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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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?
Read Answer Asked by James on March 17, 2025
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.
Read Answer Asked by Husseinali on March 17, 2025
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 .......
Read Answer Asked by Garth on March 11, 2025
Q: Question on increasing my copper exposure:

I already own some TECK.B, but concerned about the (approx.) 26X PE ratio. Does this concern you?

I'm considering COPX. Yes, comparing an ETF to a stock is a bit apples / oranges. If I believe that International stocks in general will outperform going forward, is this a good choice. I do realize it does have some North American holdings - including TECK.B itself - but the aggregate PE appears to be better value compared just TECK.B.

Perhaps selling TECK.B and just holding all of COPX is a better choice despite the (I think) 0.65 MER. Your thoughts and comments on all this ?
Read Answer Asked by James on March 11, 2025
Q: SLVO, a CC silver ETN, does not seem to be in your database. I am looking to add this to my precious metal holdings but want the higher income. Yahoo reports the yield at 22%, which seems absurd. Do you have data on longer term avg yield and what do you think of this in general for income oriented silver exposure? Thank-you.
Read Answer Asked by Alex on March 11, 2025
Q: Can I get your take on Amerigo? I am thinking they might start getting more credit for their more recent focus on share holder returns (buy backs, divy, and special divies) all while paying down debt (forecast zero by year end). What do you think of the valuation at this current copper price and outlook? Thanks
Read Answer Asked by Scott on March 10, 2025
Q: Hello, I never thought I would contemplate buying gold because I find difficult to figure out where it is headed in the future, but here I am. Gold has been going up a lot in the past year and I am wondering, what do you think would be the economic or political circumstances or scenarios under which gold would lose value in a substantial manner, say, 20%, by the end of 2025? Thanks
Read Answer Asked by Martin on March 10, 2025
Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks
Read Answer Asked by Steven on March 07, 2025
Q: Hi Peter and 5i Team,

I’m wondering why, for all periods (3 month, 6 month, 1 year, YTD, 3 years, and 5 years) MNT beats both CGL and CGL.C even though the M.E.R. Of MNT is slightly higher than the other two. Is MNT a good way to get some gold exposure in these turbulent times? Thanks as always for your insight.
Read Answer Asked by Jerry on March 04, 2025
Q: What do you think of the recent quarter? The stock has under performed gold lately and I'm thinking to add more. Their cash margins look great and I'm bullish on gold. I already hold a full position in AEM but am looking for growth and I like the safety over miners with the royalty and streaming model.
Read Answer Asked by Robert on March 04, 2025
Q: Greetings 5i, I need to raise some cash and looking at either Teck or Nutrien. Based on medium term prospects which one would you sell? Would appreciate if you can provide a brief explanation in terms of reasons to keep vs sell for each. Thank you.
Read Answer Asked by Barbara on February 28, 2025
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