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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.

Q: Please rank these royalty companies in order of preference disregarding the market cap. Thanks.
Read Answer Asked by Marco on April 03, 2024
Q: I hold two small positions, which combine to about 2.5%, in New Gold Mining and Triple Flag Precious Metals. I am considering a switch to Lilly Pharmaceuticals. At the moment, my exposure to the materials and health care sectors are about 5% each: this would change my weighting to 2.5% materials and 7.5% health care.

My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?
Read Answer Asked by Domenic on March 15, 2024
Q: After acquiring MMX last year what is the earnings growth outlook for TFPM? They seem to have a lot of non-producing streams/royalties, how many of these projects are expected to be producing assets in the next decade? Would 5i consider it a buy at current price levels or would you prefer a more senior royalty play like FNV?
Read Answer Asked by Marco on November 20, 2023
Q: Currently reviewing my precious metals exposure. In my royalty companies I have a full position in FNV and MMX. Would you hold MMX with the pending purchase by TFPM or would you sell and buy WPM at this time? In my gold miners, I have half positions in VGCX and NEM (position resulted from the Goldcorp merger), should either be sold and if so, would you purchase AEM? Any further thoughts on the precious metals exposure would be appreciated.
Read Answer Asked by eric on December 09, 2022
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