skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: LUC wondering if you have any further thoughts on Lucara Diamond after its recent results and the company's announced that it will be the first Lundin group of companies to pay a dividend.

Cheers,
rtk
Read Answer Asked by Richard T. on February 26, 2014
Q: Hi Peter and 5iResearch Team,
Do you like palladium? Is the demand for it increasing, and can you provide your opinion of both it's ST & LT outlook. If you like it, what company would you recommend in this area?
Thank you.
Linda
Read Answer Asked by Linda on February 26, 2014
Q: Hi Peter. I've held Lakeshore Gold for a considerable time. It went to over $4 (I should have sold)and then dropped dramatically and now is slowly recovering. I bought it at $2.50 Its production has beaten forecasts. DO you see it recovering? Thanks for the great work.
Read Answer Asked by Cam on February 25, 2014
Q: If possible could you comment on LUN Lundin Mining. It has the high short position on the TSX at 62 MM shares short and quite flat trading for past year. It is trading below book value at .743 and a PE of 20 What considerations does 5i give PB and PE when looking at mining stocks?

New subscriber and I am totally impressed :)

Thanks for your time and insight
Read Answer Asked by Bill on February 25, 2014
Q: PETER. JAPANESE STARTING TO RESTART THEIR NUKES . YOU THINK U - T WOULD BE A GOOD WAY TO PLAY INCREASED URANIUM USE?
Read Answer Asked by EDWARD on February 25, 2014
Q: More of a comment than a Question.
In answering a question on Teck you referred to the substitution of natural gas and coal. Teck actually supplies met coal which is a higher quality coal used for steel making (as opposed to thermal coal which is used in power plants), Teck's future in coal is more tied to overall demand for steel which is driven by global infrastructure building, primarily in china where they have very strong ties. Teck has been snooping around various iron ore assets for years now as iron ore is the other big commodity (beyond met coal) required for steel making. Teck would have significant economies of scale if they could provide both the iron ore and met coal to their existing customer base. That being said Teck is wary of paying too much especially after the issues they had when they acquired their coal assets.
Read Answer Asked by Rob on February 25, 2014
Q: You have mentioned that owing about a 5% position in a gold stock is good insurance for a long term portfolio. I already own a 5% position in Teck. Even though they are not a gold producer, is this similar to owning a gold stock or should I also buy a gold producer and increase my overall weighting to 10% in what I think of as the materials sector?

Thanks for the continued insight into investing.

Paul F.
Read Answer Asked by Paul on February 24, 2014
Q: UAX Athabasca Uranium. What is your opinion on this company?
Read Answer Asked by Darryl on February 24, 2014
Q: Hi Peter,

Can you please give your opinion of two small cap silver stocks: Great Panther (GPR) and Fortuna Silver (FVI).

Thanks

Dave
Read Answer Asked by David on February 24, 2014
Q: I bought i-shares Silver Trust SLV:NYSE at the end of 2012 on a "timing the market/cyclical pricing play" and subsequently watched the shares sink. They have recovered some ground recently, but is there a better option to play the expected increase in silver prices? Is there a stock that pays a dividend and still has as much chance of growth as SLV, or should I just stick with it?
Read Answer Asked by John on February 22, 2014
Q: TGZ reported a loss instead of last year's profit. Would you sell here?
Read Answer Asked by hal on February 22, 2014
Q: RMC is up today, following announcement of a $33M private placement at $5.75 - a price not seen since late January. What (if anything) can be inferred from (a) the gap between the pp price and the pre-announcement trading price, and (b) that the price continued to rise after the announcement (wouldn't traders read the pp price as 'fair value')?

continuing bid-up

- or is just an instance of how pp investors make ly that investors who
Read Answer Asked by John on February 21, 2014
Q: Could i get your opinion of MUN (Mundoro). I've played these guys before and lost, but they seem to be trading at cash value per share with lots of things on the go?
THX Doug
Read Answer Asked by Doug on February 21, 2014
Q: Hello,

May I have your opinion on the bought deal for SVL at $2.60 per share.
The shares were trading higher prior to this announcement.

Is it a hold or should I move on?

I have recovered my investment after being down for quite some time.

Thanks.
Read Answer Asked by Irshad on February 21, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!