skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Given the turmoil in the market at the present time, I want to increase my gold allocation and am considering these two companies. How would you rank them and what is your reason for the higher ranking? Do you have another producer in the sub-1M oz of gold production/yr range that you favor over these two companies? What would be your maximum allocation for gold stocks in today's market? I already have 1% positions in each of KNT and AGI.
Read Answer Asked by Brendon on February 10, 2025
Q: I have two small holdings in the materials sector, EQX (1% of portfolio) and NGT (1.5% of portfolio). I am thinking of consolidating them. NGT is the larger company by far, and has faced some negative investor sentiment recently, but to my knowledge, remains profitable and should perform better in the next several quarters. EQX has had better recent momentum, but is much smaller than NGT. This would be for a longer-term hold.

An alternative strategy would be to sell both and purchase another gold mining company with these funds.

I would appreciate any thoughts or insights you would be willing to share. Thanks so much, and I look forward to your reply.
Read Answer Asked by Domenic on January 30, 2025
Q: Good day,
In a recent announcement, EQX indicated that US$130 million conv debt is being converted into equity, and it talks about a secondary offering for the same amount - Q. Is that secondary offering to cover the debt, or is it in addition to the shares being issued for the debt conversion?
Thanks.
Read Answer Asked by Michael on October 11, 2024
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?
Read Answer Asked by Craig on September 18, 2024
Q: Which small and mid-cap miners in the gold and silver space are poised for impressive production growth in the near term?
Read Answer Asked by Brian on March 30, 2023
Q: Some time back, I came to the thesis that with all the financial stimulus, inflation would develop and that gold would rise. Well, we did have inflation but gold declined. Each of these 3 names may have had their own issues, I am down between 20 - 50 % on them. What is your view on gold going forward? What is your view on each of these 3 equities? Hold or sell, and why? Thank you for your excellent service.
Read Answer Asked by Leonard on August 17, 2022
Q: I sold two thirds of my position in EQX in the high $10's and low 11"s a couple of weeks ago. I rebuilt part of that position in the low $9's but then the quarterly results came out and the stock got hammered down. I usually look at the results myself but I am too busy right now so could you give a quick run down on the results and what in particular the market didn't like. I hold DPM and Agnico Eagle in other account and AEM has been bouncing around a lot. Do you have a favorite out of these three and why?
Read Answer Asked by Paul on May 06, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!