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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: I've read your comments on Russel Metals. You seemed to be positive regarding the company. Considering the move the stock has already made, are you still positive regarding the prospects for the company going forward? Have there been any recent developments? (positive or negative). Thanks for your valued opinion.
Read Answer Asked by Les on March 27, 2017
Q: Can I please get your take on DNG? I have been looking for a small cap gold stock that has actually performed well over the past 10 years and it appears DNG has done just that despite being a little volatile. Being a processor instead of a mine operator it gives the impression of being more of a toll both. How is the valuation and insider ownership? Thanks
Read Answer Asked by Scott on March 24, 2017
Q: MND continues to spiral. I reviewed all of your responses over the past 3 months of inquiries about MND (including my own) and the general thrust is that patience is required and MND's performance needs to improve in this Q. I received the same advice for AVO and CXR and got crushed. I sometimes wonder about the fact that your firm does not actually hold these securities which supposedly gives you an unbiased position. Perhaps if you did hold the security in question, your "patience" would be tested with intensified pressure. At any rate, is MND still a keeper?

Carl
Read Answer Asked by Carl on March 24, 2017
Q: Is the takeover of CEF.A sure to happen?

If so what is the last date to sell CEF.A?

Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?
Read Answer Asked by jane on March 22, 2017
Q: Tahoe resources released 2016 results and issued guidance to 2019 on 9 March. The results didn't seem to warrant the sell off and the guidance also seemed OK. I noticed AISC will go up next year because of increased gold production but again it didn't seem all that bad. Do you know if the market expected better results or was the guidance out of line with consensus? I would like to increase my precious metals exposure in this company and am trying to suss out the reason for the sell off? Do you have any opinion on management? Thanks

Kenn
Read Answer Asked by Kenneth on March 21, 2017
Q: Could you please comment on the recent deal between Glencore and Trevali that sees Glencore selling the majority of its stake in 2 of its zinc mines to TV and in exchange receiving exclusive rights to sell all of TV's zinc and increasing its stake in TV from 4% to 25%.
-Do you view this as a positive for TV shareholders?
-If so, why did TV shares drop on the news?
-Would you still consider TV a compelling commodity play?
-Why would Glencore sell 2 of its own zinc mines if it had a strong conviction to the potential of zinc?

I have learned a great deal from you in the 3 months I have been a member - THANK YOU!

Scott
Read Answer Asked by Scott on March 15, 2017
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