Investment Q&A

Q: Hello Peter,
I have an appropriate portfolio weight in Gold and Silver all of it leveraged through equity in producer companies big and small.
I want to do a seasonal trade in gold and cannot decide if it should be in physical metal, streaming company -WPM or producers leveraged to the price of the metal. What would you suggest? And if it is in gold producers, could you give me your top two suggestions.
Regards

Q: Hi In junior mining stocks this is known as the silly season. Do you have a list of juniors that fit the silly season.
Thanks in advance.

Q: Greetings All:
I bought 3K shares of U back when it was $8.00, and before the Big Meltdown. With the current popularity of SMR'S and green energy do you think that it is still too early for the Big U to make a comeback. Cigar Lake is shut down again. Your opinion. Would I be adding to a dead horse?
Thanks,
Ben.

Q: Two questions;
I'm interested in adding uranium to my portfolio. What are 5i suggestions for blue-chip holdings and the best juniors?
If a sell a stock on Ex-dividend date of 12-30, who gets the dividend, me as the seller or the buyer?

Q: Hello. I have been tracking the steel market and see a supply shortage. Can you please provide your opinion on MT - ArcelorMittal?

Q: No rush to answer this question. I happen know one of the large shareholders in this company (Warren Newfield) and he as a good track record of developing mines nd then selling them to much bigger players. do you know anything about this company?

Q: Hi, What is 5i 's opinion of Equinox Gold? Is it a good buy here for a mid tier gold producer? Any other picks?

Q: Hi, I am considering adding BTO, am currently light on basic materials and it also pays a dividend! Would you be a buyer, or suggest better alternatives? Any other basic materials companies that are geographically diverse? Thanks

Q: I wish to invest in a royalty company. Ideally the material sector, however other sectors would work as well. Please list your 3 top picks for a royalty company. Thanks

Q: New Member Question: GoldSpot Discoveries is a unique play in gold, AI - fee for service and royalty income. What does your analysis indicate for the medium and long term prospects of this company?

Q: Hi. My materials is a little low. I've noticed you've been recommending Teck lately. Would you consider it better than CCL? Or is the something else you prefer in materials? I already own BTO so not looking for more gold.

Thanks to you guys I've been rewarded with a 30% return this year! Best of the season to all!! Thank you for the fantastic service. I never hesitate to recommend you to others.

Ian

Q: I am looking for some commodities exposure. Can you recommend some general commodities etf? also, which commodities stocks have a good valuation right now? can you recommend a few?
thanks

Q: Novo is down significantly since Kirkland sold, is it worth buying more or do you think it is going to be depressed for some time? What are the insider positions on this now?

Q: Hi Team,
Does PGM have tradable warrants?

Q: Could you tell me if there has been any insider selling recently,when they report next
Their board has a lot of Barrick in it but the last 3 days gold has been up a lot,i know its a small sample size, but its one of only a few they have not participated in this small rally,just wander your thoughts on this micro cap,,,,,thank you

Q: Do you have an opinion on this company?

Q: While my question involves SBB, it is really more of a general interest question. On Friday Dec. 18, SBB traded over 22 million shares and 20 million of those shares were traded in the last 15 minutes of trading. The 50-day average volume is 764K.

So I went looking for an answer to this anomalous trading and found the following on Sabina's website:

"Sabina is pleased to announce that effective at market close on December 18, 2020, the Company will be added to the GDXJ.

Qualifying for addition to the GDXJ is another benchmark of how Sabina’s successes have translated into share performance and liquidity. Inclusion on this index provides an increased level of validation of the Company to a broader base of institutional investors, bringing additional trading flexibility and value to our Company.

The index initial position in Sabina is estimated at approximately 17M shares."

Clearly, Friday's sky-high volume and SBB's inclusion in GDXJ are related. However, SBB's announcement states it only becomes part of GDXJ AFTER the market closed on Friday. Can you help me to understand how so much trading occurred BEFORE market closing on Friday? Who is coughing up 20 million shares in the last 15 minutes of trading when the entire float is only 326 million shares? Does Van Eck purchase the shares outright or is a middleman involved?

Thank you.

Q: If I purchased any of these, are they subject to capital gains tax? If I wanted to redeem the physical silver in exchange for the shares, what would the charges be over the spot price? Does the share price follow the spot price dollar for dollar? Wouldn't mind having answers for any questions I haven't thought of.

Q: I know you don't like target prices but I would still like to ask for a rough shot at one for KRR please. Thanks as always for this great service,

Q: Are there any metals/minerals stocks that you like which have some growth and a dividend?. I have no positions in this area and would like to diversify a bit, without sacrificing safety. And I think this area should benefit from the recovery after covid - do you agree? Can you give me 2 or 3?