Investment Q&A

Q: Silver Wheaton is a big part of the Income Portfolio. I do not currently own any shares. Is now a good time to start a position?

Thanks for all the great advice. Greg

Q: Hi Petet and team,
Teck had a big drop today, is it a buying oppurtunity or a wait and see?
Great job this year,very happy I joined 5 I.

Q: Hi 5i,
HBM like so many other stocks has had a correction to the downside. it appears overdone. can you look at HBM again as they have had an on site visit this past Sept 08 th.it seems like their expansion is happening right at a perfect time, especially with the Zinc.do you think management is competent enough to see these projects to the end, on time , on budget etc. etc. what don't you like about HBM.
with regards to the markets in general do you think we are still going through a normal business cycle ?
if yes then base metals have yet to have their day ? ? thanx Norm

Q: My mining sector holdings including Yamana and Teck are down but still make up 6% of my portfolio. I'm fairly diversified but very light on Healthcare. I like dividends with some growth but am not risk averse. I have about a half position of cash to invest. Should I top up the mining sector or should I spread out to healthcare? If healthcare, any suggestions would be appreciated.

Q: Hi 5i,
Bar released drilling results this morning. Could you review this latest release and put it into common layman's terms. and also can comment on these results on how it pertains to the overall company.i know this is a speculative play but what are your likes and dislikes about this situation. thanx norm

Q: Could you explain why Fission (FCU) has dropped off so much in the last month.
Volume is up the last week? But the only news I see appears to be good news.
Thanks

Q: Could you update on Alderon (ADV) it's dropped big time with the price of iron ore, will this affect financing.
Thanks

Q: Hi If gold and silver do go up a lot do you think it is better to play the commodity or the miners? What are your thoughts on cef.a for the commodity or is it better to buy the physical metal?
thanks Ken

Q: Hello Peter, Mandalay exceeded the 50 day moving average today, share price stayed the same. I saw nothing on the wire, any news on your end? Do you still like this company?

Q: well yri is hitting new lows,morningstar(i don't know anything about these people) has a strong buy with a nav of 12.00 a buy at 7.20 and sell at 18.60, they have mothballed c1 santa luz and have all in costs of 825-875 per oz. their uncertainty rating(morningstars)is high. sure do like bargains but i really dont know as most hate the gold sector at the moment. guidance and opinion is of great help. tkx pat

Q: Hi Peter, Do you know what percentage of revenues come from K's mine in Russia? Given that the situation with Russia is getting worse and worse, I'm worried the company could very well be a candidate for expropriation. What are your thoughts on that and how much more downturn can the stock have if that were to occur?

Thanks a lot!

Q: Could you please provide an update on RZZ? Thank you.

Q: Do you see hzu as a good straight forward proxy for silver prices. And if so, how does the internals work to follow accurately those prices. Any lag? Any derivatives that could cause wild changes?.
And if I may, could you rank Silver Gold and Platinum in order of preference.
Thank you
CDJ

Q: Hi Peter

Is it finally time to buy CGL and SVR or is there still more downside coming? Or,is it better to buy the larger US versions GLD and SLV because of the rising US dollar? Do you see the dollar hitting 85 cents or lower?

Q: Hello gentlemen,

Just a quick question about Rubicon Minerals. I realize that gold is continuing to take a pounding and is hurting all gold stocks ( producers and explorers) but this gem continues to pump out fantastic drill intercepts with high grams/ounces. The mill is supposed to be finished in mid 2015, they no longer require financing because of a share issue and a streaming deal with Royal gold. Lawsuit with the WFN was ruled in their favour too in Ontario Court (although it is being appealed). Do you still think it would be appropriate to throw in the towel on this one as per one of your earlier responses or would you possibly reconsider based on all of these recent positives in the last several months? If you were to recommend a few junior stocks would this be on your list? Seems out of favour with many mutual funds and am wondering why?

Thanks for all of your analysis. It is very helpful and appreciated.

Arturo

Q: Please give your current opinion on MUX, notwithstanding the current decline in the gold price. Thanks

Q: Could you please update me on alexco (AXR). I don't understand your june 19 answer about if silver at 19.45 they get 18.00 per ounce but if silver goes up or down they get less. At silver $35 per ounce they only get $3.90 per ounce.
I read the news release on the change and didn't understand that either.
What value does their mine and environmental clean up division have?
Also a general comment on mining companies developing old mining areas?

Thanks Doug
I figure modern technologie will bring out things from the past?

Q: Hi Peter / Team what is your opinion about uranium stocks. Thanks Jim.

Q: Could you please give us your opinion on Capstone Mining after recent news. Is the share price freefall a result of this, or does it relate more to the collapse of commodity prices. Thanks, Mark

Q: Altius Minerals ALS:TSX is down to $11.25. Please comment
on the news and the sector with respect to new buying.
Regards, Gord