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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: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!
Read Answer Asked by Neil on February 26, 2024
Q: By assigning each one a number out of ten, please rank these copper stocks in terms of upside potential:

NGEX, SLS, MARI (Marimaca), ARG, WRN, ASCU, FDY, TM
Read Answer Asked by Brian on February 26, 2024
Q: Hello 5i team,
At the moment, I only have AEM for basic materials and wanted to add another company for more exposure to the materials sector. I had NTR (bought when it was Agrium) a few years ago and sold all shares when they were valued above $100.

I wanted to get back into NTR as I think it will not go lower then around $60 (has support there). You have CCL in the balance portfolio but seems to be in a holding pattern for the past 3 years.

My question is if you have your eye on other material sector companies that would fit the balance portfolio? With a decent dividend, and beaten down, do you think NTR is a good second materials stock to enter into?

Thank You,
Andrew
Read Answer Asked by Andrew on February 21, 2024
Q: I have seen many different comments about gold seasonality. What is your take on that and what months might be included? Many thanks.
Read Answer Asked by David C. on February 21, 2024
Q: How would you rank these junior gold developers (by assigning them each a number) in terms of their potential upside and being worth the risk of a small portfolio position:

PPTA, PRB, LUM, TLG, ITH, MAU, FF, CKG, LGD, ITR

Do any of them stand out as being either much too speculative to recommend or exceptional opportunities? Thanks for any additional comments.
Read Answer Asked by Brian on February 21, 2024
Q: I have very little exposure to raw materials/mining. What five companies would you recommend for a long-term hold?
Read Answer Asked by Robert on February 20, 2024
Q: hi,
this is less company specific, but I do own a small amount of AEM, which has gone nowhere, even with very high gold prices for some time now. I see today comments in question section of ABX as one doing better than others, but it is a cash disappearing machine, and trades well below levels 24 years ago. Monk used it as his own printing press, and pilfered for years to build insane things for his own personal benefit, including a ridiculously gaudy marina for his wealthy cabal in Montenegro. is there any rational reason you believe anyone should own these suspect outfits owned/run by ie "gold/precious metals miners" ) ? if you were to be interested in having exposure to precious metals what would you recommend ie a miner? physical gold? ETF?
has not cryptocurrency taken over this hedge on the world collapsing ( which there are of course many signs of, daily ). appreciate your thoughts
cheers
Read Answer Asked by chris on February 15, 2024
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