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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: Hello. I understand this company owns a 1% NSR on Anglogold’s Expanded Silicon project. What can you tell me about this project/development and does it look promising? What could this NSR be worth?

What do you know about OGN’s other asset, Ermitano?

What is a net smelter royalty?

What’s your overall assessment of OGN?

Thanks!


Did you know expanded Silicon/Merlin owned by Angologold is expected to produce 1.8 mil gold oz in year 4. This would make it the largest gold mine in the world. @OrogenRoyalties owns 1% NSR worth $45 mil FCF in year 4.
Read Answer Asked by Robert on May 22, 2024
Q: Good morning Peter,

By now you would have read the Company’s pre earnings release after market close yesterday. Based on guidance, would it be correct to say that this stock will likely get punished today and will be some time before it shakes off the defense issues to the tune of 1 year in the penalty box. Is this a case of the company not realizing what it was getting into when it bought L3H? And is it dead money for the next year or so?

Thx, K
Read Answer Asked by Kelly on May 22, 2024
Q: Currency Exchange. The currency exchange company we use is open 24/7 and charges more for exchanges made on weekends and holidays. Do you know if there are times of the day that may be more volatile and that should be avoided?
Thank you
Read Answer Asked by J on May 22, 2024
Q: Wondering if you have heard of Jane App which appears to be growing rapidly. Is this company public and if so how do I invest in it?
Read Answer Asked by Donna on May 22, 2024
Q: In an earlier question you mentioned that although you disliked giving targets for entry points, you suggested $37 for BEP. That's $10. below its current price: does this mean that you expect further drops? My concern is only that, because of my age, time in the market is limited, so waiting for recovery is less feasible than it was when I was younger.
Read Answer Asked by M.S. on May 22, 2024
Q: Good morning team,
I am a shareholder of Argonaut and most likely vote in favour of Alamos gold offer ,looking at the long term benefits with this acquisition.However I am perplexed by the price movement of AR ,which is over the offer price of .40 by Alamos.Would you kindly shed some light on this situation as a possible technical trade!
Many thanks,
Jean
Read Answer Asked by Jean on May 22, 2024
Q: Hello 5i,

When I look at a chart of WELL, I see that its momentum is not horrible but not good either. When I read 5i's responses to members, I see that his opinion is rather favorable about this company. My question is: If 5i had never had a position in WELL, would he consider initiating one now or would he wait until the momentum has improved?

Thank you
Read Answer Asked by Charles on May 22, 2024
Q: For a RRIF looking forward assuming a slow decline in interest rates, which of these two (HMAX, HDIV) would you select and why please? Do you have any issues with either or both these? Thanks again. Dan
Read Answer Asked by Danny-boy on May 22, 2024
Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn
Read Answer Asked by Dawn on May 22, 2024
Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,

Jason
Read Answer Asked by Jason on May 22, 2024
Q: Hello 5i,
I recently came across CCA in one of your latest screenings. I need to add about 1% to the Communications sector and already hold BCE (RRSP) and T (TFSA) as pretty much full positions - at least if they stop being 25 - 30% under water!!
With the 6% yield on CCA (and the last question asked in January), I was wondering if you had any updated thoughts on adding this one to an RRSP, soon to be RRIF, for retired, conservative, income-oriented investors OR would you just add to either BCE and/or T, or go with a new position in Rogers or perhaps VZ:US?
Thanks,
Cheers,
Mike
Read Answer Asked by Mike on May 22, 2024
Q: Hi Peter, Ryan, and Team,

In the Real Estate sector, and across all our accounts, we own DIR.UN, FSV, and IIP.UN. FSV has been a stellar performer, and without 5i’s initial recommendation, it wouldn’t have been considered, and is certainly one we want to keep.

However, when I look at the charts for DIR.UN and IIP.UN, I see that Dream Industrial has a much better long-term record. Does a residential real estate stock need to be owned in one’s portfolio? If IIP.UN isn’t really necessary, I’m considering selling it and putting the proceeds into DIR.UN. Both IIP.UN and DIR.UN have made money, but of course, Dream has made a lot more.

Your comments, as always, are greatly appreciated.
Read Answer Asked by Jerry on May 22, 2024
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