Q: For a 3 year hold,which would be your choice,ABX or PAAS?Thanks.
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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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Freeport-McMoRan Inc. (FCX)
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Wheaton Precious Metals Corp. (WPM)
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Barrick Gold Corporation (ABX)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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Teck Resources Ltd (TECK)
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Newmont Corporation (NGT)
Q: Hello 5i team,
For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.
I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you
For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.
I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you
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Pan American Silver Corp. (PAAS)
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MAG Silver Corp. (MAG)
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Coeur Mining Inc. (CDE)
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First Majestic Silver Corp. (AG)
Q: Looking for your recommendations on buying some silver stocks large and small cap in both Canada and the US. Thank you for your great service!
Q: Would you please name a couple of your best silver stocks.
Thanks.
Thanks.
Q: I am planning to sell PAAS to crystalize a tax loss. What relatively safe silver stock
would you recommend as a replacement?
With appreciation,
Ed
would you recommend as a replacement?
With appreciation,
Ed
Q: Today what would be your two highest conviction picks in the Silver space. Size of Cap doesn’t matter Mid risk is good. Growth is the goal.
Thanks for your help!
Terry
Thanks for your help!
Terry
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Franco-Nevada Corporation (FNV)
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IAMGOLD Corporation (IMG)
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Barrick Gold Corporation (ABX)
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Agnico Eagle Mines Limited (AEM)
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Kinross Gold Corporation (K)
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Pan American Silver Corp. (PAAS)
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Wesdome Gold Mines Ltd. (WDO)
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Equinox Gold Corp. (EQX)
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Fortuna Mining Corp. (FSM)
Q: I own the above Precious Metals companies having bought all over the past 4 or 5 years. Based on my cost all of them are in a profit position to varying degrees.
Each was bought for a somewhat different reason ie B2 because of heavy sell off n divi, Fortuna as a potential turnaround, Equinox as a turnaround .. similarly Wesdome.
I am always interested in holding good companies that have turnaround n takeout potential.
Which would you continue to hold and which would you sell to streamline my holdings keeping in mind AEM has performed well whilst some of the others have been following the general market updraft n may or may not have catalysts to drive them higher?
Each was bought for a somewhat different reason ie B2 because of heavy sell off n divi, Fortuna as a potential turnaround, Equinox as a turnaround .. similarly Wesdome.
I am always interested in holding good companies that have turnaround n takeout potential.
Which would you continue to hold and which would you sell to streamline my holdings keeping in mind AEM has performed well whilst some of the others have been following the general market updraft n may or may not have catalysts to drive them higher?
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Maya Gold & Silver Inc. (AYA)
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First Majestic Silver Corp. (FR)
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Pan American Silver Corp. (PAAS)
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MAG Silver Corp. (MAG)
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Hecla Mining Company (HL)
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: what are your 3 best silver stock plays in order?
Q: Hi
Just wondering if you have any insight into Pan American's recent weakness. Their Q2 results looked decent with an improving margin and fairly good free cash flow. As well, the guidance provided in the MD&A remained consistent with prior guidance.
Perhaps the stock was overvalued relative to the current commodity pricing?
Thank you
Just wondering if you have any insight into Pan American's recent weakness. Their Q2 results looked decent with an improving margin and fairly good free cash flow. As well, the guidance provided in the MD&A remained consistent with prior guidance.
Perhaps the stock was overvalued relative to the current commodity pricing?
Thank you
Q: Hello 5i I own AEM and PAAS and I would like to get your opinion as to the seasonality for gold and you opinion of both companies. As I am thinking of selling them while the price of gold is rising but I think most gold companies stock prices have not appreciated in value as I thought
Q: What is the revenue split between gold and silver for PAAS?
Thanks as always for your expertise.
Thanks as always for your expertise.
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First Majestic Silver Corp. (FR)
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Pan American Silver Corp. (PAAS)
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Endeavour Silver Corp. (EDR)
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Fortuna Mining Corp. (FVI)
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Coeur Mining Inc. (CDE)
Q: Does 5i have a preference for any particular US or Canadian silver miners? In the past, the go to name was always First Majestic but the fiasco surrounding Jerritt Canyon seems to have hampered the company.
Thank you as always
Thank you as always
Q: Your opinion on PAAS after the results please? Buy/Sell/Hold. Thanks.
Q: What woul be your favorite silver stock?
Q: Good morning,
Both FR and PAAS are at new lows today, will 2024 be better going forward ?
Thanks,
George
Both FR and PAAS are at new lows today, will 2024 be better going forward ?
Thanks,
George
Q: As a follow up, I believe SSRM has had a big landslide. Is it still OK to hold or would you swap it for ABX or PAAS?
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Franco-Nevada Corporation (FNV)
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SSR Mining Inc. (SSRM)
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Agnico Eagle Mines Limited (AEM)
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Pan American Silver Corp. (PAAS)
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B2Gold Corp. (BTO)
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Karora Resources Inc. (KRR)
Q: My allotment to precious metals is now down below my target of 5%. I need to add to bring up this part of my portfolio. I have a full position in AEM. Which of PAAS, SSRM, BTO, KRR or FNV should I add to at this time? Or do you have another precious metal company that would be appropriate at this time?
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Park Lawn Corporation (PLC)
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Air Canada Voting and Variable Voting Shares (AC)
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CAE Inc. (CAE)
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Northland Power Inc. (NPI)
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Lundin Mining Corporation (LUN)
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Barrick Gold Corporation (ABX)
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Agnico Eagle Mines Limited (AEM)
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Magna International Inc. (MG)
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Pan American Silver Corp. (PAAS)
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Savaria Corporation (SIS)
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B2Gold Corp. (BTO)
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BMO Equal Weight REITs Index ETF (ZRE)
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Kulicke and Soffa Industries Inc. (KLIC)
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JD.com Inc. (JD)
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Nutrien Ltd. (NTR)
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Troilus Gold Corp. (TLG)
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iShares MSCI South Korea ETF (EWY)
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Kering ADR (PPRUY)
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Nuvei Corporation (NVEI)
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Q: Do you have a favorite silver miner? Would you go with a miner or buy physical silver.
I was considering PAAS but they seem to generate a significant portion of revenue from gold. Thanks.
I was considering PAAS but they seem to generate a significant portion of revenue from gold. Thanks.