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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: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
Read Answer Asked by Jeremy on March 18, 2022
Q: I hold both NGD (about 1.7% position) and AR (currently about 0.8% position, but initiated at about 1.5%) among my positions in precious metals. AR corrected significantly over the last few months, but the share price seems to be rebounding since lows were established shortly after the New Year. Both NGD and AR have been outmatched by KRR (just about 3% position) , which has performed spectacularly over the last several months. I feel like I am decently positioned with KRR, and was wondering your thoughts on consolidating positions around either NGD or AR. Would this be worthwhile, or is staying put the more prudent approach for this issue? Alternatively, would you suggest selling both and initiating a position elsewhere, or further increasing my position in KRR?

As always, I look forward to your comments, and appreciate your insights.
Read Answer Asked by Domenic on March 17, 2022
Q: I know you like AEM. Given the recent surge in Commodity Prices, what are your top 3 Gold Stock picks and what are your top 3 base metal (Copper, Nickel, etc..) picks. Are these good entry points?
Read Answer Asked by Timothy on March 16, 2022
Q: LIF has taken quite the hit the past two days. I'm thinking to sell my RUS and buy the dip. What do you think of the swap? If so, do you have any advice on timing? LIF shows ex dividend March 30. Would it be wise to wait until then and see how it settles?

Thanks
Read Answer Asked by Robert on March 16, 2022
Q: Hi 5i Team - Could you provide an update on the fundamentals of Headwater Gold including cash on hand, debt (if any), insider ownership, quality of management. This company was mentioned recently on the Metals Investor Forum and sounds like it has quite a bit going for it including 10 projects, 100 % owned with some encouraging drill results. Also could you give your opinion on the upside potential of this company as well as the possibility of a need to raise capital for further exploration. At this point there are only 50 million shares which doesn't seem like a lot for a junior resource company. Thanks.
Read Answer Asked by Rob on March 16, 2022
Q: On March 11, in response to Norm's question regarding B2 Gold, you wrote, "BTO's profit margins for 2020 were 35% and its year-over-year revenue growth was 55%. For 2021, its revenue declined by 1.5% and profit margins fell to 24%." I need your help to understand the profit margin numbers. For instance, B2's AISC for 2021 was around $900 while they sold the mined gold for around $1800. Wouldn't the margin then be 100%? What I am missing here?

Also, you wrote, "It has improved on its balance sheet since 2020." The company is debt-free. Is that what you were referring to or something else? Please explain.

You have stated previously that the stock is cheap, and it pays a very healthy dividend. It is about 50 cents lower per share than its March 2020 share price while the price of gold is substantially higher. Do you attribute that to people shying away from the location of B2's mines?

There's a few questions in there.

Thank you as always for your service.
Read Answer Asked by Richard on March 15, 2022
Q: KRR is 2.4% of my RRSP and I am up about 110% (also hold KRR and XGD in other accounts). Can you please tell me a bit more about KRR? I know it mines gold and nickel.
After significant declines with small caps like AT, XBC and REAL, I am a bit leery of KRR and wonder if its time to take a bit of profit, but I am reluctant with such good momentum. Can you please tell us again what dollar cap amount defines a small cap, med cap and large cap?
Thanks!!
Read Answer Asked by Grant on March 15, 2022
Q: Can you comment on the investment merits of this ETF NANR
Read Answer Asked by Kim on March 14, 2022
Q: If one is to consider commodity exposure, do you have any recommendations? TECK or RIO or both? Thanks.
Read Answer Asked by Ford on March 14, 2022
Q: Hard question to define but was wondering what effect the surge in Nickel prices might have on investments in the lithium sector (which use nickel). Help or hurt?
Read Answer Asked by Doug on March 10, 2022
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