Investment Q&A

Q: Am looking at each of Norsemont (NOM) and Starr Peak (STE) as possible speculative buys given the putative mining boom (and ongoing oil & gas boom) that is upon us. What are your thoughts? Thanx!

Q: CCO up over 10% this morning. What's that all about? Would you add to a position on the news? What do you think of the future of nuclear as another 'green alternative' energy?

Q: Hi 5i Team - Could you provide an update on the fundamentals of Mirasol Resources including cash on hand, cash flow, etc. as well as potential for growth through new discoveries and/or acuisitions This company has done little over the past couple of years as far as stock price. If I were to sell is there a replacement you would recommend. Thanks.

Q: AEM and KL have lagged the sector, as represented by XGD, since the announcement in September of the merger. I suspect this is due primarily to investors that hold both lightening up now that they are the same company - I am in that boat myself. How long do you expect AEM/KL to lag, when will it recover relative to the sector, or should I sell and diversify to another name now. What would you regard as an equivalent investment (well run, safe jurisdictions) or should I just move to XGD? I currently hold FNV as well as AEM/KL.

Q: The global commodity strategy team at BofA Securities has identified 27 raw materials they group under the acronym MIFT – metals important for future technology – that are vital for the rise of renewable power, and should see significant price increases as demand climbs. My question is; could you provide guidance on an ETF that one might consider as a means to invest broadly in these raw materials? Thank you in advance for your consideration.

Q: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.

I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?

Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.

Q: What would your opinion be for AGI as a gold company investment and who would you prefer if not seen as a good choice?

Q: Hello 5i

Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?

Cheers,

Debbie and Jerry

Q: Hi 5i Team - Could you provide a summary of a company called Clean Air Metals, symbol AIR on the TSXV including its fundamentals, cash on hand, debt and any opinion you may have on its growth prospects. Thanks.

Q: Comments requested on dnd latest financials. Huge revenue increases but did they meet expectations? Anything noteworthy in the call? What might market reaction be?

Q: Do we hold or sell

Q: I know Nucor and Teck are different, but for growth, which would you choose now...or would you own both?

Q: I've been looking at copper companies. Southern copper appears enticing because of the dividend and the price of copper. What do you think the long term prospects of this company are? Thanks.

Q: I am interested in your views upon these two base metal royalty companies. They strike me as a good play for the mining sector. APY just reported a seemingly excellent quarter. Would owning both give too much duplication?

Q: What is your opinion of ALB now that it's share price has slid almost 15% so far this year? Is it worthwhile as a longer-term (5 year) hold or do you see a better choice? Thanks for the great advice.

Q: I have a full position in LIF in unregistered accounts. Having seen todays comments in CIA, which might you prefer for a long term hold? Should I be selling all LIF to buy CIA, or split holdings, or do nothing?
Thanks!
Paul K

Q: how would you rank the most promising junior lithium companies based on management, capitalization, promising land in development, and/or near or in production .. much thx

Q: both of these gold producers have high target prices , would they both be good or not ?

Q: Your comments on CIA's latest report, initiated dividend of $.10 & their conference call would be appreciated. Would this report be positive or negative for the company? Thanks as always
Dave

Q: Cameco is down 30% since November highs, is there a reason, such as uranium prices or company issues. Would it be a buy at this level