Investment Q&A

• Sherritt International Corporation (S $0.26)
  • $0.26 Cap: $129M
  • View S Profile
  • View Questions on S

Q: What are your thoughts about S now?
Thank you

Upvote 0

Read Answer Asked by Calin on May 04, 2017

• Tahoe Resources Inc. (THO $4.95)
  • View THO Profile
  • View Questions on THO

Q: Early this year, some of your answers had a weary tone regarding THO's last earnings. Can you comment on THO's earnings just released, today's gains, and if your views have changed regarding a 3-5 year hold. Thanks.

Upvote 0

Read Answer Asked by Loren on May 03, 2017

• Pretium Resources Inc. (PVG $19.15)
  • View PVG Profile
  • View Questions on PVG

Q: Hi Peter and Team,
Could you please comment on PVG news release yesterday. Is it negative? Its SP is down today while other gold stocks are up. Also is PVG a good buy at this level?

Thanks

Upvote 0

Read Answer Asked by Victor on May 03, 2017

• Gilead Sciences Inc. (GILD $121.10)
  • $121.10 P/E (TTM): 18.75X Cap: $150.24B
  • View GILD Profile
  • View Questions on GILD
• Kellanova (K)
  • P/E (TTM): 22.86X Cap: $29.03B
  • View K Profile
  • View Questions on K

Q: hi Peter, your opinion please on K and GILD.
ARE THESE WORTH NEW MONEY.THANKS.

Upvote 0

Read Answer Asked by RUPINDER on May 02, 2017

• B2Gold Corp. (BTO $6.36)
  • $6.36 Cap: $8.45B
  • View BTO Profile
  • View Questions on BTO
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
  • View KL Profile
  • View Questions on KL

Q: My only gold holding is McEwen Mining (MUX)and I am looking at either Kirkland Lake (KL) or B2Gold (BTO).
BTO has almost one billion shares outstanding while KL has less than 200M although their respective market caps are close in size. Is this a determining factor and which one would you favour, and why?
MUX was my first choice because the CEO owns 25% of the company, he has a great track record and they have no debt. Good choice?
Thank you.

Upvote 0

Read Answer Asked by Steven on May 02, 2017

• Wallbridge Mining Company Limited (WM $0.10)
  • $0.10 Cap: $115M
  • View WM Profile
  • View Questions on WM

Q: could you give me your take on wallbridge mining. I have owned it for years. is it a profitable company. thanks again bill

Upvote 0

Read Answer Asked by William on May 02, 2017

• Amerigo Resources Ltd. (ARG $5.23)
  • $5.23 P/E (TTM): 31.43X Cap: $844M
  • View ARG Profile
  • View Questions on ARG

Q: Please give me your thoughts on this company. Buy, sell, or hold. The prospects seem good. Several well known resource-savvy investors hold a large number of shares. Thanks for your insight.

Upvote 0

Read Answer Asked by Donald on May 02, 2017

• Agnico Eagle Mines Limited (AEM $265.89)
  • $265.89 P/E (TTM): 32.84X Cap: $133.66B
  • View AEM Profile
  • View Questions on AEM

Q: Nice unexpected lift today from Agnico Eagle. Can you comment on their results?

Upvote 0

Read Answer Asked by David on May 01, 2017

• North Shore Uranium Ltd. (NSU $0.28)
  • $0.28 Cap: $19M
  • View NSU Profile
  • View Questions on NSU

Q: They reported for 3 month operations, I thought the report looked good, but the the stock price went down, so I'm not sure I understood the report & don't know what good is. Can I get your option on this stock please.

Upvote 0

Read Answer Asked by Earl on April 28, 2017

• Semafo Inc. (SMF $4.77)
  • $4.77 P/E (TTM): 25.13X
  • View SMF Profile
  • View Questions on SMF

Q: Hi, Can you please comment on the recent earnings report. Would this be a good time to enter this name? thank you

Upvote 0

Read Answer Asked by David on April 27, 2017

• B2Gold Corp. (BTO $6.36)
  • $6.36 Cap: $8.45B
  • View BTO Profile
  • View Questions on BTO

Q: Hello Team,

Any new news on BTO? Knowing the sector is out of favour,and gold trading down lately, their quarter results were not that bad! Production in line with estimates. something is not right. I am long the stock.

Thanks,
Stephen

Upvote 0

Read Answer Asked by Stephen on April 27, 2017

• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
  • View SSL Profile
  • View Questions on SSL

Q: I have little exposure to materials/mining except for LIF and SSL. My SSL position is very low but I have added to it recently. While the company seems to be doing well, its share price is not doing well especially today. Is this a hold, sell or time to add a little more?

Upvote 0

Read Answer Asked by Earl on April 27, 2017

• Fortis Inc. (FTS $71.63)
  • $71.63 P/E (TTM): 20.52X Cap: $36.20B
  • View FTS Profile
  • View Questions on FTS
• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
  • View SSL Profile
  • View Questions on SSL

Q: Pondering whether to sell my FTS with a 10% gain to buy SSL.
Please provide your position and advice.
Thank you

Upvote 0

Read Answer Asked by Alex on April 27, 2017

• Sandstorm Gold Ltd. (SSL $16.15)
  • $16.15 P/E (TTM): 98.11X Cap: $4.73B
  • View SSL Profile
  • View Questions on SSL

Q: Your thoughts of the ssl merger news? The stock has taken a beating.

Thanks,

Eric

Upvote 0

Read Answer Asked by Erichsen on April 27, 2017

• Western Resources Corp. (WRX $0.04)
  • $0.04 Cap: $16M
  • View WRX Profile
  • View Questions on WRX

Q: An interesting Globe article on Sunday entitled “This investor purchases ‘small, obscure, ugly and scary’ stocks” lead me to David Desjardins personal site where he talks about his “Net cash value” investing approach and more specifically his recent research report on Western Resources or WRX which he deems to be trading below it’s NCAV.

What are 5i’s thoughts on Western Resources? Anything you have on the company would be appreciated, thanks!

Upvote 0

Read Answer Asked by Craig on April 27, 2017

• First Majestic Silver Corp. (FR)
  • Cap: $2.81B
  • View FR Profile
  • View Questions on FR
• Endeavour Silver Corp. (EDR $14.80)
  • $14.80 Cap: $4.35B
  • View EDR Profile
  • View Questions on EDR

Q: Good Afternoon,
Could you please give me your analysis on the fundamentals of these 2 companies.

THANKS,
Rick

Upvote 0

Read Answer Asked by rick on April 26, 2017

• Franco-Nevada Corporation (FNV $318.32)
  • $318.32 P/E (TTM): 48.13X Cap: $61.36B
  • View FNV Profile
  • View Questions on FNV
• Agnico Eagle Mines Limited (AEM $265.89)
  • $265.89 P/E (TTM): 32.84X Cap: $133.66B
  • View AEM Profile
  • View Questions on AEM
• B2Gold Corp. (BTO $6.36)
  • $6.36 Cap: $8.45B
  • View BTO Profile
  • View Questions on BTO
• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
  • View KL Profile
  • View Questions on KL
• McEwen Inc. (MUX $28.99)
  • $28.99 Cap: $1.57B
  • View MUX Profile
  • View Questions on MUX

Q: This has been quite weak lately, is there any reason in particular or is it cyclical? Is there another company that might be a good alternative?
Thank you

Upvote 0

Read Answer Asked by Peter on April 25, 2017

• Welgreen Platinum Ltd. (WG)
  • View WG Profile
  • View Questions on WG

Q: Please update on WG Welgreen, I've liked it for years and with new management am considering a purchase (I did very well with Romarco, where new boss came from).

Continue to love your service and advise.

Upvote 0

Read Answer Asked by Doug on April 25, 2017

• Harte Gold Corp. (HRT $0.01)
  • $0.01 P/E (TTM): 4.77X
  • View HRT Profile
  • View Questions on HRT
• Engold Mines Ltd. (EGM $0.07)
  • $0.07 Cap: $2M
  • View EGM Profile
  • View Questions on EGM

Q: Hello 5i,
There have been some developments with these two miners since my last question on Mar1/17. Could I have your take please?
Thanks
Dave

Upvote 0

Read Answer Asked by Dave on April 25, 2017

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

Q: What information can you provide on crystal fuel (oro blanco)found in the Andes and Death Valley, and the name of companies that may be involved in the development of such. Thank you. Gaston

Upvote 0

Read Answer Asked by Gaston on April 25, 2017