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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: CITIC metals has agreed to take a 21% interest in IVN making this company the largest stock holder. Robert Friedland holds a similar position. What is the likely outcome of this investment in light of the DRC's contemplated legislation around increase in mining royalties. Will China's increasing influence in Africa have an impact?
Read Answer Asked by Patrick on June 22, 2018
Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.
Read Answer Asked by Joanne on June 21, 2018
Q: Please let me know your opinion about these companies. What would be your first picks if any. I am looking for 5 years down the road, no rush to sell. I don't understand the value of gold, but given Trump's policies, bad things could happen....
Thank you
Read Answer Asked by Calin on June 20, 2018
Q: Do you see the trade spat with China and USA having a large negative effect on copper and zinc prices, or small hiccup?
Would you favor HBM here for exposure to copper and zinc for the next 4-6 quarters, or spread money in a basket approach in the four names I mentioned? I know TK is small right now and TV has lots of shares.
Read Answer Asked by Randy on June 20, 2018
Q: Peter and His Wonder Team
I want to start playing a little defence. I do have a well diversified portfolio which I am pleased with. However I do believe in the Boy Scouts motto of being prepared. Prepared for the unexpected or next recession which many analysts say is 12-18 months down the road. So I am thinking of getting some gold which has been flat for a considerable time which may be a plus when considering timing. So please give me a couple of gold stocks that are currently under valued and one can be a contrarian play as I will add several to my holdings. Also do you think I might be too early and should wait for pull backs? Thanks for your consistent excellence!
Read Answer Asked by Ernest on June 19, 2018
Q: It appears that MUX is turning the corner and production will increase significantly in 2018 and 2019. There is about 50 million shares short . MUX also raised $50 million in a private transaction without having to go the marked to issue more shares.
How will this play out for the shorts?
Thanks,
George
Read Answer Asked by George on June 18, 2018
Q: Hi, I would like to increase my exposure to materials companies as I think they will over perform the market in the next 12 months. Could you please rank the following in each category as to your expectations for capital gains?
1. Silver: FR, USA, SSRM, PAAS, SIL
2. Gold: BTO, KL, GUY, WPM, WDO
3. Others: TV, MX, CMMC, ECS, LGO
Or any others in the small cap category that you'd put ahead?
Read Answer Asked by Kel on June 18, 2018
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