skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team,
I am aware that you are positive about this company,s outlook and management ability ,but over the last two weeks,even as the price of gold has gone up 50$ BTO,s stock price has been week.WIth it,s Fekola mine in Mali to start producing on Oct.1 and the overall gold production doubling to 950,000 ounces in fiscal 2018,would now be an opportunity to accumulate shares or is the jump in production already factored in the share price?
Many thanks,
Jean
Read Answer Asked by Jean on July 24, 2017
Q: Can I get your thoughts on Primero Mining. I have held this one for a while now and it just keeps heading lower. Is it worth holding onto or is it time to move on. If selling could u recommend one or two other similar names.

Thanks
Read Answer Asked by David on May 25, 2017
Q: My only gold holding is McEwen Mining (MUX)and I am looking at either Kirkland Lake (KL) or B2Gold (BTO).
BTO has almost one billion shares outstanding while KL has less than 200M although their respective market caps are close in size. Is this a determining factor and which one would you favour, and why?
MUX was my first choice because the CEO owns 25% of the company, he has a great track record and they have no debt. Good choice?
Thank you.
Read Answer Asked by Steven on May 02, 2017
Q: This has been quite weak lately, is there any reason in particular or is it cyclical? Is there another company that might be a good alternative?
Thank you
Read Answer Asked by Peter on April 25, 2017
Q: Hi 5i,

I am looking to add a gold producer as portfolio insurance and am relatively well balanced in other sectors. I am looking for a company that has strong growth opportunity over my timeframe (10+ years). I am 23 and can handle volatility but want to avoid producers that are exposed to foreign government risks at their mines. What would be your top pick for a producer that has opportunity for pure growth over this timeframe regardless of how commodity prices are behaving? I know you always like AEM or FNV but I feel they are more slow growth. I am leaning toward BTO or MUX right now. I would appreciate your thoughts here.

Thanks as always,

Joe

Read Answer Asked by Joe on January 27, 2017
Q: On July 15/16 you responded to a question on what would be some good gold stocks to buy at the prices that existed then. You suggested AEM, RIC, MND, BTO, FNV, SMF for a variety of reasons depending on the company. Would these still be your choices today considering the change in gold prices and other factors. If changes should be made do you have any new suggestions. Thanks.
Read Answer Asked by Rob on December 22, 2016
Q: Hi Peter,
Any idea why Brookfield Infrastructure partners is going down? I was thinking of taking a full position of 5 % rather than diversifying with Stantec etc. Also, what is the reason for stocks such as Hudbay Minerals and Agrium to continue to go up and is this sustainable? I have noticed the canadian banks and insurance especially TD Bank and Manulife have gone up alot lately. Do you think it is time to trim them as they look over bought. Lastly, can you comment on why Ceapro and B2Gold are taking a hit. The big prediction was gold was going to go much higher after Trump, but all of a sudden, gold continues to experience declines. Thanks very much.
Read Answer Asked by umedali on November 15, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!