Investment Q&A

• Fission Uranium Corp. (FCU $0.72)
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• Black Iron Inc. (BKI $0.13)
  • $0.13 Cap: $39M
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Q: Hi 5i. Would you rate these companies as a buy right now? Any thoughts you have about long- and short-term prospects would be appreciated as well.

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Read Answer Asked by William on October 28, 2021

Q: With a lot of gold miners stocks trading at 2017 levels or just over when the price of gold was around $1300 are they undervalued now the gold price is around $1800?
Or is the market thinking gold is overvalued at current levels….

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Read Answer Asked by Sonny on October 28, 2021

• Artemis Gold Inc. (ARTG $37.57)
  • $37.57 P/E (TTM): 43.18X Cap: $8.67B
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Q: I received ARTG shares when Atlantic was sold. I've held onto them and they make up less than 0.2% of my portfolio. I'm debating on either getting rid of them or adding to the position. What are your thoughts in this regard? I have no other gold stocks.

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Read Answer Asked by Jordan on October 28, 2021

• Rock Tech Lithium Inc. (RCK $0.88)
  • $0.88 Cap: $101M
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Q: What do you think about Rock Tech Lithium?

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Read Answer Asked by DAVE on October 28, 2021

• Anglo American plc ADR (NGLOY)
  • Cap: $34.96B
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Q: I have a 40% profit in NGLOY and I'm wondering aout exiting. I assume it is riding the copper price and the strenghening industrials but it has an interest in multiple minerals. The weird asset is deBeers. The dividend is great but the P/E seems low relative to peers. Is deBeers dragging this down? Is this a good time to sell or rather hold?

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Read Answer Asked by David on October 27, 2021

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 $50.82)
  • $50.82 P/E (TTM): 18.21X Cap: $44M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $65.98)
  • $65.98 P/E (TTM): 28.61X Cap: $148M
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• iShares S&P/TSX Capped Materials Index ETF (XMA $45.35)
  • $45.35 P/E (TTM): 8.13X Cap: $471M
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• iShares Global Industrials ETF (EXI $183.42)
  • $183.42 P/E (TTM): 28.61X Cap: $999M
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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
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• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X
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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 $81.13)
  • $81.13 P/E (TTM): 11.48X Cap: $101.76B
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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 $116.91)
  • $116.91 P/E (TTM): 17.09X Cap: $62.44B
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• Freeport-McMoRan Inc. (FCX $56.53)
  • $56.53 P/E (TTM): 39.53X Cap: $81.17B
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• Nutrien Ltd. (NTR $83.28)
  • $83.28 P/E (TTM): 48.83X Cap: $40.25B
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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 $300.93)
  • $300.93 P/E (TTM): 65.85X Cap: $147.35B
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• Applied Materials Inc. (AMAT $301.18)
  • $301.18 P/E (TTM): 34.7X Cap: $238.81B
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• Broadcom Inc. (AVGO $344.97)
  • $344.97 P/E (TTM): 72.63X Cap: $1.63T
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• Intel Corporation (INTC $45.55)
  • $45.55 P/E (TTM): 4555.0X Cap: $199.37B
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• KLA Corporation (KLAC $1,400.00)
  • $1,400.00 P/E (TTM): 43.98X Cap: $183.94B
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
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• QUALCOMM Incorporated (QCOM $177.78)
  • $177.78 P/E (TTM): 35.49X Cap: $190.40B
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• Texas Instruments Incorporated (TXN $190.31)
  • $190.31 P/E (TTM): 34.73X Cap: $172.92B
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• Marvell Technology Inc. (MRVL $83.22)
  • $83.22 P/E (TTM): 29.2X Cap: $70.57B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $323.63)
  • $323.63 P/E (TTM): 45.75X Cap: $1.67T
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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
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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 $7.49)
  • $7.49 Cap: $2.27B
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• Albemarle Corporation (ALB $161.29)
  • $161.29 Cap: $18.98B
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• VALE S.A. American Depositary Shares Each Representing one (VALE $13.97)
  • $13.97 P/E (TTM): 9.7X Cap: $59.63B
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• Sociedad Quimica y Minera S.A. (SQM $74.40)
  • $74.40 P/E (TTM): 31.0X Cap: $21.25B
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• BHP Group Ltd. (BHP $61.72)
  • $61.72 P/E (TTM): 17.43X Cap: $156.32B
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• Sigma Lithium Corporation (SGML $18.68)
  • $18.68 Cap: $2.08B
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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 $4.61)
  • $4.61 P/E (TTM): 16.46X Cap: $3.54B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Equinox Gold Corp. (EQX $19.66)
  • $19.66 P/E (TTM): 67.52X Cap: $15.42B
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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 $72.50)
  • $72.50 P/E (TTM): 31.31X Cap: $17.49B
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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 $149.64)
  • $149.64 P/E (TTM): 123.67X Cap: $65.15B
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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 $2.69)
  • $2.69 Cap: $488M
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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 $318.32)
  • $318.32 P/E (TTM): 48.13X Cap: $61.36B
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• Wheaton Precious Metals Corp. (WPM $173.79)
  • $173.79 P/E (TTM): 56.72X Cap: $78.90B
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• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
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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