Investment Q&A

Q: Do you agree that Aquila's latest granting of options exercisable at .19 over the next five years is a positive development? They appear to be raising money to do more development work. Clearly there will be dilution and will be highly negative to the stock price if the development results are not encouraging. On a more positive note officers of the company will be putting some money into the company which is always a good sign. If the stock trades above 19 cents some insiders may exercise and sell which should provide more float. The company's officers appear to be legit not just promoters - however some promotion will be needed to raise development money. I also like the fact that the purchase of the options are stretched out over 5 years. Still a high risk stock of course.
Any thoughts would be appreciated.
Thank you.

Q: I just noticed that my rio alto has been replaced with Tahoe, what do you think of the newly formed company.

Q: Hi,

I read your response about Rio Tinto. I'm currently deciding between Rio and BHP for exposure to the materials sector. I currently have a small 2% position in Western Forest Products, but no base metal exposure. Which do you prefer between BHP and Rio and do you prefer the super majors vs canadian companies like First Quantum and Lundin?

Q: I have held RIO for some time hoping that it would recover. I realize it is cyclical but would like your opinion on whether it is worth holding or whether there is a better place for my money.

Really appreciate this service. Thanks, as always,

Joanne

Q: Here is a link to the above company. I realize it is very speculative but I would like to know what your thoughts are on this project and their new link with an ONtario firm. Thanks very much.
http://www.scandiummining.com/i/pdf/SCY-Fact-Sheet-Dec-14.pdf

Q: Good afternoon,
I currently own shares (at a loss) of FCX and am considering a switch to BHP Billiton (BHP). I would appreciate your views upon this move.
Thank you.

Q: First Mining just started trading and is hyped by everyone. Any comments on it?

Q: Hi, are they hold or sell. Greetings Peter.

Q: why the high volume and drop in share price today?
Good time to buy now?

Q: Hi team.
What is your view on SAS for a two to three year hold.Seems like Sprott sold a very large holding yesterday due to "liquidation" issues.I am looking for a possible seasonal trade late September or so as my holding is to large.
Thank you

Q: What is you view/outlook on BTO? Looks promising for the year ahead but it seems that gold prices under $1200/oz keeps BTO from moving. Is that a concern or do the merits of the company and growth potential be the reason for investing in spite of gold make dips under $1200/oz?

Thank You
Marc

Q: What's your best pick for the gold sector at this time. I have zero exposure, long time horizon and I am looking for growth most of all. I will sell my CCT holdings to pick up some gold exposure.

Q: Hello Peter and team!
I currently hold Goldcorp and I am interested in adding two more gold companies to my portfolio. Are there two companies you could recommend other than Goldcorp? I really appreciate the wonderful service you provide!!! Thank you.

Q: The last question on DDC was Nov 13/13, at which time you called it an OK - type of company. It appears since then to have changed for the better. Certainly it is doing better than most of its peers. Thru my bank acct I have access to Value Engine analysis of DDC. According to them DDC's fair market value is $37. So I'm thinking this may be a good buy. I'm not sure how to interpret their balance sheet, however There is no line that says "debt" - just a comparison of Assets to Liabilities; which to my untrained eyes looks pretty good(assets=3x liabilities).So what are the debt issues, if any with this company? Are there any other red flags I should be aware of? Lastly, how do view DDC today.
Thankyou----I really enjoy your service.

Q: am considering a position in a couple of the better (in your opinion)junior gold companies... I currently own orv & pru...
am thinking of divesting of pru and either adding to orv or
to another... would appreciate your comments...
p.s. - I also have a very small position in xeg-etf at this time! all three positions are approx. 5% of my overall holdings.

Q: I'm interested In buying gold coins as a hedge against major issues. What denominations would be recommended? Where would I buy coins? Do you know of a good article I could read? Thanks.

Q: Hi guys, what would your current opinion be for Teck resources based the reliability of the dividend for the forseable future and the potential upside related to the possibility of coal tariffs being lifted by the Chinese.

Thanks

Q: Hi 5i,
I have been a long term holder of ASR and it is down more than 50% since purchase. What is your outlook on ASR and do you recommend continue holding? What do you think about taking the loss and move the proceeds to CXI, as I currently do not have financial exposure.
Thanks as always,
Jerry

Q: Could you update Midway (MDW) just starting production and grade is lower than modelled, may have a short term financial issue. Is the big drop from .90 to .39 a falling knife or a buying opportunity. Your comments on management and I can't seem to find their expected all in cost.
Thanks and I'll be signing up for another year, great service you provide.

Q: May I have your opinion of Wesdome focussing on financial health, management and quality of assets. Thank you.

John