Investment Q&A

• Freeport-McMoRan Inc. (FCX $58.59)
  • $58.59 P/E (TTM): 45.22X Cap: $88.82B
  • View FCX Profile
  • View Questions on FCX
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $74.41)
  • $74.41 P/E (TTM): 32.41X Cap: $37.71B
  • View TECK.B Profile
  • View Questions on TECK.B
• Lundin Mining Corporation (LUN $31.98)
  • $31.98 Cap: $28.28B
  • View LUN Profile
  • View Questions on LUN

Q: Please recommend a commodity stock such as a copper producer or nickel producer that you think might do well in this cycle.

Upvote 0

Read Answer Asked by John on January 06, 2021

• Franco-Nevada Corporation (FNV $314.81)
  • $314.81 P/E (TTM): 49.1X Cap: $62.89B
  • View FNV Profile
  • View Questions on FNV

Q: What is your opinion on FNV.ca for the next 1-3 years.
Thanks, Stan

Upvote 0

Read Answer Asked by Steinar on January 06, 2021

• Gold Resource Corporation (GORO $1.51)
  • $1.51 Cap: $252M
  • View GORO Profile
  • View Questions on GORO

Q: Peter and His Wonder Team
GORO is a gold company which is spinning off one of it's mines which will become Fortitude Gold I believe. I believe the transaction occurred on Dec. 31st. I have 10,000 shares of GORO. Please tell me what will happen to my shares. Will they now be divided up between two companies...if so at what rate...as of today nothing has changed on my TD Webbroker account and Fortitude Gold is not listed on the exchange. Thank you for helping me to understand...it is always a worry when you don't know what is going on! Much appreciated!

Upvote 0

Read Answer Asked by Ernest on January 05, 2021

• Franco-Nevada Corporation (FNV $314.81)
  • $314.81 P/E (TTM): 49.1X Cap: $62.89B
  • View FNV Profile
  • View Questions on FNV
• Agnico Eagle Mines Limited (AEM $263.57)
  • $263.57 P/E (TTM): 33.09X Cap: $139.41B
  • View AEM Profile
  • View Questions on AEM
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
  • View KL Profile
  • View Questions on KL

Q: Happy New Year. I am looking at buying a gold position in one or 2 of these companies. Which would be your choice,(or other recommended company) would you buy at this time. Looking for a medium term hold.
Regards,

Upvote 0

Read Answer Asked by Loretta on January 05, 2021

Q: Can you give me your favorite small to midcap gold,silver,and copper for next year.Thanks

Upvote 0

Read Answer Asked by Don on January 04, 2021

• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
  • View SSL Profile
  • View Questions on SSL
• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X
  • View MMX Profile
  • View Questions on MMX

Q: I have owned SSL for several years and done ok. Do you see any compelling reason to drop it in favour of MMX? It’s held in my TFSA so no tax implications for the move.
Thanks for your opinion. Happy New Year.

Upvote 0

Read Answer Asked by Curtis on January 04, 2021

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X
  • View MMX Profile
  • View Questions on MMX
• MAG Silver Corp. (MAG $34.38)
  • $34.38 P/E (TTM): 25.47X Cap: $3.56B
  • View MAG Profile
  • View Questions on MAG

Q: Peter;As per your weekend article which silver investment choice would you prefer- single stock, etf, or royalty fund? And could you suggest one in each category? Thanks. No rush. Rod

Upvote 0

Read Answer Asked by Rodney on January 04, 2021

• Cameco Corporation (CCO $150.45)
  • $150.45 P/E (TTM): 142.13X Cap: $68.28B
  • View CCO Profile
  • View Questions on CCO
• Denison Mines Corp. (DML $4.81)
  • $4.81 Cap: $4.51B
  • View DML Profile
  • View Questions on DML

Q: i purchased cameco recently around the middle of dec, and remains fairly flat which is ok denison has suddenly started to gain substantial momentum with improved high volumes im thinking of selling cameco in favour of denison your thoughts? thanks

Upvote 0

Read Answer Asked by terrance on December 31, 2020

• Agnico Eagle Mines Limited (AEM $263.57)
  • $263.57 P/E (TTM): 33.09X Cap: $139.41B
  • View AEM Profile
  • View Questions on AEM
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
  • View KL Profile
  • View Questions on KL

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

Upvote 0

Read Answer Asked by Rajiv on December 31, 2020

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.

Upvote 0

Read Answer Asked by WIB on December 31, 2020

• Sherritt Power Corporation (U)
  • P/E (TTM): -4.5X Cap: $768M
  • View U Profile
  • View Questions on U

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.

Upvote 0

Read Answer Asked by BEN on December 31, 2020

• NexGen Energy Ltd. (NXE $15.16)
  • $15.16 Cap: $10.39B
  • View NXE Profile
  • View Questions on NXE
• Cameco Corporation (CCO $150.45)
  • $150.45 P/E (TTM): 142.13X Cap: $68.28B
  • View CCO Profile
  • View Questions on CCO
• Energy Fuels Inc. (EFR $27.39)
  • $27.39 Cap: $6.95B
  • View EFR Profile
  • View Questions on EFR
• Dorchester Minerals L.P. (DMLP $24.53)
  • $24.53 P/E (TTM): 22.66X Cap: $1.22B
  • View DMLP Profile
  • View Questions on DMLP

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?

Upvote 0

Read Answer Asked by George on December 31, 2020

• Arcelor Mittal NY Registry Shares NEW (MT $57.07)
  • $57.07 P/E (TTM): 33.53X Cap: $43.02B
  • View MT Profile
  • View Questions on MT

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

Upvote 0

Read Answer Asked by Fabio on December 30, 2020

• Talon Metals Corp. (TLO $6.29)
  • $6.29 Cap: $962M
  • View TLO Profile
  • View Questions on TLO

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?

Upvote 0

Read Answer Asked by Murray on December 29, 2020

• Equinox Gold Corp. (EQX $19.56)
  • $19.56 P/E (TTM): 70.47X Cap: $16.40B
  • View EQX Profile
  • View Questions on EQX

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?

Upvote 0

Read Answer Asked by Dennis on December 23, 2020

• B2Gold Corp. (BTO $6.56)
  • $6.56 Cap: $9.20B
  • View BTO Profile
  • View Questions on BTO

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

Upvote 0

Read Answer Asked by Lavern on December 23, 2020

• Labrador Iron Ore Royalty Corporation (LIF $29.59)
  • $29.59 P/E (TTM): 17.39X Cap: $1.91B
  • View LIF Profile
  • View Questions on LIF
• Altius Minerals Corporation (ALS $42.14)
  • $42.14 P/E (TTM): 5.93X Cap: $2.02B
  • View ALS Profile
  • View Questions on ALS

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

Upvote 0

Read Answer Asked by michael on December 22, 2020

• EarthLabs Inc (SPOT $0.44)
  • $0.44 P/E (TTM): 3.4X Cap: $63M
  • View SPOT Profile
  • View Questions on SPOT

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?

Upvote 0

Read Answer Asked by Ken on December 22, 2020

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $74.41)
  • $74.41 P/E (TTM): 32.41X Cap: $37.71B
  • View TECK.B Profile
  • View Questions on TECK.B
• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $83.83)
  • $83.83 P/E (TTM): 18.26X Cap: $14.52B
  • View CCL.A Profile
  • View Questions on CCL.A

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

Upvote 0

Read Answer Asked by Ian on December 22, 2020

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

Upvote 0

Read Answer Asked by Mary on December 22, 2020