Q: An interesting Globe article on Sunday entitled “This investor purchases ‘small, obscure, ugly and scary’ stocks” lead me to David Desjardins personal site where he talks about his “Net cash value” investing approach and more specifically his recent research report on Western Resources or WRX which he deems to be trading below it’s NCAV.
What are 5i’s thoughts on Western Resources? Anything you have on the company would be appreciated, thanks!
Q: This has been quite weak lately, is there any reason in particular or is it cyclical? Is there another company that might be a good alternative?
Thank you
Q: Please update on WG Welgreen, I've liked it for years and with new management am considering a purchase (I did very well with Romarco, where new boss came from).
Q: What information can you provide on crystal fuel (oro blanco)found in the Andes and Death Valley, and the name of companies that may be involved in the development of such. Thank you. Gaston
If I was to take a position in gold, just wondering whether it would be better to invest in a gold etf such as GLD or in gold mining companies. Also would you please recommend some gold mining stocks.
Q: This Company continues to report excellent drill results. Deep drilling results seem to be exceeding expectations. Would appreciate your analysis! Thanks. Stan.
Q: I am not a big fan of gold as a place to be in the event of a disaster (rather be in the banks), and how much of a weighting of 5% would help your portfolio anyways.
Having said that, what is your opinion of OR if one decided to be in gold? Is it suitable as a long-term hold? Thanks
DEREK
What is your opinion on Anfield Gold as a higher risk stock? It was once a $5 dollar stock that seems to be just basing at about a $1 for the last 3 years?
Q: Hi there,
Where could I find out what percentage of royalty income in SLW comes from what commodities (or maybe you know). i.e. what percent from silver, gold etc. I have emailed SLW but they don't respond. Thanks.
Q: I am curious as to your current thoughts on Red Eagle? Now that they have reached commercial production, their current presentation states that they are trading at 3.1x 2017 Cash Flow, compared to a peer average of 11.6x implying a 73% discount.
Aside from this, they have lots of expansion potential at their current mine, and have three other prospects in the wings with lots of cash. What am I missing?