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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 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: Could I get your take on the big drop on Detour gold (DGC) the news didn't seem that bad to me?
Is it a buying opportunity ?

Thanks and once again Fabulous service you are providing for the small self directed investor like myself, would like to see more on the educational side.
Read Answer Asked by Doug 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
Q: Peter, do you think ROX on the Canadian is 100% speculation or may there be a little substance to the story. Thanks
Read Answer Asked by David on November 07, 2013
Q: Good Afternoon Peter and Team,
Great call on PLB !!! Just wish I had a truckload of it rather than a few hundred shares. I will patiently await your updated recommendation.
My question is with regard to gold in constant backwardation i.e. the Gold Spot price stubbornly stays above the Comex Futures Price by a small amount. My understanding is that this is quite unusual. Of couse John Embry and Eric Sprott believe that this indicates that the price of gold will soon rise to infinity and beyond.
What is your take of this rather peculiar situation ???
Thank you. DL
Read Answer Asked by Dennis on November 07, 2013
Q: We have a 4% weighting in HNZ.A. While they seem a well managed company there seems to be a problem in the industry. They took a hit today on loss of defense contracts. I'm thinking of selling to buy CSX. I want to increase our US exposure but still be in the transportation sector. A couple of days ago you wrote an article about the value of dividend paying companies and HNZ.A does pay a higher dividend than CSX. CSX I suppose should have more stable earnings. Any suggestions on what to do?

A second question...does it make sense to sell RBC & PWF to buy AEM? We are overweight in financials with no exposure to gold or material stocks except LIF. The banks and insurance companies seem to be on a roll so I hesitate to sell them. I know you recommend Goldcorp but I like AEM because of their dividend, increasing gold production per share and I think they recently beat analyst's estimates. Our weighting in RBC & PWF is 4%

Any thoughts would be appreciated.
Read Answer Asked by James on November 07, 2013
Q: In 2012, South American Silver (SAC) had its mining license revoked by the Bolivian government, sending it, this past July, to a four-year low. Since then, however, the stock has done very well; is this just speculation on the chance of favourable arbitration, or increasing recognition of the value of its other mining properties?
Read Answer Asked by John on November 06, 2013
Q: Your thoughts on the quarterly results of MND? When do you think the share price will start to go up??
Read Answer Asked by Mike on November 06, 2013
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