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: 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
Q: Hi 5i,
A while ago i wrote and asked about selling ATZ because it had risen substantially, and you advised "we think one of the worst reasons to sell a stock is because it is up". I heeded your advice, did not sell and presently, I'm very happy I asked and that you answered as you did.
Which brings me to my question(s):
I hold DBM and after I bought in it dropped considerably and I was down just over 20% for what seemed like quite some time. Recently it's been climbing, to the point I'm now down 5%. I put a fair amount in (for me that is) so the money involved is significant to me. Along with hoping for capital gain, the dividend was a motivating factor in my buy in.
EQX did the same thing after I bought in and at one point I was down just over 40%. It has now recovered to the point that I'm down about 18%. Monetarily speaking I don't have nearly as much on the line as with DBM, so my level of concern is considerably less.
If these stocks continue their recent trends and continue to rise, would the advice you gave for ATZ hold true for them, or would you advise me to let them go if they get to or near my buy in?
I ask because I expect - but am not sure - that the advice not to sell just because a stock is up may not hold true in every situation, depending on the names in question. Your thoughts regarding DBM and EQX in this context will be greatly appreciated.
Thanks!
Peter
Read Answer Asked by Peter on November 15, 2021
Q: What are your thoughts on the above two companies comoaired to their peers?

I own eqx and someone told me about SKE because of its supposed quality and cost production. But if I'm not mistaken it's just one mine? Do you happen to know how much gold they actually have to mine, mining life?

Thanks for the great service. If you have better recommendations please list them. I'm a long term holder and high risk tolerance.
Read Answer Asked by Richard on November 01, 2021
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!