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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: Hello Gentlemen,
Is Puma ever going anywhere with now being in bed with Trevali Mining ? Trevali must have been attracted by something Puma has!
Read Answer Asked by Frank on May 22, 2018
Q: I recently added a few "commodity" stocks and they've recently had very strong runs...Would you be inclined to hold them or take some profits? None of them represent an oversized portion of my portfolio. I'm just thinking after such sizeable gains in a short term...they must be due for a pullback. What macroeconomic indicators would you use to identify a change in outlook?
Read Answer Asked by Jeff on May 14, 2018
Q: Hi, what is your current view on Trevali? Is this a good entry point? It seems so to me based on decent zinc pricing and a forward PE of only around 4(!)? Do you see strength or weakness in Zinc demand in the next year? If the commodity demand is strong, Trevali seems poised to go much higher this year, but no one seems interested right now?
Read Answer Asked by Kel on May 10, 2018
Q: stock price had a nice pop this afternoon after being down earlier in the day...
what are your thoughts on Kinross at this time?
i currently own a few thousand shares at $5.00 and was thinking of adding more considering the volatility in the recent price of gold.
(my total gold holdings at this time are about 3%)
Read Answer Asked by ed on May 09, 2018
Q: I have a question about gold I want some thought on please.

I'm considering taking a position (about 5% of portfolio) in gold for a medium term hold. Given the potential volatility of individual gold stocks I am thinking of an ETF, likely XGD. Two questions, do you recommend entering at this point and if so...... should I consider an ETF of mostly large caps such as XGD, or would you recommend balancing the position with an ETF with more of a junior focus. Would a position in a streaming company such as Franco Nevada accomplish the same thing?
Read Answer Asked by jeff on May 04, 2018