Investment Q&A

Q: Which Rare Earths company would you pick if you only had one choice in either Canada, the USA or Australia?

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Read Answer Asked by DAVE on October 27, 2021

• BMO Equal Weight Industrials Index ETF (ZIN $46.83)
  • $46.83 Cap: $41M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $61.04)
  • $61.04 Cap: $122M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $37.04)
  • $37.04 P/E (TTM): 2.41X Cap: $351M
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• iShares Global Industrials ETF (EXI $169.49)
  • $169.49 Cap: $1.02B
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Q: Dear 5i team.

May I please have your recommendation for exposure to Materials and Industrial ETFs please.

Thank you.

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Read Answer Asked by Arthur on October 27, 2021

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: Which do you think would see greater upside at >2000 dollar gold?

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Read Answer Asked by Rick on October 27, 2021

• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
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Q: Good morning,

Looking for your insights on the why the rather poor performance since May (down by 30% or so) given inflation concerns and rising material prices.

Thank you.

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Read Answer Asked by Brad on October 26, 2021

• American Electric Power Company Inc. (AEP $117.04)
  • $117.04 P/E (TTM): 17.14X Cap: $62.59B
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• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
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• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 195.49X Cap: $40.73B
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Q: Hi 5i,
Looking for a few companies in the material and gold sector currently own NTR and AEP. I'm putting close to 10% of my stock portfolio into this area. Can you name a few companies for me, they can be Canadian or US companies but need to have a dividend.
Many thanks!

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Read Answer Asked by Mark on October 25, 2021

• Analog Devices Inc. (ADI $225.32)
  • $225.32 P/E (TTM): 57.63X Cap: $110.84B
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• Applied Materials Inc. (AMAT $209.95)
  • $209.95 P/E (TTM): 25.02X Cap: $167.25B
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• Broadcom Inc. (AVGO $324.63)
  • $324.63 P/E (TTM): 82.81X Cap: $1.53T
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• Intel Corporation (INTC $36.37)
  • $36.37 Cap: $159.19B
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• KLA Corporation (KLAC $982.75)
  • $982.75 P/E (TTM): 32.36X Cap: $129.68B
  • View KLAC Profile
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 52.18X Cap: $4.45T
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 14.84X Cap: $165.72B
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• Texas Instruments Incorporated (TXN $171.70)
  • $171.70 P/E (TTM): 31.39X Cap: $156.09B
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• Marvell Technology Inc. (MRVL $85.61)
  • $85.61 Cap: $73.80B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
  • $280.66 P/E (TTM): 38.1X Cap: $1.45T
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Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you

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Read Answer Asked by Vineet on October 25, 2021

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: MMX is in the growth portfolio. It’s been there for a while and has not moved. Would you consider it buyable today?

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Read Answer Asked by Helen on October 25, 2021

• Lithium Americas Corp. (LAC $10.52)
  • $10.52 Cap: $2.54B
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• Albemarle Corporation (ALB $89.86)
  • $89.86 Cap: $10.57B
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• VALE S.A. American Depositary Shares Each Representing one (VALE $10.75)
  • $10.75 P/E (TTM): 7.47X Cap: $45.88B
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• Sociedad Quimica y Minera S.A. (SQM $40.77)
  • $40.77 P/E (TTM): 16.99X Cap: $11.64B
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• BHP Group Ltd. (BHP $53.62)
  • $53.62 P/E (TTM): 15.82X Cap: $142.83B
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• Sigma Lithium Corporation (SGML $8.72)
  • $8.72 Cap: $970M
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Q: What metal sector(s) would you recommend that will stand to benefit the greatest from the move to renewables. Please provide 3 growth companies to consider.

Would you also please provide 3 value companies that show solid values and good rebound opportunities in the same or similar sector.
Thanks, Peter.

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Read Answer Asked by PETER on October 25, 2021

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 6.96X Cap: $2.51B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Equinox Gold Corp. (EQX $16.29)
  • $16.29 P/E (TTM): 117.75X Cap: $12.38B
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Q: Hello 5i
I’d like your take on these 3 stocks as they’ve all displayed good momentum as of late, in their respective indices.

Thnx for your excellent service!
Dave Soroka

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Read Answer Asked by David on October 21, 2021

• Endeavour Mining plc Ordinary Shares (EDV $58.03)
  • $58.03 P/E (TTM): 69.91X Cap: $14B
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Q: Hi,
Do you like Endeavor Mining with its low p/e. And do you know its all-in cost?
Thx.

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Read Answer Asked by Robert on October 21, 2021

• Cameco Corporation (CCO $121.35)
  • $121.35 P/E (TTM): 98.66X Cap: $52.82B
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Q: I am Surprised at the lack of Questions on Cameco. I have long felt the switch to Green Energy has a long timeline. IMO Uranium offers a sensible base load source when done safely .
What are your current views ?

Thanks

Greg

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Read Answer Asked by Greg on October 20, 2021

• Tantalex Lithium Resources Corporation (TTX $0.02)
  • $0.02 Cap: $13M
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Q: Can I have your opinion on this company as they have created partnerships? Thanks James

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Read Answer Asked by JAMES on October 20, 2021

• NanoXplore Inc. (GRA $2.68)
  • $2.68 Cap: $457M
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Q: GROY USA company took over ELY gold royalty company recently Your Thoughts please.. Gold does not look good higher rates coming .

GRA Canada your thoughts please RAK

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Read Answer Asked by bob on October 20, 2021

• Franco-Nevada Corporation (FNV $286.16)
  • $286.16 P/E (TTM): 50.82X Cap: $55.14B
  • View FNV Profile
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• Wheaton Precious Metals Corp. (WPM $147.64)
  • $147.64 P/E (TTM): 61.33X Cap: $67.03B
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• Sandstorm Gold Ltd. (SSL $16.98)
  • $16.98 P/E (TTM): 102.28X Cap: $4.97B
  • View SSL Profile
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Q: Can you do a quick compare/contrast for these 3?
Do you place more emphasis on royalty or stream approach?
I was leaning towards SSL, on a 5+ year chart it is below the others, could it "catch up"?

Thanks,
TJ

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Read Answer Asked by Travis on October 19, 2021

Q: With all that is happening in the world today now led by inflation concerns I think
Oil and Gold would be two good places to be.Do you agree ? And if so what stocks
would you reccommend?
Thanks
Peter

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Read Answer Asked by peter on October 19, 2021

• QMC Quantum Minerals Corp. (QMC $0.05)
  • $0.05 Cap: $4M
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Q: Would now be a good entry point into QMC considering the future need for lithium ,or is there a better lithium producer.

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Read Answer Asked by nick on October 19, 2021

• Valore Metals Corp. (VO $0.11)
  • $0.11 Cap: $25M
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Q: thoughts on this as an investment

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Read Answer Asked by cliff on October 18, 2021

• Sabina Gold & Silver Corp. (SBB $2.16)
  • $2.16 Cap: $1.20B
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Q: Appreciate your thoughts on Sabina.Thanks.

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Read Answer Asked by Maurice on October 18, 2021

• Sigma Lithium Corporation (SGML $8.72)
  • $8.72 Cap: $970M
  • View SGML Profile
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Q: I looked at the latest company presentation. They are projecting 33000 tons of LCE in 2022 and 66000 in 2023. If they pull that off with LCE being around 9000 US a ton what would the probable stock price be around at the end of 2023.

Thanks Steve

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Read Answer Asked by Steve on October 18, 2021

• Sprott Physical Gold Trust (PHYS $42.96)
  • $42.96 P/E (TTM): 24.9X Cap: $17.32B
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Q: What is the best way to buy physical gold and to hold it in an account as allocated gold, without taking delivery, and thus preserving the custody trail? Are there tax implications if the value of the gold goes up? Is it possible to hold the gold in a TFSA?

If this is several questions, please deduct credits as appropriate.

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Read Answer Asked by Jack on October 18, 2021