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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 there. I am building up precious metal related positions in preparation for some tariff chaos the next couple quarters. I have SII, FSM, NGD and SBSW. I am wanting to accumulate more (5%) portfolio weighting and wondering if you can rank these in terms of which ones to add to in order of growth potential and being undervalued?

Thanks in advance! Kevin
Read Answer Asked by Kevin on July 08, 2025
Q: I own Labrador Iron Ore Royalty Corporation and am considering adding more to my holdings.

As of June 4, the US raised the tariffs on steel coming into the US from 25% to 50%.
With the US administration's recent rate increase and their pattern of changing tariff rates on a whim, do you see this as a good time to own LIF?

I am looking at an investment horizon of 5+ years. If it is a good time to invest, at what price would a good entry point be? Thank you for your assistance.
Read Answer Asked by Cathy on July 08, 2025
Q: Good Afternoon 5i Team,

Alkane Resources (an Australian company) is in the process of taking over Mandalay Resources in an all-stock deal. If you were a shareholder of Mandalay, would you take the Alkane shares or would you sell the Mandalay shares before the deal closes? Also, Alkane has applied for a TSX listing. Is there a risk that their application will be rejected and that Canadian investors will be unable to sell their Alkane shares.

Thanks for your expert opinion.
Read Answer Asked by Michel L on July 08, 2025
Q: Hi 5i team,

Could you suggest some Canadian precious metals ETF that you like taking into account volatility and MER.?

Many thanks in advance.
Read Answer Asked by Michel L on July 02, 2025
Q: I am interested in buying ETFs for precious metals. I have read that it is important to ensure that the ETF company holds the metal physically and does not lend it.

I am surprised at the difference in MERs amongst popular funds. For example, for platinum, PPLT is very popular. Its MER however is 0.6% whilst the less popular iShares SPLT is 0.2%.

Do you see any reason why SPLT would be riskier? What words do I need to look for to ensure that the ETF physically holds the metal and does not lend it out?

Thank you for this excellent advice.
Read Answer Asked by Dale on June 30, 2025
Q: I’ve invested in a mining stock called Almonty that has been extremely successful as of late. It’s up over 300 per cent in the last six months. This week it’s been on a terrific run.
The company is just about to mine the highly sought tungsten in South Korea. The price of tungsten continues to go up and it’s in great demand esp by the US government. The plan is to move headquarters to the US and to fulfill contracts with a number of nations. There’s multiple years of this mineral to be mined as well as molybdenum.
What’s not to like about this burgeoning company that appears to be on the threshold of a very successful run?
Read Answer Asked by Dennis on June 28, 2025
Q: You recently responded to a question suggesting investing in materials as ‘inflation protection’. I have zero exposure to the sector. I have 10% of my portfolio in IBIT in lieu of precious metals.

Would you consider bitcoin exposure as an effective alternative to materials for inflation protection?

Also, please offer your top 3 names in the materials sector, Canada or US, ranked if possible.

Thank you.
Read Answer Asked by Karim on June 27, 2025
Q: Do you have any recommendations in the metals and mining space that have a yield of at least 3% and expectations of some growth. I would like to diversity my portfolio into this area
Read Answer Asked by arnold on June 27, 2025
Q: Do we know why Teck.a stock is up 6.% where Teck.b stock are down 1%. Is it correct that Only difference is only voting and non voting.

Thanks for your great service
Read Answer Asked by Hector on June 26, 2025
Q: Would you have suggestions for ‘undervalued’ gold stocks in relatively safe countries, producers if possible? I took some profits on my holdings: AEM, TXG, OR, CXB. I have FNV too.

I am waiting for my remaining CXB to be exchanged for EQX soon. Do you think this is a good deal and EQX worth holding? It did not perform that well in the past.
Thanks a lot.
Read Answer Asked by Denise on June 26, 2025
Q: I want to put some $ into silver please give me some secure silver securities for my tfsa
Read Answer Asked by Doug on June 25, 2025
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