Investment Q&A

Q: Thoughts on MAG earnings and given they just introduced what looks like a sizeable dividend? Would you rate it higher than the other medium/large silver producers like PAAS now?

Q: Thank you for your list of available covered call ETF's . A bit to unpack here . Could 5i give me some assistance doing it ? .....

The current Yield of each ?

The structure of each ? .... { for example part of your answer was " GDXY may be of interest. " I'm assuming some leverage here as the yield shown in TD Waterhouse is 29% . How much leverage ? And what is the structure of this and the other ETF's ? }

The risk profile of each ? ...... { for example on the Yieldmax website they outright tell you GDXY is high risk . I would like to know why and what that risk is ? And a similar assessment for each ETF recommended ? }

Also if 5i were going to hide in some high yield covered call gold ETF's until after April 2/25 { tariff day } and likely longer as I'm convinced it isn't going to be a good year for Canada. Put a numerical value for each ETF listed from one to ten with one being most favored and ten being least favored and why ?

Also if there are any tax consequences inside a RRIF ?

Thank you for your terrific service .....

Q: Orla stock dumped on Friday. I wonder if gold stocks have seem their best growth? I have about 7-8% in gold and wonder if that's too much? Which of these would you sell first. Orla has mad the most money?

Q: Could 5i give a list of the various covered call gold ETF's offered and their yields ? Canadian and/or American ...... The only one I am aware of is AMAX on the Hamilton website. The yield is indicated at 9.52% but it always says that no matter what the daily unit price is. So if you could update the yield based on current unit price it would be appreciated ? .....Also are there any enhanced yield gold ETF's and if so their targeted yield ? Thanks for your terrific service . Garth

Q: Given CIBC downgrade of LUG today do you see this as indicator that some of the bigger names in gold will consolidate for a while? Might it be time to adjust the mix of gold holdings?

Thank you for all your help,

Mike

Q: Hi Peter and Team,

Across all portfolios, we are under-represented in the gold sector, having only a small holding in the CGL.C ETF,

If investing today, in what order would you put new money into the three stocks AEM, FNV, and WPM, or is there a case to be made to invest equal amounts in all three, assuming there's no significant overlap?

As always, thanks for your assistance in making an informed decision.

Q: I am concerned about Tariffs and the impact it may have on our Stock Market

I do like GOLD what Gold Companies do you like that are outside of Canada

RAK

Q: Hi Peter,
Why is McEwen Mining falling like a rock today? Thank you

Q: Hi Guys!

I see CCJ is once again inching up (about 10% in a few weeks).

Could you give me your thoughts on the company right now and Uranium? Do think it’s ready to pop back up to what many say will be in the 70.00 US range?

Ok thank you!

Q: In what order would you buy the companies indicated if you were looking to set up a basket of gold companies that have the most upside capital gains potential?

If different, in what order would you buy them if overall high quality was the criteria?

Q: Aclara Resources Inc recently raised US$25m at C$.70

Why do you think the market has not responded to this this raise at around a 40% premium?

Thank you

Q: Greetings 5!,


Hopeing to get your take on FWZ.


Cheers!

Q: Planning to hedge the tariff fiasco by investing in gold.
1. Is this a good idea do you think?
2. Would you go with a miner such as AEM or another-suggestions.
3. Are the gold miners going to be subject to tariffs?
4. Would you go with an ETF- and if so some suggestions please?

Thanks
Jeff

Q: Please give me your thoughts on this stock. Is it a buy at these levels ?

Q: Hi how do you see the outlook for ITR as an investment and associated risks?

Q: With Central Banks buying a lot of gold I am surprised a company like this has declined so much over the past. Is it because of its abandoning of a growth model? Will it take an increased interest in buying / storing by individual investors to elevate the stock price? I am assuming most of their profits are from recurring fees (?)

Finally, in the past I was a customer of GoldMoney Inc. With "mounting concerns" coming from south of the border, I am considering reopening an account with a much larger gold purchase and storage outside our country than before. What is your trust level in this company, and do you have any concerns about doing this with a large planned bullion position?

Q: Will you please suggest cdn$ and us$ ETFs (with good trading volume) for physical silver? Thank you

Q: I hold WPM and have always preferred it as a senior precious metals royalty play as I think it has the largest silver exposure and I expect silver to catch up at some point soon. I'm considering now whether I should split my position between WPM and FNV as recent news suggests Panama may start talks to perhaps re-open the Cobre Panama mine and FNV would likely have alot of extra upside in that case over time if it happens. How do the 2 compare valuation wise against each other, what are your thoughts on both.

Q: What is your opinion of these two companies today?
Tim

Q: I read with interest your answers to Alex and Robert this morning regarding SLVO and David Rosenberg's thoughts. I have a great deal of respect for Mr. Rosenberg . Does 5i feel that SLVO would roughly track the gold index ? I do not see any covered call gold equivalent ETF unless you know of one ? The closest I can find is AMAX which is gold miners ..... Having said all that which does 5i feel is the better choice to follow Mr Rosenbergs thesis ? SLVO or AMAX ? I do like the covered call component of both over a straight up Gold security like PHYS ..... Thanks for your terrific service .......