Q: To follow up on a previous question that asked about short term. Would you give an edge to AEM compared to WPM going forward over the next 3-5 years?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Lundin Mining Corporation (LUN $29.18)
-
Rio Tinto Plc (RIO $80.89)
-
BHP Group Ltd. (BHP $60.87)
-
Alpha Metallurgical Resources Inc. (AMR $207.89)
Q: I'm looking for a metals company (either US or CD) that has exposure to several presently desirable metals for a long term hold. Which of these three would you prefer and if you have a better choice, please list it?
-
Hemisphere Energy Corporation (HME $1.97)
-
Suncor Energy Inc. (SU $59.10)
-
Enbridge Inc. (ENB $64.88)
-
Canadian Natural Resources Limited (CNQ $45.07)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Tourmaline Oil Corp. (TOU $60.83)
-
Kelt Exploration Ltd. (KEL $7.54)
-
Agnico Eagle Mines Limited (AEM $247.68)
-
Capstone Copper Corp. (CS $13.66)
-
Tamarack Valley Energy Ltd. (TVE $7.97)
-
Denison Mines Corp. (DML $3.78)
-
5N Plus Inc. (VNP $18.31)
-
TerraVest Industries Inc. (TVK $163.48)
-
Silvercorp Metals Inc. (SVM $11.75)
-
Lundin Gold Inc. (LUG $118.78)
-
Neo Performance Materials Inc. (NEO $15.78)
-
G Mining Ventures Corp. (GMIN $42.66)
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
-
Toronto-Dominion Bank (The) (TD $129.16)
-
Bank of Nova Scotia (The) (BNS $101.31)
-
Sun Life Financial Inc. (SLF $85.41)
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.51)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $63.70)
-
Agnico Eagle Mines Limited (AEM $247.68)
-
goeasy Ltd. (GSY $131.25)
-
Propel Holdings Inc. (PRL $25.24)
-
Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).
I have these 6 financials. Which 1 or 2 would you be inclined to sell?
Likewise, of these 4 material companies, which 1 would you sell?
Thank you!
I have these 6 financials. Which 1 or 2 would you be inclined to sell?
Likewise, of these 4 material companies, which 1 would you sell?
Thank you!
Q: Which of these two do you think has the best (shorter-term) prospects?
Q: Do you have any idea why AEM and WPM are down today over 7%?
Thank you.
Thank you.
-
Franco-Nevada Corporation (FNV $295.07)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Alamos Gold Inc. (AGI $55.03)
-
Agnico Eagle Mines Limited (AEM $247.68)
-
Sprott Physical Gold Trust (PHYS $46.90)
Q: I am somewhat overweight in gold and thinking of starting a rotation away as buyers keep flooding in. Gradual rotation since longterm support for gold still looks good. Which of the above would start with (assuming half positions are kept for now)?
-
Franco-Nevada Corporation (FNV $295.07)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Agnico Eagle Mines Limited (AEM $247.68)
-
iShares S&P/TSX Global Gold Index ETF (XGD $53.56)
-
VanEck Gold Miners ETF (GDX $89.70)
Q: I'm interested in joining the gold rush, but have no insight on specific gold stocks. Would you be able recommend the names of three gold ETFs that I can check out? Better still, would you be able to suggest three top gold stocks as well? Thanks.
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Pan American Silver Corp. (PAAS $73.38)
-
Coeur Mining Inc. (CDE $18.72)
Q: Can I get your general thoughts about gold and silver please. Broadly speaking gold is in a fairly new bull market, which tend to last many years once they start. Silver is just about to print its highest quarterly close ever (45 years in the making), and is within striking distance of all time highs.
For the last ~15 years it's been a fools errand to have much exposure to the sector, what do you think is an appropriate weighting for precious metals? Are you bullish on gold and silver?
What are your top 3 picks for gold exposure, and top 3 for silver exposure? Thanks!
For the last ~15 years it's been a fools errand to have much exposure to the sector, what do you think is an appropriate weighting for precious metals? Are you bullish on gold and silver?
What are your top 3 picks for gold exposure, and top 3 for silver exposure? Thanks!
-
Franco-Nevada Corporation (FNV $295.07)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Agnico Eagle Mines Limited (AEM $247.68)
-
Equinox Gold Corp. (EQX $19.96)
-
Aris Mining Corporation (ARIS $22.28)
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
-
Franco-Nevada Corporation (FNV $295.07)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Agnico Eagle Mines Limited (AEM $247.68)
-
Rio2 Limited (RIO $3.24)
-
Aris Mining Corporation (ARIS $22.28)
-
Allied Gold Corporation (AAUC $33.44)
Q: Give me your top 6 gold stocks to buy today.Thanks again.
-
Amphenol Corporation (APH $137.94)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
SSR Mining Inc. (SSRM $31.17)
-
Dave Inc. (DAVE $228.69)
-
Celsius Holdings Inc. (CELH $44.72)
-
DLocal Limited (DLO $14.15)
-
IREN Limited (IREN $41.98)
-
Astera Labs Inc. (ALAB $169.97)
-
Nebius Group N.V. (NBIS $91.13)
-
Sezzle Inc. (SEZL $73.64)
Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?
-
Manulife Financial Corporation (MFC $50.12)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Thomson Reuters Corporation (TRI $181.76)
-
iShares S&P/TSX SmallCap Index ETF (XCS $31.24)
-
Choice Properties Real Estate Investment Trust (CHP.UN $14.73)
-
Nutrien Ltd. (NTR $86.84)
-
Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $41.32)
-
Boyd Group Services Inc. (BYD $221.38)
Q: Hi Peter and 5i Team,
I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.
As always, thanks for your insight.
I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.
As always, thanks for your insight.
Q: Can you please comment on earnings? Would you by buyers now?
Q: Is it too late to buy or not? Which one if buying AEM and/or another?.
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.
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.
-
Franco-Nevada Corporation (FNV $295.07)
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Agnico Eagle Mines Limited (AEM $247.68)
Q: Ross Healy, who typically does not make sensational statements lightly, spooked me yesterday during a podcast interview with Amber Kanwar. He sees tech stocks dropping 60% which will invariably pull other types of stocks down for the ride. He suggests moving to gold... could you suggest a couple gold stocks with strong balance sheets? A mix of large, mid and small caps would be great. Thanks!
Q: I would like to add to my existing positions and I am asking your opinion as to your preference. A short comment would be appreciated.
Thank You!
Albert
Thank You!
Albert
-
Wheaton Precious Metals Corp. (WPM $166.29)
-
Skeena Resources Limited (SKE $33.43)
-
Wheaton Precious Metals Corp (WPM $121.96)
-
Skeena Resources Limited (SKE $24.49)
Q: Hi,
I bought these two stocks at the same time, last March.
The Cdn WPM gained 17% since, while the U.S. WPM gained more than 22%. Could you explain why ?
Thus, in considering buying SKE, is it better to use the U.S. market ?
Gratefully,
Jacques IDS
I bought these two stocks at the same time, last March.
The Cdn WPM gained 17% since, while the U.S. WPM gained more than 22%. Could you explain why ?
Thus, in considering buying SKE, is it better to use the U.S. market ?
Gratefully,
Jacques IDS
Q: How much leverage does WPM have to silver prices?