Investment Q&A

• Franco-Nevada Corporation (FNV $255.86)
  • $255.86 P/E (TTM): 44.13X Cap: $48.69B
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• Alamos Gold Inc. (AGI $39.27)
  • $39.27 P/E (TTM): 32.16X Cap: $16.51B
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• OR Royalties Inc. (OR $42.71)
  • $42.71 P/E (TTM): 98.56X Cap: $7.99B
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• Barrick Mining Corporation (ABX $36.25)
  • $36.25 P/E (TTM): 15.74X Cap: $60.57B
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• Agnico Eagle Mines Limited (AEM $189.83)
  • $189.83 P/E (TTM): 27.85X Cap: $95.30B
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• Kinross Gold Corporation (K $27.10)
  • $27.10 P/E (TTM): 15.26X Cap: $33.29B
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• Ivanhoe Mines Ltd. (IVN $11.71)
  • $11.71 P/E (TTM): 27.11X Cap: $15.08B
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• Lundin Gold Inc. (LUG $79.54)
  • $79.54 P/E (TTM): 22.25X Cap: $19.05B
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• Sprott Physical Gold Trust (PHYS $35.80)
  • $35.80 P/E (TTM): 24.9X Cap: $14.37B
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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?

Upvote 10

Read Answer Asked by shirley on April 21, 2025

• Kenon Holdings Ltd. (KEN $45.19)
  • $45.19 Cap: $2.30B
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Q: I realize that it is located more than a little outside your usual bailiwick; however, what is your current opinion of KENON Holdings stock as a reliable dividend producer with some growth potential? Thanks!

Upvote 1

Read Answer Asked by David on April 21, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $36.83)
  • $36.83 P/E (TTM): 106.6X Cap: $2.56B
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• Global X Silver ETF (HUZ $16.61)
  • $16.61 Cap: $28M
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• VanEck Gold Miners ETF (GDX $60.18)
  • $60.18 P/E (TTM): 66.52X Cap: $17.41B
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• Global X Silver Miners ETF (SIL $55.33)
  • $55.33 P/E (TTM): 73.24X Cap: $2.46B
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Q: What is your forecast on gold versus silver? Which commodity do you feel will do best over the next 5 years?

What is your top recommended gold mining ETF and silver mining ETF in Canada and the US? What is your top recommended gold, and silver, mining stock in Canada or the US?

Many thanks for this excellent service.

Upvote 4

Read Answer Asked by Dale on April 21, 2025

• Celestica Inc. (CLS $261.42)
  • $261.42 P/E (TTM): 41.03X Cap: $29.02B
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Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?

Thx

Upvote 5

Read Answer Asked by blake on April 21, 2025

• NG Energy International Corp. (GASX $1.02)
  • $1.02 Cap: $268M
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Q: with the sale of a 40% working interest for $ 150 m and growth plans and buying back shares and insiders owing a lot is this worth buying.

Upvote 4

Read Answer Asked by brian on April 21, 2025

• ECN Capital Corp. (ECN $2.83)
  • $2.83 P/E (TTM): 99.82X Cap: $774M
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Q: Is it time to sell ECN? I am surprised at their reversal of fortune since their special dividend.

Is there a lesson I can learn from this?

Upvote 1

Read Answer Asked by Kyle on April 21, 2025

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.42T
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• JPMorgan Chase & Co. (JPM $296.24)
  • $296.24 P/E (TTM): 14.34X Cap: $801.47B
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• Procter & Gamble Company (The) (PG $158.67)
  • $158.67 P/E (TTM): 25.32X Cap: $371.80B
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• Prudential Financial Inc. (PRU $109.89)
  • $109.89 P/E (TTM): 23.6X Cap: $37.72B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.08X Cap: $133.25B
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Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?

Upvote 19

Read Answer Asked by Robbie on April 21, 2025

• Luca Mining Corp. (LUCA $1.77)
  • $1.77 Cap: $461M
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Q: Please provide an update on Luca Mining now that it has achieved commercial production at its Tahuehueto mine. 85,000 and 100,000 gold equivalent ounces seems like a lot for a company with a market cap of 334M$. What is the difference between produced and payable metal? Thanks.

Upvote 2

Read Answer Asked by Mark on April 21, 2025

• Meta Platforms Inc. (META $754.79)
  • $754.79 P/E (TTM): 27.13X Cap: $1.85T
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• Oracle Corporation (ORCL $236.37)
  • $236.37 P/E (TTM): 54.16X Cap: $654.90B
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Q: I am thinking of investing in orcle or meta. Which one do you think would be the best choice?

Upvote 3

Read Answer Asked by Jerry on April 21, 2025

• Vanguard S&P 500 Index ETF (VFV $158.75)
  • $158.75 P/E (TTM): 82.03X Cap: $24.54B
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Q: Just read an article in the Globe and Mail, and other articles in The Economist:

"Investors have bet heavily on the U.S. economy. That’s not a great idea", by Ian McGugan

Given the concerns about the US these days (huge and increasing debt, failure of rule of law, outsized weighting in the world stock market, unhappy bond market, declining USD), should one reduce the exposure to US Indexes in a passive indexing portfolio with a long term horizon (5-10 years)?

If so, where would be a better place right now to put this money? Europe? Gold? Cash? Other?

Thanks in advance for your opinion.

Upvote 15

Read Answer Asked by Alfred on April 21, 2025

• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.01X Cap: $10.51B
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Q: Does TFII have a growth opportunity annd capacity ahead given impacts to their business model from tariffs and trade disruption? I am trying to assess, given it has now dropped by 50%, whether it is a reasonable time to action anything for this stock and if so, what direction it should be.

Upvote 8

Read Answer Asked by Peter on April 21, 2025

• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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Q: I have taken significant losses on a Magna holding over the years - it vulnerability is unfortunate as it has been a historically successful company and model even when the sector wasn’t.
Do you think it is worth continuing to hold and is it an appropriate time for tax loss harvesting?

Upvote 6

Read Answer Asked by Peter on April 21, 2025

Q: Hello. I work abroad and get paid in USD. I send regular transfers to my Cad dollar trading platform but also have a USD trading platform. In your opinion (not advice) would it be smarter to keep exchanging my USD for cheap CAD dollars for canadian stocks with the expectation that the CAD will eventually rise, or to move directly into my usd acccount for trading in us stocks? or a split? Thank you for your service.

Upvote 4

Read Answer Asked by Alex on April 21, 2025

• Nano One Materials Corp. (NANO $1.00)
  • $1.00 Cap: $109M
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Q: What are your thoughts on Nano:ca

Upvote 1

Read Answer Asked by Terry on April 21, 2025

• B2Gold Corp. (BTO $5.51)
  • $5.51 Cap: $7.28B
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• Snowline Gold Corp. (SGD)
  • Cap: $369M
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Q: could you please give your thoughts about BTO and SGD.
How much does BTO own of SGD currently?and what do you think are the plans of BTO with SGD?
Are there any other companies eying SGD right now that you are aware of?
What are your thoughts in general about SGD?

Upvote 1

Read Answer Asked by todd on April 21, 2025

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.42T
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• Canadian National Railway Company (CNR $132.58)
  • $132.58 P/E (TTM): 17.93X Cap: $81.61B
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Q: just wondering if you wanted to either buy cnr on the tsx or the canadian cdr goog today which one would you prefer for long term?

Upvote 5

Read Answer Asked by hans on April 21, 2025

• SPDR Gold Shares ETF (GLD $310.58)
  • $310.58 Cap: $104.66B
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Q: Gold has done amazingly well. Do you think that it still has room to run given the ‘crowded trade’ or do you think it is susceptible to a lot of oscillation now? Who is going to be jumping in at this point?

Upvote 4

Read Answer Asked by Peter on April 21, 2025

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.6X Cap: $3.58B
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Q: I just signed up with 5I a couple of weeks ago and you are suggesting I purchase more real estate holdings in my portfolio

Is DIR.UN a good buy at the moment and what is the long term prognosis.
Thanks
Ron

Upvote 5

Read Answer Asked by Ron on April 21, 2025

• WSP Global Inc. (WSP $285.87)
  • $285.87 P/E (TTM): 45.42X Cap: $36.90B
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• Stantec Inc. (STN $153.25)
  • $153.25 P/E (TTM): 38.73X Cap: $17.16B
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• Mattr Corp. (MATR $11.14)
  • $11.14 Cap: $661M
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• Aecon Group Inc. (ARE $20.60)
  • $20.60 P/E (TTM): 57.23X Cap: $1.28B
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• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.24X Cap: $2.30B
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Q: Assuming Canada invests on infrastructure projects in order to support its natural resource sector to reach other than US markets, which cos do you recommend (plse refrain from suggesting BN and affiliates as I am not a fan) - thx

Upvote 5

Read Answer Asked by simon on April 21, 2025

• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.58X Cap: $4.26T
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• Celestica Inc. (CLS $188.92)
  • $188.92 P/E (TTM): 41.03X Cap: $20.86B
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Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,

Mike

Upvote 5

Read Answer Asked by Michael on April 21, 2025