Q: I owned CXB and it more than doubled. Then I wanted something a little more established so I put the money into KL. It started off well but then I ended up down 20%. When it merged with AEM, I sold KL for the tax loss and bought AEM thinking the combined company looked like a really good gold company. Now I am down 4% on AEM. This now amounts to less than 1% of my overall portfolio. Gold is supposed to be a stabilizer in a portfolio but I have lost faith in it. I certainly don't want to buy more. Do you think someone should have a little gold in their portfolio?
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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: With the on slot of every thing being electrified, I am thinking of putting some mad money in to a Lithium miner.
Do you have any companies in mind, that you would consider a decent investment for the next few years?
Thanks for all you do.
Do you have any companies in mind, that you would consider a decent investment for the next few years?
Thanks for all you do.
Q: Hi,
Do you think we're in in a 'commodities super cycle' - and if so - which CDN and US stocks/etfs would benefit from that?
Also, I know what carbon eta's GRN and KBRN do, but do you think they are good, safe investments for the long haul?
Do you think we're in in a 'commodities super cycle' - and if so - which CDN and US stocks/etfs would benefit from that?
Also, I know what carbon eta's GRN and KBRN do, but do you think they are good, safe investments for the long haul?
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Franco-Nevada Corporation (FNV)
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Agnico Eagle Mines Limited (AEM)
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Maverix Metals Inc. (MMX)
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MAG Silver Corp. (MAG)
Q: Looking at historic gold/silver charts after economic shocks it seems gold/silver spikes are quite possible in the next few years. Which few companies would you pick to play that possibility?
Q: Happy Holidays Peter and Team!
What do you make of the (as I look at it now) ~10% drop in price for MAG silver? It appears related to an announced delay in commissioning of their mine.
Is this horrible news in your minds and a sell or is it a be patient situation.
Thanks!
What do you make of the (as I look at it now) ~10% drop in price for MAG silver? It appears related to an announced delay in commissioning of their mine.
Is this horrible news in your minds and a sell or is it a be patient situation.
Thanks!
Q: Kinross has offered $29/share as a buyout, vote is February 14 2022. Is it accurate to assume that if this offer is rejected, and there are no ther offers, that the share price would drift back to the teens?
Should I hold my 15,000 shares until closer to the vote date of February 14 2022 to see if another offer emerges, any risks with that idea?
Should I hold my 15,000 shares until closer to the vote date of February 14 2022 to see if another offer emerges, any risks with that idea?
Q: I have small positions in AEM and KL and am puzzled by the recent price action. It often seems that the share price falls when gold is up, and rises when gold is down. I've often read that gold prices are subject to strategic manipulation but this seems very counter-intuitive. Any thoughts?
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EMX Royalty Corporation (EMX)
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Agnico Eagle Mines Limited (AEM)
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Capstone Copper Corp. (CS)
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Copper Mountain Mining Corporation (CMMC)
Q: What are your thoughts on EMX's present value given the tiff over the Timok royalty? Is this more of a buying or selling scenario?
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Graphite One Inc. (GPH)
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NextSource Materials Inc. (NEXT)
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Gratomic Inc. (GRAT)
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Nouveau Monde Graphite Inc. (NOU)
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Northern Genesis Acquisition Corp. III (NGC)
Q: Hi,
With a supposed graphite supply shortage to the US in 2022, is there opportunity for Canadian mines to increase graphite mining and production? If so, what mines or producers could be a short or medium-term investment opportunity?
Many thanks for all your valuable insight!
Dawn
With a supposed graphite supply shortage to the US in 2022, is there opportunity for Canadian mines to increase graphite mining and production? If so, what mines or producers could be a short or medium-term investment opportunity?
Many thanks for all your valuable insight!
Dawn
Q: Hello 5i guys,
Which lithium company is most likely to be bought out.
Thanks for your insight.
Marc
Which lithium company is most likely to be bought out.
Thanks for your insight.
Marc
Q: I would like to get your opinion of Lundin's recent acquisition of Josemaria Resources in Argentina. The market sure doesn't like the deal, at least for today. Do you think the sell-off is a good opportunity to establish a position in Lundin given the company's strong fundamentals or would you wait awhile to let the market digest the news?
Thanks and Merry Christmas to the entire 5i office.
Thanks and Merry Christmas to the entire 5i office.
Q: Can you please comment on the recent news on Fortuna Silver? I am still down 30% on the stock after today's rally, would you consider it a sale?
Thanks,
Thanks,
Q: Has your position on ALB changed given the recent election results and the fact that Boric has said that he would look to create a state lithium firm and criticized privatization of the sector?
Q: Do you know why NGC hasn't traded since the start of the month ? Thanks , Donna
Q: What your thoughts on Lundin's Argentinian acquisition announced this morning? Market's not exactly doing cartwheels over it....
Q: Could you provide some insight into the sharp drop in share price today?
Q: SPOT has engaged in several acquisitions over the past year. The company seems to be diversified across it's holdings in onsite tech based mineral exploration and SAAS, potential royalties and and more recently investment services. How would you categorize SPOT? and evaluate results from such diverse number of holdings and acquisitions? Considering the recent plateau is now a good stage to grow my holdings?
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Neo Performance Materials Inc. (NEO)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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MP Materials Corp. (MP)
Q: Hello Peter,
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.
Q: What are your best Uranium stocks and your favourite Clean energy stocks. Thank you and a Merry Christmas to you all. Bob
Q: Hi 5i,
What would be the best ways to participate in a nuclear energy revival? What would you pick outside the usual material companies? (suppliers, engineering, infrastructure?)
Happy holidays to you all!
Wayne
What would be the best ways to participate in a nuclear energy revival? What would you pick outside the usual material companies? (suppliers, engineering, infrastructure?)
Happy holidays to you all!
Wayne