Investment Q&A

Q: While not necessarily an unqualified success, VGCX’s year-end for 2023 seemed pretty good to me. Is the recent drop an over-reaction or am I missing something?

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

Q: Hi, Please compare NXE to URE. I see NXE has a market cap that is about 9x URE. What are your thought on these companies going forward. Thanks

Q: I have seen many different comments about gold seasonality. What is your take on that and what months might be included? Many thanks.

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.

Q: I have very little exposure to raw materials/mining. What five companies would you recommend for a long-term hold?

Q: Typical scenario where I was at a party and a guy recommended this mining stock based on their second mine in Mexico starting full production in the near future. Has your view on this company softened any?

Q: What are your thoughts on their earnings. Currently only 2% of my portfolio. Is it time to increase to 5%

Thanks for the great service

Q: Are you still have a favourable view on this company?

Q: would you start buying uranium today? what's you're pure play on uranium? Is Cameco a buy

Q: Good morning,
What are your views on Osisko mining?

Thanks,
George

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

Q: Your thoughts on the outlook for this stock? Would you consider it a Buy?

Q: Good morning,

Both FR and PAAS are at new lows today, will 2024 be better going forward ?

Thanks,
George

Q: As a follow up, I believe SSRM has had a big landslide. Is it still OK to hold or would you swap it for ABX or PAAS?

Q: My allotment to precious metals is now down below my target of 5%. I need to add to bring up this part of my portfolio. I have a full position in AEM. Which of PAAS, SSRM, BTO, KRR or FNV should I add to at this time? Or do you have another precious metal company that would be appropriate at this time?

Q: I’m wondering if you can recommend any junior developers in the mining space whose assets are likely to be sold to bigger companies in the not so distant future. My main interest is gold but I’m open to other metals too.

Q: Hi Team,

I have read your recent responses on this name...what is your level of confidence that a significant bottom was put in earlier this week? From 1 (run for the hills) to 10 (buy as much as possible)?

Unless there is something really fundamentally wrong here I think the odds are pretty favourable for the bulls...not sure I have ever seen an RSI of 8-9 like I did the other day.

Thanks

Q: I have a hard time understanding why there is such a divergence in the price of gold/silver and the prices of the miners. I assume the costs of miners is rising at a faster pace than the commodity?

I also find it curious how much crypto is outperforming the precious metals - the only explanation I can come to is that there are many more hedge funds manipulating the metals where there are less involved in crypto?

Q: Morning 5iTeam,
I have FCX in my portfolio for just over 2 years and it has been dead money. Is it time to move on to something else?
Cheers,
Harry