Q: please comment on Q4 earnings. Would you add to a half position here?
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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.
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Canadian National Railway Company (CNR $140.82)
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Suncor Energy Inc. (SU $92.50)
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Enbridge Inc. (ENB $75.83)
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Canadian Natural Resources Limited (CNQ $69.46)
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Loblaw Companies Limited (L $63.09)
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Dollarama Inc. (DOL $166.76)
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Fortis Inc. (FTS $77.29)
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Cameco Corporation (CCO $144.31)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Tourmaline Oil Corp. (TOU $68.37)
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Kelt Exploration Ltd. (KEL $9.38)
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Agnico Eagle Mines Limited (AEM $268.22)
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Alimentation Couche-Tard Inc. (ATD $77.62)
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Capstone Copper Corp. (CS $9.78)
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Tamarack Valley Energy Ltd. (TVE $11.67)
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Hydro One Limited (H $56.77)
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TerraVest Industries Inc. (TVK $141.87)
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Nutrien Ltd. (NTR $105.04)
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
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Franco-Nevada Corporation (FNV $324.25)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Agnico Eagle Mines Limited (AEM $268.22)
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49 North Resources Inc. (FNR $0.04)
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G Mining Ventures Corp. (GMIN $42.96)
Q: What do you think of FNR?
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Franco-Nevada Corporation (FNV $324.25)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Agnico Eagle Mines Limited (AEM $268.22)
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Pan American Silver Corp. (PAAS $71.77)
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iShares S&P/TSX Global Gold Index ETF (XGD $53.12)
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Silvercorp Metals Inc. (SVM $14.22)
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Sprott Inc. (SII $187.83)
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Aris Mining Corporation (ARIS $23.68)
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First Majestic Silver Corp. (AG $28.69)
Q: Dear Peter et al:
Thanks to your words of wisdom, I have done well with these.
The question is if one should control the greed and take some profits or stay the course and let the winners run. I don't need to sell to harvest the profits to live. The position sizes are still reasonable. I can hold them for a few years even.
One faces another dilemma. If I do sell, what should I buy. You have been suggesting that one should wait till the sentiment improves for PRL or GSY or CSU and it's offsprings! I have your favourites in energy! CNQ/TOU/ENB/CVE and such.
Which sector appeals to you going forward?
Should one move to larger players like FNV/WPM/AEM?
Thanks to your words of wisdom, I have done well with these.
The question is if one should control the greed and take some profits or stay the course and let the winners run. I don't need to sell to harvest the profits to live. The position sizes are still reasonable. I can hold them for a few years even.
One faces another dilemma. If I do sell, what should I buy. You have been suggesting that one should wait till the sentiment improves for PRL or GSY or CSU and it's offsprings! I have your favourites in energy! CNQ/TOU/ENB/CVE and such.
Which sector appeals to you going forward?
Should one move to larger players like FNV/WPM/AEM?
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Canadian National Railway Company (CNR $140.82)
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Suncor Energy Inc. (SU $92.50)
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Enbridge Inc. (ENB $75.83)
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Fortis Inc. (FTS $77.29)
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Wheaton Precious Metals Corp. (WPM $172.65)
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WSP Global Inc. (WSP $212.73)
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Celestica Inc. (CLS $388.66)
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Agnico Eagle Mines Limited (AEM $268.22)
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Hydro One Limited (H $56.77)
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Lundin Gold Inc. (LUG $98.11)
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Nutrien Ltd. (NTR $105.04)
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Propel Holdings Inc. (PRL $17.70)
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Electrovaya Inc. (ELVA $10.27)
Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
Would you take it one step further for us.
Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.
Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.
With thanks from all of us.
Sheldon
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Franco-Nevada Corporation (FNV $324.25)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Agnico Eagle Mines Limited (AEM $268.22)
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iShares S&P/TSX Global Gold Index ETF (XGD $53.12)
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Triple Flag Precious Metals Corp. (TFPM $45.48)
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Aris Mining Corporation (ARIS $23.68)
Q: Is gold still a buy at today's price. If so what would be your top 3 gold stocks or etfs to buy and why. Or is there a different material that you would prefer today and if so please list your top 3 stocks or etfs for them and why.
Thank you
Thank you
Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions
I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks
all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up
Thanks
Michael
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions
I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks
all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up
Thanks
Michael
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Wheaton Precious Metals Corp. (WPM $172.65)
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Agnico Eagle Mines Limited (AEM $268.22)
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Nutrien Ltd. (NTR $105.04)
Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.
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Wheaton Precious Metals Corp. (WPM $172.65)
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Pan American Silver Corp. (PAAS $71.77)
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iShares Silver Trust (SLV $63.44)
Q: Hi right now would you buy into the Solver trade? If so would it be the metal itself or the miners or the royalty companies?
Can you please give me 2 or 3 of the top suggestions for above?
Thanks.
Can you please give me 2 or 3 of the top suggestions for above?
Thanks.
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Royal Bank of Canada (RY $219.85)
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Suncor Energy Inc. (SU $92.50)
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Dollarama Inc. (DOL $166.76)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Finning International Inc. (FTT $85.35)
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TMX Group Limited (X $47.80)
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Premium Brands Holdings Corporation (PBH $83.42)
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Hydro One Limited (H $56.77)
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Nutrien Ltd. (NTR $105.04)
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CCL Industries Inc (CCLA)
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Boyd Group Services Inc. (BYD $175.78)
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
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Loblaw Companies Limited (L $63.09)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Finning International Inc. (FTT $85.35)
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TFI International Inc. (TFII $145.46)
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Hydro One Limited (H $56.77)
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Nutrien Ltd. (NTR $105.04)
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Suncor Energy Inc. (SU $66.66)
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Boyd Group Services Inc. (BYD $175.78)
Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen
T Stephen
Q: Hi 5i,
Thanks for the great work. I'm a long-time FNV shareholder and WPM is continuing to outperform. How do you view the two companies today? Would you follow momentum and switch from FNV into WPM?
Thank you!
Thanks for the great work. I'm a long-time FNV shareholder and WPM is continuing to outperform. How do you view the two companies today? Would you follow momentum and switch from FNV into WPM?
Thank you!
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Franco-Nevada Corporation (FNV $324.25)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Royal Gold Inc. (RGLD $237.54)
Q: Hi, I originally held sandstorm gold SSL which got taken over by Royal gold. I was thinking of selling the royal gold shares and buying Franco Nevada or Wheaton precious metals to avoid currency risk. I just wanted your thoughts on this and if you were to buy one of them, which one would you suggest? Thank you.
Q: Good day to you
if you had to choose between these 2 which one would you pick and why
thanks
if you had to choose between these 2 which one would you pick and why
thanks
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Wheaton Precious Metals Corp. (WPM $172.65)
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Agnico Eagle Mines Limited (AEM $268.22)
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B2Gold Corp. (BTO $5.89)
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Lundin Gold Inc. (LUG $98.11)
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G Mining Ventures Corp. (GMIN $42.96)
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Aris Mining Corporation (ARIS $23.68)
Q: Hi 5i,
What are your thoughts on BTO today? Is there a better gold stock in your opinion, or just keep BTO? Thanks.
kc
What are your thoughts on BTO today? Is there a better gold stock in your opinion, or just keep BTO? Thanks.
kc
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Wheaton Precious Metals Corp. (WPM $172.65)
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Agnico Eagle Mines Limited (AEM $268.22)
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Capstone Copper Corp. (CS $9.78)
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Lundin Gold Inc. (LUG $98.11)
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NorthIsle Copper and Gold Inc. (NCX $2.68)
Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately
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Dollarama Inc. (DOL $166.76)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Toromont Industries Ltd. (TIH $189.99)
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Agnico Eagle Mines Limited (AEM $268.22)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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Cipher Pharmaceuticals Inc. (CPH $17.32)
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goeasy Ltd. (GSY $36.42)
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Tamarack Valley Energy Ltd. (TVE $11.67)
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TerraVest Industries Inc. (TVK $141.87)
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Kraken Robotics Inc. (PNG $8.20)
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Silvercorp Metals Inc. (SVM $14.22)
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Lundin Gold Inc. (LUG $98.11)
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Zedcor Inc. (ZDC $4.64)
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Vitalhub Corp. (VHI $6.95)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $69.25)
Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks
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?
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Wheaton Precious Metals Corp. (WPM $172.65)
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Lundin Mining Corporation (LUN $32.04)
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Rio Tinto Plc (RIO $86.64)
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BHP Group Ltd. (BHP $69.50)
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Alpha Metallurgical Resources Inc. (AMR $223.26)
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?
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Hemisphere Energy Corporation (HME $2.88)
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Suncor Energy Inc. (SU $92.50)
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Enbridge Inc. (ENB $75.83)
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Canadian Natural Resources Limited (CNQ $69.46)
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Wheaton Precious Metals Corp. (WPM $172.65)
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Tourmaline Oil Corp. (TOU $68.37)
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Kelt Exploration Ltd. (KEL $9.38)
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Agnico Eagle Mines Limited (AEM $268.22)
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Capstone Copper Corp. (CS $9.78)
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Tamarack Valley Energy Ltd. (TVE $11.67)
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Denison Mines Corp. (DML $4.75)
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5N Plus Inc. (VNP $33.05)
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TerraVest Industries Inc. (TVK $141.87)
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Silvercorp Metals Inc. (SVM $14.22)
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Lundin Gold Inc. (LUG $98.11)
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Neo Performance Materials Inc. (NEO $22.46)
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G Mining Ventures Corp. (GMIN $42.96)
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?