Investment Q&A

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Q: I would like to add another gold name and am looking for something of a low cost, levered play. I currently own Silver Wheaton, Agnico and the Central fund in my portfolio. Can you offer me a couple complimentary names? Thank you

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Read Answer Asked by Martin on February 09, 2017

• Capstone Copper Corp. (CS $7.74)
  • $7.74 Fwd P/E: 52.18X Cap: $5.89B
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Q: CS has reached 52 week high, is it still a buy at current price? What's the debt levels in this company and potential growth? Thanks,

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Read Answer Asked by Hue on February 09, 2017

• Freeport-McMoRan Inc. (FCX $44.80)
  • $44.80 Fwd P/E: 36.44X Cap: $64.34B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $51.48)
  • $51.48 Fwd P/E: 61.95X Cap: $26.05B
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• Miscellaneous (MISC)
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Q: I have some US cash and think I will deploy it in a copper stock because of the upward price pressure on copper. Could yo recommend some names that I can pick up using US dollars?

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Read Answer Asked by hal on February 09, 2017

• Mandalay Resources Corporation (MND $4.51)
  • $4.51 Fwd P/E: 5.55X Cap: $414M
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Q: mnd has had a fair amount of insider selling by a few insiders , besides gmt, from november thru january, I can understand if options are exercised or other reasons but this seems a bit above the norm to me and makes me wonder if something is wrong here. mnd does not seem to participate in the gold rallies. No insiders have stepped in to buy at these levels. Have you heard any thing that may account for the selling and under performance? Do you still like the company? I am considering a purchase here to maybe a 2% equity weighting.
thanks Tom

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Read Answer Asked by Tom on February 09, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $30.79)
  • $30.79 Fwd P/E: 100.95X Cap: $2.02B
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Q: What do you think of holding 5% of gold in my portfolio? If so, what 'd you recommend?specific company or ETF's? Thanks.

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Read Answer Asked by Fooklin on February 09, 2017

• Guyana Goldfields Inc. (GUY $1.84)
  • $1.84 Cap: $321M
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Q: Hello 5i
New member and really enjoying the service. I am looking to add a gold stock to my portfolio and wanted your impressions on Guyana Gold Fields. Ff not this one happy to hear your recommendations on other options in the gold sector.
Thanks
Sal

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Read Answer Asked by Sal on February 08, 2017

• B2Gold Corp. (BTO $4.57)
  • $4.57 Cap: $6.19B
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Q: What impact would have the dramatic increase in gold production in 2018 on the share price?

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Read Answer Asked by Martin on February 06, 2017

• Franco-Nevada Corporation (FNV $211.93)
  • $211.93 Fwd P/E: 48.48X Cap: $40.93B
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• Wheaton Precious Metals Corp. (WPM $121.23)
  • $121.23 Fwd P/E: 65.2X Cap: $55.54B
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• Agnico Eagle Mines Limited (AEM $161.61)
  • $161.61 Fwd P/E: 25.32X Cap: $81.24B
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Q: Hello team,

What are your favourite names for gold exposure (producers or royalties) that offer the least amount of balance sheet and political risk.

Thanks

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Read Answer Asked by Jason on February 03, 2017

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $51.48)
  • $51.48 Fwd P/E: 61.95X Cap: $26.05B
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• Lundin Mining Corporation (LUN $13.71)
  • $13.71 Cap: $11.89B
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Q: What do you think of copper going forward? Is there any other metal you think should do well in this cycle? If yes, what companies would be preferred by you.
Thank you.

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Read Answer Asked by Maureen on February 03, 2017

• Mega Uranium Ltd. (MGA $0.30)
  • $0.30 Cap: $104M
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Q: Can you comment on the recent run up on Mega's price over the past year. Do you figure there is any further upside potential and or support for gains? Have some play money and wondering whether to take a chance on it. Thank you.

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Read Answer Asked by Adam on February 02, 2017

• Harte Gold Corp. (HRT $0.01)
  • $0.01 Fwd P/E: 4.77X Cap: $10M
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Q: Any insights into this story would be appreciated. Are the new highs justifiable?

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Read Answer Asked by gordon on February 02, 2017

• Lithium Americas Corp. (LAC $4.48)
  • $4.48 Cap: $979M
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• Pure Energy Minerals Limited (PE $0.20)
  • $0.20 Cap: $6M
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• Albemarle Corporation (ALB $77.07)
  • $77.07 Cap: $9.06B
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Q: Hello Team, Elon Musk is building his battery Gigafactory in Sparks Nevada. It appears there are 14 other battery Gigafactories on the drawing boards, soon to be built around the world. The demand for batteries to power EV's and everything in your house will continue to push up the demand for Lithium. ALB controls 22% of world Li supply, so seems like a good large cap choice. For a more speculative pic I am considering, PE,LAC, or GALXF. Do you have any thoughts on these stocks or other Li stocks you prefer? Thanks Team Chris

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Read Answer Asked by Chris on February 02, 2017

• Richmont Mines Inc. (RIC $11.72)
  • $11.72 Fwd P/E: 40.4X
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Q: RIC is up yesterday and today with what appears to be slightly heavier trading. Would you happen to have any insight to share?
Thank you

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Read Answer Asked by Ron on February 01, 2017

• NewCastle Gold Ltd. (NCA $0.92)
  • $0.92 Cap: $85M
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Q: Update

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Read Answer Asked by j stuart on February 01, 2017

• Capstone Copper Corp. (CS $7.74)
  • $7.74 Fwd P/E: 52.18X Cap: $5.89B
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Q: Would like your thought between WRN and CS, which one you prefer better and why? Thanks.

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Read Answer Asked by Hue on January 31, 2017

• Roxgold Inc. (ROXG $1.90)
  • $1.90 Fwd P/E: 34.15X Cap: $712M
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Q: Could I please have your updated opinion of ROG.

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Read Answer Asked by Bruce on January 31, 2017

• Alderon Iron Ore (ADV)
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Q: Hi Team 5i: Alderon has had quite a ride since announcement on October 19th. With the increase in Iron Ore Prices, how do you see this stock performing over the next 12 - 18 months? Thanks in advance. Stan.

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Read Answer Asked by Stan on January 31, 2017

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
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Q: I own FR for some silver exposure in 2017. The price dropped mid morning today vs peers like SSO, but I cant find any news to explain the drop. Do you like this one or another? Any insite would be helpful. Thanks

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Read Answer Asked by Randy on January 31, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $30.79)
  • $30.79 Fwd P/E: 100.95X Cap: $2.02B
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Q: Hello 5i Team,
Given the cyclicality of Commodities, would they not be suitable for "trading" as opposed to "investing"?
Thanks,
Antoine

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Read Answer Asked by Antoine on January 31, 2017

• New Gold Inc. (NGD $5.91)
  • $5.91 Fwd P/E: 25.94X Cap: $4.72B
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Q: Hey guys! I have been watching New Gold for some time now, waiting to buy on a dip. With their bad news today, the stock is down 25%. Would you view this as a good entry point for a 3-5 year hold, or would you hold off until they turn things around?

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Read Answer Asked by Mark on January 31, 2017