Q: Hello again your thoughts on Vale S.A.
Thanks
Thanks
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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: Sandstorm Gold Royalty.
What is the NAV ratio and how does this compare to equivalent competitors.
What is the NAV ratio and how does this compare to equivalent competitors.
Q: Hi Guys,
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom
I bought COPX as a way to invest indirectly in the change over to EV's given that an EV uses double the amount of copper in each vehicle and would hold for a number of years. I still think its a good choice, however I'm now thinking perhaps I should have spread the risk with a broader based commodity ETF, can you suggest a broader based commodity ETF in Canada & the USA that you would consider building a position in over time.
Best regards,
Tom
Q: What is your out look on SKE. ever becoming a productive mine.
Jim.
Jim.
Q: My advisor is suggesting I buy a position in WPM - would you have an opinion if WPM is a better choice than FNV? He did not mention FNV as an option - just knowing they are both streaming companies which would you pick?
Thank
Thank
Q: I have read your recent positive comments on LIF and am inclined to buy. However, how would you compare it to CIA (fundamentals, outlook ...)?
My thanks.
My thanks.
Q: Hi Guys
I see Fortuna just released earnings and wondered what you thought of them, what you think of the company and the management team, and how this bodes for the next few years out.
Much thanks
Stuart
I see Fortuna just released earnings and wondered what you thought of them, what you think of the company and the management team, and how this bodes for the next few years out.
Much thanks
Stuart
Q: Our portfolio is (currently) considerably light in Materials. Considering the current economic cycle, how comfortable are you with putting more into this segment now, and to what percent of an otherwise balanced portfolio? Which companies would you consider must-haves in this segment?
Q: Do you have a positive outlook on Major Drilling ?
With an increasingly positive spin on commodities
specifically metals for this reference, seems to me to be entering a secular bull as society tries to accomplish a greener world , that will require a lot of metals.
Cal
With an increasingly positive spin on commodities
specifically metals for this reference, seems to me to be entering a secular bull as society tries to accomplish a greener world , that will require a lot of metals.
Cal
Q: How do you feel about gold going forward? Any recommendation for an etf or specific company?
Q: With the price of gold bullion falling the dividend yields for several gold miners is looking attractive. At a selling price of $1,700 and a production cost of ~$900 it would seem that dividends are not at risk. Would you agree that this is an opportune time to purchase some the miners who have attractive dividend yields? I have listed three which are on my watch list. Are there others you consider worthy of further investigation?
Thank you
Thank you
Q: Your opinion on Teck today and would you buy it and why?
Thank you.
Thank you.
Q: I am trying to decide between re-visiting my happily profitable experience with Mkango vs investing in Robex. Different mineral exposures, of course, but both in Africa. Which would be your pick for the speculative portion of a portfolio?
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iShares Silver Trust (SLV)
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Royal Canadian Mint - Canadian Silver Reserves Exchange-Traded Receipts (MNS)
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Sprott Physical Silver Trust (PSLV)
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Purpose Silver Bullion Fund (SBT)
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Global X Silver Miners ETF (SIL)
Q: I heard that silver may continue its resurgence in 2021.
What would be your best bet in this space? Stock or ETF.
Could you list two of each?
Thanks
Jeff
What would be your best bet in this space? Stock or ETF.
Could you list two of each?
Thanks
Jeff
Q: Do you have any opinion on this Corp.?
Thanks
Thanks
Q: I have these 3 gold stocks. Approximately equal weighting. I am currently over weight in gold. What would be your order of selling? Thanks.
Nick
Nick
Q: Hi Guys
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord
What's your opinion on Ivanhoes Private Placement. Robert Friedland has a decent track record for making money for shareholders , or has all the easy money been made, unfortunately I was shook out last April
Thanks Gord
Q: Can you please explain why the issuance of convertible senior notes has resulted in such a large drop in share price. Thanks
Q: Hi 5i,
WDO reported earning today. In your opinion how did they do this time, considering they missed last 7 out of 8 quarters. Have future prospects improved?
Currently down 40% on this one, so based on earnings/forecasts would you continue to hold or move on?
I do have 2- 3 year time frame but have started to lose confidence in this company.
Could you suggest a potential replacement with better prospects in the space?
Thx
Jim
WDO reported earning today. In your opinion how did they do this time, considering they missed last 7 out of 8 quarters. Have future prospects improved?
Currently down 40% on this one, so based on earnings/forecasts would you continue to hold or move on?
I do have 2- 3 year time frame but have started to lose confidence in this company.
Could you suggest a potential replacement with better prospects in the space?
Thx
Jim
Q: I've been a holder of AR since August of last year and am aware that timing is both difficult and frustrating but with the price of gold falling week after week and Ar becoming perhaps way oversold ,I am now looking at adding to my position for the long term.Can you also comment on seasonality, wether it is reliable and will inflation pick up in the second half of 2021 as there seems to be quite the debate about the latest !
Many thanks,
Jean
Many thanks,
Jean