Investment Q&A

• Royal Canadian Mint - Canadian Gold Reserves Exchange-Traded Receipts (MNT $51.60)
  • $51.60 P/E (TTM): 19.5X Cap: $2.06B
  • View MNT Profile
  • View Questions on MNT

Q: Hi Team,

Recognizing that CEF.A is about 60% gold and 40% silver, which do you prefer, 100% Central Fund splitting between Mint (MNT - gold) 60% and Mint (MNS - silver) 40% for bullion?

Thank you.

Michael

Upvote 0

Read Answer Asked by Michael on December 14, 2016

• SPDR Gold Shares ETF (GLD $312.08)
  • $312.08 Cap: $104.23B
  • View GLD Profile
  • View Questions on GLD

Q: Physical gold is down to levels last seen in February. I get it that it can always go lower, but is there anything about the price of gold alone that sets a defacto floor (analogously to book value for a business), or is it too much at the mercy of dollar strength, etc., to think of in this way?

Upvote 0

Read Answer Asked by John on December 14, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.03)
  • $46.03 P/E (TTM): 81.68X Cap: $22.50B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Hi,

Can you share any updated information on Teck resources. It's had a bit of a pullback. Have the fundementals changed? Would it be a good entry point now?

Thank you

Upvote 0

Read Answer Asked by Andrew on December 14, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD $37.62)
  • $37.62 P/E (TTM): 106.6X Cap: $2.60B
  • View XGD Profile
  • View Questions on XGD

Q: Hi Team, newbie here....I'd like to add about 5% precious metals to my portfolio in the form of an ETF or Mutual Fund. can you make some suggestions?

Upvote 0

Read Answer Asked by Gilbert on December 14, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good morning Peter and Team,

If you were purchasing today, what stocks and/or ETFs would you buy for each of the TSX eleven sectors? (Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrials, Information Technology, Materials, Real Estate, Telecom, and Utilities). Please give at least two choices for each sector.

My daughter-in-law has finally sold her high-MER, low-performing mutual funds, and I have set up a self-directed account for her LIRA, her RRSP, and her TFSA. She is 48 and will probably work till at least 65.

Please feel free to deduct as many question credits as you deem necessary. Thanks in advance for all your valued assistance.

Upvote 0

Read Answer Asked by Jerry on December 13, 2016

• Nevada Copper Corp. (NCU $0.03)
  • $0.03 Cap: $42M
  • View NCU Profile
  • View Questions on NCU

Q: good morning what do you think of this copper stock thanks bill

Upvote 0

Read Answer Asked by William on December 13, 2016

• Copper Mountain Mining Corporation (CMMC $2.49)
  • $2.49 Cap: $441M
  • View CMMC Profile
  • View Questions on CMMC

Q: copper mountain new symbol is cmmc will it survive with higher copper prices thanks

Upvote 0

Read Answer Asked by William on December 13, 2016

• OR Royalties Inc. (OR $42.94)
  • $42.94 P/E (TTM): 100.35X Cap: $8.06B
  • View OR Profile
  • View Questions on OR

Q: Can you comment on the prospects for this company, BMO initiated coverage Friday with an outperform rating. Peter

Upvote 0

Read Answer Asked by peter on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.03)
  • $46.03 P/E (TTM): 81.68X Cap: $22.50B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Teck has been hammered over the past four trading sessions. Looking at the chart, this appears to be the nastiest drop in the last year. Do you know of an underlying cause?

Upvote 0

Read Answer Asked by John on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.03)
  • $46.03 P/E (TTM): 81.68X Cap: $22.50B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Hi team I've held teck for sometime and in a previous question you advised me to hold for a while longer. It seems to be going back down it has broken through a previous low of 30.80 and the next low is 27.60 do you think it is headed back down to 22.00 or less. What can you advise. Thanks Nick

Upvote 0

Read Answer Asked by Nick on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $46.03)
  • $46.03 P/E (TTM): 81.68X Cap: $22.50B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Hi, do you know what this stock is down about 14% in a few days? Should I buy in or avoid?

Upvote 0

Read Answer Asked by Graeme on December 12, 2016

• Taseko Mines Limited (TKO $4.41)
  • $4.41 Cap: $1.39B
  • View TKO Profile
  • View Questions on TKO

Q: I'm just,watching Tko getting some liftoff after sitting in the tank for an extended period. Any thoughts or news?
Thanks Bob

Upvote 0

Read Answer Asked by Robert on December 09, 2016

• Cameco Corporation (CCO $105.83)
  • $105.83 P/E (TTM): 84.5X Cap: $45.24B
  • View CCO Profile
  • View Questions on CCO
• Denison Mines Corp. (DML $3.05)
  • $3.05 Cap: $2.73B
  • View DML Profile
  • View Questions on DML
• Fission Uranium Corp. (FCU $0.72)
  • $0.72 Cap: $618M
  • View FCU Profile
  • View Questions on FCU

Q: I am looking to make an investment in a uranium company. Cameco appears to be the obvious choice. Other than Cameco, are there any junior companies that you think might be worth a look.
Thanks as always,

Chuck

Upvote 0

Read Answer Asked by Chuck on December 08, 2016

• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT $78.00)
  • $78.00 P/E (TTM): 39.15X Cap: $26M
  • View ZMT Profile
  • View Questions on ZMT
• iShares S&P/TSX Global Base Metals Index ETF (XBM $21.98)
  • $21.98 P/E (TTM): 40.08X Cap: $246M
  • View XBM Profile
  • View Questions on XBM

Q: Hello 5i team,
I hold all the stocks in the balanced portfolio except AEM and SYZ. Regarding my exposure to the tech sector, in addition to CSU, ENGH and KXS, I also hold DSG, GIB.A and OTC; so I do not think that it is necessary to add SYZ to the mix.
There seems to be some momentum in the base metals sector, as per your response to an earlier question; instead of selecting a particular company, as per your suggestions, I decided to gain exposure via either XBM or ZMT.
I look forward to your comments.
Antoine

Upvote 0

Read Answer Asked by Antoine on December 08, 2016

• Daura Gold Corp. (DGC)
  • Cap: $8M
  • View DGC Profile
  • View Questions on DGC

Q: As a retired investor, I have a small defensive position in Goldcorp (which is underwater)and was wondering if Detour Gold would offer better upside potential going forward. I could use the capital loss to reduce this year's capital gains.
Also I'd like to know if you feel gold has lost its defensive nature and is no longer a "must own" in portfolios. Thank you

Upvote 0

Read Answer Asked by Isabel on December 07, 2016

• First Quantum Minerals Ltd. (FM $23.76)
  • $23.76 P/E (TTM): 71.33X Cap: $19.82B
  • View FM Profile
  • View Questions on FM
• North Shore Uranium Ltd. (NSU $0.11)
  • $0.11 Cap: $3M
  • View NSU Profile
  • View Questions on NSU

Q: Hello 5i team,
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine

Upvote 0

Read Answer Asked by Antoine on December 07, 2016

• Spin Master Corp. Subordinate Voting Shares (TOY $23.15)
  • $23.15 P/E (TTM): 20.15X Cap: $2.35B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Could you provide a few top choices with the greatest growth potential in Consumer Discretionary and Materials sectors?

Thanks.

Upvote 0

Read Answer Asked by Brian on December 07, 2016

• Freeport-McMoRan Inc. (FCX $44.35)
  • $44.35 P/E (TTM): 32.85X Cap: $63.67B
  • View FCX Profile
  • View Questions on FCX

Q: thoughts on fcx

Upvote 0

Read Answer Asked by tom on December 07, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good afternoon. What are your thoughts on holding physical gold (or silver) bullion as opposed to owning gold/silver stocks, ETFs or other paper? Also, do you have any information and/or opinions on Silver Gold Bull Canada (https://silvergoldbull.ca/) operating out of Calgary?

Thanks as always for your terrific service.

Upvote 0

Read Answer Asked by Thomas on December 05, 2016

• Hudbay Minerals Inc. (HBM $16.24)
  • $16.24 P/E (TTM): 16.08X Cap: $6.42B
  • View HBM Profile
  • View Questions on HBM

Q: I appreciate you view on the Hudbay minerals announced offer to buy any or all of its outstanding US$920 million aggregate principal amount of 9.500% senior notes due 2020. I own some of these bonds and I feel their offer is not attractive enough to redeem. What is the risk of not tendering? Do you think HDB can survive to pay those bonds?I don't mind holding the bonds until maturity, unless you think that HBM will not survive until then?If I tender what would would be reasonable replacement.

Thamks,

Upvote 0

Read Answer Asked by Saad on December 05, 2016