Investment Q&A

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: Thinking of buying KL
Will the increasing acceptance of Bitcoin have a negative impact on the value of gold going forward ?
Your thought please on a buy of KL now
Many thanks for your great service
Peter

Upvote 0

Read Answer Asked by Peter on February 22, 2021

• Agnico Eagle Mines Limited (AEM $189.37)
  • $189.37 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM

Q: Hello 5i Team,
Is Agnico-Eagle Mines a buy now. I purchased for 90.05 at the end of January and I am thinking of averaging down. This is my only gold related holding across all portfolios. I am planning to hold for at least 3 years or longer.


Thanks you.

Upvote 0

Read Answer Asked by Joseph on February 22, 2021

• Sprott Physical Silver Trust (PSLV $18.02)
  • $18.02 Cap: $9.02B
  • View PSLV Profile
  • View Questions on PSLV

Q: I watched a You Tube clip where a guest stated that SLV, SIL and PSLV were having difficulty obtaining physical silver. Can that be verified?
I would also like to know how much physical silver PSLV holds. Is that information available to the investing public?

Thank you

Upvote 0

Read Answer Asked by Ronald on February 22, 2021

• Pure Gold Mining Inc. (PGM $0.02)
  • $0.02 Cap: $10M
  • View PGM Profile
  • View Questions on PGM

Q: Following up on my last Q re PGM, I see Eric Sprott purchased a large amount of warrants today. I assume we should take that as an endorsement?

Upvote 0

Read Answer Asked by Rick on February 19, 2021

• Reliance Inc. (RS $294.33)
  • $294.33 P/E (TTM): 20.32X Cap: $15.49B
  • View RS Profile
  • View Questions on RS
• Invesco DB Commodity Index Tracking Fund (DBC $22.19)
  • $22.19 P/E (TTM): 4.15X Cap: $1.25B
  • View DBC Profile
  • View Questions on DBC

Q: Hi group assuming a positive outlook for commodities. how would you play the sector do you think the sector will do well moving fwd Thanks for you help

Upvote 0

Read Answer Asked by Terence on February 19, 2021

• Barrick Mining Corporation (ABX $36.45)
  • $36.45 P/E (TTM): 16.21X Cap: $61.84B
  • View ABX Profile
  • View Questions on ABX

Q: hi 5i,

Barrick Gold (ABX) has a big drop today. I saw the news Warren Buffett sold all in Q3. Do you think we should keep it or sold it? So far I have loss 15%. Please kindly advise for this stock.

Upvote 0

Read Answer Asked by kwokwai on February 18, 2021

• SSR Mining Inc. (SSRM $24.28)
  • $24.28 P/E (TTM): 22.18X Cap: $4.79B
  • View SSRM Profile
  • View Questions on SSRM

Q: Your thoughts on today’s earnings, please. There were some positives (dividend) but 2021 production projections appear to be somewhat light compared to Q4 and the market was not impressed. Is SSRM attractive at today’s price?

Upvote 0

Read Answer Asked by Theodore on February 18, 2021

• Lithium Americas Corp. (LAC $3.92)
  • $3.92 Cap: $930M
  • View LAC Profile
  • View Questions on LAC
• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X Cap: $958M
  • View NLC Profile
  • View Questions on NLC
• Sociedad Quimica y Minera S.A. (SQM $46.65)
  • $46.65 P/E (TTM): 18.85X Cap: $13.24B
  • View SQM Profile
  • View Questions on SQM
• Bitfarms Ltd. (BITF $1.71)
  • $1.71 Cap: $972M
  • View BITF Profile
  • View Questions on BITF

Q: Could you give me your top 3-4. Lithium related plays for growth potential in politically safe areas with your reasoning.
And your top 3-4 block chain plays for growth long and short term and your reasoning please.
What are your thoughts on
Bitf for a blockchain and Bitcoin play and also your thoughts on btcc.b an etf listing tomorrow.
I apologize I probably should have sent a few emails. Thank you for your great advice over the years.
Mike

Upvote 0

Read Answer Asked by mike on February 18, 2021

• Integra Resources Corp. (ITR $2.82)
  • $2.82 Cap: $456M
  • View ITR Profile
  • View Questions on ITR

Q: I would like to add itr to my gold portfolio.What do you think of the company. Thanks Phil

Upvote 0

Read Answer Asked by philip on February 17, 2021

• Cornish Metals Inc. (CUSN $0.15)
  • $0.15 P/E (TTM): 7.0X Cap: $188M
  • View CUSN Profile
  • View Questions on CUSN

Q: Does this company has a good chance of becoming a Lithium producer in the U.K. where it has a lot of land in Cornwall that is supposed to be mineral rich? It recently had a successful private placement. Thank you.

Upvote 0

Read Answer Asked by Francis on February 17, 2021

Q: What gold mining companies are attractive judged by their NAV?

Upvote 0

Read Answer Asked by James on February 17, 2021

• Gold'n Futures Mineral Corp. (FUTR $0.01)
  • $0.01 Cap: $1M
  • View FUTR Profile
  • View Questions on FUTR

Q: your opinion on this one please...

Upvote 0

Read Answer Asked by adam on February 17, 2021

• Ivanhoe Mines Ltd. (IVN $11.75)
  • $11.75 P/E (TTM): 27.91X Cap: $15.83B
  • View IVN Profile
  • View Questions on IVN
• Platinum Group Metals Ltd. (PTM $2.05)
  • $2.05 Cap: $223M
  • View PTM Profile
  • View Questions on PTM
• Sprott Physical Platinum and Palladium Trust (SPPP $16.43)
  • $16.43 Cap: $160M
  • View SPPP Profile
  • View Questions on SPPP

Q: Do you have a recommendation for stocks or etfs that have a palladium play that are on the tax? Thank you.

Upvote 0

Read Answer Asked by Steve on February 17, 2021

• Lithium Americas Corp. (LAC $3.92)
  • $3.92 Cap: $930M
  • View LAC Profile
  • View Questions on LAC
• Neo Lithium Corp. (NLC $6.50)
  • $6.50 P/E (TTM): 45.18X Cap: $958M
  • View NLC Profile
  • View Questions on NLC
• Sociedad Quimica y Minera S.A. (SQM $46.65)
  • $46.65 P/E (TTM): 18.85X Cap: $13.24B
  • View SQM Profile
  • View Questions on SQM

Q: what lithium stocks would you recommend? Do you have a top three picks. Many thanks

Upvote 0

Read Answer Asked by Patricia on February 16, 2021

• B2Gold Corp. (BTO $5.50)
  • $5.50 Cap: $7.28B
  • View BTO Profile
  • View Questions on BTO

Q: Good Morning;
I am interested in adding to my holdings of AEM and FNV. I am also very interested in BTO with it's relatively high yield. I would appreciate your view on this company. Thank you.

Upvote 0

Read Answer Asked by Dennis on February 16, 2021

• Franco-Nevada Corporation (FNV $253.16)
  • $253.16 P/E (TTM): 45.08X Cap: $49.30B
  • View FNV Profile
  • View Questions on FNV
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL
• Americas Gold and Silver Corporation (USA $1.33)
  • $1.33 Cap: $957M
  • View USA Profile
  • View Questions on USA

Q: I hold shares in the above stocks, all down. Other than as a hedge to inflation is there any reason to hope for a turn around? In what order would you sell them?

Upvote 0

Read Answer Asked by Steven on February 16, 2021

• First Quantum Minerals Ltd. (FM $23.58)
  • $23.58 P/E (TTM): 68.06X Cap: $19.57B
  • View FM Profile
  • View Questions on FM

Q: Do you have recommendations regarding this stock. Our investment club was wondering what the next year potential might be for this stock.

Upvote 0

Read Answer Asked by Antony on February 16, 2021

• Lundin Mining Corporation (LUN $15.81)
  • $15.81 Cap: $13.43B
  • View LUN Profile
  • View Questions on LUN
• Ero Copper Corp. (ERO $19.82)
  • $19.82 P/E (TTM): 10.4X Cap: $2.06B
  • View ERO Profile
  • View Questions on ERO

Q: There's a lot of talk about the commodity boom lately. What is the best way of playing it?

Upvote 0

Read Answer Asked by Gary on February 16, 2021

• Plateau Energy Metals Inc. (PLU $0.65)
  • $0.65 Cap: $75M
  • View PLU Profile
  • View Questions on PLU
• American Lithium Corp. (LI $0.42)
  • $0.42 Cap: $89M
  • View LI Profile
  • View Questions on LI

Q: Can you comment on LI is taking over PLU. Seems like there is a big discount to PLU compared to the price of LI. What should the price of PLU be based on current price of LI. Thanks

Upvote 0

Read Answer Asked by Roy on February 16, 2021

• Eldorado Gold Corporation (ELD $32.37)
  • $32.37 P/E (TTM): 11.71X Cap: $6.68B
  • View ELD Profile
  • View Questions on ELD
• Centerra Gold Inc. (CG $10.63)
  • $10.63 P/E (TTM): 23.32X Cap: $2.18B
  • View CG Profile
  • View Questions on CG
• IAMGOLD Corporation (IMG $12.23)
  • $12.23 P/E (TTM): 6.07X Cap: $6.97B
  • View IMG Profile
  • View Questions on IMG
• B2Gold Corp. (BTO $5.50)
  • $5.50 Cap: $7.28B
  • View BTO Profile
  • View Questions on BTO
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
  • View Questions on KL

Q: Hello,
Your Feb. 9 blog about finding quality stocks had a lot of Gold companies on the list with low P/E's, low debt, and 3 yrs of positive growth in earnings.
For a TFSA that has no Gold exposure currently, which of these small-cap & mid-caps has really good momentum now and is well positioned for more growth in the coming 2-3 years? And which has a solid portfolio of mines in production now?
Thanks for your guidance.

Upvote 0

Read Answer Asked by Robert on February 16, 2021