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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: Can I get your thoughts on Capstone please? Seems to keep dropping and now with talk of tariffs and maybe smaller AI infrastructure, it’s not looking great. Would you still hold here? If not, do you have another recommendation for materials sector? CAD or US? My only other one in this sector is Agnico Eagle.
Read Answer Asked by Neil on January 29, 2025
Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i
Read Answer Asked by Don on December 17, 2024
Q: Gentlemen:
This is a two part question. I have been holding a large number of B2 gold shares for 12 years, and it has been a disgrace. In your opinion is there any light at the end of the tunnel? Second Part--- Of the above companies( In an OCT 31 question from Maurice, you thought AGI and LUG had the best growth potential ), would that still be your opinion. Please rank them for growth at this date-BEST FIRST. Also please rank them for RISK- LEAST to most. THANKS, BEN.


Read Answer Asked by BEN on November 28, 2024
Q: Hello Team,

Can I get your thoughts on Gold over the next few years. I currently have about 3% of my portfolio in Gold stocks and thinking about increasing to 5-6%.

Where do you think the market in general will price Gold stocks? Do you see an "AI" type frenzy at all coming with gold prices heading towards $3000. I feel most companies are under priced/valued.

Can you give me your top 3-4 high growth gold stocks.

Thanks.
Read Answer Asked by Kevin on October 29, 2024
Q: I have never invested in precious metals although I own Bit coin. Now I would like to invest and will appreciate your opinion! Solid silver, solid gold that I store, gold Eft's, gold stocks or................ ???
I would like know your opinion on this and also why you would advise this approach?
Thanks, James.
Read Answer Asked by JAMES on September 22, 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: Do you credit the notion that buying shares in FNV includes a "free option" given the potential reopening of the Cobre Panama mine sometime in the future perhaps under a different government? Considering that for FNV, Cobre Panama was its largest royalty asset at about US$2-billion in net asset value and 22 per cent of revenue, do you believe that patient investors are offered a compelling risk/reward scenario?

Thanks as always for your expertise.
Read Answer Asked by Richard on August 28, 2024
Q: Hello 5i, I've held FNV at 2% weight for the past 6 years as a hedge and precious metal/materials component. It's total return is close to 8%. Shares are in a non-registered account so modest cap gain if I sell. My question is should I hold or sell for WPM , AEM or GFI. All three have materially outperformed FNV past 5 years. Based on your outlook, does it make any sense to trade FNV for WPM or others or just hold in the anticipation of FNV sorting out their issues in Panama, etc? Thanks for all you do.
Read Answer Asked by Maury on August 27, 2024
Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks

Read Answer Asked by Judith on August 21, 2024
Q: What is your opinion on the gold sector over the next 12 months? Would you be a buyer now (why/why not?). If a buyer, which companies (or ETFs) are your favourites?
Read Answer Asked by Doug on August 07, 2024
Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen
Read Answer Asked by Helen on April 22, 2024
Q: Gold and silver stocks have not moved with the same velocity as the commodity itself and now appear to offer some of the best value in market. Given the current situation can you recommend 3 or 4 gold or silver stocks that have an operating mine, in a safe jurisdiction and have reasonable "all in sustaining costs" AISC
Read Answer Asked by mitchell on April 19, 2024
Q: Hi,
A nice article on Gold in today's Globe and Mail. (April 10 2024).

Any thoughts on Gold ? Your opinions on the recommendations made in this article? At this particular time and cycle, what are your recommendations for the Gold sector.
Read Answer Asked by Savalai on April 15, 2024
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