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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: Could I get your thoughts on Fortune Minerals (FT). Been watching them for years (since John Embry recommended them). Bismuth project sure looks good.They have recently bought a producing mine which looks good to me. Also can you explain how in INK research it shows 5 individuals plus Procon owning 37 million shares each and China mining with 15 million (adds up to 237 million shares) I don't see them having that many shares issued.
Thanks
Read Answer Asked by Doug on October 16, 2014
Q: Hi Peter and 5iResearch team,
Can you please advise regarding the security of a purchase in ishares gold trust, IGT or SPRD Gold Trust, GLD relative to purchase of gold bullion itself. Do you think its a good time to purchase at these valuations primarily as a form of insurance. Also, do you think the recent increase in OPEC oil supply (and corresponding cheap selling in asian markets) in response to US production will continue longer term. Or is this a good buying opportunity?
Read Answer Asked by Linda on October 15, 2014
Q: Please provide your thoughts on two funds in the precious metals sector.
1. Sentry Precious Metals Growth Fund
2. Precious Metals and Mining Trust

Are either worth keeping and are there EFT's that you would recommend instead?
Read Answer Asked by Todd on October 15, 2014
Q: Hello,

Interesting times, and I'm already seeing opportunity, though am waiting.

I've recently read some bullish articles on SA with respect to Richmont Mines. The most recent article mentioned RIC upping their YTD production by 68% (http://seekingalpha.com/article/2552425-update-richmont-mines-reports-year-to-date-gold-production-up-68-percent).

I see many positives with this company (please correct if wrong):
- 32 million Cash
- low debt
- $800 / oz cash costs
- mines in Canada

Since 2012 I see 5i has a varied opinion on this stock, including it being a good takeover candidate. Could you update on your opinion of this gold stock?

Thanks,

Cam.
Read Answer Asked by Cameron on October 14, 2014
Q: I am thinking of diversifying my portfolio to include some gold stocks. Would you please recommend 3/4 gold mining stocks and rank them in order of your preferences. Much appreciated.

H.S.
Read Answer Asked by Harry on October 13, 2014
Q: I have a question to ask. With the current sell off in the market do you think it is a good time to buy some of the companies you recommend. In my portfolio I have a lot gold and silver stocks which I have had for sometime and are down quite a bit. What is you thoughts on the gold and silver market at this current time. Do you think it is best to diversify. I look forward to your response.

Read Answer Asked by Kevin on October 13, 2014
Q: Today the price of gold rose by more than 1%. However, despite this, almost all the gold miner stocks fell very significantly. Can you explain this?
Thanks!
Read Answer Asked by Gregory on October 09, 2014
Q: More of a comment on this company-I live about 5 miles from this operation and they seem to be hitting on all cylinders-the report this morning about their costs is impressive as is the production increase-seems to me a positive recovery story so far-just need the price of gold to keep climbing.
Read Answer Asked by Bradley on October 09, 2014
Q: I have purchased cum before on your recommendation but sold all my shares at higher prices. Is it time to buy some shares for growth for 2-3 yr. period. Also, who are the sellers in SGY and WCP to drive the price down? My idea of SGY with all this hedging is that it was a good price at $8, so it must be a bargain at $6.60?
Read Answer Asked by Rene on October 08, 2014
Q: I currently own CS as my only Mining stock - at current share prices, would you recommend selling CS and buying FM or just keeping CS for the time being and wait for a rebound?
Read Answer Asked by David on October 07, 2014
Q: Today I checked out INK insider selling/buying reports on all 40 or so stocks I hold, a very conservative diversified across all sectors mix of mostly dividend growing and paying US and canadian stocks. INK indicates almost all of my positions have net insider selling except TCK.B. which has small net insider buying. I have never done this exercise before. How useful do you find insider buying/ selling info. Is this perhaps an indication the market is frothy and perhaps we should be selling some portion of our positions and not buying? Teck as a long term hold does look pretty good right now, would you buy?
Thanks Manfred

Read Answer Asked by MANFRED on October 07, 2014
Q: Hi Peter and team, Banro Corp down nearly 72% YTD. Will this stock eventually be worthless? I hold a smaller position and down about 45% on it. P/B ratio is only 0.01. Is this a cheap stock with a chance of revival or a bad investment that an investor should run away from?
Read Answer Asked by RAJITH on October 07, 2014
Q: Hi team. I would like your opinion on (FCU)Fission Uranium.
Read Answer Asked by Robby on October 06, 2014
Q: Hi Peter and team, leading gold mining companies like G, ABX, YRI, K are all trading at multi year low levels. P/B ratios for YRI and K are well below 1. Aren't these companies are deeply undervalued? If so is it ok to have a slight bias towards gold mining sector to seize an opportunity for the next 6 - 12 months.
Read Answer Asked by RAJITH on October 06, 2014
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