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: Hi Peter - I'm interested in hearing your comments on Serengeti Resources (SIR) on the Vancouver Exchange trading now at about 0.08 Like many of the junior mining companies it has done poorly over the past year but I'm wondering if there might be other reasons for its declining stock price. Also on March 20 it announced an issue of about 2.6 million stock options which can be exercised for shares at 0.12 with a five year time horizon. First of all is this kind of announcement generally negative for the company and specifically should I be concerned that the price of 0.12 is only 4 cents above the current price. Thanks.
Read Answer Asked by Rob on March 25, 2013
Q: Hi 5i
I see you liked Allied Nevada (ANV) back in Nov. It has come off with all the golds, is it a buying opportunity, or am I trying to catch another falling knife.
thanks
Read Answer Asked by Doug on March 25, 2013
Q: HI can i get your opinion on todays gcu news release
thanks
Read Answer Asked by Bryon on March 25, 2013
Q: Hey peter, what is the best way to gain leverage on a change in gold prices and sentiment? Can you suggest a basket of small gold plays you like? (Maybe 5-10 names, under 500 mill marketcap). Also, what is your take on the 3x etfs such as nugt, uslv and ugld? Thank you
Read Answer Asked by william on March 24, 2013
Q: Hi Peter,

Fortuna silver declared its results today. Could you pls comment on their results.

Thanks
Paul
Read Answer Asked by Paul on March 21, 2013
Q: Hi Peter, I would like your opinion on III (Imperial metals), thanks. Karl
Read Answer Asked by Karl on March 19, 2013
Q: Can you give your opinion on Colossus minerals CSI.TO.
Thanks
Chris
Read Answer Asked by Chris on March 18, 2013
Q: Good Morning! I was very surprised not to see MND in your model portfolio. From the answers you have provided to the memberships questions, I would have thought it would have been included in the portfolio. Can you provide an explanation as to why it was omitted from your selections? Thanks
Read Answer Asked by Mike on March 18, 2013
Q: Peter and staff: Following Sentry Select's distribution cut on Precious Metals and Mining MMP.UN, do you have an opinion on this stock? The stock still has a huge yield after the cut and the impact on the current stock price looks minimal following the shakeout. From Sentry's website: "Sentry believes this distribution decrease is prudent and beneficial for unitholders in the current environment for gold mining equities. In Sentry's view, gold mining equities are at their lowest valuations relative to the gold price in twenty-five years and represent an exceptional investment opportunity. It is Sentry's opinion that this distribution decrease will improve unitholders' potential total return by maintaining the capital invested in the Trust while still respecting the Trust's cash distribution objective." Do you agree with their assessment and what is your outlook on this sector? Thanks for your input.
Read Answer Asked by Chris on March 15, 2013
Q: Hi Peter and Team, regarding Primary Metals, PME, would you please comment on their recent release regarding the distribution? Is it safe now to buy for the distribution, and growth of course? Is this a dividend or return of capital or combination? Can you please tell me what the MER is if possible? At 9 cents per month distribution just confirmed, is this one worth jumping into now considerin how hard the unit price has been hit? Thanks!
Read Answer Asked by Hussein on March 15, 2013
Q: I see that mmp.un has reduced their distribution, I read that this distribution is not a dividend but rather a return of capital. Can you explain the difference between dividend and return of capital?
Read Answer Asked by Richard on March 14, 2013
Q: Hi All, I have very little exposure to the precious metals sector. I see that the sector is very beat up. I have two questions: 1. Do you think this sector may turn around this year? 2. Would BMO Junior Gold Index ETF (ZJG.TO) be a decent way to get exposure?
Read Answer Asked by Kim on March 14, 2013
Q: Hi Peter.
When do u purchase gold stocks once they have corrected so much? Do u try to time the bottom (falling knife) or wait for confirmed up trends to establish - like technicals? or fundamentals? US dollar weakness, market conditions? or what?
Once u decide, do u look for Large, Mid or Small cap?
Thanks.

Read Answer Asked by George on March 13, 2013
Q: Hi Peter & Team:

As they have updated their resource data and announced new drilling results, could you please update your thoughts on AXR. Would this be one of your preferred picks in the sector and if so, what would you recommend re buying - purchase now or wait until late summer to catch what is sometimes a good seasonal time.
Many thanks.
Read Answer Asked by Alexandra on March 12, 2013
Q: Hello 5i.
With their recent 50 million debenture debacle is San Gold (SGR) done like dinner?
Cheers - Chris (a beleaguered and frustrated shareholder)
Read Answer Asked by Chris on March 12, 2013
Q: Could I please have your opinion on Kirkland Lake Gold(KGI)now that third quarter results have been announced?
Thank You
Garry
Read Answer Asked by garry on March 11, 2013