Investment Q&A

Q: Given the recent event at Teck (Jan 19th) with the possible effect of slowing production, would you suggest holding or selling a portion of the stock. I’m up about 30% at this point. It is a small portion of my portfolio.

Q: I own AEM and would like to add a dividend paying gold stock. What is your opinion of Cal.to which pays 3.7% with a P/E of 8.5.
Thanks for your time
Bill

Q: If gold breaks out, can you suggest undervalued stocks with a good growth potential. Thanks as always.

Q: Can I have your opinion on Pretium after the news yesterday.
The stock is taking a big hit.
Thank You

Q: I have been watch Conifex for some time and it has been performing quite well. Its PE is under 10, its moving average continues to climb and the stock has almost doubled since July 2017. Conifex's sells to the USA, China, and Japan. It now has operations in bioenergy and started operations of its power generation facility in BC. Price / Book is .8 and they report next month.

How would you rate CFF in light of NAFTA and is this a buy? Can you suggest any other buys in this sector or shall I hold on until NAFTA is resolved one way or another?

Thank you

Q: Hi,

Franco-Nevada is down more than 3% this morning after an announcement of a new gold stream acquisition. What do you think of it and why the market does not seems to like it.

Thanks

Q: HI....what is your opinion of this company thanks.

Q: I have noticed a trend to gold companies being proposed as a sector to be considered ready for a buy. please advise your suggestions in this space.
Doug

Q: I didn't sell my CEF.A on the takeover. I understood there was simply a 1:1 'swap'. While TDW hasn't yet made the switch, it seems that while CEF.A was trading at close to $17, the new CEF.U is trading just above $13. I'm a little confused, have I lost 20% on the swap?

Q: Considering purchasing CGL as a disaster hedge, portfolio diversifier and future inflation hedge. I like the way it increased in value back in 2009 to 2011; more so than XGD. I also like the idea of avoiding the specific company risk of purchasing a gold company. If you like my thesis, what percentage of my equity portfolio would you suggest to provide the protection I am seeking? Thank you.

Q: Your answer could be more complete. The stock hasn't traded since Jan 12th, a surprising length of time given that the company announced record production of lithium from brine and firmed up expansion plans they had announced earlier. More confusing was the change to the capital structure of this dual listed company. How this will affect TSX shareholders in the company is hard to predict for any retail investor. Maybe the experts can puzzle it out. Their Toyota partner is also increasing its ownership share in the Australian listing. What is likely to happen when the shares start to trade again, possibly on Friday?

Q: What do you thinks of HBM's recent news release:
* HUDBAY MINERALS INC - PRODUCTION OF COPPER FORECAST TO DECREASE BY APPROXIMATELY 15%, PRODUCTION OF ZINC IS FORECAST TO DECREASE BY APPROXIMATELY 13% and PRODUCTION OF PRECIOUS IS FORECAST TO INCREASE BY ABOUT 31% COMPARED TO 2017 PRODUCTION - SEES 2018 TOTAL CAPEX OF $245 MILLION
The market seems to be punishing them and I wondered if this is now dead money or if this is an over reaction. I have held HBM in a cash account for 2 years and have seen it grow 200%. I want to continue with exposure to the Basic Materials sector to ride the global growth theme (I also own a full position in TV) and wondered if I should HOLD or SELL HBM. If sell, what would you recommend replacing it with in the same sector,

Many Thanks
Scott

Q: Peter and Team:

I currently hold AEM as the sole "gold" stock in my portfolio.

I was thinking about switching to FNV.

Could you please comment

Thanks as always.

Phil

Q: ORL has stopped trading. What's the issue?

Q: I have a small position in MGX and it is up sharply today. They have had several announcements over the past few days. Can you share your thoughts and outlook on this company?

Q: hi can you tell me why tradeing is halted on S this morning? sell or hold. Thanx ryan Cliff

Q: Greetings 5i,

Tahoe Resources, which I hold in 3/4 position costs @ $6.90. Im down about 15% after a small run recently and todays pullback on negative news. I have been in this expecting a positive announcement regarding re-opening Escobal and today it was announced that there will be layoffs. The company has also today, after market close and in contrast to the news earlier, announced record gold production. Perhaps some gamesmanship by the company on both announcements/developments which I guess I can appreciate given the strange situation with Escobal.

Anyhow, what is the current 5i take regarding
1. the company in general and its future prospects
2. the Escobal situation and likelihood of re-opening
3. how to play the position (add/sell/hold)

I am quite comfortable holding providing most of the bad news is baked in already. My timeline is 2-3 years.

Cheers!

Q: whats driiving the sp higher these days? are analyst incresing guidance for earnings?

Q: Apparently the US is going to make lithium a strategic mineral which means gov support to be independent of sources from outside the country.
How will this effect a company like Nemaska and would Lithium Americas be a safer choice. Thank You

Q: Hello Peter,

1) Your thoughts on Midas Gold. I was thinking of purchasing some based on the possibility of the Idaho Project going ahead. Is it viable at 1300$ Gold
2) Your thoughts on New York City disposing of Energy Infrastructure. Seems like everybody is down on Oil and Gas. I'm thinking this is a start of a trend to move away from the energy companies engaged in Oil and Gas. And will it negatively affect oil and gas.

Kevin