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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: Hi 5i,

My portfolio currently has a full position in XGD which has been brilliant. Looking forward, how do you view opportunities in base metals/copper and uranium versus gold?

As the commodity rally broadens I want to expand my positions beyond gold and am looking for ETF exposure. I see ZMT and XBM for Canadian listed base metals, and HURA for uranium. Are there any other ETFs that you focus on?

Thanks in advance and please remove credits as needed.
Read Answer Asked by Greg on January 30, 2026
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!
Read Answer Asked by Greg on January 30, 2026
Q: A portion of my portfolio is invested in gold, and I have enjoyed the ride that more than tripled the price of gold since February 2024, when the European Commission officially approved regulations allowing the use of proceeds from frozen Russian assets to arm Ukraine and stated that these assets would remain frozen until Russia repays damages to Ukraine after the war.

Even though I am pessimistic that Trump’s efforts will bring an end to this war - there is too much financial interest in the U.S. and Europe to continue it for as long as possible - there is still a chance he will succeed, and I expect that the price of gold may come down significantly following peace.

As PHYS doesn’t have options, is buying GLD puts the best way to hedge gold prices? Any other suggestions?
Read Answer Asked by Michael on January 30, 2026
Q: Considering a small investment in companies that make LiDAR sensors for the auto, robotics, mapping systems, industry. Could you comment on the ones attached, in terms of most likely to rapidly increase share price, in a two year horizon
Read Answer Asked by Howie on January 30, 2026
Q: With precious metal prices at all time highs. Is now the time to look beyond the mining operations and to companies that support them. Was thinking about NOA and MATR.
What’s your thoughts about the two names or any suggestions you like in the sector.
Thank you.
Read Answer Asked by Sonny on January 30, 2026
Q: May I have your two top picks for silver producers, small caps, mid caps and seniors?
With appreciation,
Ed
Read Answer Asked by Ed on January 30, 2026
Q: What 3 would you add today. Please give rationale..
Read Answer Asked by Stephen on January 30, 2026
Q: Good morning,
Looking for both hedged and unhedged versions for:
A) global healthcare exposure, and
B) global & US consumer discretionary exposure

What would 5i suggest?
Thank you.
Read Answer Asked by Trevor on January 30, 2026
Q: What handful of small to mid cap companies do you see as having home run/Palantir type potential? I don’t care what exchange the companies are listed on. I’m willing to be patient and realize your picks are purely speculation.
Thanks
Read Answer Asked by Curtis on January 30, 2026
Q: Good morning,

So with the new Fed Chair nominee being announced today, I am surprised that gold is moving lower. For him to have been nominated, you know he is going to push for lower rates. But historically he has been known as an inflation hawk, thereby preferring higher rates to ward off inflation. There is the question of what this now means for Fed independence, which in turn could result in further volatility in the rates markets. All of this points to the ongoing theme of USD weakness amid a flight of capital away from the US.

In my small brain this points to higher gold prices, not lower gold prices - lower rates; lower USD; higher volatility; less Fed independence. But gold is moving sharply lower. What am I missing?

Thanks as always.
Read Answer Asked by Trevor on January 30, 2026
Q: My news feed just had an Australian article about gold/silver going down significantly overnight. I was thinking yesterday I might sell some or all of my CGC.VN stock as it hasn't done anything for a bit only to realize it was bought out by MUX yesterday. Please tell me about that (I seem to have made 33% on that deal?) and MUX's prospects so that I can determine whether to go through with selling it all or whether I should keep half. I feel like it's just going to start sinking as soon as the TSX opens this morning. I have AEM & LUN as well--how bad is this correction going to be this morning and will LUN be safer because it has nickel and copper mines as well?
Read Answer Asked by Zara on January 30, 2026