Investment Q&A

Q: What are your thoughts about the announced sale? And can you comment on why it would trade below the take out price currently?

Q: As a member for many years I asked a couple of questions about MND here and got just a short answer.
Could you please answer all my questions and why did you endorse MND a couple of weeks ago as a tax loss bounce candidate?
MND used to be one of your favorites in the gold sector.

Q: Hello team,
What is the Net Asset Value for Goldcorp and is production growth expected for the new year?Also is it a"tax loss value buy"for this year in your opinion?

Q: Please tell me why you do not recommend Corsa Coal?

Q: What is your thought on MND?
Is it fairly valued or are the punished to harsh with tax loss.
Tell me about their numbers,how do they look?
What do you think the share price should be and are they gonna reopen that one mine again?
Could it be a take over candidate?
Do you talk to management?
Lots of questions but I would like a clear picture from you

Q: Is this company a buy hold or sell

Q: I want to add 5% Gold and Silver to my portfolio - I have a bit of GLD - Should I add to it? or what else would be a good buy and hold ETF/Stock

Q: I've noticed on some charts that zinc "warehouse stock levels" are trending downwards over a 5 year period (perhaps longer). Is this is a bullish indicator for price of zinc and ultimately Trevali Mining?

Q: These are my only two commodity stocks. They have done quite well. Up around 25% on both. Would you be a long time holder of these? is it wise to trim the position after a decent gain?

Q: Good Morning. I am interested in investing in metals, particularly copper, cobalt, etc. that are used in EV. Would you please provide names of companies or etfs (Cad or US $$) that you would recommend for these materials and/or electric vehicle companies? Thank you. Cathy

Q: I would like to make an investment in the lithium space. Are there any particular companies you would recommend? Or would you suggest an ETF? (assuming there is one) Thank you for the great service and happy holidays!

Q: What are your top 5 gold companies? Is it time to buy gold shares ? RAK

Q: I would appreciate your advice on how to manage the more commodity based holdings in my portfolio - in this case, sepcifically Methanex although I hope one day to be faced with the same problem with my oil stocks. I tend to be a buy and hold type and only sell to keep the holding below 7% of the portfolio or if the business rational changes. Is this the best strategy to manage MX? You noted in a question the other day that you were unable to ascertain why it was rising in price. Is it best, therefore, to sell some now (I am up 20% - 30%) and keep it as a smaller holding in the portfolio or with commodities is it best to take a more "go all the way" approach and ride the commodity pricing wave so as not to sell this type of winner too early? Implicit in this strategy is the theory that the company will only do well while methanol prices are high and then the stock will drop significantly at some point. Or is my thinking all wrong and I should treat it as I would any other company?

Appreciate your insight.

Paul F.

Q: I know its out of your scope, but this company was just bought at 12 cents (when trading at 16 a few weeks ago for many months). i have been a shareholder since 2014. I feel like this story was complete ripoff for shareholders. Is there any hope to avoid that horrible deal?

Q: I am thinking of investing more in the precious metals space, Cobalt and Graphite in particular. Of QBOT, ECS or BKR, which do you prefer? I realize they are very speculative but would appreciate your input. I currently hold KAT, NMX and LAC and doing well in the last 8 months.

Q: Which one is the better option in the takeover of trek mining--unfortunately i own them both.
Cheers
Vic

Q: Interested in your thoughts on Trek Mining, given the upcoming amalgamation of Trek, Newcastle Gold and Anfield Gold to become Equinox Gold. Also your thoughts on the proposed company's management team given the past record of the chairman Ross Beaty. Trek is trading at close to its 52 week low. Does that indicate a lack of confidence by investors in the new company.

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?