Investment Q&A

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
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• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
  • View RIO Profile
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• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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• Agnico Eagle Mines Limited (AEM $164.38)
  • $164.38 P/E (TTM): 34.16X Cap: $82.52B
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• Alamos Gold Inc. Class A (AGI $33.05)
  • $33.05 P/E (TTM): 40.28X Cap: $13.87B
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• ATI Inc. (ATI $80.04)
  • $80.04 P/E (TTM): 27.79X Cap: $11.56B
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• Franco-Nevada Corporation (FNV $204.62)
  • $204.62 P/E (TTM): 50.82X Cap: $39.33B
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• Methanex Corporation (MEOH $35.99)
  • $35.99 P/E (TTM): 10.75X Cap: $2.42B
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• Reliance Inc. (RS $272.08)
  • $272.08 P/E (TTM): 19.69X Cap: $14.30B
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• Ryerson Holding Corporation (RYI $21.90)
  • $21.90 Cap: $785M
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• B2Gold Corp (Canada) (BTG $5.08)
  • $5.08 Cap: $6.75B
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Q: Hi team,

Can you please list your:

1. Top 3 material stocks that trade on a usa exchange?

2. Top 3 gold/silver that trade on a usa exchange?

I’m looking for mid cap (mid risk with mid growth)

Thanks!

Upvote 1

Read Answer Asked by David on August 28, 2023

• Canada Nickel Company Inc. (CNC $1.02)
  • $1.02 Cap: $219M
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Q: Any update on CNC? Is it still a speculative buy? Any news of interest at all?

Upvote 1

Read Answer Asked by Alex on August 28, 2023

• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 34.16X Cap: $115.70B
  • View AEM Profile
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• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 15.31X Cap: $126.89B
  • View NGT Profile
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Q: Pondering selling my position in NGT and replaced it with AEM. NGT's performance in the last 12 moths seems to be below par, relative to their peers and the future does not seem to be very promising. Can you give me a read what has driven the weak performance and if you agree with the switch. Does a small position in gold producers make sense at this stage?
Much appreciated.

Upvote 1

Read Answer Asked by Francisco on August 25, 2023

• GSP Resource Corp. (GSPR $0.10)
  • $0.10 Cap: $4M
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Q: Are there signs that this company is turning it around? Any good points that you like? Do you like the area that they are mining in and what they are mining for? Thanks

Upvote 0

Read Answer Asked by James on August 25, 2023

• Glencore plc (GLCNF $4.63)
  • $4.63 Cap: $56.31B
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• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
  • View RIO Profile
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• BHP Group Ltd. (BHP $53.62)
  • $53.62 P/E (TTM): 15.82X Cap: $142.83B
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Q: Any comments on reliability of dividends for these commodity giants? Which do you prefer?

Upvote 0

Read Answer Asked by Peter on August 24, 2023

• Global X Uranium Index ETF (HURA $61.60)
  • $61.60 P/E (TTM): 66.33X Cap: $171M
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Q: What are your thoughts on HURA, it looks like it wants to go? Thx James

Upvote 0

Read Answer Asked by JAMES on August 24, 2023

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
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• Lundin Mining Corporation (LUN $21.08)
  • $21.08 Cap: $18.04B
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Q: For exposure to copper specifically and base metals generally, which of LUN or FCX would be the play for 2-3 year hold with growth and income in mind? Or, would you have another preference over these two? Also, could you suggest a preferred base metal etf to consider? Thx

Upvote 0

Read Answer Asked by Tony on August 23, 2023

• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
  • View RIO Profile
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• Uranium Energy Corp. (UEC $14.65)
  • $14.65 Cap: $6.13B
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Q: Could you please comment on their most recent news on acquiring projects from Rio Tinto. Big News? or just everyday stuff? Why would they buy and Rio Tinto sell?

Upvote 0

Read Answer Asked by James on August 22, 2023

• iShares S&P/TSX Global Base Metals Index ETF (XBM $26.32)
  • $26.32 P/E (TTM): 0.55X Cap: $302M
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• Sentry Select Primary Metals Corp. Class A Shares (PME $4.06)
  • $4.06 P/E (TTM): 18.57X Cap: $27M
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Q: Have a -36% small position in an RRSP. Thoughts on possible replacement.
Thank you.

Upvote 0

Read Answer Asked by Carlos on August 22, 2023

• Steppe Gold Ltd. (STGO $1.88)
  • $1.88 P/E (TTM): 7.59X Cap: $475M
  • View STGO Profile
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Q: What is your current view of Steppe and their future potential ?

Upvote 1

Read Answer Asked by Richard on August 21, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 104.18X Cap: $29.03B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $59.38)
  • $59.38 P/E (TTM): 104.18X Cap: $29.03B
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Q: Would you hold or sell?

Upvote 0

Read Answer Asked by Brian on August 21, 2023

• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 30.74X Cap: $58.69B
  • View FCX Profile
  • View Questions on FCX
• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
  • View RIO Profile
  • View Questions on RIO
• BHP Group Ltd. (BHP $53.62)
  • $53.62 P/E (TTM): 15.82X Cap: $142.83B
  • View BHP Profile
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Q: If you could only hold one company in the materials sector for long-term what would that company be?

Upvote 0

Read Answer Asked by Cheryl on August 16, 2023

• Neo Performance Materials Inc. (NEO $20.40)
  • $20.40 Cap: $849M
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Q: Appreciate your thoughts on the recent quarter reported by NEO.
Mike

Upvote 1

Read Answer Asked by michael on August 16, 2023

• Geodrill Limited Ordinary Shares (GEO $3.48)
  • $3.48 P/E (TTM): 9.05X Cap: $164M
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Q: Hi 5i Team,

What are your thoughts on GEO's latest results and outlook. Would you add to a position with a 2-3 year timeframe?

Many Thanks!

Colin

Upvote 1

Read Answer Asked by Colin on August 15, 2023

• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
  • View RIO Profile
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• BHP Group Ltd. (BHP $53.62)
  • $53.62 P/E (TTM): 15.82X Cap: $142.83B
  • View BHP Profile
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Q: I'm looking for some companies in the materials sector that pay sustainable/growing dividends (above 4%) with solid balance sheets and strong growth outlooks. Could you suggest some of your favourites. My focus is Canada but global companies are acceptable.

Upvote 0

Read Answer Asked by Les on August 15, 2023

• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.26X Cap: $82.07B
  • View RIO Profile
  • View Questions on RIO
• BHP Group Ltd. (BHP $53.62)
  • $53.62 P/E (TTM): 15.82X Cap: $142.83B
  • View BHP Profile
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Q: Looking at adding Rio Tinto or BHP Group. Would you consider them buyable right now or should I wait until Chinas picture becomes a bit more clear? Thanks

Upvote 0

Read Answer Asked by Dave on August 15, 2023

• B2Gold Corp. (BTO $7.12)
  • $7.12 Cap: $9.41B
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• Argonaut Gold Inc. (AR $0.52)
  • $0.52 Cap: $567M
  • View AR Profile
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Q: I currently hold both AR and BTO as gold stocks. Down on both. Can you please give me your thoughts to whether I should hold or dump one. Down on both. Thank you in advance.

Upvote 1

Read Answer Asked by John on August 14, 2023

• Cameco Corporation (CCO $121.35)
  • $121.35 P/E (TTM): 98.66X Cap: $52.82B
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Q: Cameco at 52 week high would you add here ? thoughts ?

Greg

Upvote 0

Read Answer Asked by Greg on August 14, 2023

• Lithium Americas Corp. (LAC $10.52)
  • $10.52 Cap: $2.54B
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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  • View Reports on WELL

Q: Hi Team,

Can you please provide your opinion on the quarter of these two?

Thanks

Upvote 0

Read Answer Asked by David on August 11, 2023

• Barrick Mining Corporation (ABX $45.86)
  • $45.86 P/E (TTM): 20.85X Cap: $78.23B
  • View ABX Profile
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 34.16X Cap: $115.70B
  • View AEM Profile
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• B2Gold Corp. (BTO $7.12)
  • $7.12 Cap: $9.41B
  • View BTO Profile
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Q: Is there any particular reason why the miners are doing so poorly against the price of gold? Is this a buying opportunity or is the market anticipating a downturn in gold prices? Would you prefer buying the metal (eg. GLD) or the miners (eg. AEM, ABX, BTO)?

Upvote 0

Read Answer Asked by Mike on August 10, 2023