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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: Hi, again

Can I have your top three picks for materials.

Thanks,
Robert
Read Answer Asked by Robert on September 16, 2025
Q: Good Morning Peter, Ryan, and Team,
Could I get your opinion of ZJG ETF from BMO please ??
The large cap golds have done really well lately and my guess is that the Junior Gold space will really get it into gear moving forward.
If you have a better alternative to ZJG I would love to hear about it.
Thank you so much for your expertise. DL
Read Answer Asked by Dennis on September 16, 2025
Q: I recall asking here why materials stocks, namely gold, were so low. Now with gold prices rocketing I am amusing myself with the opposite worry. I am holding this etf and see that it has had a meteoric rise. Do you think that this is a still a prudent investment or is there a better way to manage my materials exposure? Is gold unnecessarily high right now?
Read Answer Asked by Peter on September 16, 2025
Q: I've held MDI for some time (years) - thinking when gold and metals market move higher {which they have done) , MDI would be a leveraged 'picks and shovels' way to play the sector. That has not occurred, and recent quarterly results seem underwhelming to me. Your thoughts on both the results and my strategy.

Note: A couple of years ago I added AEM/NTR to bolster my materials weightings so do not need MDI in my portfolio to cover material sector.

Thanks in advance for your thoughts and great service.

Glenn
Read Answer Asked by Glenn on September 15, 2025
Q: It looks like Gold has broken out of $3500 level and Gold equities, rising for 3-4 weeks straight, might be due for a consolidation soon. Do you agree ?

We have a small 1% weight in the sector through AEM and wish to increase our exposure. Have we already missed the boat ?

Would it be worthwhile to wait for a consolidation and or just start adding at current levels.

If you believe, there could be consolidation due in the near term, what levels, you think, AEM could trade ?

Thank You
Read Answer Asked by rajeev on September 12, 2025
Q: I was half way to building a recent position in TECK with an average cost in the mid $40's. With the offer on the table, if it was you, would you sell TECK and purchase Capstone or hold for better offers? In the past you have leaned more toward Capstone in the copper space, are you still positive on Capstone?
Read Answer Asked by eric on September 11, 2025
Q: Can you please provide your six favourite gold/precious metal stocks? Two large, established producers, two small and fast growing producers and two speculative companies that are more exploration but showing strong potential. Would DNG also have any appeal as a different way to play gold?
Read Answer Asked by Tim on September 11, 2025
Q: I STARTED TO INVEST IN MINERS 6 MONTHS AGO. THEY NOW REPRESENT 60 PER CENT OF MY PORTFOLIO. I REALIZE GOOD THINGS EVENTUALLY COME TO AN END. HOW LONG DO YOU THINK THIS GOLD RUSH WILL LAST. THANKS FOR YOUR GREAT SERVICE.
Read Answer Asked by terrance on September 11, 2025
Q: It is a general rule that the day a stock goes ex-dividend there is a corresponding drop in the stock price .....Could 5i tell me the movement of GDXY the day it went ex-dividend for the last four dividend payments ? I didn't notice any movement myself that I could attribute to the security going ex-dividend but I wasn't watching closely ..... Also if there was movement what was the average recovery time for the ETF to return to the pre ex-dividend price or better ? Please tie your calculations to a corresponding rise or drop of the price of gold at the time of the events ? .... Thanks for your terrific service ! .....
Read Answer Asked by Garth on September 10, 2025
Q: Hi 5i, would you please take a look at PPX, is it buyable now, they are almost completing the equipment being installed by PPX Mining Corp. at its Igor gold and silver project in Peru, specifically ball mills as part of the project's grinding circuit. I think it is a very important milestone. thanks
Read Answer Asked by Fernando on September 09, 2025
Q: Follow up question

If there is no premium for Teck why would management agree to takeover deal. Can you please give us the details of the deal is there a stock deal or cash and stock

If we consider the special dividend Anglo plans to shareholders prior to closing (which will impact the value of shares received as they will decline post-dividend) the deal is essentially at a 0% premium to TECK shareholders. The market is making the assumption that there will either be another offer or new bidders. Thus, we would hold for now.

Thanks for your advice

Read Answer Asked by Hector on September 09, 2025