3 holdings you might see as worthy of getting back into. Many thanks.
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Agnico Eagle Mines Limited (AEM)
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Nutrien Ltd. (NTR)
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TopBuild Corp. (BLD)
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West Fraser Timber Co. Ltd. (WFG)
Q: Can you please give me two top picks for the materials sector in both Canada and the US. Also a few thoughts on the reasons for your choices. Thank you.
Q: Can you suggest some Canada/USA industrial metals/minerals companies and/or royalty companiesworth a closer look?
Thanks
Peter
Thanks
Peter
Q: Hi Peter and 5i Team
Have held AEM for several years in a LIF. Share price is down about 35%. I am looking at LUN as an alternative with a higher dividend and possibly better growth. Gold or copper? Could I get your opinion for a long term hold. Thanks
Have held AEM for several years in a LIF. Share price is down about 35%. I am looking at LUN as an alternative with a higher dividend and possibly better growth. Gold or copper? Could I get your opinion for a long term hold. Thanks
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Franco-Nevada Corporation (FNV)
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Tourmaline Oil Corp. (TOU)
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Agnico Eagle Mines Limited (AEM)
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Maverix Metals Inc. (MMX)
Q: Looking to buy 3 Energy stocks and 3 Gold stocks.
What would you recommend?
Thanks
Peter
What would you recommend?
Thanks
Peter
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Air Canada Voting and Variable Voting Shares (AC)
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Advantage Energy Ltd. (AAV)
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Agnico Eagle Mines Limited (AEM)
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Sierra Wireless Inc. (SW)
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Capstone Copper Corp. (CS)
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Trisura Group Ltd. (TSU)
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Nutrien Ltd. (NTR)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
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Franco-Nevada Corporation (FNV)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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Maverix Metals Inc. (MMX)
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Sprott Physical Gold Trust (PHYS)
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Karora Resources Inc. (KRR)
Q: What is the best way or stocks to invest in Silver & Gold ?
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Franco-Nevada Corporation (FNV)
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Agnico Eagle Mines Limited (AEM)
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iShares S&P/TSX Global Gold Index ETF (XGD)
Q: Why is Gold and related stocks doing badly? Should it not do better in recession or when stock market is tanking and interest rates rising? What are your opinion about the future prospects in near and long term? (My exposure to these is through XGD, FNV and AEM)
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Franco-Nevada Corporation (FNV)
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Agnico Eagle Mines Limited (AEM)
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Maverix Metals Inc. (MMX)
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Barrick Gold Corporation (BC) (GOLD)
Q: What is your view on Gold? Is now a good time to start accumulating the position? Please also provide top 3 your favorite name.
thank you,
thank you,
Q: Hi 5i team.
about 5 weeks ago sold AEM and FNV for tax loss and bought ABX as a proxy.
Have a 2-3 % weighting in gold.
For a conservative retiree, would you suggest to sell ABX (small gain which is good) and go back to AEM and FNV for longer term holds?
Thank you.
about 5 weeks ago sold AEM and FNV for tax loss and bought ABX as a proxy.
Have a 2-3 % weighting in gold.
For a conservative retiree, would you suggest to sell ABX (small gain which is good) and go back to AEM and FNV for longer term holds?
Thank you.