Investment Q&A

Q: is there a TSX equivalent to the GLD. Please and thanks.

Q: i have cnl.to for several years - may have been a john embry pick from market call. i keep getting reports of yet another hi grade drill hole and they are doing a lot of work on access roads and tunnels . i contacted them by email to get a questamation of when the actual mining will start - they don't answer me . do you have any info on this stock? thanks---ed

Q: hi
We have a corporate bond with allied nevada gold due 2019 8 1/2%
what are the risks in a default .i`am under water with it right now ,should i try and sell or ride it out .
tks

Q: Hi Peter,

BTO, Goldcorp among others, were decimated this morning. I have been holding approximately a 10% weighting, in a diversified portfolio. Sell? Hold? What is your advice?

Thank you,
Gail

Q: Hi Team
I am going to buy a little Teck for longer term hold. The last questions you had were in early October when the price was north of $20 - now it is sub $18. What price would you put on your blue ticket?
Thanks Jim

Q: In the materials sector I currently hold Goldcorp (G), Yamana (YRI), and Silver Wheaton (SLW). I am considerably down on all three as they are all hitting new lows today. Yamana has been getting hit particularly hard lately and is off more than 65% from where I bought it. My weighting in the sector which initially began as a comfortable 7% has been reduced to about 4%. I know you recommend that everyone hold a little gold in their portfolio as insurance, and you seem to be positive on these three names, but this insurance has turned out to be very costly. Can you comment on today’s results from Goldcorp and Yamana and how you view these companies going forward. I realize that the whole sector is down but some of their problems seem to be company specific. Would you recommend taking advantage of recent weakness in any of these names to bring my weighting back up?
Steven

Q: given the reduced quarterly dividend, what is your view on this company at this price (~$5/share)?

Q: Please disregard if others have asked. What are your comments on Goldcorp's results, and seeming drag on the whole sector today? Thanks. Michael

Q: At what gold price would Goldcorp cut or eliminate the dividend. Thank You

Q: Hi 5i,

I'd appreciate your thoughts on the price of gold over the short and mid (3-5 years) term.

Thanks,

Cam.

Q: Good Afternoon.
A general question about the iron ore sector, where do you think the bottom is? The price seems to be holding around $80/ton down from $190 in 2011. I know the big 3 have been ramping up production to drive their costs down even further and as a result of course oversupplying the market. I believe the big 3 (Rio/BHP/Vale) control about 70% of the seaborne market and that market share is likley climbing as we speak as they put the high cost producers out of business. Eventually I would think once they capture further market share they would rein in some supply and the price would bounce back (make much more for their shareholders @ $125 vs $80 iron)). I know you are momentum investors and would prefer buying 52 highs as opposed to lows but any insight into this very cyclical business would be appreciated. There are some juniors now trading at cash so lots of opportunities energing for year-end buying perhaps. Thanks

Q: Has all the parameters, yield, P/e, future earning, future rev. and earning growth. Yet the stock has loosing price.
Appreciate your advise.

Q: I have held a one-third position in this ETF for a few months and am down 17%. Should I hold or sell and perhaps but First Quantum. It is my only stock in the metals/mining.

Ray

Q: Hi Peter,
Is this a good time to accumulate this stock?

Thank you.

Q: What is happening to the price of silver?
Most if not all major silver producers have an all in costs that are higher than the $17 spot silver price.
Is this a buying oppotunity that comes once in a lifetime, or a slippery slope to the poor house? How long could this inverse last? Look at First Majestic's chart, it's getting very expensive to me..
Thanking you in advance..

Q: dear 5i team: i am currently down 12.87% on slw that was at a 5% weight in my portfolio would you consider taking a loss now and taking a position in xgd under the 10 dollar level? would this be very prudent? thank you. larry

Q: What are your thoughts on the Swiss gold vote? The "Streets" opinion is it won't be a yes vote. Is it a non issue either way or do you think it is a catalyst for the gold market?

Q: Do you think largo will do much in the next little while

Q: I own some and am down. I could sell and lick my wounds but it seems to be a good buy at this price. The PE is 8.4, there is no debt and the div is 5.2%. Is there more downside? Should I just sit and consider it an income stock?
Thanks

Q: Hello, my question is regarding Constantine Metal Res (CEM).i realize it is a highly speculative play. but having said that it appears to be in an envious situation that many juniors would die for. and that is its JV with Dowa Metals & Mining. CEM has the Palmer VMS project and it appears to have a ton a upside exploration potential.could i have your opinion on CEM as a speculative play on the looming zinc shortage. management for CEM seem to be very well qualified and cost conscious, and with regards to Dowa's management they seem very astute and they specialize in Palmer type scenarios.
can i have your opinion on CEM, likes and dislikes, with their JV they should easily survive the next 3 years but i guess its possible that Dowa can pull out . thanx norm