Q: Hi team.
What is your view on SAS for a two to three year hold.Seems like Sprott sold a very large holding yesterday due to "liquidation" issues.I am looking for a possible seasonal trade late September or so as my holding is to large.
Thank you
Q: What is you view/outlook on BTO? Looks promising for the year ahead but it seems that gold prices under $1200/oz keeps BTO from moving. Is that a concern or do the merits of the company and growth potential be the reason for investing in spite of gold make dips under $1200/oz?
Q: What's your best pick for the gold sector at this time. I have zero exposure, long time horizon and I am looking for growth most of all. I will sell my CCT holdings to pick up some gold exposure.
Q: Hello Peter and team!
I currently hold Goldcorp and I am interested in adding two more gold companies to my portfolio. Are there two companies you could recommend other than Goldcorp? I really appreciate the wonderful service you provide!!! Thank you.
Q: The last question on DDC was Nov 13/13, at which time you called it an OK - type of company. It appears since then to have changed for the better. Certainly it is doing better than most of its peers. Thru my bank acct I have access to Value Engine analysis of DDC. According to them DDC's fair market value is $37. So I'm thinking this may be a good buy. I'm not sure how to interpret their balance sheet, however There is no line that says "debt" - just a comparison of Assets to Liabilities; which to my untrained eyes looks pretty good(assets=3x liabilities).So what are the debt issues, if any with this company? Are there any other red flags I should be aware of? Lastly, how do view DDC today.
Thankyou----I really enjoy your service.
Q: am considering a position in a couple of the better (in your opinion)junior gold companies... I currently own orv & pru...
am thinking of divesting of pru and either adding to orv or
to another... would appreciate your comments...
p.s. - I also have a very small position in xeg-etf at this time! all three positions are approx. 5% of my overall holdings.
Q: I'm interested In buying gold coins as a hedge against major issues. What denominations would be recommended? Where would I buy coins? Do you know of a good article I could read? Thanks.
Q: Hi guys, what would your current opinion be for Teck resources based the reliability of the dividend for the forseable future and the potential upside related to the possibility of coal tariffs being lifted by the Chinese.
Q: Hi 5i,
I have been a long term holder of ASR and it is down more than 50% since purchase. What is your outlook on ASR and do you recommend continue holding? What do you think about taking the loss and move the proceeds to CXI, as I currently do not have financial exposure.
Thanks as always,
Jerry
Q: Could you update Midway (MDW) just starting production and grade is lower than modelled, may have a short term financial issue. Is the big drop from .90 to .39 a falling knife or a buying opportunity. Your comments on management and I can't seem to find their expected all in cost.
Thanks and I'll be signing up for another year, great service you provide.
Q: What is your considered opinion of the investment merits of Kirkland Lake? It has been approx. one year since the last inquiry about the company. In your assessment, please comment on the nature of the ore body that is being exploited as well as the results of exploration on the property. Finally, what is the impact of Eric Sprott becoming the Chairman of the Board?
Q: Peter, you were negative on Noront since the last question June 2014. It was a top pick yesterday by Miahael Smeley. Has anything new developed and are you any more favorable.
Q: Hi 5i: I've held FM for about a year, having bought it as part of a diversification effort. Everything I read and hear suggests that the price of copper is unlikely to move until 2016, and then relatively slowly. I'm considering getting out and switching to something that will provide some growth in the interim. Your advice would be appreciated. If you think getting out is OK, any suggestions on what to buy instead?
Q: How would you view this company. What do you think about their news release and based on that shouldn't the value be much higher than where the stock is trading. Also, is this a good company from safety standpoint and which sector would it be classified as.