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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: Hello,
What are your thoughts on First Mineral? I hold half position in FM and was planning to increase it to a full position. The stock is down 13% in the past 3 days - should I take it as an opportunity or a warning? I am considering holding the stock for 2-3 years. (My current exposure to energy and materials combined is 25%)
Thanks.
Read Answer Asked by Michael on January 13, 2015
Q: would appreciate a comment on EXN now that the precious metals seem to be moving upwards. Thanks
Read Answer Asked by george on January 13, 2015
Q: Hi!! Now that Cuba has been given the nod from the US, would Sherrit International Corp be a goood investment? Thanks, Tamara
Read Answer Asked by Tamara on January 12, 2015
Q: Hello, Peter and your team
I want to buy mnd(Manadalay Resources Corp).Could please tell me the fundamental and management team of this company?
Thank you!
Yingzi
Read Answer Asked by Yingzi on January 12, 2015
Q: Central Gold Trust appears to be undervalued. The Trust holds segregated bullion in a major Canadian Bank. What do you think of this method of participating in the gold sector without personally owning gold?
Read Answer Asked by Paul W on January 12, 2015
Q: I think my question is a first. I would like to know the names (ticker symbols will suffice) of those gold and silver companies that provide a royalty stream. I thought I might find the answer in the "View by Category" section. I was astounded by how many questions you answer on the gold/silver sector. I'm thinking SSO, Silver Standard; and OR,Osisko would be good picks What would your top 2 choices be? I prefer growth as important as the dividend.
Read Answer Asked by Lionel on January 09, 2015
Q: I have 5% weighting in the Materials sector between Russell Metals, Teck, and Rio.
Do you think I should drop any of these and if so which one(s).
And if so, should I replace with Goldcorp or Silver Wheaton or Quantum or any other that you may suggest.
Read Answer Asked by Deborah on January 08, 2015
Q: Some analyst are saying that gold and silver might preform better this year. I do not have any precious metals in my portfolio and was thinking of adding a silver or gold stock. I am looking at Eldorado gold, first majestic silver, fortuna silver and pan American silver. what are you thoughts? brenda
Read Answer Asked by brenda on January 08, 2015
Q: FCX, with a P/E of 10.8 and a dividend of 5.55% seems an obvious buy (all else remaining equal) though despite a relatively high payout ratio (84%). Would this be your favoured blue chip in this sector?
Read Answer Asked by David on January 07, 2015
Q: Hi folks,argonaut came out with production & guidance numbers today,Desjardins said they were disappointing.Can I get the experts opinion on ar/t,not very good at reading reports and ar/t used to have $700sh all in costs per ounce,have these risen to $1,200+/oz or did I read wrong.Stock sold off 10% but closed near flat at $2.55sh.Would u rate buy,hold or sell,thanks as always jb
Read Answer Asked by John on January 07, 2015
Q: Peter, just a comment
My very first question/comment 3 years ago (!)was about the treatment of Canadian companies in the USA and the multitude of pains they were going through to get permits. Would you believe that Romarco took 7 years to obtain all permits to end up being immediately challenged by the Sierra Club (last month). South Carolina is desperate to get jobs and the community is all behind Romarco. It will probably be another 6 months to get some resolution for a project that was costing gold extraction at $500 and is now still very much profitable, but at around $800 this time around.I own and like romarco a lot.
I have watched and invested often in other companies facing the same challenges... Augusta, Peeble creel.. and Invernia which went through hell for many years on all sorts of injunctions, it was incredible to follow what they went through. I understand their pain, and the need to sell ( i made my last purchase at .035 cents and sold at .7 ). I wish Australia and the USA would treat us the same way we seem to treat them.
Publish if you deem it interesting for the community. It is only a comment no more.
Read Answer Asked by claude on January 07, 2015
Q: You have not been asked about IVW for some time. It has done nothing for years and now at $0.05 it seems to be at a multi-year low. Provided it can survive until economies around the world begin to pick up, it may be a good "bottom fishing" opportunity. Do you have a current view on this Company?

Don
Read Answer Asked by Donald on January 07, 2015
Q: The gold sector is rallying hard for the last couple of days. Can you offer any comment why, and also AR seems to be outperforming the rest of the gold sector, any idea why?

Happy New Year
Darcy
Read Answer Asked by Darcy on January 06, 2015
Q: I know 5i isn't about the charts or predicting price movements, but the chart of Silver Wheaton SLW from April 2013 to today is shockingly symmetrical. I'm no expert on charts but one would think there's something meaningful in the pattern. The question is, "What happens to the pattern from here?" If the symmetry continues, and looking at a two year chart, the stock is setting up for huge burst to the upside. Any thoughts?
Read Answer Asked by Jerry on January 06, 2015
Q: Yesterday there was an article in the National Post authored by Peter entitled Five New Things an Investor should try. In the article owning gold bullion was discussed as a hedge. I have several questions:
-Could silver bullion be substituted even though it is somewhat more volatile? If so could you also use a royalty streamer such as SLW be utilized?
-Instead of hedging with gold bullion could one use a streamer such as Franco Nevada?
- Finally do you believe gold has established bottom or do you believe that there is still sufficient risk to wait until a recovery is more certain? I've been waiting to buy for a number of months now as the price fluctuates between $1150 and $1240/oz.
Thanks
Mike
Thanks.
Mike
Read Answer Asked by Michael on January 04, 2015
Q: Hi folks. What are your thoughts on the risk reward of nevsun? Is this a buy at these prices or can it be bought at lower prices later next year? Do you think they can switch from mainly copper to zinc in the short term to increase their profits?
Ken
Read Answer Asked by Ken on January 02, 2015
Q: It's been about a year since your previous comment on this junior uranium stock. I bought when it was north of $12 so I've taken quite a hit. Would you recommend I continue to hold? Thank you
Read Answer Asked by Victor on December 30, 2014
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