Investment Q&A

Q: I am a holder of NES. Do you like this gold company - should I keep it?

Q: Hi Peter, I bought DGC (Detour Gold) about a month ago and i see that the stock has been dropping daily, recently. Would you care to comment? Thank you, Ilesh

Q: These are small plays by your standards but looking for a Yukon Gold play and narrowed it down to following 3.

Which represents the safest yet highest growth potential.
Also any insight into either would be appreciated.
GPD,SMD,& VIT.

Thank-you

Q: Peter, I own VG formely Yukon Gold. They seem to be making progress with production, would you hold as my price for breaking even is $3.75

Q: Do you have any opinion on EVG, Evolving Gold? So far the evelution on evg has been quite negative. Is there hope for the future? thanks

Q: I have a large position in a rsp for sgc, sundridge gold, any news or updated insights. No tax loss selling advantage so would sell anyways at this point? Thanks so much for the expert advice as always

Q: Hi Peter and 5i team, A while ago, you answered a question on gold. I am very much in agreement with your reasons for holding gold and also what to hold. However, you likened gold to insurance and suggested to have some always. That suggests a permanent typa deal. For long periods (20-25 years stretches), gold could be a drag on the portfolio. I intend to get out of it once the threat of banking collapse, hyperinflation/currency-debasement and turmoil in global money system all subside. Are we so different on this point?

Q: Ric Richmont continues to drop in price. Is there any news that is affecting the stock negatively? I own shares at much higher prices in my RSP. Should I be selling or buying more. Thanks for ongoing excelent advice.

Q: What is your opinion of Alexco Resource. If it is positive, then what is a reasonable entry price for their stock. Thanks Larry

Q: MMP.UN
The manager is a great stock picker in the gold space and from what I can see they have never discontinued payments. If you lay the 5 year weekly of the HUI over MMP.UN they are very similar. It looks like an interesting way to play a rise in gold shares, with a huge yield (currently 17%). Current NAV is $6.18 - units are trading for about $7.00. With tax loss selling in full swing in the gold space - would you recommend this one for investors interested in gold + yield?

Thanks so much for your time!

Q: I have heard different opinions. Is MNT a good way to hold phsical gold? Thank you for your guidance.

Q: Is MUX a buy at this time. Great advice and info, thanks

Q: Further to the previous questions on gold, I understand that you prefer senior gold companies over junior ones; and prefer dividend paying gold producers over holding the bullion itself. Given this, I would like to ask how you think a royalty company fits into the mix. As a hedge against inflation, would a royalty company (i.e. Franco Nevada) be preferable to senior gold producer (i.e. Barrick Gold) or would the two types of companies complement one another in this scenario? Thanks.

Q: Hi Peter: Portfolio questions about Gold: In your view, is it necessary to maintain gold exposure all the time (given that the portfolio is small enough to maintain reasonable liquidity and allow one to be nimble) or is it something that one can move in and out of depending on how things are going? In either case, what signs would cause you to increase/decrease exposure? On a percentage of total investments basis, how much gold exposure do you think is appropriate at present and how high or how low could you see that going over the next few years? Can one's gold exposure be expected to provide a good ROI, even if the various things it is supposed to hedge against aren't materializing over the next few years? Finally, what category of gold investments would you favour to provide both the hedge/insurance aspect and a decent prospect of a return in the meantime. Thanks!

Q: What is your view on RIC since it just made a new low this past friday? Is it a buy here?

Q: Hi Peter, I have equal $ positions in Argonaut Gold (AR.TO) and Rio Alto (RIO.TO). Could you please comment on Q results both companies reported today. Should I trim my position in RIO and buy more AR? Thank you.

Q: Rubicon released news today expanding the zone of F2 and also releasing a few drill results in the sub 1000 meter zone which suggests continued high grade at depth. Any idea why analysts do not really cover the stock and why the market is not reacting favourably. I would imagine that people should be realizing its potential by now especially since it is cashed up, has Lalonde and is expected to pour if everything goes well in 2014.

Thanks

Q: Hi 5i. Your thoughts on Pan American Silver. How would they do in the short term?

Thanks

Q: Your thoughts on CDM's precipitous decline? Obviously last quarter results don't look as good but is the stock price decline an over reaction?

Vern

Q: Mandalay Resource (T.MND). Peter and Company would you be able to give me your thoughts and long term projections for Mandalay Resource. Your former collegaues have a large position and yesterday they announce the initiation of a dividend. Thank you in Advance