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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: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
Read Answer Asked by Terence on March 19, 2025
Q: In what order would you buy the companies indicated if you were looking to set up a basket of gold companies that have the most upside capital gains potential?

If different, in what order would you buy them if overall high quality was the criteria?
Read Answer Asked by Les on March 19, 2025
Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks
Read Answer Asked by Steven on March 07, 2025
Q: Hello 5i team,

For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.

I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you
Read Answer Asked by Nhung on October 30, 2024
Q: Looking for your recommendations on buying some silver stocks large and small cap in both Canada and the US. Thank you for your great service!
Read Answer Asked by Ray on October 22, 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: To Gary’s question on ranking your top silver plays, you answered: PAAS, MAG, AG. Why do you favour them and how would HL and AYA compare?
Read Answer Asked by Brian on September 05, 2024
Q: Hi

Just wondering if you have any insight into Pan American's recent weakness. Their Q2 results looked decent with an improving margin and fairly good free cash flow. As well, the guidance provided in the MD&A remained consistent with prior guidance.

Perhaps the stock was overvalued relative to the current commodity pricing?

Thank you
Read Answer Asked by Brad on August 12, 2024
Q: Hello 5i I own AEM and PAAS and I would like to get your opinion as to the seasonality for gold and you opinion of both companies. As I am thinking of selling them while the price of gold is rising but I think most gold companies stock prices have not appreciated in value as I thought
Read Answer Asked by Michael on July 17, 2024
Q: Does 5i have a preference for any particular US or Canadian silver miners? In the past, the go to name was always First Majestic but the fiasco surrounding Jerritt Canyon seems to have hampered the company.

Thank you as always
Read Answer Asked by Brad on May 21, 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
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