Investment Q&A

Q: I plan to add to my gold stock holdings as I have recently sold some bullion. I have concerns about unsafe jurisdictions such as Panama even though I would consider Franco-Navada because of its recent haircut.
May I have a couple of stocks in each of the small, mid and large cap size that are more politically secure and are quality companies?
With appreciation,
Ed

Q: Please, rank from most to least recommended and why? Are there any companies outside of Canada that you think might be preferable? If so, how would you rank them? If there is any other information that you believe might be useful then let me know.

Q: Any idea what is going on with this company/stock. Thx James

Q: Can I have ur opinion on this?have owned for a bit and is a major disappointment. Move on or hang in ?

Q: Good day all. Back in august 2023 you mentionned Mewmont might not be the best choice for a gold miner. Morningstar US is recommending it this week and rates it as undervalued. What is your opinion on this stock at this time? Is it a good time for gold stocks? I need a materials stock for my TFSA or Cash account. If not this one can you please suggest another? Please deduct neccessary questions credits. Thank you.

Q: I see opportunity here to purchase a company that has a single resolvable problem that will not cost any more capital other than that which was lost. Reputational damage will be in the rearview mirror in 12 months. Likely sooner than that the shareprice will begin catching the developing favorable winds of the precious metals sector.

Would 5i agree, dissagree, or add anything to this brief thesis?

Q: Good morning 5i Team,

If considering buying NTR, FNV or CCO for a 1-2 year hold, could you please rank your current preference with a brief comment. Thank you.

Brad

Q: Cameco, Denison, and Mega Uranium are really ripping today on good volume. The charts look good in my view, these names have moved up steadily for quite a while now. News now out that the worlds largest producer Kazatomprom has a large shortfall in supply. I just took a meaningful position in Denison Mines. I vividly recall the uranium mania that took hold in 2007 prior to fukishama and the parabolic movements that took place in the stock charts with respect to uranium.
What do you believe are the similarities/differences re: events that shaped the frenzy in 2007 versus the excitement today about these names. Could these names have similar parabolic moves in your opinion ?

Q: In a situation where you wanted 5% gold exposure as a hedge against negative market volatility/downside risk, etc., would you prefer IAUF or some combination of ABX/BTO/ORA?
Thanks for this!
David

Q: what do you think of these companies ? Thanks Phil

Q: What is your Thoughts on just how much potential Cameco has ? Very Positive momentum . I have been trimming on the way up but still believe it is early .

Thanks

Greg

Q: U.UN has had a pretty good climb in the last 3 months and has an 83% increase over the last year. Do you see this continuing and is it a good time to add to my small position?

Q: Hello 5i, Could you comment on NUG as they have suspended there exploration are they a high spec stock or are they dead in the water.

Q: As per Martin Pelletier's article in the Financial section of this morning's National Post, I believe that oil (and/or oil & gas) will be a good hedge against general political and market turmoil this year. Would PDBC be a good alternative?

Q: CCO Stares up sharply yesterday along with other Uranium Shares. Uranium hit $ 91.00 a pound recently.

Your thoughts ? Is URN.M the best play or NXE RAK

Q: There are some rumours ABX will step in with a bid to takeover FM. I understand ABX has experience taking over mining companies shut down by 3rd World Governments. Then smoothing things over with the government leading to a re-start. FM certainly seems to be a candidate with their big debt. Not sure if the rumour is going to come true so I would take a pass for now. “Buy on Rumour, Sell on News” seems in this instance to be bad advice. However governments need some money coming in and their people need income too.

Q: If gold appreciates significantly in the next few years, would you buy bullion wafers/coins or shares in quality companies such as Agnico Eagle or Franco Nevada?
With appreciation,
Ed

Q: What are your views on ftco.us .Thanks Phil

Q: Both of these names have had a nice pop in the last quarter. Do you have a preference, or both?

Q: I have owned Dundee Precious Metals (DPM) periodically over the past few years and the trades have been good. I like trying to trade DPM because it has net cash on the balance sheet and two profitable gold mines in Bulgaria. I also think that if the share price of DPM drops below my entry price by a lot the company will use its cash and start a large buyback or raise the modest dividend. But I just noticed that they used perhaps half of the cash on the balance sheet to buy a gold project in Namibia (Osino mines). What do you think of this deal? Was it a good acquistion? I think the next quarterly result will be good bcause of the higher gold price in the good ore grade at Bulgarian mines could make for good earnings. So aside from the Osino deal what do you think of DPM as a short time trade or longer term hold?