Investment Q&A

Q: Hello 5i, FEO

What are the fundamentals like on this Iron exploration company? I realize they are in the early exploratory stage so would be considered high risk but if you could comment or have any info on management profile, company history and forward projections and revenue this would be very appreciated. Gold and Silver have had a good run as of late, do you feel that Iron would be "in that space" for mineral momentum?
Thanks so incredibly much!

Q: What is your opinion on the ai conference today ? Leonard feels it’s hard to determine which scenario — a renaissance or a recession — is more likely because the state of AI is changing rapidly and no one has a real sense of what it will be capable of a year from now.

Q: I own HBIL and have noticed that when yields increase, it falls in value. I get that. But when yields fall as they have been lately, the price goes up much more slowly. Can you explain please. Thanks

Q: I have been hearing more about the next stage in the commodity cycle is copper and then oil essentially from gold. What is the best way to get exposure to that trade without taking single security risk?

Q: Dear Peter:

Enjoyed your appearance on BNN Bloomberg's Market call last week. Great Q&A. For the sake other subscribers, perhaps you can post the link here?

My question: You were quite effusive abut PNG (Kraken Robotics) on the how but didn't make it to your top 3. NBIS did. I can understand CECO. But Elf Beauty made it but not PNG. You must have solid reasons for it. Care to share your rationale?

Should one accumulate PNG or simply take 2% position and leave it be?

Q: Hello Peter and team, Looks like another day and another important fall in price for GSY on unusual large volume. I thought the CFO news was now old and the share price had stabilized. Was there another piece of really bad news that triggered the large decline I missed? Thanks again for your valuable insights.

Q: Your thoughts on the conference call.

Q: Are you aware of the date of the proposed share split?

Q: What are your thoughts on the new Vanguard mutual Funds, VIC1000 and VIC8020 compared to VEQT and VGRO? Would you recommend buying those mutual funds in a TFSA account for long term or a Non-Registered account?

Q: Could you please comment on the current valuation of CNR relative to its historical valuation. Is it particularly well priced at this time?

Thanks

Q: I've held ACN for a number of years for their blue chip quality and research investments in blockchain. It appears the market believes IT consultants and software firms will be left behind in the AI future. I'm wondering if its too early to make that call and patience is needed, or if ACN is in a declining industry. Appreciate your thoughts.

Q: Hey,

Thoughts on starting a position here as a contrarian investment?

Thinking that as money market rates fall investors will be yield seeking and the consumer discretionary space seems oversold.


Thanks!

Q: Your overall thoughts and analysis on this company please. It has had a good run . Is it too late to get in ?

Q: Could you please compare and contrast the fundamentals of TSSI vs BKSY? Which would you buy now, for a 3 year hold?

Q: Interested in this for safe/stable income. What impacts the price of this ETF and what would be your outlook for the next 2-3 years (and is there any scenario that could see this one tank?)

Q: I am nervous about being in a bubble but like all the stocks that I own. How can I protect myself against a major correction?

Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.

1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI

Thank you

Q: Dear Peter:

Thanks for once again for being ahead of the curve with Gold! Not surprising given the fact that you worked alongside with legendary investor Eric Sprott! Your consistency and voice of moderation has helped me. I have over the years accumulated GLD/XGD and your favourites, FNV/AEM/NEM and more recently WPM and ARIS.
No complaints about Gold!!

The question is based on your recent answers suggesting that Gold can still go higher but warned folks to be careful about position sizes. I get that point of yours as well.

Where would you add new funds? In individual names of the miners or ETFs? Large caps or Mid tier producers like ARIS? GDX is in USD. IF Gold goes higher, then is it good or bad for USD denominated GDX? Am I not better off adding to my XGD?
Finally how much more room has Gold to go, in terms of percentage, 15%.or 20%? When "experts" on YouTube call for 5000/8000/10000 Gold, I get VERY nervous! Not sure if the mainstream institutions have started to buy Gold or slowly unwinding their positions! Ordinary folks like us have no access to that sort of data!! Any words of wisdom what the smart money is doing? (Every single news feed I get seems to say that ALL the central banks are accumulating Gold!!)

Please deduct as many credits as you see fit.

Thank you for all the good work!

Q: I own the above listed Canadian stocks. Please rate each one as a BUY, HOLD or SELL and let me know your reasons for the rating you have given to it. Thank You.

Q: Hi 5i,
I've been thinking about adding Telus to my RRIF for its dividend of over 7% and slow but hopefully steady growth over time. However, a service I subscribe to puts its Earnings Payout Ratio at 251% and its FCF Payout Ratio at 116%. And also says its debt-to-equity ratio is not healthy. Are these numbers accurate, and could I have your thoughts on buying T at today's price and holding 5 years? And could you also compare it to POW for the same 5 year hold.
Thanks 5I,
Peter