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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: My allotment to precious metals is now down below my target of 5%. I need to add to bring up this part of my portfolio. I have a full position in AEM. Which of PAAS, SSRM, BTO, KRR or FNV should I add to at this time? Or do you have another precious metal company that would be appropriate at this time?
Read Answer Asked by Steven on February 14, 2024
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
Read Answer Asked by Denise on February 01, 2024
Q: I plan to add to my gold stock holdings as I have recently sold some bullion. I have concerns about unsafe jurisdictions such as Panama even though I would consider Franco-Navada because of its recent haircut.
May I have a couple of stocks in each of the small, mid and large cap size that are more politically secure and are quality companies?
With appreciation,
Ed
Read Answer Asked by Ed on January 19, 2024
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.
Read Answer Asked by BEN on December 22, 2023
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
Read Answer Asked by Robert on December 01, 2023
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
Read Answer Asked by Karim on December 01, 2023
Q: I was very successful with my investment in Kirkland Lake Gold a few years ago, and I wonder if any of that success will rub off on these two junior golds, due to their connection to KL.

KRR just reported decent quarterly results, and I like the fact that Tony Makuch, the former CEO of KL has recently joined the board of KRR. I believe that Makuch played a major role in the success of KL, and I was disappointed when he was kicked out at AEM, probably because of a culture clash.

Eric Sprott has recently made a big purchase of NFG shares, to add to his already big holding. He also played a big part in the success of KL, I believe.

I'd be very interested in your take on these two companies.
Read Answer Asked by Jack on November 14, 2023
Q: A little while ago a member asked about gold and these 3 companies were mentioned by you as potential to purchase. Comparing the 3, it seems that BTO is quite a bit more attractive....a good yield at 5 % (AGI is less than 1% and KRR is nil); BTO has about 1/2 the P / E and somewhat better P / B. Can you elaborate why the other 2 could be considered over BTO . Thanks
Read Answer Asked by Leonard on October 19, 2023
Q: Hello 5i,

Krr may have reported recently? What is your take on their progress? It seems that share count has gone up and margins worsened over the period. Revenue seems to be growing but earnings seem to be getting worse. Or is the company's more positive spin a better reflection of KRR's prospects? What are their all in costs of production. Is this improving? Is the management inexperienced? Hold or Sell?
TIA
Read Answer Asked by Kat on October 16, 2023
Q: Do you like gold during these times, especially with global geopolitical tensions. What are your 3 high risk/reward plays?
Read Answer Asked by Chris on October 13, 2023
Q: Team,

Would you kindly give us your best counsel on the three top Gold and Silver Mining Companies in the next 10 years (producing Companies--no speculation)?

This is an impossible request to answer correctly.

Do your best without a crystal ball.

Thanks,

Joseph
Read Answer Asked by Joseph on March 08, 2023
Q: In the gold sector what stocks would you recommend in the small to mid cap size over medium to long range?. Same question for copper?
Thank you
Read Answer Asked by Mark on February 08, 2023