Investment Q&A

Q: Hi Peter
this stock is lagging in the gold sector compared to FNV and AEM and K
I wonder is there any value in it vs risks
with the pullback in gold today, would you add to FNV and AEM and K
or start a small position? thanks
Michael

Q: Hi, any thoughts on the ~20% rise in FOM over the last 2 weeks? I don't see any news to explain the rise. Thanks

Q: Happy New Year 5i Team I'm looking to add to my TFSA either SVM or LUN. As an exploration geologist I'm more concerned with the market valuations not the technical aspects of these companies. Many thanks. Rockdoc

Q: Trading in the shares of BTO lately has been very contrary to the price of gold and on some heavy volume days. It seems to go down when the price of gold goes up and it was recently a top pick by a fairly reputable mining investor. They seem to have a good relationship with the Mali gov't, but do you think this trading pattern is a warning sign of some nefarious situation only a few know about?

Q: I own the above two stocks and they are up quite a bit. They are taking a small hit lately due to new year index rebalancinng. I am a little concerned about SVM since the mine is in China and China has talked about restricting silver exports. What are your top three silver stocks at the moment and what do you think about the China risk for SVM.

Q: Can you explain why BN would be considered a peer group for gold, silver and copper companies

Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately

Q: Hi Peter and team,

Question about Lundin Mining. How is the copper mine life in the countries they are in and which countries they are in. The stock double in the last 4 years and does it has more room to grow due to the data center build outs. The business model, does it continue to generate cash and are they buying back stocks.

In advance, thank you for taking the time to answer my question. Greatly appreciate it.

Norwood

Q: thoughts on Hycroft Mining Corporation (HYMC)?

Q: It seems that the most efficient gold mining companies are selling gold for about four times the cost of production. Is that already reflected in the share price?

Q: Hi there,

Rick Rule has Amerigo Resources as a top pick due to the copper mine in Chile. Is 5i research is bullish on the company as a small cap. What is the mine life of the copper and is there more growth in the name.

Q: Where would you put money in copper for a 5 ​year or more hold.
Please recommend stocks from a conservative and​ from a moderately aggressive perspective. Please do the same using ETFs.
Can you buy ​into the metal easily itself and ​do you think it is a good idea? If yes, how would you do it?
Subtract credits as you see fit.
Thank you for this excellent service.

Q: Hi Peter and team,
I would like to get exposure to gold, silver and uranium, would you please recommend individual companies or ETFs for a long term hold.
Thanks,
Harry

Q: Most silver stocks are down today with today's decline in the metal. However, USAS popped 15% late morning after being down early. I can't find any news. Do your sources have anything on this? Thanks Rob

Q: Is there a Canadian-traded equivalent of GLD?

Q: in order what 5 silver stocks do you recommend for growth potential and okay with juniors.

also 2nd question same for gold stocks

Q: I have been looking at the SPROTT ETFs in (gold, silver miners), energy materials, uranium, and (gold and silver physical). They all had a great year given the sectors. Would you recommend starting a position in any of these with CAD or USD or both? Thanks for this super service,

Q: What would your top 5 copper stocks in North America in order be?

Q: Some copper stocks have increased significantly in the last 52 weeks. Is it too late to start a first/new position. What would be the preference from above list? Please list your own choices if it is not on above list.
Thank you for your service.
Albert

Q: Re: Mayfair Gold Corp and Snowline Gold Corp

Watched an interesting interview with Darren Mclean who highlighted a couple of gold companies:
MFG (not listed on your database yet) and SGD.
He's the one who actually flew satellites over mining projects and read drill reports personally to decide whether projects were a "scam" or legit.

What drew me to this was the idea that Muddy Waters and Darren Mclean are taking long positions in these companies, despite their primary business being short sellers.

Here is the original article by Larry McDonald of the Globe and Mail, including the video link:

Video link:
https://www.youtube.com/watch?v=VYA3S3N-dgQ&list=PLHXV1yDW9VX9Nu7g6mQVCTL5fzzDCmg9C&index=37

Article:
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-short-sales-on-the-tsx-what-bearish-investors-are-betting-against-72/?utm_source=Shared+Article+Sent+to+User&utm_medium=LinkCopy&utm_campaign=Shared+Web+Article+Links

Wondering what your thoughts are on these two companies, especially as share prices have run up parabolically on SGD?
My interest would be in small speculative positions only.

Thanks and happy holidays.