Investment Q&A

Q: Hi,

Which of these gold companies would you buy today, why, at what price ?

Gratefully,

Jacques IDS

Q: Please rank these as a continuing hold for the forseeable future.Time for some profittaking.

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?

Q: What are your thoughts on this company? Is there something you prefer in this space?

Thanks!

Q: Gold is at new highs but based on a review of recent answers, gold miners are not seeing share price appreciation because of the costs of production and other factors.
Are there any gold stocks that you think are worth buying?

Q: 1. Most gold mining stocks are not going anywhere since 2020. I’m looking for juniors for possible growth. CXB is getting traction since its Marathon Gold acquisition. You have already suggested KNT, KRR, ORLA. I find ORLA interesting and many analysts follow it. Would you compare CXB with the other 3 for future growth?

2. Would you have a reference for ranking countries as per their “friendliness”/risk for mining companies, eg african, latin american ones.

3. Is GDXJ really represent “junior” miners ?

Merci, Denise

Q: Greetings:
If you were establishing a position in gold miners, which would it be with reasons. B2 has hardly come off it's low with a nice dividend, Why? Must be a reason. I have been following gold closely for 50 years, and usually it amounts to no more than the rate of inflation, even though people like your old boss Eric was calling for $5,000.00 gold 15 years ago. However, one shouldn't knock all that hot air because it made him many millions.

Thanks, Ben.

Q: Gold above $2050 would be bullish I think. Wondering what your thoughts are on this asset category at this time and looking for your top two large and small cap picks that would have torque to a higher gold price.

Also a comment on the dividend sustainability of B2 would be appreciated.

Thanks folks

Q: Jf Tardif - for whom you have endorsed in the past as a ‘smart guy’- was on Bnn today recommend his top 3 junior gold picks that should bounce back next year. His picks were as follows: KNT, ORE, AMC.

In your answer to yesterday’s question about your favourite junior golds, you mentioned: KNT, KKR, OLA.

What do you think of Tardif’s picks and how would you rank the 5 securities in order of preference? Thank you

Q: Hi there, could you please name your current top 3 stocks in the junior gold mining sector and why?
Thanks.

Q: If you had to choose between KRR and K92, which one would you choose, and why?
If you have some other favorite in the space, could you please share?
Thanks

Q: Hello Gentlemen

I am quite bullish on gold over the next while. I own AEM which is up 23 % KRR which is up 38% and KNT which, believe it or not is down 5%.

My question is should I continue to hold KNT which has proven to be a real laggard in the space and whose price is down over the past year despite the metal surging.

If you think I should hold on to it please tell me why. If you think there are better options with better upside please let me know in priority of how strong you feel.

Thanks


Sheldon

Q: What would be your top 3 picks in the junior gold mining sector at the moment be and why?

Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?

Q: What are your opinions of these materials stocks?

Q: K92 Mining has a very successful gold mine in Papau New Guinea ! They expect to issue a detailed expansion of their next project in the second half of 2021 and hope to achieve ASC of less than $400 per ounce by 2024 with a doubling of production.
ABX just settled a dispute with the country and K92 responded positively. The company has no Debt and more than $60,000,000 in cash. The CEO has a successful history of buying out other miners in the past and is surveying the market for opportunities in other countries such as nearby Australia. Meanwhile the expansion is fully funded out of cash flow.
This stock has gone up on average at least 100% each year over the last five years.
My investment is for estate purposes and is a high percentage of my portfolio.
Comment?

Q: I have these 3 gold stocks. Approximately equal weighting. I am currently over weight in gold. What would be your order of selling? Thanks.

Nick

Q: Hello 5i Team. First of all thanks for the report on MG. I bought a nice position and the next day saw it go up by >9%. Cheers to you for that!

I have a question for you about two metals stocks I held in December but sold to pursue a bigger stake in FCC which has paid off nicely. Now that I am adding more to RRSP for income tax purposes I am looking at getting back into some metals or mining stocks.

I sold XBM at 16.02 in December and now see it at 18.00, would you buy at this price? I sold KNT at $8.49 and now it's on sale for $6.56. Any recommendations to get back into either stock or alternatives in the metals sector? My investment timeframe is 20+ years and medium risk. Thanks.

Q: Do you have an opinion on this company?

Q: Could I please have your opinion on Knt and would you buy at this level.? Many thanks