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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: Hi guys,
Thanks for your service and excellent efforts therein.
What top 3-6 gold producing miners do you consider strongest in term of balance sheet - ie) nil to very low debt loads?
Read Answer Asked by Robert on August 20, 2018
Q: Russia has sold most of its US Treasuries and is buying gold hand over fist. Putin is not a nice guy, not stupid either.
Trump is making everything more expensive for people in America with his trade war, and other countries are retaliating, could this is help drive inflation?
The stagflation every one was on about did not materialize because our consumer oriented economies responded to the central banks band aid.
Inflation did not happen as it "should" have after the 2008 crash because interest rates are artificially held down and "money" was printed like it was going out of style.
I feel like the past ten years of bull market maybe be the mother of all "dead cat bounces" and the piper is yet to be paid.
I also wonder if the inflation numbers are artificially low/lagging?
Makes me think I should sell the investment properties and buy more gold or gold mining stocks that would normally be acceptable.
Opinion?
Please take as many questions as you see fit.

Read Answer Asked by Lorne on August 20, 2018
Q: Nice folks I hold 5% gold exposure split between GLD and FNV. Do you have an opinion on gold for the next quarter and/or year. There is some rumour that some central banks may be selling gold aggressively and some opinion that gold could be heading downward. Your thoughts on that as well would be great to read. Lastly would you suggest simply sitting tight with the current weighting and holdings I have as an appropriate "forever" holding. Thanks so much.
Read Answer Asked by Ken on August 17, 2018
Q: I have zero allocation to minerals, mining and material stocks in my portfolio. Do you feel that some exposure is warranted for diversification purposes?

If so, what one or two companies would you suggest to achieve broad exposure while minimizing downside risk. I prefer larger companies that pay a dividend.
Read Answer Asked by Chris on August 17, 2018
Q: Hi FR is down 10% after earnings. They did reduce their forward forecast. Do you see the price action after Q report justified and does it change your opinion going forward on the stock. I'd like to maintain a holding in a silver producer going into the fall as I think they will be strong but wondering if I should switch out of FR. (I also hold SSRM already). Thanks!
Read Answer Asked by Kel on August 15, 2018
Q: Hi,
I had some Equinox gold shares and they spun out the copper assets. I have a new listing in my portfolio for Solaris copper (S078279) but their is no value amount. The literature I read says they aren't listed yet because there in no value. Can you explain? This has been a bad investment so far.
Thanks,
Charlie
Read Answer Asked by Charlie on August 13, 2018