Investment Q&A

Q: AR's drop in share price has been precipitous to say the least. The last news item involved two things: the Magino construction costs and Pete Dougherty resigning.

I have two questions.

1. Which of those two news items would be more likely to have caused such a violent drop?

2. Is this an opportunity to establish a position given the strong fundamentals of the company? (for instance TMX Money says p/e is 6.4 while the p/b is .60) Didn't Ben Graham say that the way to make money is to buy a dollar worth of a company for less than a dollar?

Q: is it to late to sell argonaut gold now or keep it for next 2 years

Q: What are your top 3 dividend paying larger cap gold companies and mid-cap companies as many have great yields now and considering adding to a safer dvd generating portfolio for yield and insurance.

Also, any silver companies that pay high dividends worth looking at?

Q: Could you comment on Skeena Resources please? Do you recommend it as a buy? I understand that Franco-Nevada is participating in some financing; so, this is always a good sign.

Q: When will the takeover of Pretium Resources by Newcrest be completed roughly, please? I want the capital gains to be in 2022.

Q: With the merger with Agnico pending, I can sell KL for tax loss and buy back after the merger. What is the next exdivident date for KL and do you anticipate that the price will be lower after the merger? Thanks for all you do, Cheers, Geoff

Q: Is Argonaut Gold still a decent gold company to invest in , it seems to be struggling , but id like to buy more for when it breaks out.

Q: I made a mistake, bought 500 shares of HGU a year ago at $28., now $ 14.. All the analyst predicts gold will go up a lot sooner , so I hang to it, but this Hgu keeps going down 50%, I need your opinion, sell or hold? I’m afraid it may down to $1. It’s in my TFSA. Many thanks

Q: Hi
I am having difficulty knowing when to cut my losses and sell my shares or hang on and hope they go back up. Can I please have some advice regarding when to sell shares at a loss? I have included my four biggest losses and wondering if I could get some advice on which of the following I should cut my losses and sell.
Thank you
APLI purchased in Sep 2020 for $1.21, now down 90%
DYA purchased in Feb 2020 for $1.23 now down 80%
MRS purchased in April 2021 for $0.65 now down 56%
FVI acquired for $6.90 when Fortuna Silver merged Roxgold (ROXG) jul 2021 now down 40%
Thank you

Q: Peter and His Wonder Team
MND is up 18% as we speak. Any idea why or news releases? I know gold has not done well lately. Thanks again!

Q: Hello 5i team,
AEM has been on a steady decline since Oct of last year (~70%). Is this around the same time as news came of the merger with Kirkland?

I was thinking of entering into the gold/mineral space since I have no exposure. I looked at the slides for the merger, and paints a rosy picture (synergies, dividend growth, etc...). The markets do not seem to like this merger very much based on the price.

Is there anything you know of that would cause this drop aside from markets in general being weary of company mergers?

Thank You,
Andrew

Q: Hi Guys
Can you comment on the Aquisition
Thanks

Q: If all proceeds according to the news release - what do you think of this deal? If you held some shares what would you do - take the shares or cash? Can you clarify the Contingent Value Right? Thank you for your response, as well thank you for all the valuable information gained through the subscription!

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: This morning, SGML announced a private placement at CDN$11.75/share, but since the opening the share price has gone from $12.50 to $12.62. Shouldn't the price go down to approximate the offering price? Or is it that the offering cap ($60M) is considered immaterial vs the market cap ($1.1B)?

Q: Hi,
I own both AEM and KL, both with losses that I can use this year or carry forward.
I could sell one of them and buy the other as one question mentioned today. Which one you recommend I sell to buy the other? Or it does not really matter?
Regards
Rajiv

Q: Hi 5i team.
Previously owned KL and AEM.
In October, sold AEM and bought more KL to keep dollar amount same when merger suggested so as to take advantage of tax loss from AEM.
Now that merger is confirmed for supposedly 1st quarter 2022, I am thinking of selling KL to take advantage of some KL tax loss and buy equivalent amount of AEM before the merger.
Question : Is it possible that an offer could still come in at a higher price for KL before the final merger or is that totally off the table. If it is possible I will hold KL till closer to merger time before taking KL tax loss. (I presume this is still legit right up until the merger. My year end is not an issue here.)

Other logistics question re website.
Will a search of questions for dually listed Canadian and US firms bring up all questions whether searching for CA or US version? eg. KL:CA

Thank you for the great service and best of the season to everyone at 5i.

Q: is there any copper miners in the mid cap space in Canada that have a long term deposit ?

Q: Good Morning Everyone!!

I took a bet on these two stocks in March. The latest drill results look amazing!! What is your analysis of these two TFSA prospects?!!

Q: I ran across the term 'green metals' recently. An American analyst indicated she was interested in them and that 2 of the miners she owns and are involved are Canadian. What does she mean by 'green metals', and which Canadian companies do you think she was referring to? Do you think she is right and what Canadian companies would you invest in to take part in the play?