Investment Q&A

• Lithium Americas Corp. (LAC)
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Q: Lithium Americas Corp
The share price has basically dropped by approximately 50% YTD. With such a decline in the share price over the past several months, I would like to know what your opinions are on the reasons for such a decline? Do you consider it still a good investment or are there other companies that would be a better investment. What potential do you see coming out of their 50% interest in Minera Exar and the developing of the Cauchari-Ocaroz lithium project in Jujuy Argentina.

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Read Answer Asked by Laureen on July 30, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: Thoughts on Q?

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Read Answer Asked by Tom on July 27, 2018

• Glencore plc (GLCNF)
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• Sherritt International Corporation (S)
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• eCobalt Solutions (ECS.TO)
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• Katanga Mining Limited (KAT)
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Q: Iam interested in investing in a quality canadian cobalt company, any recommendation, thanks?

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Read Answer Asked by Pat on July 27, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Trevali Mining Corporation (TV)
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Q: Peter and team:

I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.

Thanks as always for you terrific site.

Phil

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Read Answer Asked by Phil on July 27, 2018

• Intertape Polymer Group Inc. (ITP)
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• Capstone Copper Corp. (CS)
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Q: Can you please provide your analysis for copper and Capstone Mining, is this a buy based on future opportunity at this stage in business cycle.
Also, Intertape was recommended this morning, is this a buy with decent growth prospects? Thank you!

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Read Answer Asked by Linda on July 26, 2018

• Argonaut Gold Inc. (AR)
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Q: hello 5i:
last question asked on AR was January 29th, when you advised waiting 6-9 months to see if earnings would materialize as expected. Can you update your latest take on AR?
Paul L

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Read Answer Asked by Paul on July 26, 2018

• Rio Tinto Plc (RIO)
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Q: With prices of copper recently hitting a one-year low, just wondering what your thoughts are on RIO for the 2 years.
Great work, guys.

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Read Answer Asked by Harry on July 25, 2018

• Largo Inc. (LGO)
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Q: Hi 5i, any news as to why LGO is breaking out today? And would now be a good time to take a position?

Thx,
Chris.

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Read Answer Asked by Christopher on July 25, 2018

• Verde Agritech Ltd. Ordinary Shares (NPK)
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Q: hi... peter.....what are your thoughts on npk......thank you peter......jack

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Read Answer Asked by raymond jack on July 25, 2018

• Zincx Resources Corp. (ZNX)
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Q: my question is about ZNX. I have held this company in my TFSA for quite a few years. Price has recently risen a lot. Your opinion and do you think it is worth hanging on to it

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Read Answer Asked by Agnes on July 25, 2018

• Dynacor Group Inc. (DNG)
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Q: Can you please provide your opinion on Dynacor Gold? My understanding is that they want to establish a dividend policy this year, although I haven't heard much since. Buy or Sell?

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Read Answer Asked by Mike on July 24, 2018

• Sherritt International Corporation (S)
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Q: Hello 5i, could you explain the share price drop in Sherritt and also your opinion of the future prospects for the company. Thanks

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Read Answer Asked by Michael on July 23, 2018

• Detour Gold Corporation (DGC)
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Q: Stock price is up - ok to hold DGC shares ? Thanks

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Read Answer Asked by Kamal on July 19, 2018

• North Shore Uranium Ltd. (NSU)
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Q: Do you think there is a reasonable chance of a higher offer?

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Read Answer Asked by maurice on July 18, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Lundin Mining Corporation (LUN)
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• North Shore Uranium Ltd. (NSU)
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Q: In the industrial metals space I have LUN (0.45% of portfolio) and Teck.B (2.73%). I am thinking of increasing my exposure. Which of these two would you prefer; or is there something else.
Thanks as always.
Ian

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Read Answer Asked by Ian on July 18, 2018

• Mason Resources Inc. (LLG)
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Q: I would like to know what your thoughts are on Mason Graphite intrinsic value? Stock is trading at $1.30 and flat lining, with about 47 million in cash and 24% stake in NanoXplore (some analyst have a value of 50 million for NanoXplore). If these figures are some what close, the stock would appear cheap looking into the future. Could this be a time to pick away with small amounts of cash?
Thanks, Barry

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Read Answer Asked by Barry on July 18, 2018

• First Majestic Silver Corp. (FR)
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Q: I previously held P (Primero Mining) and now since takeover by FR I'm sitting very nicely. I'm wondering what your/market outlook (1-3yrs) is for FR? Could we see this turn into a income (dividend) stock? great service. thx

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Read Answer Asked by Gordon on July 17, 2018

• Fury Gold Mines Ltd Com (FURY)
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Q: gentlemen
Your opinion re quality of exploratory properties and Goldcorp's involvement.
thanks
gaston.

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Read Answer Asked by Gaston on July 16, 2018

• B2Gold Corp. (BTO)
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Q: It seems to me that BTO is reporting good gold production and revenue as well as guidance. I would expect better stock performance and do not understand why it is not happening.
Would appreciate your views on this.
Thanks
John

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Read Answer Asked by John on July 13, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Methanex Corporation (MX)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Western Forest Products Inc. (WEF)
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• Agnico Eagle Mines Limited (AEM)
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Q: What are your top five materials sector picks at this time? Canadian and/or American listed. Thank you.

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Read Answer Asked by Marco on July 12, 2018