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: Gold has had a good run up the last three months. Would you still advise buying it at this point in time ? If so, what form would you prefer (bullion or bullion surrogate, royalty receiver, equities (large or small) or an ETF ? Do you have a particular company you would prefer ?
Read Answer Asked by Jim on August 12, 2019
Q: I am thinking of putting some money in gold and would like to get your thoughts on if I should put the money in gold etfs or stocks in gold producers. Your thoughts on this would be appreciated. Also would you please recommend some names in both gold etfs and gold producers.
Cheers,
Read Answer Asked by Harry on August 12, 2019
Q: Since May there has been frequent news regarding China - US rare earth disruptions. Has the price of rare earths increased since May? Has Oaktree's position in NEO changed since your last update about a month ago?

I understand NEO manufactures a broad range of light and heavy rare earth engineered products. Another segment of the company distributes a broad range of light and heavy rare earth functional materials. Is disruptive trade news and potential/real price adjustments positive or negative for NEO?

Another segment of NEO is the production of magnetic powders used in bonded and hot deformed fully dense magnets. What do you think of the recent deal (i.e. NEO's agreement to purchase of Asia Magnets (SAMAG), a privately owned manufacturer in Chuzhou, China, of compression molded NdFeB bonded magnets)?

Following this through, what would you anticipate the Q2 earnings on Aug 12, I believe, to look like?

Thank you
Read Answer Asked by LARRY on August 09, 2019