skip to content
  1. Home
  2. >
  3. Investment Q&A
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.

Q: Hi, can you recommend 2 US and 2 CDN metal stocks for a long term hold to total a 8% total position in metals? I'm ok with medium risk. If you have other choices besides the ones I've mentioned (CMC, FCX,CCO, RS, STLD, AMR) please suggest them.
Read Answer Asked by Graeme on January 03, 2024
Q: I want to get into gold stocks and have always preferred Franco Nevada in the past. Should I look at buying some of it now, and what other companies would you recommend to complement it if I do? (In the same sector) Thanks
Read Answer Asked by FORREST on December 27, 2023
Q: Good morning. Reviewing some of my holdings and thinking I don’t really need to hold these three. Down marginally on all 3. What’s your opinion?

Thanks Steve
Read Answer Asked by Steven on December 21, 2023
Q: I saw this comment today.

We expect that its royalty interest will be upheld in international arbitration. Although not imminent, this royalty which accounts for 22 per cent of its net asset value represents excellent upside optionality once Franco Nevada and operator First Quantum Minerals has its day in court.

What are your thoughts on:
1) Has the market basically written off this royalty stream in FNV's stock price at this point?
2) Great buy at this point given bonus upside down the road when things hopefully resolve and they recover something.
3) Would you sell WPM to buy FNV given this? Though WPM has higher potential returns given its silver exposure i think.
Read Answer Asked by Husseinali on December 21, 2023
Q: As the FED has signaled up to 3 rate cuts in 2024 do you recommend having 5% exposure to gold stocks? If so, would companies KGC, GOLD, or OR be ones to add to a portfolio? Thanks!
Read Answer Asked by Lesley on December 18, 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: 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: 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: If I were to move into Precious Metals, would you prefer a royalty, ETF, or individual stocks ? Thanks!
Read Answer Asked by george on May 17, 2023
Q: I hold FNV in my RRIF . WPM seems to be presently performing better and predicted to continue to do so. Dividend

yield is better with WPM and market cap is not an issue. This is my only gold holding. Do you feel a switch is

justified.? Thanks for your help
Read Answer Asked by Tom on April 26, 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: I own some steel, copper and CCO. Which of these 3 (WPM, DPM, FNV)would you prefer to complement them over the next few years, and why?

Is there a better alternative than the ones I've listed?
Read Answer Asked by Graeme on March 01, 2023
Q: Hi,

I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?

If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?
Read Answer Asked by Graeme on February 01, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!