Q: Hello 5i! I have a small position in Fortuna Silver Mines (stock is down 30% and overall sector weightings is 10% of portfolio). I have concerns that the stock may not survive the downturn. What are your thoughts on FVI today? Should I hold, add or sell and buy something else within the sector? I am a long term investor, I can handle risk and have some cash at hand. 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: Hi there
I have been very patient with Argonaut through about 3 years keeping it for insurance purposes as it steadily dropped. I bought it in part because it had almost no debt. Last week it popped up to 1.24, thought of unloading it, but now it is down to below a dollar. Wondering why it plunged much more than other gold stocks. Is there anything I missed and what is your opinion of it. The only other gold stock I hold is Goldcorp and my total weighting in gold is below 3%.
Much thanks
I have been very patient with Argonaut through about 3 years keeping it for insurance purposes as it steadily dropped. I bought it in part because it had almost no debt. Last week it popped up to 1.24, thought of unloading it, but now it is down to below a dollar. Wondering why it plunged much more than other gold stocks. Is there anything I missed and what is your opinion of it. The only other gold stock I hold is Goldcorp and my total weighting in gold is below 3%.
Much thanks
Q: Hi,
I know you mentioned Teck wasn't quite a buy yet back in December, but the stock has since been cut in half (again). Do you think it's a buy for the riskier part of a portfolio given it's strong near term liquidity, debt maturity profile (2017 onwards) and ability to raise cash via asset sales if it must.
The share price fall seems a bit overdone at these levels, but welcome your views.
I know you mentioned Teck wasn't quite a buy yet back in December, but the stock has since been cut in half (again). Do you think it's a buy for the riskier part of a portfolio given it's strong near term liquidity, debt maturity profile (2017 onwards) and ability to raise cash via asset sales if it must.
The share price fall seems a bit overdone at these levels, but welcome your views.
Q: I do not own any gold stocks. Rather than trying to pick two or three for 5 percent of my portfolio what etf woukd
you recommend to give me diversification and less risk.
you recommend to give me diversification and less risk.
Q: Hello, Any reason why BTO is crashing today. Is this a buying opportunity or is there something going on M&A etc.
Thanks
Thanks
Q: In a recent response to Carla on purchasing gold stocks, you suggested the purchase of 3 stocks to fill her position. That would suggest to me that I would require 60 stocks for a portfolio. I am trying to square this answer with earlier advice that portfolios need only have 20 - 25 names. Did you suggest 3 names because gold is a particularly volatile sector, or that current market conditions require much more diversification than "normal" or is there perhaps some other reason.
Apprciate your insight.
Paul F.
Apprciate your insight.
Paul F.
Q: I don't own any gold stocks but am thinking of adding them as insurance. I would buy a bit each month for the next few months. Goldcorp seems to be the worst of them performance wise? Would you still suggest this is the one I buy or would you prefer Agnico or FNV? I was thinking about putting 5% of my portfolio in it. Which stocks should I choose and what percentage of this 5% should each be? Or is one enough? Is gold better in a TFSA, RRSP or non-registered?
Q: I own a fair amount of Er Eastmain resources
They keep finding more gold and they are at the phase of updating the quantity of gold in the ground and it looks promising
Do you think I should buy more
Thanks for your help
Ben
They keep finding more gold and they are at the phase of updating the quantity of gold in the ground and it looks promising
Do you think I should buy more
Thanks for your help
Ben
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!
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.