Investment Q&A

Q: I would appreciate your thoughts on SVM. Is this something. It recently agreed to purchase Guyana goldfields. Wondering also your thoughts on this acquisition.

Also somewhat related, there is a lot of talk about gold and wanting to own gold in portfolios. Do you agree and if so do you think you would do better off with the metal itself or individual stocks if you have 3-5 year time horizon? Thank you

Q: I realize that while you view AGI as "decent", it has never made your best of gold stocks list. But the SP has really begun to pick up steam in the last month. While part of that is obviously related to the rising price of gold, the other part may be a favourable market reaction to their operational update from 2 April. This is a bit ironic as they were primarily dealing with suspension of operations at Island Gold and Mulatos. So the only positives would be continuing (and unaffected) construction on the Young-Davidson mine together with details on their strong balance sheet (which is likely the most important factor). So is AGI now beginning to climb your list of good gold companies?

Thanks for the great work and stay safe.

Q: Hi.
First Quantum released quarterly results after hours today (April 27th).

Could you please comment on the results and on your view of the company?

Thanks

Q: Hi Peter
are you still comfortable with MMX Maverix Metals? It's price is about the same as when you put it into the growth portfolio, down about 25% from it's high.
I was thinking to purchase it or XGD.
This would be for a 2 year hold. XGD is going in the right direction so I am leaning toward it.
What is your opinion on these two stocks?
Thanks
Ron

Q: Could you please give me your thoughts on Mag Silver which has had a very big rebound from a few weeks ago: in particular its balance sheet and growth prospects. Thanks.

Q: What are your current views of Neo Performance Materials and the sector in general.
I was surprised to see a 5% dividend. Nice if sustainable......
Any other suggestions in this sector?
Thank you

Q: I already have Franco Nevada In my TFSA. I’d like to add one of the above or would you prefer a smaller position of each. We are hanging in there...the 5i team sure helps. Thanks for your guidance,

Q: I have no gold in my Tfsa and am looking to add a small position. Would this be advisable and if so can you recommend the best Canadian etf and give insight for the choice? Thank you.

Q: With the Papua Govt, taking over the mine there, what happens to Barrick? Thanks!

Q: Another reason why it maybe down this morning (question by Eli). It seems PNG decided to nationalize one of Barricks mines.

https://www.mining.com/papua-new-guinea-snatches-barrick-golds-porgera-mine/

Q: I currently have no investments in precious metals. What would your order of ranking from 1 to 4 would the following KL:CA, AEM:CA, FNV:CA and PHYS:CA be for a hold of 5 years or more. Also are there any other precious metal stocks, ETF's or other investments that would worth considering? This would be for a non registered account.

Q: FVI was one of Ross Healy BNN top picks. His thought being there will be a double gain on both gold and silver. Your take on this company’s balance sheet and geographic location.
Thanks
Roy

Q: KNT is

taking a hit this morning,do you know of any bad news?

Q: Been following SUP for sometime & am puzzled ? What I know : NDG recently purchased 10% of shares for $1.27 M. Board members also recently added $ 705000 buying shares. None of this made much movement in the price. It has been moving up slowly for the past 3.5 months from $0.07 to $0.30. Then this Friday , it jumped $0.075 ( 23.8%) = $0.39 on a volume of 197657 shares ( barely nothing.) Question :the injected $ from NDG and the board members hardly made the stock move ? Are these preferred shares ? Question : Friday, I can assume maybe 50 people bought 4000 shares each at $0.35 = $1400 = total $70,000 and that made the stock jump 23.8 % . Do you see anything happening in this company ? Appreciate your input. Thanks.

Q: Hi,

I was looking at GSC, a gold producer, I noticed that this is one gold stock that has really lagged compared to other gold producers while the gold price has been on the rise.
Is there something wrong with this company.

Your thought are always appreciated,

Sincerely,

Q: Some gold commentators are salivating over the evolving profitability of the mining companies, and imagining their free cash flows on the verge of going parabolic. I'm thinking that governments at multiple levels are well aware of the situation, and are likely preparing salvos of new taxes, surtaxes, royalties and the like to claim their "fair share" of the wealth.
Could you please offer your assessment? Thank you.

Q: I currently have a significant position in Yamana and with the recent rise in share price, I have been thinking of selling a portion of my position and buy another mid-cap gold miner. I am likely going to sell my gold positions in 2-3 years time and would like a mid cap company with higher share price growth potential.

I am debating between BTO, AGI and K.

BTO has had some momentum of late but with geo-political risk. AGI has minimal debt but generally produces less gold. Kinross is a larger producer but it may have some leverage to run up significantly with a higher gold price.

Any thoughts on these three stocks and which do you prefer of the three?

Thanks in advance.

Q: Hi 5i,

Thank you for the great work. Gold seems to be emerging as a key theme right now. Currently I have a full position in Franco-Nevada. Looking to add further exposure and wondering if you would:

1. Add to FNV
2. Add position in any miners you recommend
3. Add XGD

Thank you in advance!

Q: can you list the 5 best gold stocks in order of 1st choice to 5th?

Q: Hello,
Back in December you mentioned Kinross was not your favourite in its sector.
What is your favourite in the sector?
Minimum 5 year hold.
Looking to add to my TFSA or RRSP.