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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: 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: Good morning,

Do you think it may be prudent to swap out Franco Nevada shares now (considering the growing list of political/legal headwinds) for something else?

If so can you give a Canadian suggestion for gold exposure, along with two other picks (any sector) for a possible year-end through January bounce (CAD or US)? Thanks. Brad
Read Answer Asked by Bradley on November 30, 2023
Q: Hello Peter,
I've held FNV shares as my gold allocation since Q4/2018. Currently, I have a "reasonable" return of 8% per annum including dividends. With all the legal drama FNV is realizing in Panama, is it wise to sell FNV and buy another streamer or hold FNV for the long run?

Sitting with a taxable cap gain of 28%. Seems like the impact of FM is going to be significant for future earnings. Please advise your wisdom. Thank you.
Read Answer Asked by Maury on November 30, 2023
Q: What do you think of the following news about FNV? Thank you

Cobre Panama Supreme Court Update

TORONTO, Nov. 28, 2023 /CNW/ - Franco-Nevada Corporation ("Franco-Nevada") (TSX: FNV) (NYSE: FNV) is aware that the Supreme Court of Panama announced this morning that Law 406, the law that approved the revised concession contract for the Cobre Panama mine, is unconstitutional. Franco-Nevada is in communication with its partner First Quantum Minerals Ltd. and will provide further updates as they are available.

Read Answer Asked by Gervais on November 28, 2023
Q: Since the mine in Panama is 20% of FNV revenues and the share price is down about 20% from the approximate $200 valuation expected with the current price of gold (based on past episodes), would you consider the total loss of this revenue stream to be "in the price", or is there further downside if the court ruling goes against the mine?
Read Answer Asked by Benjamin on November 27, 2023
Q: After acquiring MMX last year what is the earnings growth outlook for TFPM? They seem to have a lot of non-producing streams/royalties, how many of these projects are expected to be producing assets in the next decade? Would 5i consider it a buy at current price levels or would you prefer a more senior royalty play like FNV?
Read Answer Asked by Marco on November 20, 2023
Q: Could you tell from which metals (gold, silver, copper, others) these royalties’stocks or ETF are getting their revenues/profits. And in what proportion? If possible, from which countries?
I own OR (gold), SSL (gold only?). Also these stocks: MAG (silver only?), FVI (silver&gold?).
I hope the question is not too complicated. Thanks a lot.
Read Answer Asked by Denise on November 16, 2023
Q: Hello, I think I made a mistake in buying WFG. It has not done well and is at the mercy of lumber prices and the government (I think?). I used to own SJ and it may have more control of it's destiny. Your thoughts please. Frankly I'm starting to think I don't need materials as there is too many, copper, lumber, steel, gold..... I also own AEM in the sector. How do I choose? I prefer a safer less cyclical stock if that's possible in this sector. Any advise would be appreciated. Thank you.
Read Answer Asked by Cheryl on November 08, 2023
Q: I have held the above stocks in my open account for several years. All stocks have shown a positive return except for BNS which is down approximately 20%. I have some cash to invest in the market and would like to purchase additional shares in some of these companies for a 3 to 5 year investment. Please rate the potential growth of these companies and rank the companies based upon the projected growth over the next 3 to 5 years. Thank you
Read Answer Asked by Don on November 08, 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: How do you think SU will do in the next couple years and what would be your top 5 favorite energy plays in the Canadian Market? Also, with China reopening, US dollar on a downtrend and noticing several major Metal/Copper stocks gapping up like FCX and VALE, SCCO, how would you rank these and what are your top 5 companies domestic or international to take adv of rising commoditiy/metal prices
Read Answer Asked by Sheldon on April 17, 2023
Q: Can you please give me your top three Gold stocks and your top two Gold ETF's to invest in. Thanks in advance.
Read Answer Asked by John on April 10, 2023
Q: Good morning, comments please on the deal between the government of Panama and First Quantum. I expected the share prices of FM and FNV to have a decent pop when the standoff was resolved but that didn't happen. Is the deal not as favourable as was expected? Will this deal affect the future royalty stream for FNV (did FNV have to provide any concession to assist in getting the agreement)?
Read Answer Asked by Robert on March 10, 2023
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