Q: What is your opinion of yesterday's quarterly report, in comparison to other companies like AEM? Is the Ontario Government announcement that it will fast-track the Great Bear Project, which is potentially huge, significant? Or too early to tell?
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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: In looking at old emails/threads on 5i research I see there’s been nothing in the past year for these two companies
What are your thoughts with these two companies with the recent gold prices and holdings for the next year?
What are your thoughts with these two companies with the recent gold prices and holdings for the next year?
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Newmont Corporation (NEM $98.80)
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Franco-Nevada Corporation (FNV $316.97)
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Lundin Mining Corporation (LUN $30.43)
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Barrick Mining Corporation (ABX $51.98)
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Agnico Eagle Mines Limited (AEM $253.81)
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Kinross Gold Corporation (K $37.36)
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iShares Gold Bullion ETF (CGL $35.28)
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G Mining Ventures Corp. (GMIN $38.38)
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State Street SPDR S&P Metals & Mining ETF (XME $105.31)
Q: Would appreciate your advice on ranking our material sector holdings with the goal of consolidating those with the highest conviction. Would you suggest others in this sector that could be added - such as NTR.
Q: What are your thoughts on Kinross for a gold play?
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Kinross Gold Corporation (K $37.36)
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Pan American Silver Corp. (PAAS $65.73)
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Triple Flag Precious Metals Corp. (TFPM $43.83)
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Orogen Royalties Inc. (OGN $2.80)
Q: Hello 5i, Could you provide your analysis of these 4 companies also as they are all up would it be buy sell or hold
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Canadian Pacific Kansas City Limited (CP $107.71)
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Intact Financial Corporation (IFC $250.40)
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Kinross Gold Corporation (K $37.36)
Q: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? In particular the IFC report seemed good though the reaction was negative. Thank you.
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Barrick Mining Corporation (ABX $51.98)
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Agnico Eagle Mines Limited (AEM $253.81)
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Kinross Gold Corporation (K $37.36)
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Lundin Gold Inc. (LUG $97.98)
Q: I have $24,500. to invest in a gold stock, what would be your choice for a long term hold?
Thanks very much.
Dorothy
Thanks very much.
Dorothy
Q: With perceived strength continuing in gold. I do hold the more conservative large cap. I’ve come across and exploration one.
Would you please give me some insight on this company.
EMNT.
Thank you very much.
Would you please give me some insight on this company.
EMNT.
Thank you very much.
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Franco-Nevada Corporation (FNV $316.97)
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Alamos Gold Inc. (AGI $54.68)
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OR Royalties Inc. (OR $47.59)
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Barrick Mining Corporation (ABX $51.98)
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Agnico Eagle Mines Limited (AEM $253.81)
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Kinross Gold Corporation (K $37.36)
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Ivanhoe Mines Ltd. (IVN $10.96)
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Lundin Gold Inc. (LUG $97.98)
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Sprott Physical Gold Trust (PHYS $47.69)
Q: If one was looking to start a position in a gold stock , not having any exposure to gold at this time, which ones in this list would you recommend and why?
Q: Hello
has some AEM and FNV
and some xgd (etf)
like to add Kinross (smaller cap)
able to tolerate the risk, what would be a good entry point, street consensus?
thanks
Michael
has some AEM and FNV
and some xgd (etf)
like to add Kinross (smaller cap)
able to tolerate the risk, what would be a good entry point, street consensus?
thanks
Michael
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Franco-Nevada Corporation (FNV $316.97)
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IAMGOLD Corporation (IMG $22.82)
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Barrick Mining Corporation (ABX $51.98)
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Agnico Eagle Mines Limited (AEM $253.81)
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Kinross Gold Corporation (K $37.36)
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Pan American Silver Corp. (PAAS $65.73)
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Wesdome Gold Mines Ltd. (WDO $22.16)
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Equinox Gold Corp. (EQX $17.12)
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Fortuna Mining Corp. (FSM $8.90)
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?
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?
Q: I currently have 4200 shares in Kinross which I purchased a couple of years ago at $12.71. Your overall thoughts on this company would be appreciated.
Any other possibilities that I should consider?
Thanks so much.
Any other possibilities that I should consider?
Thanks so much.
Q: Please comment on quarterly results for K-T. Thank you.
Q: Hello 5i. could you comment if you know the details f the take over offer from Endeavor that Kinross refused. Also what would be the approx. take over price of Kinross.?
Q: Apparently Canada will ban crude oil imports from Russia. Are there any other petrochemicals that we import from Russia? How will this affect Canadian companies and which companies do you see benefiting the most from this move?
Thanks for your advice.
Ian
Thanks for your advice.
Ian
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
Or would you sell in the next few days and replace it with Agnico ?
Thanks Gord
Q: Hi Guys
Can you comment on the Aquisition
Thanks
Can you comment on the Aquisition
Thanks
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Kinross Gold Corporation (K $37.36)
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Westport Fuel Systems Inc. (WPRT $2.79)
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HEXO Corp. (HEXO $0.88)
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WELL Health Technologies Corp. (WELL $3.97)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.15)
Q: Can you list, in order of preference, the top 10 Canadian companies for pure growth over the next year.
As well, can you list the 5 growth companies that you feel are most over-rated and should be sold if owned.
As well, can you list the 5 growth companies that you feel are most over-rated and should be sold if owned.
Q: Kinross is at 12 month lows. Does it have the balance sheet that you find favorable as I'm considering an entry position. Thx
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Barrick Mining Corporation (ABX $51.98)
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Kinross Gold Corporation (K $37.36)
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Royal Canadian Mint - Canadian Gold Reserves Exchange-Traded Receipts (MNT $64.00)
Q: I have about 4% of my portfolio in MNT, ABX, and K, all bought a year ago and 20-25% under water. I am having trouble deciding if I should cut my losses, put them towards better gold stocks like AEM, or get rid of my gold exposure completely. If you're in my position, what would you do? What is your outlook for gold in the next few years? Are there any catalysts for gold as a sector you can foresee? I have a hard time envisioning them doing well when the economy is growing so nicely
Or is it good to keep as a hedge against the down days like today? The rest of my portfolio is diversified enough tending towards the growthy stocks, if that matters.
Thanks for your insight.
Or is it good to keep as a hedge against the down days like today? The rest of my portfolio is diversified enough tending towards the growthy stocks, if that matters.
Thanks for your insight.