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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 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
Read Answer Asked by James on May 13, 2020
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?
Read Answer Asked by Rick on May 12, 2020
Q: Hi there, I watched a panel yesterday where Eric Sprott mentioned that his top recommended stock was Wallbridge and Ely (which has the royalties to WM). I also believe WM is one of Eric's top holdings which I imagine indicates his bullishness. I held KL previously and did very well. I recently picked up a small position in WM and was thinking to let it play out and see where it goes. What are your thoughts on WM and is it an interesting longterm hold?

Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: If you were going to invest a position in gold what would your top picks be please
Read Answer Asked by Susan and Philip on May 11, 2020
Q: I kind of knew that Fnv was a no risk or low risk way of investing as itsRoyalties . However it was very surprising that it had over 100 % return . more to the point is the CEO of Fnv on BNN was very positive about its future .
I don't recall much about thison 5I what appears to be an attractive low risk with good upside.
Appreciate your advice
Read Answer Asked by thambirajah on May 07, 2020
Q: What equities would you expect to perform well in a currency devaluation environment (large deficits funded by money printing)? Thanks.
Read Answer Asked by Chris on May 07, 2020
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