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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: Thanks in advance for your comment 5i.

I am interested in your views of Capstone mining (CS) over a two year + time horizon.
Read Answer Asked by Dave on November 13, 2013
Q: Hi Peter,
Thanks for the great service. The model portfolio is an excellent addition. I hold some Goldcorp (<1%) Average cost is 28.25. Is now a good time to increase this holding? Your thoughts if gold has bottomed?
Thx!
Read Answer Asked by Gerald on November 13, 2013
Q: Peter & 5 I Staff,
Can you kindly provide your evaluation of a diamond mining company called Lucara Diamond Corp (LUC-T) .It has recently reported Q3 results and cashflow generated was very impressive.
Read Answer Asked by Peter on November 12, 2013
Q: At the moment I have no gold exposure but I have looked at SAND -- do you think that a streaming company like SAND is a reasonable way to invest in gold?
Read Answer Asked by Bruce on November 12, 2013
Q: NIF.UN-stock price same zone last four years, good ROE, low debt, low payout ratio. Buy for income only-however, not sure I understand it's structure??
Read Answer Asked by James on November 12, 2013
Q: Good Morning Peter and Team

I would like to get a detailed answer from the team regarding Zen or Zenyatta Ventures. Specifically they have had great drilling results throughout the summer and have just gotton a sizeable NRC grant.

Although the 43-101 hasnt been published there is enough data with the drill results coupled with industry information to at least start basing a NAV.

1) Will you be covering this stock in the future after the 43-101?

2) Do you have any specific concerns for this stock?

3) What would you deem a likely buyout scenario to be?

Much appreciated in advance and always look forward to hearing your perspective.

Phil
Read Answer Asked by Phil on November 11, 2013
Q: CEF.A: asked by Richard

"if CEF sold all of its gold at the current price, and bought back all of its shares, it would be 5% short."

Not sure of the answer as expressed here.
The shares trade at 5% discount to the bullion. Selling all the bullion and buying back the units at the current discount yields a 5% cash surplus. Publish at your discretion.
Read Answer Asked by Russ on November 11, 2013
Q: Ivernia - IVW TSE
IVW is a pure play for Lead, and as commodities go, Lead has been performing well. The boom in car production bodes well for Lead, both in emerging markets and developed. Magna and the likes of GM, Ford Toyota have already had big moves, would the guys mining the Lead from the ground be an untapped way to gain exposure to the automotive market?
Read Answer Asked by Terry on November 11, 2013
Q: Central Fund of Canada (CEF.A) is presently traded at a minus 5% premium. Could you tell me how one arrives at this value considering that the price of gold fluctuates daily and the number of shares is presumably fixed?
Read Answer Asked by richard on November 11, 2013
Q: hi would you happen to have any insight on continental gold - cnl? thanks
Read Answer Asked by jim on November 11, 2013
Q: Please give me your opinion on Allied Nevada (ANV) as a speculative play on the price of silver long term. Also your comments on the chance of a takeover of ANV and what kind of premium would be expected (if any!!).
Thanks for a great service.
Read Answer Asked by Ralph on November 10, 2013
Q: Would appreciate an opinion on both AUQ and K after recent eps reports. Thanks
Read Answer Asked by george on November 09, 2013
Q: Could you please give me your assessment of NGQ,DNA and REX thanx
Read Answer Asked by Robert on November 07, 2013