Q: Scotia and Canacord are putting out reports very bullish on base materials.   what are your top 5 both in large cap and small cap opportunities ?
        
    
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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: I don't have any gold in my portfolio. What are your thoughts on TGX?
Thanks
Dave
    Thanks
Dave
            Q: Hi there. I would appreciate your pros and cons on AR .Am not a gold bug and have always been intrigued by the usefulness of this shiny metal.  Can you explain? Thanks. Derek 
        
    
            Q: Why do you like KRR so much? and what do you see in the future for this company?Is Maverick still a player here as well and if so to what degree?
Would you rather buy MMX then KRR as for diversification?
Can you tell a bit about KRR financial position ,insiders holdings,cash,cashflow?
In environment with rising interest rates,could KRR still be attractive?
If its about dividend,which mining/materials company would you prefer?
    Would you rather buy MMX then KRR as for diversification?
Can you tell a bit about KRR financial position ,insiders holdings,cash,cashflow?
In environment with rising interest rates,could KRR still be attractive?
If its about dividend,which mining/materials company would you prefer?
            Q: Hi group as i understand this is supposed to be a seasonally good time for gold /silver stock however am becoming increasingly concerned about its poor performance in the last couple of weeks. (today is another bad day and it about to break a key support level of just over $1800. Seems like Bitcoin is cutting into golds/silver market? . Presently I have 20 % of my portfolio in gold. AEM.GLD, GDXJ, GDX, MAG, WDO, EQX,SIL, USA (a)What is your outlook overall for gold? (b) should I trim some of my positions if so which ones (c) Is Bitcoin a serious competitor /replacing gold as a safe haven . As always your guidance is much appreciated 
        
    
            Q: What is your opinion of this palladium exploration company?
        
    
            Q: Hi team,
What are the underlying reasons for gold to be so volatile lately? Would the money flow going into bitcoin one reason? As for argonaut gold the Magino mine project going ahead late January combined with high gold prices in the last quarter could be a catalyst.Are you still positive long term on this company?
many thanks,
Jean
    What are the underlying reasons for gold to be so volatile lately? Would the money flow going into bitcoin one reason? As for argonaut gold the Magino mine project going ahead late January combined with high gold prices in the last quarter could be a catalyst.Are you still positive long term on this company?
many thanks,
Jean
            Q: Hello 5i’s,
I’ve been following this company’s challenges in trying to get traction and get their mining section into full operations. Their stock and outlook looked good about a year ago, now moving forward from today, I’m wondering what your insights are for this stock and companies profitability?
Thanks kindly,
David
    I’ve been following this company’s challenges in trying to get traction and get their mining section into full operations. Their stock and outlook looked good about a year ago, now moving forward from today, I’m wondering what your insights are for this stock and companies profitability?
Thanks kindly,
David
            Q: with the increase in battery usage could this be a good investment
        
    
            Q: Hi.  On an entirely speculative basis, what Canadian mining stock would you recommend for a flyer?  It wouldn't be a large position of my portfolio, so I'm willing to take a chance.
        
    
            Q: Do you have any thoughts on this company? Looks like things are finally ramping up and they will be producing gold very shortly (albeit small amounts). I understand it is a very tiny company at present but if the estimates the company is presenting are anywhere near accurate it seems like there is opportunity here? Their extraction tech, if viable, also seems interesting from an ESG slant. Thank you for your thoughts. Happy New Year to the 5i team!
        
    
            Q: Hi, could please recommend some TSX listed ETFs or stocks (excluding individual oil and gas stocks) that would benefit from the type of commodity super cycle that Goldman and others are forecasting. Thanks 
        
    
            Q: Hello Folks:
Do have an opinion on Mongolia Gold
T.CGGG
Thank you so much
brian
    Do have an opinion on Mongolia Gold
T.CGGG
Thank you so much
brian
            Q: I noticed that most gold stocks are off their 52 week high, while other materials stocks have made new highs. With the price of gold still high, have gold stocks been negatively impacted by the rally in bitcoin?
Jason
    Jason
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                ARC Resources Ltd. (ARX $25.86)
    
        
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                Wesdome Gold Mines Ltd. (WDO $20.86)
    
        
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                Equinox Gold Corp. (EQX $15.28)
    
        
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                John Hancock Financial Opportunities Fund (BTO $33.45)
    
        
 
            Q: Hi 5i:
Great advice in2020! Wonderful service. I currently hold KL and ABX at @ 2.5% of portfolio. Looking to add a junior producer to increase my weighting. Which would you prefer from EQX, WDO and BTO and what advantage would it have over the other choices? In addition, having done well with TOU (2%), I would like to add to my gas position. My choice is ARX. Advice or other suggestions please. Existing positions and new purchases would be in TFSA. Please deduct form question credits as appropriate.
To staff and families at 5i - be safe and stay well and thank you.
Tom
 
        
    Great advice in2020! Wonderful service. I currently hold KL and ABX at @ 2.5% of portfolio. Looking to add a junior producer to increase my weighting. Which would you prefer from EQX, WDO and BTO and what advantage would it have over the other choices? In addition, having done well with TOU (2%), I would like to add to my gas position. My choice is ARX. Advice or other suggestions please. Existing positions and new purchases would be in TFSA. Please deduct form question credits as appropriate.
To staff and families at 5i - be safe and stay well and thank you.
Tom
            Q: Could I please have your opinion on Canadian nickel mining companies with a few suggestions. Thanks.
        
    
            Q: I would appreciate your outlook and opinion on RUS.CA and is the dividend safe?  Thanks
Bill
    Bill
            Q: If I am purchasing AEM today, would you purchase a full position or part of. This would be my only gold play.
Would you also give me your clarification as to what type of stock you would purchase in a TFSA and which in an RSP.
Many Thanks,
Regards
    Would you also give me your clarification as to what type of stock you would purchase in a TFSA and which in an RSP.
Many Thanks,
Regards
            Q: I have 0% exposure to the materials sector at the moment. I prefer stocks that have a decent yield. I am allocating 8% to the materials sector? Does that sound reasonable? Also, how would you split the allocation between base metals and precious metals? Any suggestions for good stocks in this sector? 
Please take the number of credits necessary.
Thank you,
Jason
    Please take the number of credits necessary.
Thank you,
Jason
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                Freeport-McMoRan Inc. (FCX $41.18)
    
        
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                Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $60.00)
    
        
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                Lundin Mining Corporation (LUN $22.44)
    
        
 
            Q: Please recommend a commodity stock such as a copper producer or nickel producer that you think might do well in this cycle.