Investment Q&A

Q: As I understand Golden Valley (gzz.v) owns 45%, or 5.6 million shares, of Abitibi Royalties (rzz.v). Abitibi has a market cap of c$275 million. That puts Golden Valley's share of Abitibi alone at c$123 million market value. But Golden Valley's market cap is only c$72 million. CEO of Golden Valley is chairman of both boards. Same CFOs. Abitibi is buying back/reducing share count aggressively. What am I missing in these valuations?

Q: Could you please give me your current thoughts on Northern Dynasty Minerals. In August you mentioned that their Pebble project once again has a way forward. They continue to move slowly forward on getting the project permitted. With Alaskas current heavy dependency on oil jobs and revenue in serious decline, mineral projects will become ever more important source of revenue for them.
As always thanks for the great insights and advice.
John

Q: I'm looking at buying gold bullion etf and try to decide between CGL.C and PHYS which has a slightly lower expense ratio. What's the plus and minus for each of these ETFs and what will be your preference and why? Thanks for sharing your insight.

Q: Any thoughts on why FVI is on such a run today?

Q: Hello

Looking 5 years out, which non-gold focused mining companies would you favour given the current stock prices. Thanks

Q: TMR is trading at $1.65 as I write. The takeover offer is $1.75. Is the discount entirely due to concerns the powers that be will nix the deal? Or are there other factors? Finally, do you consider TMR to be a buy or hold right now?
Thank You.

Q: Your thoughts on this one please? Was recommended last week on Money Talks.

Thanks

Q: For Canadians to hold a physical gold or silver ETF rather than a product that uses derivatives type ETF that has more risk, would you recommend PSLV, CEF or PHYS. Do you feel these track the spot prices well. I am looking right now and today silver spot on bloomberg is up 1.60% but PSLV on Toronto is up only 0.60% and the currency difference does not explain the difference as PSLV in US$ is up only 0.60% as well. That seems alot that is pushing over to a NAV premium discount.

Q: I have some u.s. funds to invest in gold...
would you prefer Wesdome or Agnico or just some of both?
ed in Montreal

Q: Hello Peter,
While the god producers are leveraged to price of gold, it is also true that the market is forward looking and has driven the price up for the miners. So, is it gold miners or physical gold for now. Also, at this time which of MMX, KL, FNV, AEM provide the best bang for the buck. It would be great if you could rank them best first and perhaps I can take smaller positions in two; if the miners are still the way to go.
Thank you in advance for your suggestion.
Regards

Q: Is there a silver etf or other investment type that you might recommend ?
Thanks,
Phil

Q: Looking for best 5 year appreciation. Please list favorite of this list or your favorite if missing from this list.

Thanks

Rob

Q: Your assessment of CGXF for a gold play, and gold investment in general.
thanks

Q: Hi,

What are your thoughts on Argonaut Gold at these price levels?

Thanks

Q: Although resources are out of favour is the current noise about this company, one of our last big miners, at an opportune entry point?

Q: PGM is hitting new highs. May we have your thoughts on its prospects and would you buy at the 90 cent level?

Q: Hi Peter...I am trying to make a case to myself for buying either KL or AEM. I have no "Material" stocks. I have been reading the questions and responses on AEM and KL. If I understand you correctly you like both companies almost equally. Both have solid financials and excellent management. Both operate mines in what are considered safe jurisdictions. KL I think operates a mine in Argentina so there is a slight risk increase due to that mine's location. KL has another risk due to the acquisition of Detour, a low grade, high volume open pit mine. KL will somehow need to make Detour more profitable and there are doubts KL will have success.
AEM is charting better than KL currently. Morningstar shows KL as being slightly undervalued. If Detour can be made more profitable then KL's stock should be able to better match AEM's performance.
If you can be said to favour one company over another I think you would side with KL because of its potential to make Detour more profitable.
On a macro level with low inflation we will have low interest rates and an increase in the money supply which should be good for gold as a commodity. Our Covid-19 fears I think play well into the emotional need to own gold.
Please correct me if I have misunderstood you.
Thank you,
Jim

Q: Can you tell me anything about American Creek Resources?

Q: My question do you have any thoughts on this company and the Uranium market going forward? and if you are favouring the Uranium market going forward are their any companies that interest you?

Q: I want to add an aggressive position looking for best growth opportunity over the next 2 years. Which of RNX and NVO would you choose? And between those and PSI, which do you think looks best for that 1-2 yr growth?