Investment Q&A

• Verde Agritech Ltd. Ordinary Shares (NPK $0.49)
  • $0.49 Cap: $24M
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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 $0.10)
  • $0.10 Cap: $17M
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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 $4.73)
  • $4.73 P/E (TTM): 8.36X Cap: $198M
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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 $0.14)
  • $0.14 Cap: $69M
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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

• Daura Gold Corp. (DGC)
  • Cap: $8M
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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 $0.10)
  • $0.10 Cap: $3M
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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 $46.65)
  • $46.65 P/E (TTM): 78.19X Cap: $22.72B
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• Lundin Mining Corporation (LUN $15.86)
  • $15.86 Cap: $13.43B
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• North Shore Uranium Ltd. (NSU $0.10)
  • $0.10 Cap: $3M
  • View NSU Profile
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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 $0.11)
  • $0.11 Cap: $18M
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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)
  • Cap: $2.81B
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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)
  • Cap: $234M
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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 $5.49)
  • $5.49 Cap: $7.28B
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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 $82.10)
  • $82.10 P/E (TTM): 17.33X Cap: $14.63B
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• Methanex Corporation (MX $49.16)
  • $49.16 P/E (TTM): 10.08X Cap: $3.35B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.65)
  • $46.65 P/E (TTM): 78.19X Cap: $22.72B
  • View TECK.B Profile
  • View Questions on TECK.B
• Western Forest Products Inc. (WEF $12.46)
  • $12.46 Cap: $132M
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• Agnico Eagle Mines Limited (AEM $189.07)
  • $189.07 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
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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

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Hello 5i Team;
The significant drop in Zinc process is causing some anxiety. Would you please offer your opinion on the root causes, and any positive outlook for the future? Thank you!

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Read Answer Asked by Conrad L on July 12, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Trevali was down about 8% today on about three times its normal trading volume. Do you know of any particular reason for this. Also do you think there is still downside to the stock. Thank you.

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Read Answer Asked by Rob on July 12, 2018

• Agnico Eagle Mines Limited (AEM $189.07)
  • $189.07 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
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• iShares S&P/TSX Global Gold Index ETF (XGD $36.89)
  • $36.89 P/E (TTM): 106.6X Cap: $2.59B
  • View XGD Profile
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
  • View KL Profile
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Q: I currently do not have any exposure to commodities in my portfolio. I am looking to add some gold and silver stocks or ETFs. Can you recommend 3 or 4 companies or ETFs in this category and provide your reason for those recommendations.

thanks, appreciate your insight

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Read Answer Asked by Paula on July 11, 2018

• Avalon Advanced Materials Inc. (AVL $0.05)
  • $0.05 Cap: $25M
  • View AVL Profile
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Q: Hi 5i Team, I'd appreciate your thoughts on Avalon Advanced Materials. I might have thought that trade war concerns with China would increase interest in this stock as a supply of rare earth metals outside China. But the price has been falling of late. Is there something else weighing on it? Many thanks

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Read Answer Asked by Jeff on July 11, 2018

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
  • View TV Profile
  • View Questions on TV

Q: I notice this is down a fair amount from your initial position in the Growth Portfolio. Has anything changed (NAFTA, the metals market, etc) in your reasoning for holding this company? Or could this be a good time to step in to a position?

Thank You as always

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Read Answer Asked by Stephen on July 10, 2018

• Garibaldi Resources Corp. (GGI $0.09)
  • $0.09 Cap: $12M
  • View GGI Profile
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• Glencore plc (GLCNF $3.96)
  • $3.96 Cap: $47.15B
  • View GLCNF Profile
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• BHP Group PlcSponsored ADR (BBL $64.18)
  • $64.18 P/E (TTM): 839.19X Cap: $325.03B
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• eCobalt Solutions (ECS.TO)
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• Katanga Mining Limited (KAT $0.16)
  • $0.16 Cap: $9.48B
  • View KAT Profile
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Q: Hi
What is your view on Nickel and Cobalt ?
Any stocks to recommend in those metals ?
Thanks

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Read Answer Asked by Francois on July 10, 2018

• Wesdome Gold Mines Ltd. (WDO $16.94)
  • $16.94 P/E (TTM): 10.58X Cap: $2.57B
  • View WDO Profile
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Q: Am interested in buying another gold stock. I already own KL and have done well on your recommendation. I am interested in WDO. I would like your thoughts on this company. Or do you have another you feel is a better choice?
Thanks John

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Read Answer Asked by John on July 09, 2018

• Noront Resources Ltd. (NOT $1.10)
  • $1.10 Cap: $612M
  • View NOT Profile
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Q: any new thoughts on these guys.they seem to have sewn up the hole Ring of fire but still no road . mike

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Read Answer Asked by mike on July 09, 2018