Investment Q&A

• Franco-Nevada Corporation (FNV $286.65)
  • $286.65 P/E (TTM): 42.23X Cap: $54.59B
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• Wheaton Precious Metals Corp. (WPM $147.80)
  • $147.80 P/E (TTM): 46.79X Cap: $65.64B
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• Alamos Gold Inc. (AGI $50.57)
  • $50.57 P/E (TTM): 27.09X Cap: $20.54B
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• SSR Mining Inc. (SSRM $31.25)
  • $31.25 P/E (TTM): 22.13X Cap: $6.18B
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• Agnico Eagle Mines Limited (AEM $240.81)
  • $240.81 P/E (TTM): 28.67X Cap: $117.57B
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• Dynacor Group Inc. (DNG $4.32)
  • $4.32 P/E (TTM): 8.77X Cap: $190M
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Do you like gold during these times, especially with global geopolitical tensions. What are your 3 high risk/reward plays?

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Read Answer Asked by Chris on October 13, 2023

• Lithium Americas Corp. (LAC $7.34)
  • $7.34 Cap: $2.15B
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• Lithium Argentina AG (LAR $7.54)
  • $7.54 Cap: $1.18B
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Q: Any preference of the two lithium companies and why? Thanks.

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Read Answer Asked by Charles on October 13, 2023

• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 13.46X Cap: $126.89B
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Q: Does their dividend qualify for the Canadian Dividend tax credit?
Thank you

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Read Answer Asked by Reg on October 13, 2023

• Freeport-McMoRan Inc. (FCX $42.32)
  • $42.32 P/E (TTM): 28.52X Cap: $58.97B
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• Albemarle Corporation (ALB $126.61)
  • $126.61 Cap: $14.74B
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• Sociedad Quimica y Minera S.A. (SQM $62.70)
  • $62.70 P/E (TTM): 24.38X Cap: $17.64B
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• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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• Standard Lithium Ltd. (SLI $5.74)
  • $5.74 Cap: $1.25B
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Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M

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Read Answer Asked by michael on October 04, 2023

• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: Have not held a gold stock in over 30 years. Quite frankly never made sense to me. However, with the huge amount of debt floating arounds, and, especially in the USA, I am wondering if it might make sense to buy AEM as a hedge: pay a dividend and appear to increase on a regular basis.

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Read Answer Asked by James on October 03, 2023

• Arbor Metals Corp. (ABR $0.16)
  • $0.16 Cap: $14M
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Q: YOU EARLIER INDICATED THAT YOU WOULD SHOW INTEREST IN ABR STOCK IN THE $2.30 RANGE. NOW THAT IT IS AT $2.00 WHAT WOULD BE YOUR OPINION

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Read Answer Asked by Guy R. on October 03, 2023

• Franco-Nevada Corporation (FNV $286.65)
  • $286.65 P/E (TTM): 42.23X Cap: $54.59B
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• Wheaton Precious Metals Corp. (WPM $147.80)
  • $147.80 P/E (TTM): 46.79X Cap: $65.64B
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Q: Any thoughts on GROY, US listed, as a royalty corp. Thanks

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Read Answer Asked by george on October 02, 2023

• Arizona Metals Corp. (AMC $0.52)
  • $0.52 Cap: $71M
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Q: may I please have your opinion of Arizona Metals?
With appreciation.
Ed

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Read Answer Asked by Ed on September 29, 2023

• Lithium Americas Corp. (LAC $7.34)
  • $7.34 Cap: $2.15B
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Q: I am down about 40% on lac. Is it worth averaging down? I thought that the outlook for lithium and lac is extremely positive?

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Read Answer Asked by Charles on September 29, 2023

• SPDR Gold Shares ETF (GLD $382.99)
  • $382.99 Cap: $138.19B
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• Sprott Physical Gold Trust (PHYS $44.77)
  • $44.77 P/E (TTM): 24.9X Cap: $17.98B
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Q: A fellow on BNN market call recommended holding actual gold rather then gold minning companies.He suggested PHYS.What are your thoughts??

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Read Answer Asked by terry on September 27, 2023

• Southern Copper Corporation (SCCO $133.68)
  • $133.68 P/E (TTM): 26.58X Cap: $104.87B
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Q: Hi 5i, an article in Globe today screening for Companies outperforming S&P500,
as well as financial strength in regard to profitability, robustness of balance sheet,
and earnings quality, identified Southern Copper Corp (SCCO-N) as their #1 rank.

Could you please give me your opinion of SCCO, and whether you agree with the
opinions of the screeners.

Thanks for your support.
Terence

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Read Answer Asked by Terrance on September 25, 2023

• Lithium Americas Corp. (LAC $5.22)
  • $5.22 Cap: $1.43B
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• Standard Lithium Ltd. (SLI $5.74)
  • $5.74 Cap: $1.25B
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Q: Of the two, in your opinion, which is a better prospect? I currently hold both but don't see the need to have two companies.
Thanks

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Read Answer Asked by steve on September 21, 2023

• Franco-Nevada Corporation (FNV $286.65)
  • $286.65 P/E (TTM): 42.23X Cap: $54.59B
  • View FNV Profile
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• Agnico Eagle Mines Limited (AEM $240.81)
  • $240.81 P/E (TTM): 28.67X Cap: $117.57B
  • View AEM Profile
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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Q: Can you give me your 3 favourite Canadian gold stocks and reasons why? Thank you.

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Read Answer Asked by Michael on September 20, 2023

• Seabridge Gold Inc. (SEA $37.23)
  • $37.23 Cap: $3.68B
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Q: Good morning 5i - could you please provide an updated opinion on SEA (Seabridge Gold). I am interested in a short/medium term hold for capital gain in a TFSA account and this seems to fit the bill. RBC recently initiated coverage suggesting a key to success is a partnership; which is being sought now. Thanks for your insights.

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Read Answer Asked by Dave on September 20, 2023

• Cameco Corporation (CCO $124.92)
  • $124.92 P/E (TTM): 97.2X Cap: $53.63B
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• Cameco Corporation (CCJ $88.89)
  • $88.89 P/E (TTM): 97.2X Cap: $38.02B
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Q: Good morning,

The price of uranium and subsequently CCJ is on a roll this year. Do you think they both have more room to run and things continue to look rosy for the foreseeable future…or?

Thanks!

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Read Answer Asked by Robert on September 18, 2023

• Sprott Physical Uranium Trust (U.UN $25.10)
  • $25.10 P/E (TTM): 2.53X Cap: $5.76B
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Q: Good long term hold ?

Or good time to take profits?

General outlook on uranium market as we approach year end

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Read Answer Asked by john on September 18, 2023

• Rio Tinto Plc (RIO $72.40)
  • $72.40 P/E (TTM): 9.97X Cap: $89.13B
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Q: I know you're positive on RIO and I'm tempted to buy. But their main game is iron ore, China is their main customer and is not doing that well.
Would you say that the price (undervalued according to Morningstar) largely reflects this?
Thanks jerry

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Read Answer Asked by jery on September 18, 2023

• Agnico Eagle Mines Limited (AEM $240.81)
  • $240.81 P/E (TTM): 28.67X Cap: $117.57B
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• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: Good morning 5i. I hold GOLD in a non registered account and am down 36% since purchase. I am considering selling to harvest the capital loss. My two part question; What is your outlook on GOLD over the next year? What would you recommend as a surrogate gold investment if I were to sell GOLD? Thanks very much for your great service.

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Read Answer Asked by Dave on September 15, 2023

• Discovery Silver Corp. (DSV $6.80)
  • $6.80 Cap: $4.71B
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Q: Hello,
Any idea why DSV is up 12% today on high volume? Silver is flat and I see no news?
thanks

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Read Answer Asked by Chris on September 15, 2023

• Agnico Eagle Mines Limited (AEM $240.81)
  • $240.81 P/E (TTM): 28.67X Cap: $117.57B
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Q: Do you think that this is worth hanging onto at a loss?

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Read Answer Asked by Catherine on September 14, 2023