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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 5i,
WDO- Wesdome Gold Mines announced announced positive drilling results from a new high grade gold discovery at the Company's 100% owned Kiena Mine Complex in Val d'Or, Quebec.
I understand the company has operational cost issues but would this news be sufficient to encourage exisiting shareholder to continue to hold or sell into the current run up. Currenttly down -30%
How do you view companies future prospects?
Thx
jim
Read Answer Asked by jim on April 19, 2021
Q: I have 5.5% of my net worth invested in FNV, CNQ, and SU. Is this good enough to participate in the coming "commodity super cycle" that may, or may not, happen? Also own lots of pipelines which probably would also benefit. Thanks Ron
Read Answer Asked by Ronald on April 19, 2021
Q: Good morning,
I see "Sprott Physical Gold and Silver Trust Updates Its 'At-The-Market' Equity Program" and may issue up to one billion dollars of new units. If I understand this correctly, Sprott will issue new units at the market price. So say gold and or silver go up, Sprott will issue new units, does this not stop the price of CEF from participating in the price rise of the metals and they issue new units and therefore reduce the demand from the market for units currently available and cap the price rise? If one wants to participate in the rise in gold and or silver appreciation it seems to me CEF is therefore not the way to do it.
Thanks.
Read Answer Asked by John on April 15, 2021
Q: With the supposed coming boom in commodities in the next few years, which Canadian companies would you look favourly on to try and participate in this possible boom.
Thanks
Read Answer Asked by Greg on April 15, 2021
Q: Good Afternoon, could I get a few of your favorite material stocks as of right now in each of the US, Canada, and Global if applicable.

thx, Mark
Read Answer Asked by Mark on April 12, 2021
Q: Greetings,

I know 5i isn’t a fan of averaging down and while it is a strategy that has worked well for me in the past, initiating positions / timing hasn’t worked in my favour and I tend to buy the peaks. Hence the DCA strategy working for me I guess in lowering the average share price and eventually seeing some reasonable returns. Of course it tends to lead to overweight positions which I trim back. Examples are BA and vermillion.

Now here I am again in a situation. Holding ABX and BTO and down about 25%. Even so I am VERY comfortable with these 2 companies in my portfolio and I see them as complimentary to each other. I don’t see shifting way from them as I feel comfortable even being down 25%. However I am looking to DCA these 2 and bring my total gold exposure in my portfolio up from 7% to 10%. I have no other precious metals exposure. As I am aware 5i tends to be comfortable with 10% total sector position.

Could you weigh in on the narrative in general, address timing of purchases (as 5i tends to like a company and be “comfortable buying here” and seems indifferent of timing), DCA strategy, and advise of your opinion on these 2 companies, strengths, weaknesses, expectations.

Deduct as needed as my credit burn is quite slow.

Cheers and thanks for all the great advice! You have made a big difference. 🙂
Read Answer Asked by Duane on April 09, 2021
Q: Hello 5i,
Further to your answer to Sylvain, I was wondering if you could now compare AEM to KL. While you slotted AEM ahead of Barrick, you did not compare it to KL and I am curious as to how you feel they compare.
Many thanks!!
Cheers,
Mike
Read Answer Asked by Mike on April 09, 2021
Q: Hi 5i team. I’m trying to decide on investing in KL or ABX for a bit of gold exposure. Could you give me your thoughts and feedback on their current state and future outlook to compare? Would these be good choices or do you recommend/prefer others in this group? Why? And could you rank them in order of strength in their ability to produce profits moving forward.
Read Answer Asked by Sylvain on April 08, 2021