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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: If you held a Canadian small cap portfolio that included the following - BDT, BRM, DRX, E, HPS.A, LNF, MCB, TGH, TVE, TVK, WELL, and you wanted to upgrade the overall quality of this small cap portfolio by selling some of those and adding from the following list - ARIS, GRGD, GRID, KSI, MDA, RAY.A, VNP, ZDC, which ones would you sell from the 1st group, and which ones would you add from the 2nd group.
Read Answer Asked by Dan on September 19, 2025
Q: Good morning- I notice that in recent questions about gold companies, EQX is not amongst your favourites. I hold EQX and AEM. Would I be better off selling EQX and either adding to AEM or a different company? If so, which do you suggest? Many thanks
Read Answer Asked by alex on September 04, 2025
Q: Give me your top 6 gold stocks to buy today.Thanks again.
Read Answer Asked by eugene on September 04, 2025
Q: Dear Peter et al:

Many thanks for answering David's question today(Sept 02 25) and affirming your conviction about this mining company. In fact you answered my question on July30th and pointed me to this company then as well. It has made almost 30% from that time!
THANK YOU!

The question is can one get into this stock now? You have a nice link on virtues of averaging up on your website! Hence this question.

Also, to my earlier question, you suggested KNT/SKE as other stocks to consider. To david, your suggestions are different. Perhaps due to the "cost of production" variable? Just need clarification.

Many thanks.
Read Answer Asked by Savalai on September 03, 2025
Q: Which 5 small cap Gold stocks would you recommend in order of preference?
Read Answer Asked by Gary on September 03, 2025
Q: Any recommendations for a low cost silver and/or gold producer? I did alright on your recommendation which was MAG Silver but they have accepted a takeout offer. Probably sold to soon since they are currently trading above the offer.
Read Answer Asked by David on September 02, 2025
Q: I have done nicely holding Agnico Eagle, Aris Mining and Franco Nevada. I want to sell a bit and lock in some profits, But, I do want to have a good percentage in gold stocks. What name would you recommend?. Many thanks
Read Answer Asked by Patricia on August 25, 2025
Q: Dear Peter et al:

I hold 2 out of 3 of your favourite Gold stocks. (AEM&FNV.) Didn't pull the trigger on WPM your other favourite Gold stock, on a timely fashion,

My question is this: Would you buy WPM now OR would you buy a mid cap/Junior Golds at this stage. What are your favourites in Mid/Junior tier Golds? (Similar to AEM/FNV/WPM)
The plan is hold these stocks till the deficit mess is at least partially controlled in the US. Judging by your various answers, you are still comfortable with Gold 5-10%. Hence this question.

Many thanks in advance.
Read Answer Asked by Savalai on July 30, 2025
Q: Would you have suggestions for ‘undervalued’ gold stocks in relatively safe countries, producers if possible? I took some profits on my holdings: AEM, TXG, OR, CXB. I have FNV too.

I am waiting for my remaining CXB to be exchanged for EQX soon. Do you think this is a good deal and EQX worth holding? It did not perform that well in the past.
Thanks a lot.
Read Answer Asked by Denise on June 26, 2025
Q: Hello Peter / 5i Team,

NDM has been on quite a run lately. I previously held this name back in 2016 for a short-term trade, during a time when there was renewed optimism around exploration and the potential development of the Pebble Project.

I’d appreciate hearing your current insights and outlook on NDM. How do you view its valuation and broader expectations moving forward? I understand that some of the recent movement may be linked to the “Trump trade” narrative—do you see any real merit to this as a viable trade or longer-term hold? Do you have any updated price targets?

Also, are there any other names in this space that you currently prefer?

Thanks in advance.
Read Answer Asked by Stefano on June 23, 2025
Q: Wishing to trim my gold stocks: IAG.us, TLG, ARIS, KNT. Which to hold, sell ?
Cheers!
Read Answer Asked by george on June 23, 2025
Q: Gold is acting very nicely. Do you feel it will continue to rise. I am looking for a small/medium size gold company. Please recommend 5 of your favorite small to medium size gold companies.
Read Answer Asked by Donna on June 09, 2025
Q: This is a bit of a crystal ball question: Given the recent interest in the gold sector, which companies do you think could be possible take-over candidates?
Thanks
Read Answer Asked by Chuck on April 16, 2025
Q: For precious metals exposure I hold the above. I have been frustrated with BTO and was wondering if there might be a couple of mid-tier producers with a gold bias that you could suggest as a replacement.
Read Answer Asked by Robert on February 25, 2025
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