Investment Q&A

• Kelt Exploration Ltd. (KEL $9.35)
  • $9.35 P/E (TTM): 32.93X Cap: $1.86B
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• Thomson Reuters Corporation (TRI $126.51)
  • $126.51 P/E (TTM): 28.9X Cap: $57.26B
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• Cipher Pharmaceuticals Inc. (CPH $16.48)
  • $16.48 P/E (TTM): 18.49X Cap: $436M
  • View CPH Profile
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• goeasy Ltd. (GSY $35.75)
  • $35.75 P/E (TTM): 2.78X Cap: $611M
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• Capstone Copper Corp. (CS $9.73)
  • $9.73 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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• Tamarack Valley Energy Ltd. (TVE $11.15)
  • $11.15 Cap: $5.30B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.46)
  • $174.46 P/E (TTM): 28.12X Cap: $2.20B
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• Kraken Robotics Inc. (PNG $9.20)
  • $9.20 P/E (TTM): 167.5X Cap: $2.94B
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
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• Vitalhub Corp. (VHI $6.76)
  • $6.76 P/E (TTM): 153.33X Cap: $486M
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• Tantalus Systems Holding Inc. (GRID $4.48)
  • $4.48 Cap: $229M
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• Propel Holdings Inc. (PRL $17.91)
  • $17.91 P/E (TTM): 9.85X Cap: $747M
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• Telesat Corporation Common and Variable Voting Shares (TSAT $53.53)
  • $53.53 Cap: $1.98B
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Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Upvote 10

Read Answer Asked by Sylvia on March 18, 2026

• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
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• Discovery Silver Corp. (DSV $7.42)
  • $7.42 Cap: $6.38B
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Q: Of the two, DSV and SVM, which would be your choice today?

Upvote 3

Read Answer Asked by Guy R. on March 18, 2026

• Franco-Nevada Corporation (FNV $312.95)
  • $312.95 P/E (TTM): 53.82X Cap: $64.30B
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• Wheaton Precious Metals Corp. (WPM $164.85)
  • $164.85 P/E (TTM): 62.55X Cap: $80.24B
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• Agnico Eagle Mines Limited (AEM $250.14)
  • $250.14 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
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• Pan American Silver Corp. (PAAS $65.37)
  • $65.37 P/E (TTM): 22.44X Cap: $29.96B
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• iShares S&P/TSX Global Gold Index ETF (XGD $50.28)
  • $50.28 P/E (TTM): 24.93X Cap: $3.84B
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
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• Sprott Inc. (SII $186.57)
  • $186.57 P/E (TTM): 21.86X Cap: $5.16B
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• Aris Mining Corporation (ARIS $22.28)
  • $22.28 P/E (TTM): 115.25X Cap: $4.98B
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• First Majestic Silver Corp. (AG $25.61)
  • $25.61 Cap: $13.74B
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Q: Dear Peter et al:

Thanks to your words of wisdom, I have done well with these.
The question is if one should control the greed and take some profits or stay the course and let the winners run. I don't need to sell to harvest the profits to live. The position sizes are still reasonable. I can hold them for a few years even.

One faces another dilemma. If I do sell, what should I buy. You have been suggesting that one should wait till the sentiment improves for PRL or GSY or CSU and it's offsprings! I have your favourites in energy! CNQ/TOU/ENB/CVE and such.

Which sector appeals to you going forward?

Should one move to larger players like FNV/WPM/AEM?

Upvote 13

Read Answer Asked by Savalai on March 04, 2026

• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
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• Sprott Physical Gold Trust (PHYS $47.76)
  • $47.76 P/E (TTM): 24.9X Cap: $20.24B
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• Sprott Inc. (SII $186.57)
  • $186.57 P/E (TTM): 21.86X Cap: $5.16B
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• Hycroft Mining Holding Corporation (HYMC $31.49)
  • $31.49 Cap: $3.45B
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• Sprott Critical Materials ETF (SETM $30.33)
  • $30.33 P/E (TTM): 54.95X Cap: $503M
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Q: As you are unable to comment on the Sprott companies which I am invested in, where would I get questions I have answered? Does no comment also apply to stocks Sprott has a large and growing interest in, such as Hycroft?
Also can you please break down the revenue percentages for silver, lead, zinc and other metals for Silvercorp.

Upvote 3

Read Answer Asked by Jeff on February 25, 2026

• OceanaGold Corporation (OGC $41.25)
  • $41.25 P/E (TTM): 12.31X Cap: $9.95B
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• Hudbay Minerals Inc. (HBM $24.97)
  • $24.97 P/E (TTM): 15.25X Cap: $10.81B
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• Pan American Silver Corp. (PAAS $65.37)
  • $65.37 P/E (TTM): 22.44X Cap: $29.96B
  • View PAAS Profile
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• Capstone Copper Corp. (CS $9.73)
  • $9.73 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
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• Firan Technology Group Corporation (FTG $17.61)
  • $17.61 P/E (TTM): 40.58X Cap: $459M
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• Calian Group Ltd. (CGY $77.15)
  • $77.15 Cap: $883M
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• Kraken Robotics Inc. (PNG $9.20)
  • $9.20 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
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• Aris Mining Corporation (ARIS $22.28)
  • $22.28 P/E (TTM): 115.25X Cap: $4.98B
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• MDA Space Ltd. (MDA $45.09)
  • $45.09 P/E (TTM): 51.94X Cap: $5.84B
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Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.

Upvote 10

Read Answer Asked by Dan on February 20, 2026

• Cameco Corporation (CCO $145.63)
  • $145.63 P/E (TTM): 126.24X Cap: $65.43B
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
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• Global X Silver Miners ETF (SIL $81.70)
  • $81.70 P/E (TTM): 29.93X Cap: $5.39B
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Q: I own both and just wonder if both SIL and SVM are needed? I would sell one to buy CCO.

Thanks

Upvote 3

Read Answer Asked on February 13, 2026

• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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Q: Hi 5i
How were SVM earnings yesterday on Monday feb 09.... Any upside/downside surprises?
Would you continue to hold or add? Seems to be muted reaction by market today?
thx

Upvote 2

Read Answer Asked by jim on February 11, 2026

• BCE Inc. (BCE $35.17)
  • $35.17 P/E (TTM): 5.35X Cap: $32.99B
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• Lundin Mining Corporation (LUN $30.32)
  • $30.32 Cap: $27.70B
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• TMX Group Limited (X $49.60)
  • $49.60 P/E (TTM): 33.11X Cap: $13.75B
  • View X Profile
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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Q: Regardless of sector or size, in which order would you add to the following?

Upvote 3

Read Answer Asked by Gary on February 05, 2026

• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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Q: I’m 75. My precious metals position is 20%. I have own SWM for many years ( cost is about 9.00. I have about 10 % fixed income. I am comfortable holding but at my age maybe trim? What would be a limit for the metals. It seems, it is still under owned. Maybe. I don’t hear or see it.

Upvote 4

Read Answer Asked by Bill on January 30, 2026

• Pan American Silver Corp. (PAAS $65.37)
  • $65.37 P/E (TTM): 22.44X Cap: $29.96B
  • View PAAS Profile
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM
• Discovery Silver Corp. (DSV $7.42)
  • $7.42 Cap: $6.38B
  • View DSV Profile
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• First Majestic Silver Corp. (AG $25.61)
  • $25.61 Cap: $13.74B
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• Hycroft Mining Holding Corporation (HYMC $31.49)
  • $31.49 Cap: $3.45B
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Q: May I have your two top picks for silver producers, small caps, mid caps and seniors?
With appreciation,
Ed

Upvote 11

Read Answer Asked by Ed on January 30, 2026

• Dollarama Inc. (DOL $183.61)
  • $183.61 P/E (TTM): 41.43X Cap: $51.90B
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• Kelt Exploration Ltd. (KEL $9.35)
  • $9.35 P/E (TTM): 32.93X Cap: $1.86B
  • View KEL Profile
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• Capstone Copper Corp. (CS $9.73)
  • $9.73 P/E (TTM): 19.83X Cap: $7.78B
  • View CS Profile
  • View Questions on CS
• Tamarack Valley Energy Ltd. (TVE $11.15)
  • $11.15 Cap: $5.30B
  • View TVE Profile
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• 5N Plus Inc. (VNP $29.12)
  • $29.12 P/E (TTM): 40.33X Cap: $2.68B
  • View VNP Profile
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM
• Tantalus Systems Holding Inc. (GRID $4.48)
  • $4.48 Cap: $229M
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.24)
  • $67.24 P/E (TTM): 49.41X Cap: $7.87B
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Q: What 3 would you add today. Please give rationale..

Upvote 9

Read Answer Asked by Stephen on January 30, 2026

• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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Q: Good morning
you recently posted SVM as a top pick in your best stock ideas section. D you still see it as a top pick for silver exposure?

Upvote 5

Read Answer Asked by Guy R. on January 26, 2026

• Pan American Silver Corp. (PAAS $65.37)
  • $65.37 P/E (TTM): 22.44X Cap: $29.96B
  • View PAAS Profile
  • View Questions on PAAS
• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM
• Discovery Silver Corp. (DSV $7.42)
  • $7.42 Cap: $6.38B
  • View DSV Profile
  • View Questions on DSV
• First Majestic Silver Corp. (AG $25.61)
  • $25.61 Cap: $13.74B
  • View AG Profile
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Q: Dear Peter et al:

"Rumblings" by YouTubers suggest that Silver's top is fast approaching. 100$ seems to be "magical" figure. Some are suggesting to "lighten" up. I have the above mentioned favorites of yours. (Didn't get CDE/HL) I have done well with ALL of your Gold/Silver choices.
The question is if one should stay put or "lighten" up as others seem to say. I am an investor and NOT a trader.

P.S. Reading your answers I get the impression that you seem to think that there is some ways to go up in commodities. Hope I am not wrong in my interpretation.

Upvote 7

Read Answer Asked by Savalai on January 15, 2026

• Lundin Mining Corporation (LUN $30.32)
  • $30.32 Cap: $27.70B
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM

Q: Happy New Year 5i Team I'm looking to add to my TFSA either SVM or LUN. As an exploration geologist I'm more concerned with the market valuations not the technical aspects of these companies. Many thanks. Rockdoc

Upvote 6

Read Answer Asked by Dr. Donald J on January 08, 2026

• Americas Gold and Silver Corporation (USA $7.99)
  • $7.99 Cap: $2.45B
  • View USA Profile
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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Q: I own the above two stocks and they are up quite a bit. They are taking a small hit lately due to new year index rebalancinng. I am a little concerned about SVM since the mine is in China and China has talked about restricting silver exports. What are your top three silver stocks at the moment and what do you think about the China risk for SVM.

Upvote 3

Read Answer Asked by Ken on January 08, 2026

• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $28.59)
  • $28.59 Cap: $11.58B
  • View GLXY Profile
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Q: A few months ago, I purchased a small position in GLXY, in a TFSA.It is down about 40% and it is now well below 1 % of our overall portfolio. A current contribution results in some new funds being available. I am considering adding to GLXY or alternatively moving on to SVM. Dividends are not a priority, and the objective for this account is good growth, with accepting some measure of risk. .Which of these 2 do you think is the better route to go? Also, do you think the recent regulatory change in China regarding silver is an impediment for that company; if so, is there another silver play that you would prefer?Thanks so much for your excellent service.

Upvote 6

Read Answer Asked by Leonard on January 06, 2026

• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM

Q: How do you think the recent moves by China to restrict exports of silver and other metals will impact your recent assessment of SVM

Upvote 2

Read Answer Asked by Guy R. on January 06, 2026

• Dollarama Inc. (DOL $183.61)
  • $183.61 P/E (TTM): 41.43X Cap: $51.90B
  • View DOL Profile
  • View Questions on DOL
• Wheaton Precious Metals Corp. (WPM $164.85)
  • $164.85 P/E (TTM): 62.55X Cap: $80.24B
  • View WPM Profile
  • View Questions on WPM
• Toromont Industries Ltd. (TIH $192.02)
  • $192.02 P/E (TTM): 32.92X Cap: $15.98B
  • View TIH Profile
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  • View Reports on TIH
• Agnico Eagle Mines Limited (AEM $250.14)
  • $250.14 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
  • View Questions on AEM
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.34)
  • $167.34 P/E (TTM): 138.45X Cap: $221.77B
  • View SHOP Profile
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  • View Reports on SHOP
• Cipher Pharmaceuticals Inc. (CPH $16.48)
  • $16.48 P/E (TTM): 18.49X Cap: $436M
  • View CPH Profile
  • View Questions on CPH
  • View Reports on CPH
• goeasy Ltd. (GSY $35.75)
  • $35.75 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Tamarack Valley Energy Ltd. (TVE $11.15)
  • $11.15 Cap: $5.30B
  • View TVE Profile
  • View Questions on TVE
• TerraVest Industries Inc. (TVK $136.73)
  • $136.73 Cap: $3.03B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Kraken Robotics Inc. (PNG $9.20)
  • $9.20 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM
• Lundin Gold Inc. (LUG $96.72)
  • $96.72 P/E (TTM): 24.72X Cap: $24.96B
  • View LUG Profile
  • View Questions on LUG
• Zedcor Inc. (ZDC $5.35)
  • $5.35 P/E (TTM): 400.71X Cap: $586M
  • View ZDC Profile
  • View Questions on ZDC
• Vitalhub Corp. (VHI $6.76)
  • $6.76 P/E (TTM): 153.33X Cap: $486M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Galaxy Digital Inc. Class A common stock (GLXY $28.59)
  • $28.59 Cap: $11.58B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $67.24)
  • $67.24 P/E (TTM): 49.41X Cap: $7.87B
  • View GRGD Profile
  • View Questions on GRGD

Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Upvote 38

Read Answer Asked by Terence on January 05, 2026

• iShares Silver Trust (SLV $64.48)
  • $64.48 Cap: $37.69B
  • View SLV Profile
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• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM

Q: With China added governmental approvals for silver export how do you see the price of silver responding? Thanks.

Upvote 9

Read Answer Asked by Mark on December 31, 2025

• Agnico Eagle Mines Limited (AEM $250.14)
  • $250.14 P/E (TTM): 23.79X Cap: $134.65B
  • View AEM Profile
  • View Questions on AEM
• Silvercorp Metals Inc. (SVM $12.83)
  • $12.83 P/E (TTM): 90.92X Cap: $3.05B
  • View SVM Profile
  • View Questions on SVM

Q: Today the precious metals are being clobbered in an out of the ordianary way. Do you think this is the watershed moment for precious metals and the peak has been reached?

What is your take on the activity?


Sheldon

Upvote 7

Read Answer Asked by Sheldon on December 29, 2025