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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: I have half positions in AGI, KNT and ABX and want to increase my gold exposure. What are your two highest conviction names in the large cap producers space (miners or royalty companies), mid-cap producers space and small cap producers space?
Read Answer Asked by Brendon on September 24, 2024
Q: I own the above Precious Metals companies having bought all over the past 4 or 5 years. Based on my cost all of them are in a profit position to varying degrees.

Each was bought for a somewhat different reason ie B2 because of heavy sell off n divi, Fortuna as a potential turnaround, Equinox as a turnaround .. similarly Wesdome.

I am always interested in holding good companies that have turnaround n takeout potential.

Which would you continue to hold and which would you sell to streamline my holdings keeping in mind AEM has performed well whilst some of the others have been following the general market updraft n may or may not have catalysts to drive them higher?
Read Answer Asked by Craig on September 18, 2024
Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen
Read Answer Asked by Helen on April 22, 2024
Q: Hi 5i team, Gold is at an all time high and most gold stocks are reaching new yearly highs. But ABX is 20% below last May 4,2023 high and 43% below its high on Aug 2020 when gold was 2050 for a brief moment. What is your view on ABX and what is the reason for the underperformance vrs other gold stocks.
Thanks,
George
Read Answer Asked by George on April 03, 2024
Q: Hi there, can you comment on the merits of KRR's news today?

Can you add any further information on Ramelius, its size, quality of assets, financials, etc?

Would this be a good fit for KRR scaling up, if it happens?

Any other rumors/speculation out there of someone else jumping in for KRR or other possibilities you feel would be better for KRR, your thoughts would be appreciated?

Thanks!
Read Answer Asked by Hussein on March 12, 2024
Q: Good morning, Gold hit an all time high today and its up all day. But the GDX, AEM, and ABX went the other way into negative territory. How is this possible , can you please explain?? In August of 2020 when gold hit $2060 for a brief moment , GDX, AEM, and GOLD hit all time highs and today they are 40-50 % lower .
Thanks,
George
Read Answer Asked by George on March 11, 2024
Q: Gold stocks seem to be coming back to life on concerns over US debt. Do you see an opportunity here with any large players and if so which ones.
Read Answer Asked by Peter on March 07, 2024
Q: As a follow up, I believe SSRM has had a big landslide. Is it still OK to hold or would you swap it for ABX or PAAS?
Read Answer Asked by Steven on February 14, 2024
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: In a situation where you wanted 5% gold exposure as a hedge against negative market volatility/downside risk, etc., would you prefer IAUF or some combination of ABX/BTO/ORA?
Thanks for this!
David
Read Answer Asked by David on January 15, 2024
Q: There are some rumours ABX will step in with a bid to takeover FM. I understand ABX has experience taking over mining companies shut down by 3rd World Governments. Then smoothing things over with the government leading to a re-start. FM certainly seems to be a candidate with their big debt. Not sure if the rumour is going to come true so I would take a pass for now. “Buy on Rumour, Sell on News” seems in this instance to be bad advice. However governments need some money coming in and their people need income too.
Read Answer Asked by James on January 08, 2024
Q: Hi, can you recommend 2 US and 2 CDN metal stocks for a long term hold to total a 8% total position in metals? I'm ok with medium risk. If you have other choices besides the ones I've mentioned (CMC, FCX,CCO, RS, STLD, AMR) please suggest them.
Read Answer Asked by Graeme on January 03, 2024
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