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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 team,
I am aware that you are positive about this company,s outlook and management ability ,but over the last two weeks,even as the price of gold has gone up 50$ BTO,s stock price has been week.WIth it,s Fekola mine in Mali to start producing on Oct.1 and the overall gold production doubling to 950,000 ounces in fiscal 2018,would now be an opportunity to accumulate shares or is the jump in production already factored in the share price?
Many thanks,
Jean
Read Answer Asked by Jean on July 24, 2017
Q: Without regard for sector diversification and/or weight - If I needed to raise some cash in my portfolio, and wanted to sell some of my losers...which of these names would you sell in order of priority. Could you kindly provide rationale for why you might sell vs. hold. Thanks
Read Answer Asked by Jeff on July 21, 2017
Q: I would like an update on LGO, also your opinion on the developments with Vanadium use in batteries (VRB's, VFB's, VRFB's, Redox) it appears to be much better than lithium batteries. Also it's use as a film for reflecting heat from windows, appears to have many potential uses.
Could you also explain the July 12 press release, doesn't make sense to me.
Read Answer Asked by Doug on July 17, 2017
Q: I currently have about 5%- 7% of my portfolio in materials - SJ and MX specifically. If you accept the thesis that worldwide economic growth is improving would it be wise to also have some metals representation in my holdings or would you expect all materials to grow at the same time - i.e. a rising tide lifts all ships. I was thinking of Teck.B for this purpose if you think it is warranted. I do realize that 3 stocks are usually better than two for diversification but I only want to add (or switch) if you think I would be missing out on an important sector.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 13, 2017
Q: Please suggest some names in the industrial metal space (copper, aluminum and zinc) given that we are seeing a pull back in the $US and bottoming of the Bloomberg Commodity Index - Thank you.
Read Answer Asked by Aubrey on July 13, 2017