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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 everyone. Sure appreciate all the research. My question is on Coeur Mining. It trades on NYSE symbol CDE at a price about $5.63. It is also listed on the TSX with symbol CDM.WT at around $0.44. Would you be able to tell me what CDM.WT is?
Read Answer Asked by Wes on April 30, 2015
Q: It appears that there is sector rotation going on from tech to resource class. Has oil bottomed out and price of commodities stabilized? Is it due to reversal of US dollar trend or other factors? Will you pl provide detailed explanation of these trends and your recommendation for sector allocations and winning short term strategy?
Regards,
Read Answer Asked by inderjit on April 30, 2015
Q: Would you say that it is too early to start accumulating uranium stocks,DML or URE?
Peter
Read Answer Asked by Peter on April 30, 2015
Q: Hi Peter and Team,

I own G, FNV and SLW representing in total about 6% of my stock portfolio. I am thinking of adding to my precious metals holdings (I like them as portfolio insurance and don't mind the dividends).

Do you think adding another 2% of my portfolio to these three holdings allows for sufficient diversification or would you suggest opening a new position in another company (and which would you currently suggest)?

Thank you. Michael
Read Answer Asked by Michael on April 28, 2015
Q: Hello Team, I only have a small position in Gold Corp, and I would like to increase my exposure in the mining sector. I was thinking of purchasing FM, and I would like to hear if you feel that now is a good time to jump in. Also I would like to hear your opinion on any other candidates for the sector that you feel are worth holding. As with all my stocks, my intention is to hold onto them for a couple years.
Have a good weekend!
Patrick
Read Answer Asked by Patrick on April 27, 2015
Q: I have Sprott Physical Silver Trust units which I bought at about $14 a unit quite a few years back. I now realize I should have sold them long ago, but I didn't.
I'm hoping Silver will eventually increase in price so I won't be stuck with a huge loss.
Today Sprott made an announcement of a hostile bid for metal trust.
I have a feeling this may not be good for PHS.U unit holders, can you comment on this deal?

If there's any conflict involved and can't comment, I'll understand.

Thanks,
Paul
Read Answer Asked by Paul on April 23, 2015
Q: I have held NTC for some time, and I am wondering if the company is in a death spiral, or if has a chance to rebound at any time in the future. Selling at this time would yield very little, so I would wait if there was any chance for this company to do well if conditions change. Thanks so much.
Read Answer Asked by Domenic on April 23, 2015
Q: I have a small position in fr 1.6% and am currently down 28%. should I sell and cut my losses? brenda
Read Answer Asked by brenda on April 22, 2015
Q: hi 5i. what do you think of their merger plans. the stock is up again today even with a dividend cut. stephen
Read Answer Asked by Stephen on April 21, 2015
Q: Peter, I require income, FGX has paid 0.48/mo. for past several years. Is this a good investment? is Yield-ROC, and if so will stocks be worthless in future.
Thanks
Cec
Read Answer Asked by Cecil on April 20, 2015
Q: My question is regarding Foran Mining (FOM) .Since i last inquired about it almost 2 years ago it appears a lot of very good things have happened to the company.Especially this past week. Can you look through some of the releases and comment on them ? also, the stock seems to have very good inside ownership along with a very strong shareholder base.Would you also agree that having Pierre Lassonde owning %10 is a great vote of confidence in the project ? The Zinc sector sure appears to be ripening at a great pace on the LME and 2 large zinc mines have yet to close this year. IN your opinion is management able to execute what is best for FOM shareholders. Some results are pending but what are some of the options available to management at this point. i know this is a small and risky situation but i did get in early and look forward to your comments . thanx Norm
Read Answer Asked by NORM on April 20, 2015
Q: What is your opinion on buying ptm at .63 for a 3-5 yr. holding. With the amount of platinum, palladium and gold they have in the upcoming mines, would this not become a cash positive company. Thanks for much help, I have purchased 7 different new holdings in the last month.
Read Answer Asked by Rene on April 17, 2015
Q: Hi All: It is time I added some insurance to my portfolio. I am interested in adding to my gold holdings, I hold Goldcorp now and I would like to add a gold ETF. In the past I have held CGL. I would prefer a bullion stock. What do you think of this idea? Please suggest a couple of ETFs or stocks that would be your top choice. Thank you again for your help. You are the best ever!!
Read Answer Asked by audrey on April 17, 2015
Q: Peter and team:
I have watched this one from the sidelines for some time now. It is currently on a bit of a roll. Your last comment on CCO was back in Feb. Is there anything driving the current upward trend, and What are your thoughts on this stock as a 5 year+ investment? Is the 800 mil. potential back tax a real issue?

Thanks
Phil
Read Answer Asked by Phil on April 16, 2015
Q: Hi Guys,
Can you please give a quick update on NML's decision not to answer the $23MM cash call from Tata? Based on the initial agreement between the two parties NML has a $300MM free carry and then any Cap Ex above this amount NML would be responsible to pay their fair share which is 20% of any further Cap Ex based on a 30/70 equity/debt split. Based on the math looks like the total spent thus far on the DSO is $684MM resulting in a $23MM cash call. NML has made the decision not to give Tata this funding and therefore will be diluted in their ownership perhaps to 16-17% from 20%. When the initial binding legal agreement was established would NML not have protected themselves against this? Tata in the last year or two changed the scope of the DSO to produce more than originally suggested and therefore further Cap Ex is required. Theoretically Tata can continue to spend further pressuring NML for further cash calls knowing NML can't or won't raise the funds. Hence diluting NML's interest potentially to zero. I assume the original agreement would have set up the guidelines and NML would have capped the Cap Ex? If Tata on their own changed the scope why would NML be bound to the new terms? thank-you for any clarification.
Read Answer Asked by Chris on April 15, 2015
Q: I watched the apparent manipulation of the PGD stock price to "wash out" warrant buyers over the past couple of weeks.

Could you confirm how many shares were out standing before and then after the warrants closed last week.

I see it has shot up and getting near where it was before the warrant fiasco. However I can't tell what 0.35 stock price before the warrant issue is worth now that the warrants have been executed and diluted the stock price.

Thanks in advance, Mike

Thanks for your great service.
Read Answer Asked by Mike on April 15, 2015
Q: Peter, could you comment on Mandalay's first quarter results and the shareholder rights plan just announced. Was the recent 10 cent drop to 82 cents related to the "in-the-works" rights plan ?? Are you still positive on this stock going forward??
Read Answer Asked by Ralph on April 14, 2015
Q: where would you rate this co.? b or c . and is the div safe at this point.
Read Answer Asked by Alnoor on April 14, 2015
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