Investment Q&A

Q: For what reasons is BCM being given a much lower market value than these other two with comparably-sized undeveloped primary silver deposits? Thanks.

Q: Dear Peter:

I see that SVM has just been added with a 1.5% position in 5i portfolio. This didn't get any mention in various questions on Silver by members. I see that the answers to previous questions on SVM (going back to August and beyond) didn't seem that enthusiastic.
Something must have changed. Bit surprised by the rationale in your portfolio update b/c China is not exactly in a "politically" correct environment!
In any event where would you place SVM amongst Silver stocks. (PAAS/CDE/AG/HL were your safe picks previously)

Many thanks.

Q: I have owned ERO and CS for a while and both have appreciated in value. At what weight would you start trimming if owned ?

Thanks

Q: USAR Is it too late to jump into this ? Any others you can recommend? Thanks!

Q: Good Morning Team 5i & Everyone,

I’m looking through the holdings for REMX:US. Of the etf’s current holdings, these are the ones listed on the US market:

LAC
MP
ALB
SQM
IPX
LAR
SGML
TROX

Fundamentally, do any look good enough that you would consider holding them directly?

I’ve been watching NEO:CA and I realize that the sector has a bit of excitement in it at the moment, and if that changes they would likely take a hit.

In general I’m holding some REMX and will likely wait for an opportunity to add. The thesis ultimately is that when A.I. reaches the point where robots start getting built years from now, in theory that will require rare earth and strategic metals and minerals. But, we shall see.

Thank you,

Sandra

Q: Seems the US is on a rare earth buying spree. Could you give me some names to look at . I don't know of any production companies so I guess it would be exploration.

Q: I'm looking to sell some (all) of my Roya Gold. Would it be better placed in FNV? Or would you have another suggestion? Thanks.

Q: Your analysis of the Robex/Predictive merger would be appreciated.

Q: Dear Peter et al:

People talk about Gold Silver ratio and say that it is time for Silver to breach 50$ mark and the next stop is 60. Of course the usual hyperbole is there on YouTube calling for 100$ Silver! (IF Gold hits 4500/5000, all bets are off for Silver apparently!) .

So, what is this ratio all about? Does it have some validity? A tradable instrument? I know you dislike price targets. Care to hazard a guess on Silver/Gold prices? Finally at what stage are we in this Gold VS Siver cycle? (I have heard anywhere between 2nd innings to 3rd and so on!!)

BTW I know you prefer Silver stocks and I know your picks from your previous answer to my questions. No problems there.

Q: I'm interested in joining the gold rush, but have no insight on specific gold stocks. Would you be able recommend the names of three gold ETFs that I can check out? Better still, would you be able to suggest three top gold stocks as well? Thanks.

Q: Like many of your subscribers, I am enjoying the current run up in gold. I have positions in EQX, AEM and ARIS. My question is what happens when/if the run abates or the price of gold sags, for whatever reason. Which of the gold companies, including the above, are best suited to survive in a lower gold price environment, and why? Many thanks

Q: I have asked a question on WGO previously and should have bought months ago but missed the rally. Would appreciate an analysis today on the merits of buying today or letting it go?
Would you give me a few small cap gold stock names that are still viable at the price of gold sky rocketing lately?
Thanx as usual
Gary

Q: Would you consider this company a buy today? Or do you think it has run too far?

Q: What are your thoughts on Gold and Silver and how high do you see them going ? If one holds a number of gold stocks with substantial gains is it time to scale back or wait ? Can you see a scenario where Gold starts to falter but silver continues its rise ?

Q: Peter; Could you, with your old mining hat on, decipher the latest results from their drilling program un Chile? Thanks.
Rod

Q: Is it too late to get into to Taseko Mines? Is there a similar copper producer you would prefer?
With appreciation,
Ed

Q: Hello, back on June 2nd in a response to a question on NFG, 5i said "we would like to see its price rise above $3 to signal a potential reversal in its price trend." NFG is $3.45 at the time I wrote this. Do you think the reversal in the price trend is underway? Is there an underlying driver behind this reversal other than the price of gold continuing to go up?

Q: Why APM price keeping falling in recent two days while gold price is surging ? Thanks a million.

Q: Please provide your thoughts on this company. Would you invest in this at this time or, do you have a more promising selection in the silver category?

Q: Would you please compare these two ETFs. Is one ‘better’ than the other?