Q: Do you expect the jewelry business to decline in 2020 ? Mene being an online business might see more traffic, do you agree ? They will report their Q4 and end of year around May 31st. I have no doubt this will be their best quarter yet. But I am questioning how their business will fair for 2020 and beyond. Can you comment on management and business model ?
Thanks
Q: I have CGL.C in my non rrsp account and do have a capital gain so I am thinking of selling this as I do have some capital loss that I can use it to offset the gain. I know you also mentioned that PHYS also has lower fees than CGL.C so would this be a good switch?
Thanks
Q: I notice in your replies to questions about gold companies you rarely include Wesdome, although you have spoken positively about it in the past. Does this have to do with its size, valuation or are there other concerns at play?
Q: I have small positions in FNV and AEM. I am looking to add another gold company. Would you prefer ABX or NEM and why? Or would you prefer KL over those two and why?
Thanks, Tim.
Q: With the huge amounts of dollars being infused into the economic system by governments around the world are we going to be seeing the reduction of the value of currencies around the globe? Does it make sense at this time to invest in other asset classes such as gold, silver or anything else you can suggest.
And if diversifying into another asset class makes sense, how would one go about buying gold or silver or any other asset class you can suggest.
thanks, Jean
Q: What do you make of the Leagold merger?
Do they have enough money to significantly further their two development projects and two expansion projects.
I hear that Mexico and Brazil have obtained "swap status", whereby Investment in Brazil and Mexico are now, like Canada, considered to be in safe jurisdictions.
If this is accurate, will the "risky-jurisdiction" discount be eliminated and replaced with a safe jurisdiction premium.
Finally, does Frank Giustra hold an interest in the new company.
Thank you
Q: You often recommend FNV as a favorite gold streamer, but MMX is in your Growth Portfolio. Can you please give a brief overview of the relative merits of the two companies? What is the investment thesis behind including MMX in the Growth Portfolio?
Q: I managed to miss the recent recovery as I was expecting the market to go lower. I'm now considering gold given the high amounts of government spending and possible inflationary pressures. May I have your thoughts on gold as an investment right now? In particular, the GLD etf? Thanks,
Q: People are becoming more aware of copper/brass as the material that destroys bacteria and viruses.
Early research on workers with copper/brass have shown that they have much lesser chances of becoming ill.
What would be a good play on this?
Preferably with a dividend
Q: recently both copper and natural gas have broken out how would you play these sectors or would you advise to stay away ithese two compamies are picking up momentumm whats your opinion
Q: With many mines and exploration companies shutting down or partially shutting down do you see a shortage of the supply of precious metals, assuming this is on a global scale. Same question for base metals. Just an opinion is fine since nobody can predict economic and market developments with any degree of certainty, a fact that you recognize and that has been very helpful to me in my investment strategies. And very much appreciated!