Q: Could you please discuss the purpose of holding gold or gold stock(s) in a total portfolio? Is it best in a registered or unregistered account? And what would be your recommended weighting for a total portfolio? Thanks!
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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 would appreciate your opinion, may thanks for your great service!
Q: up 14 % again yesterday. Dundee has a 1.30 price target. Anything different 5 i sees? Gold seems to be moving a bit and CRJ has vastly outperformed the gold sector and seems to have a new very shareholder friendly management.
Thx
Thx
Q: Hello Peter and Team,
Just wondering if you might be able to shed some light on the tumble of FCV`s share price after offering what seemed to be a positive Prefeasibility Study for the Bayovar 12 Phosphate Project. Talk about selling on news … the price is down over 30% today. Can`t seem to find anything to substantiate this. Thanks, Rick.
Just wondering if you might be able to shed some light on the tumble of FCV`s share price after offering what seemed to be a positive Prefeasibility Study for the Bayovar 12 Phosphate Project. Talk about selling on news … the price is down over 30% today. Can`t seem to find anything to substantiate this. Thanks, Rick.
Q: Happy new year to everyone. Can you give me your two best silver investments for 3-5 year hold. thanx Cliff
Q: would appreciate an update on orvana...
and what is your short term (1-2 years) on gold??
and what is your short term (1-2 years) on gold??
Q: Hi Peter and Staff
A recent guest on BNN touted this stock saying it was priced so low that the stock price was covered with working capital, you are getting the mine for nothing and it has cash and no debt -All sounds good but Globeinvest says trailing P/E is 12.39 and forward P/E is 138.90.- how can this be ? Why would anyone recommend it if that forward P/E is correct? How do you view safety of dividend and how do you feel about initiating a small position. Thanks for all you do and Happy Nee Year
A recent guest on BNN touted this stock saying it was priced so low that the stock price was covered with working capital, you are getting the mine for nothing and it has cash and no debt -All sounds good but Globeinvest says trailing P/E is 12.39 and forward P/E is 138.90.- how can this be ? Why would anyone recommend it if that forward P/E is correct? How do you view safety of dividend and how do you feel about initiating a small position. Thanks for all you do and Happy Nee Year
Q: Hello 5i!
I have a small position in Osisko (and in the sector in general) and thinking adding at this level. Is Osisko still one of your favorites within the sector? I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!
I have a small position in Osisko (and in the sector in general) and thinking adding at this level. Is Osisko still one of your favorites within the sector? I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!
Q: Hello 5i!
I have a full position in SLW. Do you still consider SLW one of the better names to hold in the precious metals space? Please suggest a few other names as well. I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!
I have a full position in SLW. Do you still consider SLW one of the better names to hold in the precious metals space? Please suggest a few other names as well. I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!
Q: Hello 5i!
Down 67% on HMY, should I hold or trade for better stock in the same sector?
Thanks!
Down 67% on HMY, should I hold or trade for better stock in the same sector?
Thanks!
Q: Hi 5I team. Could you explain when restricated share units are exercized for cash as shown on canadian insider dated dated december 21st 2015. Also where i could obtain info as pertaining to director restrictions on receiving, buying and selling restricted and non restricted units.
Thank You
Best of Season Vinny
Thank You
Best of Season Vinny
Q: What are your thoughts on the recent financing? I have heard it stated that it is an unwelcome development because the 20% Chinese ownership and 2 Board seats will give them an effective veto over a possible buyout and limit the upside. On the other hand, they will have enough money for several years of drilling, and possibly minimized dilution as much as possible, given the state of the uranium market. Would you buy at this price? Thanks.
Q: Any reason for the 30 per cent move up in the last 3 trading sessions.maybe Chinese report of copper buying.
Thx
Thx
Q: Hi Peter, Ryan and Team;
My attention was brought to PTM by a video on BNN. Production is anticipated to commence in Q1 2016. I am thinking it might be an opportunity to buy now. I note there are 768.9M shares outstanding. It would be great to hear the current opinion of this company.
My attention was brought to PTM by a video on BNN. Production is anticipated to commence in Q1 2016. I am thinking it might be an opportunity to buy now. I note there are 768.9M shares outstanding. It would be great to hear the current opinion of this company.
Q: With all the "green" power talk, I am considering an investment in nuclear power. Would you opt for a uranium miner or a nuclear power producer? What are your top dividend-paying Canadian picks in each category? Is it still a little too early for this? Do you see a better future in other sources like wind or solar v nuclear? I already hold some NG producers, which I intend to keep.
Thank-you
Thank-you
Q: 11:49 AM 12/21/2015
Hello 5i
I manage my adult son's RRSP. We have a 10% position in FNV that is up 320% from when he purchased it and have no intention of selling it at all.
We also have a 2% position in Goldcorp down 52% and a 2% position in Premier Gold down 56% from purchase.
We like all three companies and think they have good prospects. However we want to reduce the gold holdings a bit and wonder if we should just sell one of G or PG, or maybe sell both G and PG.
1. Which would you sell if you wanted to sell just one?
2. Would you advise selling both and just keeping the FNV?
Thank you..........Paul K
Hello 5i
I manage my adult son's RRSP. We have a 10% position in FNV that is up 320% from when he purchased it and have no intention of selling it at all.
We also have a 2% position in Goldcorp down 52% and a 2% position in Premier Gold down 56% from purchase.
We like all three companies and think they have good prospects. However we want to reduce the gold holdings a bit and wonder if we should just sell one of G or PG, or maybe sell both G and PG.
1. Which would you sell if you wanted to sell just one?
2. Would you advise selling both and just keeping the FNV?
Thank you..........Paul K
Q: Seasons Greetings Peter and 5I team!
I am looking to identify the proverbial “baby(s) that got thrown out with the bathwater” in the Canadian mining sector. It feels like this sector is “washed out” and that there may be oversold equities that are beginning to turn-around. What is your opinion?
On reading through your recent history answering questions on Lundin Mining, I sense that you have had some comfort with this company’s turn-around prospects. Would you kindly offer your comments on LUN’s current outlook.
Is LUN’s cash flow is expected to pick-up in the near term. Is it expensive based on current earnings? If so, are there any catalysts for organic growth to spur their earnings?
Are you able to identify which base metals are expected to be in shortage in the next year or two, and for which of these does LUN have capacity to meet market demand?
With respect to the base metals producers, what are the key factors to guide whether it is timely to wade back into this sector?
In your opinion, what companies in this sector appear to be poised to be recognized by the market to lead the turn-around in this sector? For example, although FM and HBM are debt laden, despite the likely impact of increasing interest rates negatively impacting their debt, what metals do they primarily produce that you think will sufficiently help them to handle to offset their debt burden?
If necessary, please feel free to deduct more than one credit for this inquiry. My thanks for your help.
SGR
I am looking to identify the proverbial “baby(s) that got thrown out with the bathwater” in the Canadian mining sector. It feels like this sector is “washed out” and that there may be oversold equities that are beginning to turn-around. What is your opinion?
On reading through your recent history answering questions on Lundin Mining, I sense that you have had some comfort with this company’s turn-around prospects. Would you kindly offer your comments on LUN’s current outlook.
Is LUN’s cash flow is expected to pick-up in the near term. Is it expensive based on current earnings? If so, are there any catalysts for organic growth to spur their earnings?
Are you able to identify which base metals are expected to be in shortage in the next year or two, and for which of these does LUN have capacity to meet market demand?
With respect to the base metals producers, what are the key factors to guide whether it is timely to wade back into this sector?
In your opinion, what companies in this sector appear to be poised to be recognized by the market to lead the turn-around in this sector? For example, although FM and HBM are debt laden, despite the likely impact of increasing interest rates negatively impacting their debt, what metals do they primarily produce that you think will sufficiently help them to handle to offset their debt burden?
If necessary, please feel free to deduct more than one credit for this inquiry. My thanks for your help.
SGR
Q: Peter their is a up date on DGC sent yesterday can you and your team give your opinion on this .
Jim.
Jim.
Q: Peter and His Wonder Team
I realize no one can see the future. However I know you have good insight into this company...so I was wondering! If you were a St. Andrew Goldfield shareholder how would you assess this deal? Would you take the positive bounce in SAS stock, sell and move on? Or do you agree with both boards of directors that the synergies will benefit both companies...Therefore if you liked SAS before the deal you should be pleased to become a KGI shareholder. Please keep in mind SAS was a long term hold and KGI could be also! Do you think it might be wiser to sell and buy another gold stock that would be better than KGI? A contrarian choice would be preferred!
Thanks again...it is always great to know you and your team is just a click away when a retail investor is faced with a decision and does not want to go down the wrong road!
Dr.Ernest Rivait
I realize no one can see the future. However I know you have good insight into this company...so I was wondering! If you were a St. Andrew Goldfield shareholder how would you assess this deal? Would you take the positive bounce in SAS stock, sell and move on? Or do you agree with both boards of directors that the synergies will benefit both companies...Therefore if you liked SAS before the deal you should be pleased to become a KGI shareholder. Please keep in mind SAS was a long term hold and KGI could be also! Do you think it might be wiser to sell and buy another gold stock that would be better than KGI? A contrarian choice would be preferred!
Thanks again...it is always great to know you and your team is just a click away when a retail investor is faced with a decision and does not want to go down the wrong road!
Dr.Ernest Rivait
Q: Been thinking of adding some Hudbay at close to 52 week lows, Nov 5 you said " not yet". Would you still wait?