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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: OSK took a heavy hit today. This would appear to be connected to a news story that the joint venture agreement they had to develop their property was terminated with their intended JV partner. I am inclined to speculate that the partner saw some bad results and pulled out. Can you verify that or provide any other explanation? The story reports OSK is going forward with that project on their own; what is the outlook for their project? And for OSK? Many thanks for your excellent service.
Read Answer Asked by Leonard on February 18, 2022
Q: I hold SPOT and have been adding to my position on current weakness. Their earnings took a hit recently but they also acquired DigiGeoData which looks like a good move to me. They are profitable at this size and can scale quickly. I'm surprised that it continues to fall past the 70 cent mark and hit 64 cents today to make the p/e of 9x, p/book of 2 and price to sales under 8x. The fundamentals look great to me - am I missing something?
Read Answer Asked by Regan on February 16, 2022
Q: My total holdings are highly diversified across the sectors. I have some cash in a USD RRSP so dividends and some growth is welcome. I am looking to RIO, TECK, WFG, WMB and CCJ for their respective thematic relevance over a 3 -5 yr hold and would appreciate your comments on your one or two more favoured of this list.

My thanks.
Read Answer Asked by David C. on February 15, 2022
Q: Hi,

I am interested in $Cdn ETFs that are designed for inflation and where the underlying securities have pricing power? If any, do you have a favourite? If you have a favourite, the reasons why?

Many Thanks,
Derek
Read Answer Asked by Derek on February 15, 2022
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Read Answer Asked by Terence on February 14, 2022
Q: In my total holdings, I am very well diversified across sectors (perhaps need to increase Industrials). Specifically, in an USD RRSP acc't, I am 20% cash after some adjustments (high-grading and trimming).

In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?

My thanks.
Read Answer Asked by David C. on February 14, 2022
Q: Battery grade manganese sulfate will be more and more important in the future, for various reasons ; manganese is not rare but producing this component for batteries implies huge investments, and years to build a plan .Are they large Cies in the stock market (out of China) in North America or elsewhere, in which one could invest, and do you have recommendations any specific Cies? Thanks, Jean-Yves
Read Answer Asked by Jean-Yves on February 10, 2022
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.
Read Answer Asked by Rob on February 08, 2022
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.
Read Answer Asked by Benjamin on February 07, 2022
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.
Read Answer Asked by Ronnie on February 04, 2022
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