Investment Q&A

Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you

Q: Any concerns with short Int % for NBIS at 17% and GLXY at 12%? At what % level do you start to get concerned and what are some things to look out for when you see these elevated short Int? I know its personal for everyone, but for a growth investor with medium/high risk, what % allocation would you suggest for these names given their risk and volatility? Would it be somewhere between 2.5-4%? I have NBIS at 4.2% and GLXY at 3.5%. I believe both have good long term potential. Thanks!

Q: I have started a small position in Gogold GGD. My research showed that the CEO behind Gogold has built and sold 4 precious metal mines in Mexico over the past few decades. So GGD is not his first rodeo and he, together with some of his team, have the knowledge to build smaller mines in Mexico. GGD currently has an operation in Parral, Chihuahua, Mexico which is successfully processing tailings of historic mines. The modest profits from the Parral mine not only can cover all of the G & A costs of GGD but they should be able to add to the GGD capital (This operation is projected to produce 2 million SEO this year with production costs around $20, so using a low silver price of $60 GGD can net out $80 million this year from a very modest tailings processing operation). The growth project is the "los Ricos South" mine in the state of Jalisco (about 90 minutes from Guadalajara). GGD did a share offering late last fall and now GGD is sitting on about $150 million of capital (Appreciated if you can confirm that?) The los ricos mine only needs $225 ish to get built and the experienced management team is confident they can use reasonably priced debt to finance the remaining mine building capital that will be required. GGD has contracted low cost, hydro power for that mine and they have the transmision line access engineered. So GGD apparently has good rock, good financing, some infrastructure and good management BUT they still don't have the permit to build Los Ricos. Analysts say that if/when the permit is issued the stock should rocket upwards. No permit and the stock will languish BUT at least GGD's small tailings processing plant can generate enough cash to cover G & A plus add to the capital accumulation. I like the risk versus potential reward for GGD and therefore I started a position. Am I missing something in this story? I am currently in Mexico and I am well aware of Vizla's tragedy up in Sinaloa. I see that as an extreme, but isolated event. But again, is there something else I should think about if I want to hold, or add to my GGD postion?

Q: ATD: I think I have held it for 2 years: 1000 in wife's account and same in mine. I sold my shares because stock not going anywhere; but, kept wife's.
Do you really think this company still has growth potential and why?

Q: I bought PHYS a year ago with all the Trump uncertainty going on (1st time buying gold ever), but knowing that it is not a long-term asset to hold, in my mind (difficult to forecast its trajectory). Now with interest rates and the US$ going up, gold is losing its shine, is there any reason to hold on? Thanks

Q: Your thoughts please on MDI going forward thee next three years

Q: Dear Peter et al:

I know portfolio allocation is personal based on one's risk tolerance and age Cobo etc.,
Let us say that I decide personally to keep 50% in a defensive part,
can you give 3-5 ETFs for this defensive part of the portfolio?
Does Covered Calls ETFs play a role? Do Bonds play a role? Should one focus on solid dividend players.
I know from reading literally thousands of Q&A they all play a role! What I struggle is what percentages one should allot for each of these buckets:)
Capital preservation with mild to slightly moderate risk! Is that asking for too much?!

Q: My only small biotech investment (perhaps I should say Gamble) is Nervgen NVG. I am up nicely so I put it in the the "leave it alone" list of stocks that we have. Today it came to my attention that management decided to delist from the Canadian venture exchange since they have a listing on the Nasdaq (to save admin costs). I am fine with that but in the press release there was no mention of what kind of exchange rate we will receive since the Nasdaq listing is obviously in $USD. I believe that I bought our NRV in $CAD on the venture and not on the Nasdaq (our platform RBC shows that as well). So how does it work when a company delists from an exchange in one currency, leaving the remaining listing in a different currency. If you can give any additional thoughts or comments on NRV's prospects I would certainly appreciate it since it is a name that gets very little press.

Q: Hello,

Regarding Clayton`s question and you answer asked/answered on March 16, more specifically, point "3) Look for bargains if one has capital and time. "

Please recommend 3 bargains for the US and Canada.

Thank you as always

Q: Judith asked: "A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?"

What are the triple witching day events?

Thanks!

Q: What happens to all the outstanding GLXY shares on TSX will all of them will be converted to US listings. Do you think stocks will go down due to this incident.

Thanks for the great service

Q: Hello my 5i friends - We have positions in both PBH and L. I am thinking of consolidating into just L. Is this a meritorious move for the long term.

thanks Al

Q: Would you be a buyer of these etf's today and which would you prefer?Is there any reason to hold both?

Q: 3 questions about precious metals stocks.

With most gold/silver stocks now down roughly 20% - 25% from recent highs, do you think this is an opportunity to add to the sector if underweight, or is the sector rolling over and starting a downward trend?

Which do you think gold will hit next, $4,000 or $6,000?

If gold stays at around $5,000 and silver at around $80 for a long time are precious metals stocks cheap, expensive or reasonably valued at their current stock prices?

Q: A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?

Q: I'm looking to move on from BCE in a taxable income-seeking account after a trading gain as I don't think the long-term growth prospects are all that compelling. I already own Telus, Royal Bank and 3 pipelines along with CPX. Would you have a few recommendations for a decent dividend along with some growth to compliment my portfolio? Thanks.

Q: Why APM price keep declining ? Which gold stocks are good investment at the present time days ?

Q: US treasury bonds held by this fund have continued a downward trend, now at its 52-week low just under $13. Is this a good entry point, or is the risk profile too high and unpredictable due to the Trump factor?

Q: It appears MAXQ will lease one of its launch pads to the Dept. Of National Defence generating 20M CAD per year for 10 years. Presumably the money is contingent on MAXQ finishing the construction of a launch pad for DND to use! So has MAXQ published a completion date for one of their 4 intended launch pads? Any other details about the lease you think relevant or a high barrier? One other thing…I know MDA has a seat on MAXQ’s board but are they a controlling shareholder?
Thank you,
Jim
Jim

Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?

Thanks,
Shane