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Investment Q&A

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

Q: Good Morning from Thailand,
Sorry, but the weather is just gorgeous here in Chiang Mai! I have holdings in PAAS (and PAA), PSLV, IAG, HMY (about 20% of portfolio). I'm winning on PAAS AND PAA but IAG AND HMY am on the losing side. I have read your previous comments on FR and SLW. I recently picked up some FR and do like SLW for its leverage on the price of silver. Would you recommend taking profits and buying SLW and/or more of FR to keep my 20% weighting? Furthermore would you recommend selling IAG and HMY and replacing them with something else? Thanks for your service and let me know if you would like weather updates.
Cheers,
Rick
Read Answer Asked by Rick on February 13, 2014
Q: Hi Peter,

Thanks for the great service.

The Gold sector seems to be recovering. As I look at the charts for the companies, one seems to stand out as having had less impact during the fall from $1,900-odd to $1,200-odd. It has a small dividend and is participating in the recent rise. It is Franco-Nevada (FNV-T). Given that those companies that get beaten up the least during tuff times tend to be the leaders in a recovery, is this a company you would recommend ? Are there other that you favour more ?

Thanks !!!!!
Read Answer Asked by Jim on February 13, 2014
Q: re IVW on TSE. I bought into IVW some time ago to find a way to lever into Chinese car production and electric bicycle batteries. The company seems to have gotten past a very unlucky few years and I am prepared to load up some more with stocks I believe in. To add to some more due diligence I believe Peter might know some of the key players esp Trevor Eaton and Wayne Richardson. They have had dealings with Sprott. What are your thoughts on their capabilities and fraternity of mining folks who I have always believed is nothing more than a self interest group. Perhaps not on the scale of the energy sector but I always am sceptical by policy. The Chinese transportation sector is juicy but difficult to lever into, hence my interest in lead.
Read Answer Asked by Glen on February 13, 2014
Q: Good morning 5i, What is your latest opinion on sandstorm metals (SND).
Thanks.
Read Answer Asked by merrill on February 12, 2014
Q: Hi Peter and Team, as a follow up to P/BRD question, I was hoping for some thoughts on the following as well but did not phrase my question accordingly. Any possibility that Goldcorp, G, would put Primero into play for the balance of the company they don't already own?

From the proposed transaction;

The proposed transaction will be completed pursuant to a court-approved plan of arrangement and will require approval by at least 66% of the votes cast by the shareholders of Brigus at a special meeting. The issuance of Primero common shares in connection with the proposed transaction will require the approval of a majority of the shareholders of Primero voting at a special meeting. Goldcorp Inc., which holds approximately 27% of the outstanding Primero common shares, has agreed to vote in favour of the proposed transaction. The directors and senior officers of each of Primero and Brigus have also entered into support agreements pursuant to which they have agreed to vote in favour of the proposed transaction. It is anticipated that the shareholder meetings will be held in February 2014. Full details of the proposed transaction will be included in management information circulars to be mailed to the shareholders of Primero and Brigus as soon as practicable.

Any thoughts on SpinCo and its assets?

Thanks!
Read Answer Asked by Hussein on February 12, 2014
Q: Do you have an opinion on GGD GoGold, near term producer (May 2014). Thanks Bill
Read Answer Asked by Bill on February 12, 2014
Q: I own osk. it is $6.74 today.Has GLD made a new offer above $5.95. Should I sell at $6.74 or wait and see what Goldcorp do ?
Your help is most appreciated.
Jim S
Read Answer Asked by James (Jim) on February 12, 2014
Q: Hi Peter,
I see that Royal Nickel (RNX) today announced the departure of their CEO, any thoughts? Also what do you have their NAV as? With them approaching receipt of their construction permit by mid year, a potentially tighter nickel market in 2015 with the Indonesia export ban and a financing/partnership announcement could get this stock moving.
Read Answer Asked by Chris on February 12, 2014
Q: Hi Peter, Is it true that CNL has 500 Mill cash in their account, I was planning to add one or two solid mid cap names cnl and bto but they both have gone much higher in last ten days. Please advise me which two solid names to be added in my rrsp for 2014. I have $8000 to invest. Thanks
Read Answer Asked by Andy on February 12, 2014
Q: WHAT ARE YOUR FAVORITE GOLD STOCKS FOR 2014. WHICH ONES DO YOU THINK HAVE THE MOST TORQUE, GOOD MGM & SUFFICIENT FUNDING TO MINE SUCCESSFULLY. OF COURSE I WOULD LIKE AS MANY NAMES AS YOU CARE TO PROVIDE BUT I REALIZE THAT YOU MAY HAVE LIMITS. APPRECIATE WHATEVER NAMES YOU WILL PROVIDE. THANKS. Maureen
Read Answer Asked by Maureen on February 12, 2014
Q: Hi folks. Thanks for all the great advice. Could I have your thoughts on gold ETFs, particularly HGU?
Read Answer Asked by Guy R. on February 11, 2014
Q: Hi.
I am very glad I subscribed to your newsletter and read the questions and your comprehensive responses faithfully on a pretty much daily basis.
My question is on silver. I would like to purchase a silver stock or etf that features a heavy silver presence. I only know of silver wheaton, but don't understand the concept involved with this stock. I understand it is not a mine, nor does it own bullion (at least I don't think it does). Many thanks for any recommendations.
Read Answer Asked by Phyllis on February 11, 2014
Q: Hello 5i,
I am a holder of Augusta AZC and am almost back to my purchase price of $3.54 with the help of the offer by HudBay Minerals. Some of the larger shareholders are coming out to say they will not vote in favour of the offer. An article on the Globe this morning with regard to the offers made by HudBay for Augusta and Goldcorp for Osisko indicate that although the offers made are below fair value, (AZC estimated at $1 low per share) there are likely no other bidders that will come out of the woodwork to move the price higher. Do you see any more upside or would it be best to sell now. Thanks for the great work.
Read Answer Asked by Dave on February 11, 2014
Q: Re: RBI (former CLQ-T)
RBI continue to drop sharply after share consolidation. I'm very bullish on Lithium demand. Do you think this is a buying opportunity?

Thanks for your great service!
Read Answer Asked by Dong Sheng on February 11, 2014
Q: any views on CEF.A as a play on gold a silver bullion? and CGL for gold bullion?

thanks
Read Answer Asked by Behrouz on February 11, 2014
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