Investment Q&A

Q: Good morning,

Looking for your insights on MOG after recent announcement please.
Would you consider as a speculative buy?

Thank you.

Q: My question is on Cerrado Gold, a Canadian company that was a spin-off from a piece of junk I bought a long time ago. Its symbol on the venture exchange is CERT but it is not in your database. I was planning on selling it to clean up my portfolio but after some initial due diligence, it seems like it might be worth keeping. I find its balance sheet confusing in regards to its debt level so I want your thoughts before I do anything. Its a very small position so not a factor in my portfolio.

Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!

Q: I am selling wgx to harvest a loss.With a 3 year time frame,would you rebuy wgx or buy lug?

Q: What do you think of McEwan Mining? Please include some fundamental analysis and future outlook - thx, John

Q: Hi Peter…would you be buying safe jurisdiction gold miners now? The price of the metal, to my layman’s eye, is acting a little more bipolar now. Last Thursday or Friday all my stocks except for TD, AEM, WGX and GOT were down suggesting a level of panic. Today the golds are down suggesting fear of inflation ticking up triggering higher interest rates. Thinking of selling my WGX to buy AGI because it seems a better miner. Any thoughts you have would be appreciated.
Jim

Q: Good afternoon,

What is your view of ABX after all the problems in Mali and the temporary closure of one of its best mines. Is it a buy at these prices?

Thanks,
George

Q: Hi Peter…Would you buy more GOT now? They seem to be posting excellent grades today. My weighting is 1/2 of 1%. Still maybe I should just let the stock ride. Gold is just so hard to call. Any thoughts you have would be appreciated.
Jim

Q: Hi there!

What’s your view of the Copper market for 2025 and, what would be 3 of your best companies to own?

Thanks!

Q: Hello 5i
One of the advantages a small investor may have is access to buying small companies where Institutional Investors would not be able to buy a meaningful position. Easy to say that Source Rock Royalties is a tiny company at $40 MM.

As they have been operating since 2013 (public since March 2022) with a successful dividend + Growth Model and never a negative cashflow quarter, would you consider this one a decent play for Royalty Income. The Dividend yield is high (9%) with low payout ratio (60%) and cash on the books ...... so it appears the business and income stream are sustainable.

With a quick review of their financials and business model, do you see anything that would be of concern for an investor looking to take up a position to enhance Portfolio income?

I did notice the prior two Q&A.
Thanks

Q: Good morning. May we have your assessment of AYA as to why it has tanked in the past 3 months, what your prognosis is for it, and what your buy-in price would be? Grazzia

Q: The company news release sounds like optimistic talk covering up lower production. This being a new merger I cannot tell if this is rhetoric - spinning bad news, or progress being made, higher production and profitability around the corner? Your take on this please.

Q: Greetings
In reference to my recent question on silver you neglected to give me your present favorite silver miners. I know that in the past you have liked Paas, but I wondered if maybe that has changed.
Thanks,
Ben.

Q: Dear 5i:
Please provide your two choice picks for holding physical silver bullion. Also please explain the differences and similarities between the above. Would you provide your two choices for silver miners.
Thanks,
Ben.

Q: Good afternoon,

Given setback in CCO production, how do you assess the stock their ability to replace should this be for an extended period?

Thank you.

Q: Could I please have an update on PWM? Any changes or further insight?

Q: When you have time ......... copper stocks have been soft of late and I assume this is in response to the EV sector which has been under pressure - yet my understanding is that the grid sorely needs upgrading, which I assume requires new copper lines, while some of the other participants in the electrical sector have done well which suggests a buoyant sector. So I am confused as future demand in particular appears to exceed available supply - and Dr Copper has underperformed the market. What is the outlook for copper?

Q: Can you provide an update on FTEL, CRUZ and LAC. Take however many credits as required. Thank you and Happy New Years to all your staff. Totally appreciate all you do for us investors.

Q: Merry Christmas! I wish you all the best and a very prosperous year ahead.

With the latest canadian data and of course added political turmoil here. And rates abroad and our neighbors.

It would appear gold will have room to run still. If you do agree I'd like to know.

I'm looking at adding that exposure as I have none with the recent pull back.

My favorite candidates are AEM, WPM.
Would you please provide a reasonable buy range and if anyone is ranked above them in your mind, please mention.

Thank you very much.

Q: What precious metals are known in the ring of fire in Ontario? And are top investments small cap or otherwise are there? Txs