Investment Q&A

• Wallbridge Mining Company Limited (WM $0.11)
  • $0.11 Cap: $118M
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Q: Would you buy WM at current price and why?
Where can I find the website for gold futures date changed? I noticed that the June gold futures changed on May 27 is August not July, I’m confused, could you please explain why? The Equity Clock has gold futures seasonal chart from January to December. Many thanks

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Read Answer Asked by Hue on June 05, 2020

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: this is one of your favorite gold producers it has from refinitiv very low pe fwd 12.3 compared with AEM and FNV plus forecasted growth of 68% for 2020 and 94.3% for 2021.
I want to buy only one, which would you prefer out of the 3 and why?
Thanks for your expertise.

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Read Answer Asked by Denis on June 05, 2020

• Horizons Enhanced Income Gold Producers ETF (HEP)
  • P/E (TTM): 23.4X Cap: $183M
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Q: Can I get your thoughts on this ETF as a way to have some gold exposure along with regular income?

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Read Answer Asked by Dan on June 05, 2020

• Largo Inc. (LGO $2.81)
  • $2.81 Cap: $180M
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Q: What caused the late in the day spike in price of LGO?

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Read Answer Asked by Rick on June 04, 2020

• Miscellaneous (MISC)
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Q: As interest rates keep dropping and stimulus money keeps being printed around the world does this highlight an opportunity to be overweight gold or precious metals? I currently do not own any gold in my portfolio but would maybe like to initiate a 4-6% position, most likely like an ETF such as XGD or a few stocks like NMT, AEM and FNV

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Read Answer Asked by Michael on June 04, 2020

• Sprott Physical Gold Trust Unit (PHYS $30.70)
  • $30.70 P/E (TTM): 24.9X Cap: $12.36B
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Q: Are these ok or would you get gold and silver exposure another way? Royal Bank of Canada Gold 9001,Royal Bank of Canada Silver 9000

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Read Answer Asked by Gregory on June 04, 2020

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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Q: Why AEM is down last few days? Would you be comfortable buying in partial position now or it is better to wait. Thank you

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Read Answer Asked by Hali on June 04, 2020

• Great Panther Mining Limited (GPR $1.09)
  • $1.09 Cap: $51M
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Q: Gpr has been quite disappointing. Do you think it has upside from here?

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Read Answer Asked by sean on June 04, 2020

• GCM Mining Corp. (GCM)
  • P/E (TTM): 5.7X Cap: $303M
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Q: Can you please comment on q1 results? This stock looks very cheap to me. How does would you rate it on a spectrum of small/mid cap gold producers? With the Guy/Gldx deal off the table and recent pull back I am thinking about adding.

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Read Answer Asked by Scott on June 03, 2020

• Franco-Nevada Corporation (FNV $286.16)
  • $286.16 P/E (TTM): 50.74X Cap: $55.14B
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Q: Hi 5i,
I noticed that this stock has lost more than 10% in the last few days. Are you aware of any unfavourable news? Please comment on future earnings. Is this a good entry point?

Thanks. Rossana.

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Read Answer Asked by Rossana on June 03, 2020

Q: Why is this company's stock under pressure? What type of minerals so they mine? Insider ownership? Debt levels?

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Read Answer Asked by Cory on June 03, 2020

• Franco-Nevada Corporation (FNV $286.16)
  • $286.16 P/E (TTM): 50.74X Cap: $55.14B
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Q: GLD is up 0.5% in the last week but FNV is down nearly 10% during this time (and down on the month). Is there a logical explanation for this? Isn't their stock price mainly guided by the price of gold?

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Read Answer Asked by John on June 02, 2020

• Sherritt Power Corporation (U)
  • P/E (TTM): -4.5X Cap: $768M
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Q: I am considering Investing in a couple of Uranium ETFs (US or Canadian), one for producers and one that is more speculative. I would appreciate your suggestions.
With appreciatiopn,
Ed

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Read Answer Asked by Ed on June 02, 2020

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Gold Resource Corporation (GORO $0.80)
  • $0.80 Cap: $109M
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Q: Thank you for this great service.
I own in gold stocks AEM, KL and GORO (recommended from another newsletter.)
Each stock represents about 1% of total holdings. (3% so far.)
Would like to bring gold &/or gold companies up to about 5%.
What would you add/increase or change here to get to 5% total. Please add / change towards conservative leanings.
Thank you.

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Read Answer Asked by Tulio on June 01, 2020

• Barrick Mining Corporation (ABX $45.86)
  • $45.86 P/E (TTM): 21.06X Cap: $78.23B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Good day,
Which one would you pick and why for a 3 yr hold. KL or ABX.
Thanks,
George

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Read Answer Asked by George on June 01, 2020

• Maverix Metals Inc. (MMX $6.53)
  • $6.53 P/E (TTM): 51.78X Cap: $962M
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Q: What do you think about the announcement today of Pan American Silver selling 9 MM shares of Maverix? What is the longer term impact of this?
Thank you

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Read Answer Asked by Dave on May 29, 2020

• ATAC Resources Ltd. (ATC $0.13)
  • $0.13 Cap: $27M
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• Mirasol Resources Ltd. (MRZ $0.43)
  • $0.43 Cap: $35M
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• Radius Gold Inc. (RDU $0.15)
  • $0.15 Cap: $16M
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• Riverside Resources Inc. (RRI $0.20)
  • $0.20 Cap: $14M
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• Wheaton Precious Metals Corp. (WPM $147.64)
  • $147.64 P/E (TTM): 60.23X Cap: $67.03B
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• OceanaGold Corporation (OGC $33.18)
  • $33.18 P/E (TTM): 15.1X Cap: $7.66B
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• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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• Barrick Mining Corporation (ABX $45.86)
  • $45.86 P/E (TTM): 21.06X Cap: $78.23B
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• Sabina Gold & Silver Corp. (SBB $2.16)
  • $2.16 Cap: $1.20B
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• Victoria Gold Corp. (VIT)
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• Endeavour Silver Corp. (EDR $10.72)
  • $10.72 Cap: $3.11B
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• VanEck Gold Miners ETF (GDX $75.78)
  • $75.78 P/E (TTM): 38.26X Cap: $22.06B
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• Seabridge Gold Inc. (SEA $34.39)
  • $34.39 Cap: $3.51B
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• Gold Fields Limited American Depositary Shares (GFI $41.00)
  • $41.00 P/E (TTM): 28.76X Cap: $36.69B
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• Royal Gold Inc. (RGLD $194.47)
  • $194.47 P/E (TTM): 28.26X Cap: $12.80B
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• Solitario Resources Corp. (SLR $0.96)
  • $0.96 Cap: $89M
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• Gold Resource Corporation (GORO $0.80)
  • $0.80 Cap: $109M
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Q: Apologies for the long list. Could I have your opinion on which I should sell? I will probably take the proceeds and add to FNV, AEM, and KL (are those reasonable choices?). Thanks very much.

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Read Answer Asked by Brad on May 29, 2020

• NioCorp Developments Ltd. (NB $3.43)
  • $3.43 Cap: $266M
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Q: What is their current financial position.
Do you think they will raise enough money to get Elk Creek into production.
Given all the 'press" about ree's and china etc. is this a good time to initiate a position
thank you

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Read Answer Asked by JACK on May 28, 2020

• Alamos Gold Inc. (AGI $46.25)
  • $46.25 P/E (TTM): 40.03X Cap: $19.45B
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• BMO Junior Gold Index ETF (ZJG $205.00)
  • $205.00 P/E (TTM): 24.12X Cap: $202M
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• Sandstorm Gold Ltd. (SSL $16.98)
  • $16.98 P/E (TTM): 101.68X Cap: $4.97B
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• Teranga Gold Corporation (TGZ $12.33)
  • $12.33 P/E (TTM): 161.61X Cap: $2.06B
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• Wallbridge Mining Company Limited (WM $0.11)
  • $0.11 Cap: $118M
  • View WM Profile
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• Fortuna Mining Corp. (FVI $12.40)
  • $12.40 P/E (TTM): 18.16X Cap: $3.80B
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Q: am considering forming my own mid to small cap etf...
looking at a total investment of $20,000 divided equally...
would appreciate your thoughts on these companies..
if you prefer something else pls. advise...especially if it is something you strongly believe in! and if so which one would you take out.
thanks - Ed in Montreal

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Read Answer Asked by ed on May 27, 2020

• Wallbridge Mining Company Limited (WM $0.11)
  • $0.11 Cap: $118M
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Q: Hi,
Wallbridge keeps announcing positive news regarding the amount of possible gold deposits on it's properties.
I own the stock and am very happy with the returns. Given where things stand at present. when would this company start producing gold? Is this a 5, 10, more year time frame?
Also, given the management team, what would be their ultimate end game? To build producing mines or get taken over?
I plan to keep holding this stock for the long term. At this time do you any issues with this company?
Thanks,
Dan

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Read Answer Asked by Daniel on May 27, 2020