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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: You have thoughts about gold going forward?As a tangible asset instead of Bitcoin and other digital coins I have a strong feeling that gold might be at the beginning stages of a strong rally.
Some gold miners also have a good dividend as well.How did gold perform in history when we had inflation,recession,war,debt?
Please give us some insight here and what is the overall opinion from the analysts?
If there are three gold-companies to pick...which ones?
Read Answer Asked by Josh on June 13, 2022
Q: I own KRR in my portfolio. It is the only precious metals stock I own. My question is regarding the rising fuel costs associated with the mining process. Even if gold and silver go up a lot, wouldn't margins on producers be squeezed simply due to the rising cost of fuel?

If that is the case, would it make more sense to buy something like PHYS instead?

Thank you for all that you do
Read Answer Asked by Ed on June 03, 2022
Q: Hi there, your thoughts on KRR's latest news releases in the past few days? And your thoughts going forward?

Do you see the share price drifting lower for now, after the capital raise, and dilution?
Where do you see the share price basing for now, after the capital raise?

Any insiders or institutions participating for the capital raise?

Have insiders or institutions been selling in the past three to six months?

Any thoughts on adding KRR to the growth portfolio.... if you still like it for the longer term?

Thanks!
Read Answer Asked by Hussein on May 26, 2022
Q: I hold both NGD (about 1.7% position) and AR (currently about 0.8% position, but initiated at about 1.5%) among my positions in precious metals. AR corrected significantly over the last few months, but the share price seems to be rebounding since lows were established shortly after the New Year. Both NGD and AR have been outmatched by KRR (just about 3% position) , which has performed spectacularly over the last several months. I feel like I am decently positioned with KRR, and was wondering your thoughts on consolidating positions around either NGD or AR. Would this be worthwhile, or is staying put the more prudent approach for this issue? Alternatively, would you suggest selling both and initiating a position elsewhere, or further increasing my position in KRR?

As always, I look forward to your comments, and appreciate your insights.
Read Answer Asked by Domenic on March 17, 2022
Q: KRR is 2.4% of my RRSP and I am up about 110% (also hold KRR and XGD in other accounts). Can you please tell me a bit more about KRR? I know it mines gold and nickel.
After significant declines with small caps like AT, XBC and REAL, I am a bit leery of KRR and wonder if its time to take a bit of profit, but I am reluctant with such good momentum. Can you please tell us again what dollar cap amount defines a small cap, med cap and large cap?
Thanks!!
Read Answer Asked by Grant on March 15, 2022
Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony
Read Answer Asked by Anthony on February 25, 2022
Q: Hi 5i Team - Could you provide an update on the fundamentals of Mirasol Resources including cash on hand, cash flow, etc. as well as potential for growth through new discoveries and/or acuisitions This company has done little over the past couple of years as far as stock price. If I were to sell is there a replacement you would recommend. Thanks.
Read Answer Asked by Rob on February 08, 2022
Q: Hello Peter, Can I have your opinion please?

I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.

My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv
Read Answer Asked by Rajiv on January 10, 2022
Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?
Read Answer Asked by Chris on December 21, 2021
Q: Fortitude Gold is a 2020 listing with a dividend, low P/E, and properties in the U.S. (i.e. as opposed to politically risky areas). Would you buy it? Which options in the gold space would you prefer? (Preferably low/no debt, strong B/S & dividend)
Thanks,
Read Answer Asked by David on December 07, 2021
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