Investment Q&A

Q: Glencore announced it will bring back zinc production again (as much as about 500mil tons). Can I get your comments on how this might affect zinc prices and TV in the next few quarters? i.e. How fast could Glencore ramp up its production causing a meaningful hit to the stock price of TV? Maybe this news was anticipated already by the market since we have had a pullback in TV from the 1.60 level.

Q: Wich one will you pick between LUN & GLNC, given Tesla's Cobalt requirements and the ensuing tome frame for the demand of Cobalt.

Q: Is AEM still a hold or is it time to let it go?

Q: Hi, I am looking to sell my SVM shares to take a tax loss. However, with the price of silver down and a potential bounce that may occur soon, could you recommend a couple alternatives I could buy now to take advantage of any bounce that occurs in the precious metals? I already own AEM and Goldcorp on the gold side. How does First Majestic compare with SVM, besides it being triple the market cap, would it be a suitable replacement? Any better options that may offer more torque in a bounce? Thanks.

Q: What's going to happen with this class action against LUN & the effect on the stock price?

Q: I am underweight in the gold sector. What is your opinion of FNV? I like covered calls. Is this a decent candidate? Thanks

Q: Hello. On Nov. 24, your answer to Steven regarding PHYS and GLD was “but if you want truly physical bullion representation, for crisis insurance purposes, there are better options.”

Would you please elaborate regarding what “better options” an individual investor should consider.

Thanks.

Q: Hi,

I'm looking to gamble a small amount of money (just for fun), would GGI be a good candidate? Could you possibly suggest a few more with large growth potential? I'm ok with 100% loss.

Thanks! Happy holidays!

Q: Hi 5i. Just a comment, further to your December 8th answer to Paul’s question on opposite direction same-day moves exhibited by WPM and precious metals prices. In addition to the points you made, it is probably worth considering that the value in the market of either a royalty streaming company or a metals producer is more tied to available futures contracts than to the present day's spot price for the metal. It makes sense to value a producer by the expectations for the entire period of time it will be producing. Generally what people see quoted is either spot or a futures price for a single delivery date, rather than something that extends out over the range of the futures contracts for the next several years. As futures pricing can shift relative to spot, and different futures dates’ pricing can shift relative to each other, it is not only possible that individual companies will move opposite to a commodity quote on a given day, it is almost certain to occur fairly frequently.

Q: I would like your opinion on this stock
wilf

Q: Do you have any insights as to what may be going on at Azincourt Energy Corp and who is doing the trading? The news releases since May seem like they are planning something bigger and the rise on volume today seems very unusual.

Thanks,

Joe

Q: Peter, why does WPM go up on some days that Gold and Silver are down ? P

Q: I own ALO, MUX,AGI,FNV,KL,
I want to sell two or three of what you may consider to be the least likely to perform well in the short term (1 year).
As always thank you. Wishing you all a peaceful Christmas & Holiday Season.

Q: Hi 5i.
I would like to know what your picks would be for North American Cobalt producers. One or two names would be great (US or Canadian listing).
Thank you.

Q: Hi there

Is this a good entry point for TV? I am assuming given it is a resource stock it is not a buy and forget stock. With that in mind how long would you see a holding period, and given appreciation what would trigger or indicate an eventual sell decision.

Thanks

Q: what is your short and long outlook for gold and the canadian dollar?
i presently have some u.s. cash and was considering an investment in gold (specifically in Kinross U.S.) both for a positive return and portfolio insurance.
I believe that when gold goes up the u.s. dollar usually goes down...
am i correct in that assumption?
appreciate your comments on the above strategy...
ed in montreal
p.s. - if you have an alternative strategy it would be appreciated!

Q: Hi Peter,

I've been watching this closely since it was first recommended. It's now back to the low $4's and is looking quite attractive.

Before I pull the trigger and jump in, can you remind me of the positive attributes and potential long term earnings potential? If you were to give me a best 3-5 year price target 'guesstimate' assuming things work out with the company, what might that look like?

Q: Good Afternoon,
Could I please get your opinion on these two silver stocks?

Thanks,
Rick

Q: Could you give me information and your opinion on American Manganese? Is it a buy or a watch?
TSXV:AMY
Thanks, cathy

Q: Goviex,
Good Assets, permitting complete and ready to go with a lift in Uranium prices. What is your opinion within its peer group..?
Thx