Investment Q&A

Q: Can I get your view and prospects on Bannerman Energy Ltd. (BBNLF:US) please.

Upvote 1

Read Answer Asked by John on February 20, 2025

• Nexgen Energy Ltd. (NXE $8.76)
  • $8.76 Cap: $4.97B
  • View NXE Profile
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Q: NXE is not acting well... Any News ? Do you still like it as a Uranium Play Thanks RAK

Upvote 3

Read Answer Asked by bob on February 20, 2025

• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
  • View GOLD Profile
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• Agnico Eagle Mines Limited (AEM $164.38)
  • $164.38 P/E (TTM): 33.66X Cap: $82.52B
  • View AEM Profile
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Q: Picking one today, where would you go?

Upvote 2

Read Answer Asked by Gregory on February 19, 2025

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
  • View AEM Profile
  • View Questions on AEM

Q: We never owned any Gold companies, but, looks like, some exposure is warranted, given a so much uncertainty, as a result of constantly changing rhetoric of Mr Trump and Trade/Tariffs tensions.

Do you agree ?

Is Agnico Eagle a decent name for the sector and would you be comfortable starting a new position in Agnico Eagle, after Today's drop ?

Thank You

Upvote 7

Read Answer Asked by rajeev on February 19, 2025

• Calibre Mining Corp. (CXB $2.99)
  • $2.99 P/E (TTM): 31.36X Cap: $2.54B
  • View CXB Profile
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• TerraVest Industries Inc. (TVK $137.00)
  • $137.00 Cap: $2.97B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
  • $127.37 P/E (TTM): 20.32X Cap: $1.51B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: Thanks to you,I've done well with TVK and HPS.A
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!

Upvote 5

Read Answer Asked by Steve on February 19, 2025

• Sprott Physical Silver Trust (PSLV $23.27)
  • $23.27 Cap: $11.57B
  • View PSLV Profile
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• Global X Silver Miners ETF (SIL $70.80)
  • $70.80 P/E (TTM): 32.11X Cap: $3.71B
  • View SIL Profile
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Q: Hello, would you be able recamend a silver etf to follow the price of silver or a company that you prefer ?

thanks once again

Upvote 4

Read Answer Asked by Larry on February 18, 2025

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
  • View AEM Profile
  • View Questions on AEM

Q: AEM has been hit hard this am. Why is that earnings? If yes, what are the details


Thanks

Sheldon

Upvote 5

Read Answer Asked by Sheldon on February 14, 2025

• Barrick Mining Corporation (ABX $45.86)
  • $45.86 P/E (TTM): 21.06X Cap: $78.23B
  • View ABX Profile
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Q: Hi ,

Please comment on the ABX earnings today, it has been a huge laggard compared to AEM, AGI, and all the other major gold companies. Are these earnings good enough to move the stock up to catch up ??

Thanks,
George

Upvote 2

Read Answer Asked by George on February 14, 2025

• Russel Metals Inc. (RUS $40.82)
  • $40.82 P/E (TTM): 14.4X Cap: $2.28B
  • View RUS Profile
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• Richelieu Hardware Ltd. (RCH $35.50)
  • $35.50 P/E (TTM): 22.7X Cap: $1.96B
  • View RCH Profile
  • View Questions on RCH
  • View Reports on RCH

Q: Hi Guys

Wondering what your thoughts were on Russel Metals recent earning report. Also for a long term hold would you prefer Richelieu Hardware or Russel Metals?

Much thanks

Stuart

Upvote 3

Read Answer Asked by Stuart on February 13, 2025

• Barrick Mining Corporation (ABX $45.86)
  • $45.86 P/E (TTM): 21.06X Cap: $78.23B
  • View ABX Profile
  • View Questions on ABX

Q: Greetings 5i,

Thoughts on ABX and it's results?

What are your thoughts on the yellow metal for 2025/2026?

Would you ever overweight this sector? When might you do this?

Cheers!

Upvote 1

Read Answer Asked by Duane on February 13, 2025

• Labrador Iron Ore Royalty Corporation (LIF $27.67)
  • $27.67 P/E (TTM): 15.81X Cap: $1.77B
  • View LIF Profile
  • View Questions on LIF

Q: Would LIC be directly affected by the steel tariffs?

Upvote 2

Read Answer Asked by Bill on February 12, 2025

• iShares S&P/TSX Global Base Metals Index ETF (XBM $26.32)
  • $26.32 P/E (TTM): 0.55X Cap: $302M
  • View XBM Profile
  • View Questions on XBM
• SPDR Metals & Mining ETF (XME $100.88)
  • $100.88 P/E (TTM): 21.88X Cap: $3.06B
  • View XME Profile
  • View Questions on XME

Q: Please list your favourite base metals etfs.Thanks.

Upvote 3

Read Answer Asked by Maurice on February 11, 2025

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
  • View AEM Profile
  • View Questions on AEM

Q: You suggest that AEM could be a buy at 100-110 ,but it is now at 143 .My position in this stock has doubled, I wonder if I should take "some" profit now , unless it is considered as a safe and interesting value even at 143.. Your point of vue will be very appreciated.

Upvote 3

Read Answer Asked by Jean-Yves on February 11, 2025

• Equinox Gold Corp. (EQX $16.29)
  • $16.29 P/E (TTM): 116.16X Cap: $12.38B
  • View EQX Profile
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• Allied Gold Corporation (AAUC $24.83)
  • $24.83 Cap: $2.86B
  • View AAUC Profile
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Q: Given the turmoil in the market at the present time, I want to increase my gold allocation and am considering these two companies. How would you rank them and what is your reason for the higher ranking? Do you have another producer in the sub-1M oz of gold production/yr range that you favor over these two companies? What would be your maximum allocation for gold stocks in today's market? I already have 1% positions in each of KNT and AGI.

Upvote 1

Read Answer Asked by Brendon on February 10, 2025

• Kenorland Minerals Ltd. (KLD $2.07)
  • $2.07 Cap: $174M
  • View KLD Profile
  • View Questions on KLD

Q: Do you think the insiders have a solid track record and have enough "skin in the game"? Do you think they have enough capital for the next couple of years to execute their plans or would you be expecting routine dilutive offerings over the next five years? Your thoughts on the pros and cons of this company please.

Upvote 2

Read Answer Asked by Tony on February 10, 2025

• Wheaton Precious Metals Corp. (WPM $147.64)
  • $147.64 P/E (TTM): 60.23X Cap: $67.03B
  • View WPM Profile
  • View Questions on WPM
• Royal Gold Inc. (RGLD $194.47)
  • $194.47 P/E (TTM): 28.26X Cap: $12.80B
  • View RGLD Profile
  • View Questions on RGLD

Q: Looking to start a position in Gold streaming - is WPM the best choice - could you provide the pros and cons of this. What are the other possible companies in this space and their brief pros and cons.
Thanks

Upvote 1

Read Answer Asked by Reg on February 10, 2025

• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
  • View LUN Profile
  • View Questions on LUN

Q: Hi, I have a small position in LUN with 28% loss. Should I hold it or sell it to invest the money in a better company and take advantage of the tax loss as well? Your thoughts?
Thank you

Upvote 2

Read Answer Asked by Ahmed on February 07, 2025

• iShares S&P/TSX Capped Materials Index ETF (XMA $37.04)
  • $37.04 P/E (TTM): 2.41X Cap: $351M
  • View XMA Profile
  • View Questions on XMA
• Materials Select Sector SPDR (XLB $86.85)
  • $86.85 P/E (TTM): 28.1X Cap: $5.37B
  • View XLB Profile
  • View Questions on XLB
• Nutrien Ltd. (NTR $83.84)
  • $83.84 P/E (TTM): 199.96X Cap: $40.73B
  • View NTR Profile
  • View Questions on NTR

Q: Based on today’s environment is NTR a sell? The materials sector is pretty diverse, are there two or three CDN companies that you would have a high degree of confidence would outperform just holding XMA for materials exposure? Or would you steer clear of Canada altogether, and if so, applying the same criteria suggest two or three U.S companies that could outperform XLB in the near term.

Upvote 3

Read Answer Asked by Stephen R. on February 07, 2025

• Almonty Industries Inc. (AII $10.86)
  • $10.86 Cap: $2.35B
  • View AII Profile
  • View Questions on AII

Q: Almonty has had an awesome week. Can you comment on this rapid growth.

Upvote 2

Read Answer Asked by Dennis on February 07, 2025

• IAMGOLD Corporation (IMG $17.76)
  • $17.76 P/E (TTM): 9.19X Cap: $10.21B
  • View IMG Profile
  • View Questions on IMG

Q: IMG. HAS ALMOST TRIPLED IN VAUE THIS LAST YEAR AND STILL GOING STRONG.
STILL LOOKS GOOD ON PAPER. WHAT IS YOUR OPINION OVER A ONE YEAR PERIOD.

Upvote 2

Read Answer Asked by terrance on February 06, 2025