Investment Q&A

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 Fwd P/E: 21.11X Cap: $3.71B
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Q: I hold a full position in Stelco. Could you comment on their earnings and outlook? Thanks.

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Read Answer Asked by Ken on February 25, 2022

• Trilogy Metals Inc. (TMQ $2.60)
  • $2.60 Cap: $425M
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Q: Hi 5i Team - Trilogy has been drifting steadily downward and recently dropped substantially, apparently due to some news about the Ambler Access Project. Could you explain the concern that this has caused. Also could you provide an update on the company itself, its fundamentals and potential. I have been holding this stock for some time now for its copper resources and need to decide whether to switch to something else in the same field. If you feel there are better possibilities, could you provide two or three suggestions. Thanks.

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Read Answer Asked by Rob on February 25, 2022

• Agnico Eagle Mines Limited (AEM $161.61)
  • $161.61 Fwd P/E: 25.32X Cap: $81.24B
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Q: How much exposure to Russia does Agnico have?

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Read Answer Asked by Andre on February 25, 2022

• Agnico Eagle Mines Limited (AEM $161.61)
  • $161.61 Fwd P/E: 25.32X Cap: $81.24B
  • View AEM Profile
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Q: Hi folks..opinion on Q4 & 2021 Results for Agnico Eagle??...also lots of news with change in Ceo, Dividend increase, & share buyback....with completion of Kirkland Lake acquisition...is company poised to breakout in 2022??...would Aem be in your top five gold comps??...merci beaucoup, jb Piedmont QC

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Read Answer Asked by John on February 24, 2022

• Agnico Eagle Mines Limited (AEM $161.61)
  • $161.61 Fwd P/E: 25.32X Cap: $81.24B
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Q: Comments on the quarter and the departure of Mr. Makuch?

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Read Answer Asked by Kelly on February 24, 2022

• Turquoise Hill Resources Ltd. (TRQ $42.99)
  • $42.99 Fwd P/E: 13.77X Cap: $8.65B
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Q: Can you give us your take on this company? Is it a reasonable longer term hold or is now a good time to sell?

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Read Answer Asked by Richard on February 24, 2022

• Newmont Corporation (NEM $58.19)
  • $58.19 Fwd P/E: 13.03X Cap: $64.54B
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• Fury Gold Mines Limited (FURY $0.53)
  • $0.53 Cap: $83M
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Q: Please comments on Fury, it does not seem to move up with gold price increase ? Hold or sell? Many thanks

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Read Answer Asked by Hue on February 24, 2022

• Freegold Ventures Limited (FVL $1.21)
  • $1.21 Cap: $640M
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Q: I am curious what the insider ownership is and if there has been any recent movement there.

Also, does Sprott still own 18%?

Thanks for the great service

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Read Answer Asked by Jeffery on February 24, 2022

• iShares S&P/TSX Global Gold Index ETF (XGD $30.79)
  • $30.79 Fwd P/E: 100.95X Cap: $2.02B
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• SPDR Gold Shares ETF (GLD $308.39)
  • $308.39 Cap: $101.72B
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• Sprott Physical Gold Trust (PHYS $35.19)
  • $35.19 Fwd P/E: 24.9X Cap: $14.19B
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Q: I have no exposure to gold in my portfolio. What would you suggest for a new position in gold? Thank you

Donna

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Read Answer Asked by Donna on February 23, 2022

• Agnico Eagle Mines Limited (AEM $161.61)
  • $161.61 Fwd P/E: 25.32X Cap: $81.24B
  • View AEM Profile
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• Kinross Gold Corporation (K $21.01)
  • $21.01 Fwd P/E: 15.79X Cap: $25.77B
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Q: I have held Kinross for a few years. Starting to fret about their Russian exposure, Is the risk already priced in?
Or would you sell in the next few days and replace it with Agnico ?
Thanks Gord

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Read Answer Asked by Gordon on February 23, 2022

• Newmont Corporation (NEM $58.19)
  • $58.19 Fwd P/E: 13.03X Cap: $64.54B
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• Barrick Mining Corporation (ABX $28.43)
  • $28.43 Fwd P/E: 15.69X Cap: $48.88B
  • View ABX Profile
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• Agnico Eagle Mines Limited (AEM $161.61)
  • $161.61 Fwd P/E: 25.32X Cap: $81.24B
  • View AEM Profile
  • View Questions on AEM

Q: Hi 5i team,
Please rate these 3 from 1-3 as a new buy and a brief explanation .

Thanks,
George

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Read Answer Asked by George on February 22, 2022

• Silvercorp Metals Inc. (SVM $6.09)
  • $6.09 Fwd P/E: 14.03X Cap: $1.32B
  • View SVM Profile
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Q: Did SVM report their production numbers on Feb 8th. How were they ? Any upside left in shares ? Should we avoid China ? RAK

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Read Answer Asked by bob on February 22, 2022

• Generation Mining Ltd - Ordinary Shares (GENM $0.40)
  • $0.40 Cap: $94M
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Q: What is your opinion on GENM.TO

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Read Answer Asked by elgin on February 22, 2022

• Franco-Nevada Corporation (FNV $211.93)
  • $211.93 Fwd P/E: 48.48X Cap: $40.93B
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• B2Gold Corp. (BTO $4.57)
  • $4.57 Cap: $6.19B
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Q: Gold seems to be perking up, though perhaps just temporarily due to the current politcal and economic uncertainties. What are your thoughts on the sector? How would you rate FNV and BTO? Are there other companies in the sector you would prefer? Thanks.

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Read Answer Asked by Michael on February 22, 2022

• VanEck Gold Miners ETF (GDX $51.13)
  • $51.13 Fwd P/E: 44.3X Cap: $15.18B
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Q: Hi Peter, which Gold ETF would you choose and why?
SGDM Sprott Gold Minders ETF
or
GTDX Vaneck Gold Miners ETF
Thanks
Ron

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Read Answer Asked by Ron on February 22, 2022

• Barrick Mining Corporation (ABX $28.43)
  • $28.43 Fwd P/E: 15.69X Cap: $48.88B
  • View ABX Profile
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Q: Hello 5i team,

What so you think about ABX earnings report and the other good news they announced.
Is it good value to buy at this price?

Thanks,
George

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Read Answer Asked by George on February 22, 2022

• Lundin Mining Corporation (LUN $13.71)
  • $13.71 Cap: $11.89B
  • View LUN Profile
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Q: What are your thoughts on their earnings. Is it a buy, Sell or hold now

Thanks for the great service

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Read Answer Asked by Hector on February 22, 2022

• GCM Mining Corp. (GCM)
  • Fwd P/E: 5.7X Cap: $303M
  • View GCM Profile
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Q: What is your opinion of GCM ? It pays a 3.17 % dividend and has a PE multiple of 2.17. Would it be a top choice for exposure to the gold sector and do they mine any other minerals ? Thanks

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Read Answer Asked by Ian on February 22, 2022

• Invesco DB Commodity Index Tracking Fund (DBC $22.53)
  • $22.53 Fwd P/E: 4.15X Cap: $1.27B
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Q: Good Morning Team,
On long Risk/Reward for 3 years & 2% for witch commodities US ETF you will buy
CMDY, COMT , CCRV or a better name in your opinion.
Thanks

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Read Answer Asked by Djamel on February 20, 2022

• Argonaut Gold Inc. (AR $0.52)
  • $0.52 Cap: $567M
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Q: Decided to wait on any company financing moves before buying for my TFSA, and now that has happened. Can you throw some light on how this financing reflects on the company’s balance sheet , and what effect this will have on the stock price Also can you explain Canadian Development Expense and Canadian Exploration Expense flow through shares are and how they impact on the share price. Thanks. Derek

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Read Answer Asked by Derek on February 18, 2022