Investment Q&A

Q: There's a lot of talk about the commodity boom lately. What is the best way of playing it?

Q: Can you comment on LI is taking over PLU. Seems like there is a big discount to PLU compared to the price of LI. What should the price of PLU be based on current price of LI. Thanks

Q: Hello,
Your Feb. 9 blog about finding quality stocks had a lot of Gold companies on the list with low P/E's, low debt, and 3 yrs of positive growth in earnings.
For a TFSA that has no Gold exposure currently, which of these small-cap & mid-caps has really good momentum now and is well positioned for more growth in the coming 2-3 years? And which has a solid portfolio of mines in production now?
Thanks for your guidance.

Q: Seeking Alpha recently wrote that they feel the current share price is fully valued with little upside remaining over the life of the mine. I'm at about par on a quarter position. Would you agree with their thesis? Buy, hold, or sell?

Q: I want to buy a gold stock or etf in USDollars, ie traded in the states, what would you recommend?
Thanks Bob

Q: Good morning,
Thanks for your great service.
Today my question revolves around AU (gold) royalties and return of inflation - once the economy opens up & we start spending «en masse» our accumulated savings -.
I have read that royalties might be better than AU companies as they do not have the same cap ex as AU companies and they employ less human resources. I am assuming that they also have less debt on the balance sheet .
Questions:
Whether you prefer AU royalties vs AU etf or specific AU companies o even PHYS ?
Which royalty would you prefer ?
Would a precious metal royalty be a judicious addition to a portfolio ? Such as MMX, ALS, LIF ?
I am well diversified and have a substantial portfolio.
Deduct as many points as you see fit.
Best Regards,
Elaine

Q: What is your opinion on AEM’s earn8 gs.
Would the 6% decline today make it a good entry point or would you wait?

Q: How were they're results? Guessing not so good basd on market reaction?

Q: With gold and silver doing very well, why is Franco so far off its highs? Is there something else going on at FNV? Thanks.

Q: What gold stock or etf would you buy as an inflation hedge
Thanks Bob

Q: Can you please give your thesis on MMX? My understanding is that it is a royalty company that will do well if prices of silver / gold go up because they will get more royalties - how does that work? Do they give money to exploration companies in exchange for royalties, and we are counting on mgmt to pick good projects given their expertise? How many properties are cash producing vs speculative?

Also, the PE ratio at ~100 seems really high, but is that the best way to be looking at it?

I'm happy with high growth, but what happens if silver/gold prices stay low for another year or two, are they in trouble?

Thank you!

Q: What do you think about platinum? It seems more tied to the economy than something like gold which is more inflation hedging... what is the "case" for platinum and do you see it worth owning?

Also, what would be your favourite 2 names to get exposure/why?

Q: Do you have any suggestions for a few small cap silver miners worthy of scrutiny?Thanks.

Q: Hello Team,What is your opinion on the Q3 Financials of XAU and how do you rate the vision and execution of their business model? Thanks Andrew

Q: I had no inflation protection in my portfolio so I bought KL. Analyzing the stock my eyes saw $$. Is it just me or is there a serious price mismatch in the market with this company? I know you side with AEM but its a lot more expensive. Can you talk me out of buying more if the price keeps going down?

Q: Hello,

My question is not really about PSLV, but a gold equivalent for PSLV i.e. a physical delivery gold trust/ETF.
Are there any in Canada and US which you could recommend?

Thank you

Q: Any news on TLO? 7 mil plus shares trading today. Up 40% at one point.

TKS
M

Q: USA is currently in talks with nickel mining companies in Canada, trying to alter it's dependence on Chinese companies supplying periodic table elements to them. Do you see a Canadian company/ companies benefiting from nickel supply to the EV market that are current producers, or in early development of mining that can fill this need that are undervalued. Alternately is there a royalty company supplying nickel. Which company would you pick.

Q: Can I please have your view on FAT. Is Lithium starting to get hot again? What are other players in this field? Thank you in advance..

Q: Could you please comment on this company. Will its listing on the OTCQB Venture Market give it more exposure?