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Investment Q&A

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

Q: I sold two thirds of my position in EQX in the high $10's and low 11"s a couple of weeks ago. I rebuilt part of that position in the low $9's but then the quarterly results came out and the stock got hammered down. I usually look at the results myself but I am too busy right now so could you give a quick run down on the results and what in particular the market didn't like. I hold DPM and Agnico Eagle in other account and AEM has been bouncing around a lot. Do you have a favorite out of these three and why?
Read Answer Asked by Paul on May 06, 2022
Q: Hi 5i,
A while ago i wrote and asked about selling ATZ because it had risen substantially, and you advised "we think one of the worst reasons to sell a stock is because it is up". I heeded your advice, did not sell and presently, I'm very happy I asked and that you answered as you did.
Which brings me to my question(s):
I hold DBM and after I bought in it dropped considerably and I was down just over 20% for what seemed like quite some time. Recently it's been climbing, to the point I'm now down 5%. I put a fair amount in (for me that is) so the money involved is significant to me. Along with hoping for capital gain, the dividend was a motivating factor in my buy in.
EQX did the same thing after I bought in and at one point I was down just over 40%. It has now recovered to the point that I'm down about 18%. Monetarily speaking I don't have nearly as much on the line as with DBM, so my level of concern is considerably less.
If these stocks continue their recent trends and continue to rise, would the advice you gave for ATZ hold true for them, or would you advise me to let them go if they get to or near my buy in?
I ask because I expect - but am not sure - that the advice not to sell just because a stock is up may not hold true in every situation, depending on the names in question. Your thoughts regarding DBM and EQX in this context will be greatly appreciated.
Thanks!
Peter
Read Answer Asked by Peter on November 15, 2021
Q: What are your thoughts on the above two companies comoaired to their peers?

I own eqx and someone told me about SKE because of its supposed quality and cost production. But if I'm not mistaken it's just one mine? Do you happen to know how much gold they actually have to mine, mining life?

Thanks for the great service. If you have better recommendations please list them. I'm a long term holder and high risk tolerance.
Read Answer Asked by Richard on November 01, 2021
Q: I have a 2% holding in NGD, and it has performed decently, but I was wondering if you could share your thoughts regarding selling this position and replacing it with EQX. Would this be a lateral move, or does one have significantly more upside than the other? Thanks so much, and I look forward to reading your response.
Read Answer Asked by Domenic on June 02, 2021
Q: Can i please get your assessment of the above 2 companies and how they compare. Would you consider them a buy for a new position today. If not can you please reccomend your favourites within the sector. Many thanks.
Read Answer Asked by jonathan on January 18, 2021
Q: Hi 5i:

Great advice in2020! Wonderful service. I currently hold KL and ABX at @ 2.5% of portfolio. Looking to add a junior producer to increase my weighting. Which would you prefer from EQX, WDO and BTO and what advantage would it have over the other choices? In addition, having done well with TOU (2%), I would like to add to my gas position. My choice is ARX. Advice or other suggestions please. Existing positions and new purchases would be in TFSA. Please deduct form question credits as appropriate.

To staff and families at 5i - be safe and stay well and thank you.

Tom

Read Answer Asked by Tom on January 06, 2021
Q: Hi 5i team, is it too late to enter the gold mine sector? Of the above companies, how will you rank them in terms of growth potential and price appreciation long term? thanks.
Read Answer Asked by victor on July 10, 2020
Q: I see AQN and CAR.un will be added to the TSX60 and the others mentioned will be added to the TSX Composite as of June 22. Would you consider any of them a buy at current levels based on this news and their underlying fundamentals/valuations??
Read Answer Asked by Chris on June 15, 2020
Q: What do you make of the Leagold merger?
Do they have enough money to significantly further their two development projects and two expansion projects.
I hear that Mexico and Brazil have obtained "swap status", whereby Investment in Brazil and Mexico are now, like Canada, considered to be in safe jurisdictions.
If this is accurate, will the "risky-jurisdiction" discount be eliminated and replaced with a safe jurisdiction premium.
Finally, does Frank Giustra hold an interest in the new company.
Thank you
Read Answer Asked by JACK on April 14, 2020
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