Q: I am looking for an ETF that reflects gold + silver + platinum companies or physical holdings. I'm sure there used to be such a Cdn offering but I can't find it anywhere. Thanks. DA
Q: Gold and related stocks have had quite a run lately. Might this be seasonal or longer lasting?
I am wondering, if investment in any of the companies indicated or the ETF might be worthwhile. BTO, a stock considered solid, has not really participated as much as other stocks - any reason?
Thank you for your input!
Q: What would be your top three recommendations for playing an increase in gold prices. Please include one explorer, one producer, and one royalty.
Thanks.
Q: The last time you commented on Kinross Gold was almost a year ago, February 17 2015. (... that I could find...) At that time, it seemed you felt investors would be better off in just about any other gold company than Kinross due to its debt and other issues. Do you still feel the same today? I'm just wondering why the stock is shooting up -- I don't see any substantive reporting -- so what am I missing? Is it a good buy? or a trap? If so, could you state your preference in the gold sector, other than AEM or Goldcorp. Thanks.
Q: I am interested in returning to the gold sector but would appreciate some insight as to what you would prefer, I'm agnostic. Would you pick bullion, a producer or two or an etf of producers. Any ideas of where to go, specifically and generally would be wonderful.
Thanks
Q: Regarding the just announced merger with Tahoe Resources. I currently own LSG.DB in 2 accounts. One account has to be liquidated as it is a source of retirement income. What would your suggestion be so as to try and maximize the proceeds from the sale? Also, I believe that the Change of Control provisions in the September 7, 2012 Trust Indenture (page 10) are applicable - would you be able to ascertain what the revised conversion price (if any)is or does the conversion price remain at $1.40? Thank you for your help in this matter.
Q: Mexico's claim against Primero looks pretty flimsy; is today's price slump a buying opportunity? Supposing they came to a compromise with Mexico, wouldn't their low all-in costs, plus some offsetting revenue from their Canadian operations, imply a higher valuation?
Q: Hi Peter and Team,
I recently bought this stock, 1.2% of my portfolio.
What do you think of this company, would you recommend me to pump up to 1.5% in view of the recent strength of the sector, though I understand it will take a long time to get recover for this sector.
Thank you for your help.
Q: Thanks for the advice on keeping KGI for a while when SAS was taken over.KGI has gone up more than 20% during the past week or so & I'm wondering if there are any reasons for this increase? Thanks for your help as always.
Q: Hi Peter. I know you have been negative on BGM in the past. Have your views changed since Friday’s closing of Osisko’s financing. I put much emphasis on management in the PM sector. Since Osisko is now heavily entrenched in BGM’s management structure and both Osisko and Eric Sprott own a large portion of the shares o/s, I’m thinking of establishing a speculative position in BGM. What are your thoughts on this. Thanks, Ralph.
Q: Hi Peter and team,
I recently owned some of St. Andrew's Goldfields taken over by KGI. Nice recent run up for KGI. Based on fundamentals, do you think KGI has much more upside over the next year or even longer term, even if gold stays approx. same level? Currently have very little gold. Should I consider rolling my gains on a small position into a different gold stock? Thank you. Tulio.
Q: What is a derivative in the financial world? I have heard that derivative values issued worldwide are enormous, in gold well over 100 times the value of all physical gold existing. Are we facing a bank problem with these entities that will repeat the subprime mess again?
Mark Stewart
I have recently thrown in the towel on Goldcorp, and need to replace for gold exposure. I read this morning you have done the same and replaced with AEM. Can you offer some guidance as to why you selected AEM please. Dejardins recently downgraded to a hold with a target lower than yesterday's close, not that I put a lot of stalk in these reviews. Would you get into AEM here? Thanks!