Q: Hello 5i, i wish to comment on your advice to me regarding CSI... on or about july 15 of this year i was a shareholder of CSI and asked your opinion.Basically in a nutshell you didn't like the company and advised selling. i did sell and kept my losses to a minimum which in my opinion is every bit as important as making money.if possible please reprint my original question for your readers, thanx again.norm
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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: Hi Peter,
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.
Q: Hi Peter. I'm thinking of adding True Gold Mining (TGM)to my PM portfolio. My philosophy is to "invest in management" in the PM sector.
I'd appreciate your thoughts on TGM as a developer in West Africa.
I'd appreciate your thoughts on TGM as a developer in West Africa.
Q: Peter and team,
Can you please provide thoughts on the management changes at Kirkland Lake Gold (announced today)? I've owned this for a while now and have been beat up being patient. Now I see some key people like Mark Tessier leaving and I'm curious if I should look at this is the time to accept the loss and reduce my gold exposure.
Of course, I'd like to replace it with something that has huge torque and can win me my money back with no risk... any thoughts? (Just kidding here, of course but I am happy to take any idea!)
Can you please provide thoughts on the management changes at Kirkland Lake Gold (announced today)? I've owned this for a while now and have been beat up being patient. Now I see some key people like Mark Tessier leaving and I'm curious if I should look at this is the time to accept the loss and reduce my gold exposure.
Of course, I'd like to replace it with something that has huge torque and can win me my money back with no risk... any thoughts? (Just kidding here, of course but I am happy to take any idea!)
Q: hi , would you happen to have info or an opinion on excellon res. - exn
Q: Aurcana (AUN) - Still a good company in a bad sector? - Cheers.
Q: hi , would you have any thoughts on gabriel res. - gbu. thanks
Q: What is your current view on IMG? Do you still have the same view as your last comment? thanks!
Q: Pals Investments now own a little over 50 percent of Nevada Copper (NCU). What do you think this means for the future of this company, could they attemp to buy the rest of the company on the "cheap"?
Q: Could I please get your opinion on Imperial Metals results (III) and how you would determine whether the shares are fairly valued, overvalued or undervalued.
Q: Hi,
I have a double-weighting in Goldcorp (G) and notice it is relatively volatile in price. Does it make sense to try to hold something to counter-balance this in my portfolio? Or should I just accept a bit of volatility in 10% of my stock portfolio? If it makes sense to counter-balance what would you recommend? The rest of my portfolio consists of 5i model portfolio stocks (except the B or lower rated ones). Thanks! Michael
I have a double-weighting in Goldcorp (G) and notice it is relatively volatile in price. Does it make sense to try to hold something to counter-balance this in my portfolio? Or should I just accept a bit of volatility in 10% of my stock portfolio? If it makes sense to counter-balance what would you recommend? The rest of my portfolio consists of 5i model portfolio stocks (except the B or lower rated ones). Thanks! Michael
Q: Can you give me your analysis and opinion on AR (Argonault), a junior gold Co? I learn a lot from your expertise.
Q: Thanks in advance for your comment 5i.
I am interested in your views of Capstone mining (CS) over a two year + time horizon.
I am interested in your views of Capstone mining (CS) over a two year + time horizon.
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!
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!
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.
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.
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?
Q: Hi Team
I know copper is not popular at the moment...however I thought of investing for the long term. I would like a rather pure play and with a company that will survive until demand and prices recover. What companies might fit the bill...Thanks for your assistance!
Dr.E
I know copper is not popular at the moment...however I thought of investing for the long term. I would like a rather pure play and with a company that will survive until demand and prices recover. What companies might fit the bill...Thanks for your assistance!
Dr.E
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??
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
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
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.
"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.