Investment Q&A

• Amerigo Resources Ltd. (ARG $2.29)
  • $2.29 P/E (TTM): 16.33X Cap: $375M
  • View ARG Profile
  • View Questions on ARG

Q: Can you please comment on the recent results of Amerigo Resources Ltd.

Thanks

Upvote 0

Read Answer Asked by Scott on March 02, 2022

• Freeport-McMoRan Inc. (FCX $43.28)
  • $43.28 P/E (TTM): 31.37X Cap: $62.14B
  • View FCX Profile
  • View Questions on FCX
• iShares S&P/TSX Capped Materials Index ETF (XMA $30.54)
  • $30.54 P/E (TTM): 103.9X Cap: $268M
  • View XMA Profile
  • View Questions on XMA
• Vanguard Materials ETF (VAW $208.15)
  • $208.15 P/E (TTM): 78.57X Cap: $2.72B
  • View VAW Profile
  • View Questions on VAW
• Nutrien Ltd. (NTR $80.05)
  • $80.05 P/E (TTM): 187.59X Cap: $38.89B
  • View NTR Profile
  • View Questions on NTR
• Rio2 Limited (RIO $1.60)
  • $1.60 Cap: $684M
  • View RIO Profile
  • View Questions on RIO
• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $46.90)
  • $46.90 P/E (TTM): 78.19X Cap: $22.92B
  • View TECK.A Profile
  • View Questions on TECK.A

Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?

Upvote 0

Read Answer Asked by Graeme on March 01, 2022

• SPDR Gold Shares ETF (GLD $310.58)
  • $310.58 Cap: $104.66B
  • View GLD Profile
  • View Questions on GLD
• Sprott Physical Gold Trust (PHYS $35.80)
  • $35.80 P/E (TTM): 24.9X Cap: $14.44B
  • View PHYS Profile
  • View Questions on PHYS
• abrdn Physical Gold Shares ETF (SGOL $32.15)
  • $32.15 Cap: $5.32B
  • View SGOL Profile
  • View Questions on SGOL

Q: GLD is one of the ticker/companies that holds physical gold in the USA, are there any companies or units that do this in Canada? If there are one or more in Canada would you recommend say a 5% weight at this time? Would you hold physical gold at this time or prefer gold miners or streamers?

Upvote 0

Read Answer Asked by Keith on February 28, 2022

• Pan American Silver Corp. (PAAS $45.15)
  • $45.15 P/E (TTM): 22.31X Cap: $16.33B
  • View PAAS Profile
  • View Questions on PAAS

Q: I have a been holding PAAS for about a year now. Down ~25% (paid $37.50 per share). What will it take to get this moving higher and do you see any upside in the next 18-24 months ?

Upvote 0

Read Answer Asked by Randy on February 28, 2022

• Sabina Gold & Silver Corp. (SBB $2.16)
  • $2.16 Cap: $1.20B
  • View SBB Profile
  • View Questions on SBB

Q: Bit surprised that Sabina (SBB) is still depressed despite the steady increase in gold prices. What is you long term outlook for Sabina and what will it take to get the stock price moving up ? Or should I just accept my losses and move on ?

Upvote 0

Read Answer Asked by Randy on February 28, 2022

• Stelco Holdings Inc. (STLC $68.14)
  • $68.14 P/E (TTM): 21.11X Cap: $3.71B
  • View STLC Profile
  • View Questions on STLC

Q: I hold a full position in Stelco. Could you comment on their earnings and outlook? Thanks.

Upvote 0

Read Answer Asked by Ken on February 25, 2022

• Trilogy Metals Inc. (TMQ $2.21)
  • $2.21 Cap: $374M
  • View TMQ Profile
  • View Questions on TMQ

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.

Upvote 0

Read Answer Asked by Rob on February 25, 2022

• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM

Q: How much exposure to Russia does Agnico have?

Upvote 0

Read Answer Asked by Andre on February 25, 2022

• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM

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

Upvote 0

Read Answer Asked by John on February 24, 2022

• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM

Q: Comments on the quarter and the departure of Mr. Makuch?

Upvote 0

Read Answer Asked by Kelly on February 24, 2022

• Turquoise Hill Resources Ltd. (TRQ $42.99)
  • $42.99 P/E (TTM): 13.77X Cap: $8.65B
  • View TRQ Profile
  • View Questions on TRQ

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?

Upvote 0

Read Answer Asked by Richard on February 24, 2022

• Newmont Corporation (NEM $70.77)
  • $70.77 P/E (TTM): 12.61X Cap: $77.73B
  • View NEM Profile
  • View Questions on NEM
• Fury Gold Mines Limited (FURY $0.49)
  • $0.49 Cap: $84M
  • View FURY Profile
  • View Questions on FURY

Q: Please comments on Fury, it does not seem to move up with gold price increase ? Hold or sell? Many thanks

Upvote 0

Read Answer Asked by Hue on February 24, 2022

• Freegold Ventures Limited (FVL $1.19)
  • $1.19 Cap: $629M
  • View FVL Profile
  • View Questions on FVL

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

Upvote 0

Read Answer Asked by Jeffery on February 24, 2022

• iShares S&P/TSX Global Gold Index ETF (XGD $36.83)
  • $36.83 P/E (TTM): 106.6X Cap: $2.59B
  • View XGD Profile
  • View Questions on XGD
• SPDR Gold Shares ETF (GLD $310.58)
  • $310.58 Cap: $104.66B
  • View GLD Profile
  • View Questions on GLD
• Sprott Physical Gold Trust (PHYS $35.80)
  • $35.80 P/E (TTM): 24.9X Cap: $14.44B
  • View PHYS Profile
  • View Questions on PHYS

Q: I have no exposure to gold in my portfolio. What would you suggest for a new position in gold? Thank you

Donna

Upvote 0

Read Answer Asked by Donna on February 23, 2022

• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • View AEM Profile
  • View Questions on AEM
• Kinross Gold Corporation (K $27.10)
  • $27.10 P/E (TTM): 15.64X Cap: $33.24B
  • View K Profile
  • View Questions on K

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

Upvote 0

Read Answer Asked by Gordon on February 23, 2022

• Newmont Corporation (NEM $70.77)
  • $70.77 P/E (TTM): 12.61X Cap: $77.73B
  • View NEM Profile
  • View Questions on NEM
• Barrick Mining Corporation (ABX $36.25)
  • $36.25 P/E (TTM): 16.21X Cap: $61.84B
  • View ABX Profile
  • View Questions on ABX
• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 28.26X Cap: $95.43B
  • 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

Upvote 0

Read Answer Asked by George on February 22, 2022

• Silvercorp Metals Inc. (SVM $6.33)
  • $6.33 P/E (TTM): 15.57X Cap: $1.38B
  • View SVM Profile
  • View Questions on SVM

Q: Did SVM report their production numbers on Feb 8th. How were they ? Any upside left in shares ? Should we avoid China ? RAK

Upvote 0

Read Answer Asked by bob on February 22, 2022

• Generation Mining Ltd - Ordinary Shares (GENM $0.40)
  • $0.40 Cap: $107M
  • View GENM Profile
  • View Questions on GENM

Q: What is your opinion on GENM.TO

Upvote 0

Read Answer Asked by elgin on February 22, 2022

• Franco-Nevada Corporation (FNV $255.86)
  • $255.86 P/E (TTM): 45.08X Cap: $49.30B
  • View FNV Profile
  • View Questions on FNV
• B2Gold Corp. (BTO $5.51)
  • $5.51 Cap: $7.28B
  • View BTO Profile
  • View Questions on BTO

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.

Upvote 0

Read Answer Asked by Michael on February 22, 2022

• VanEck Gold Miners ETF (GDX $60.18)
  • $60.18 P/E (TTM): 66.52X Cap: $17.68B
  • View GDX Profile
  • View Questions on GDX

Q: Hi Peter, which Gold ETF would you choose and why?
SGDM Sprott Gold Minders ETF
or
GTDX Vaneck Gold Miners ETF
Thanks
Ron

Upvote 0

Read Answer Asked by Ron on February 22, 2022