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: Hello friends,
I wonder if there is a logical explanation that today (Aug 6) when the gold price is up ~1%, almost all gold miners are down. It might be just a one-day fluke, but I've noticed this several times in the past and was at a loss to come up with a reason why.
Thanks,
Iulian
Read Answer Asked by Iulian on August 07, 2020
Q: Given the large cash influx at a time when metals and mining stocks including juniors seem to be gaining traction, would you be an investor today? I am not sure that I agree with the buyback of preferred shares as the best use of capital and would like to hear your thoughts on this move as well. Can you also confirm my belief that the group of people who run the company are well versed in junior mining investing?
Thanks
Read Answer Asked by Robert on August 06, 2020
Q: I have held this stock for several years now as a small speculative component of my portfolio. Since its recent announcement of a private placement to Eric Sprott and the Sun Valley Gold Master Fund it has gained almost 30%. What are your view on this stock in particular and gold in general with the current economic outlook and low interest scenario?
Geoff
Read Answer Asked by Geoffrey on August 06, 2020
Q: Hi,

This question is more about the sector than individual companies. I inserted GLD/XGD/JGD in the stem b/c if I put GOLD, it takes me to a small cap gold co!

An answer by a well respected senior guest on BNN made me look up the prices of Gold companies in 2011 when spot gold hit 1900+ in 2011, Alamos was 20+, ELD 100+ (really?) CG 23+, and so on and so forth.
If anything, with low interest rates and USD in shakier position compared to 2011, these companies ought to be doing much better. Yet they are still a lot lower than their 2011 prices.

Any reason why?
Will they reach their 2011 highs again? If you think they will reach their 2011 prices, what would be your picks in that scenario?

Read Answer Asked by Savalai on August 05, 2020
Q: May I have your assessment of the following 3 South African gold companies: DRD, GFI and AU. Thank you.
Read Answer Asked by John on August 05, 2020
Q: Thank you for the quick response to my ER/AUG. After reading your response, I realized that with ER currently trading at .26, its way below the implied deal price of .42 and I would potentially be leaving a lot of money on the table if I was to sell now and buy AUG. Hence I am best to wait selling my ER to see where all this settles as you suggest. Having said that, my reason to sell was to capture a large loss on ER shares while keeping my AUG exposure - however, if the deal goes through, would the conversion to .117 shares of the new company FURY be considered a deemed disposition of ER??? In that case if I do nothing I would be able to claim the capital loss of ER and still get the new Fury shares if/when the deal goes through? Correct?
Read Answer Asked by Scott on August 05, 2020
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!