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: My investments, across non registered, and RRIF accounts are full of banks, Brookfield’s, pipelines and utilities. My TFSA holds more small growth stocks and is 5% of total portfolios. I have never owned gold stocks but with their continued pullback are starting to look interesting with continuing geopolitical chaos ( not expected to stop as long as we have Trump ) and the significant decline in US government finances, I am looking at AEM or AGI as my foray using my TFSA.
Your thoughts on these two. Do you have a preference ? Time to buy a full ( or partial ) position or wait until decline seems be over.
Thanks. Derek.
Read Answer Asked by Derek on March 23, 2026
Q: In a recent response to a question regarding what three things an investor should do during periods of market turmoil, the third suggestion was to be on the lookout for bargains. Gold mining stocks have been mercilessly sold off recently. However, at this moment the gold price is $4640. At this price, gold companies are gushing cash. I have scoured the gold stock universe looking for bargains. At less than 10x earnings and with visible growth in the future, do you consider Torex Gold to be a bargain at this moment? Assuming the gold price stays above $4000, could you also suggest two other gold companies (excluding AEM, LUG, and ARIS) that might be considered bargains right now?

Thanks as always for your expertise.
Read Answer Asked by Richard on March 23, 2026
Q: Would appreciate your comments on this company. Full-year results for 2025 were released yesterday. On the conference call they described developments in Montana, Alaska, Mexico and Australia as well as a very large tungsten deposit just west of Sudbury and other growth opportunities as well as much broader institutional investor support, now up to 40%.
Read Answer Asked by David on March 23, 2026
Q: What are your thoughts about what is happening to silver now a days? Silver usually good for inflation, yet not good when US$ strong. Seems like we have opposite influence going on now and US$ strength winning. Is that all there is influencing silver, some say market is being influenced by the paper silver and some large institutions allegedly. do you think that has anything to do with it? Seems to me, with all the demand for silver, inflation etc, silver should be headed north, not getting slaughtered. Your thoughts please.
Read Answer Asked by Mike on March 23, 2026
Q: Good day,

I bought in to this a month ago and have been building up to a full position on down days. Given the protracted Iran conflict, would you pause for some time before adding up to a full position? Initial buys are down 12-20%.

Thanks for everything,

James
Read Answer Asked by James on March 20, 2026
Q: I have started a small position in Gogold GGD. My research showed that the CEO behind Gogold has built and sold 4 precious metal mines in Mexico over the past few decades. So GGD is not his first rodeo and he, together with some of his team, have the knowledge to build smaller mines in Mexico. GGD currently has an operation in Parral, Chihuahua, Mexico which is successfully processing tailings of historic mines. The modest profits from the Parral mine not only can cover all of the G & A costs of GGD but they should be able to add to the GGD capital (This operation is projected to produce 2 million SEO this year with production costs around $20, so using a low silver price of $60 GGD can net out $80 million this year from a very modest tailings processing operation). The growth project is the "los Ricos South" mine in the state of Jalisco (about 90 minutes from Guadalajara). GGD did a share offering late last fall and now GGD is sitting on about $150 million of capital (Appreciated if you can confirm that?) The los ricos mine only needs $225 ish to get built and the experienced management team is confident they can use reasonably priced debt to finance the remaining mine building capital that will be required. GGD has contracted low cost, hydro power for that mine and they have the transmision line access engineered. So GGD apparently has good rock, good financing, some infrastructure and good management BUT they still don't have the permit to build Los Ricos. Analysts say that if/when the permit is issued the stock should rocket upwards. No permit and the stock will languish BUT at least GGD's small tailings processing plant can generate enough cash to cover G & A plus add to the capital accumulation. I like the risk versus potential reward for GGD and therefore I started a position. Am I missing something in this story? I am currently in Mexico and I am well aware of Vizla's tragedy up in Sinaloa. I see that as an extreme, but isolated event. But again, is there something else I should think about if I want to hold, or add to my GGD postion?
Read Answer Asked by Paul on March 19, 2026
Q: 3 questions about precious metals stocks.

With most gold/silver stocks now down roughly 20% - 25% from recent highs, do you think this is an opportunity to add to the sector if underweight, or is the sector rolling over and starting a downward trend?

Which do you think gold will hit next, $4,000 or $6,000?

If gold stays at around $5,000 and silver at around $80 for a long time are precious metals stocks cheap, expensive or reasonably valued at their current stock prices?

Read Answer Asked by Dan on March 19, 2026
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!