Investment Q&A

Q: I know, another uranium question. A couple of questions, first is do you have a prediction for the spot price of uranium and a possible timeline (it was was close to 140 back in 2007) are we going to see that again or even higher? Won't uranium producers start producing more uranium as of now a bring on more supply and affect the market(how long does that take?)

I own URC can you please let me know if a swap into another uranium stock would be a better one or is it fine to hold and is NXE or CCO your favourite based on your previous answers?

COSA resources has captured my eye because of insider buying can you please comment on that

and finally could you please rank these uranium stocks in order of favourite to least to do well if spot price continues upward, wouldn't small caps have the biggest upside compared to the likes of NXE and Cameco?

Stocks to rank Stallion Resources(STUD), Strathmore Plus(SUU), Cosa resources(COSA), district metals (DMX), F3 Uranium(FUU), Purepoint (PTU), Baseload Energy (FIND), Standard Uranium (STND) , Uranium Royalty Corp(URC), Cameco (CCO), Denison mines(DML), Energy Fuels (UUUU), NexGen(NXE)

Q: what are the medium and longer term prospects for the Company please.

Q: hey guys happy new year i was wondering if i could get some info on the transactions today td was not really very clear and if you feel it is a positive for them thanks as always

Q: May I have your thoughts on GOT.V latest discovery? If I understand the press release correctly they have discovered additional mineralization where glaciers have retreated. They appear to be “grab samples” so they haven’t done any drilling to get any idea how deep is the mineralization. Risks are still high! Have insiders maintained or increased their positions since my January 2023 question? I note the stock is slightly higher than a year ago, probably mostly due to weaker interest rates! Any thoughts you have would be appreciated.
Regards,
Jim

Q: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you

Q: Outlook is very good . More reactors to be built worldwide, more demand, some supply problems The worlds answer to clean energy. Could you rank
NXE
DML
FCU
EFR
HURA
U.UN
GLO
EFR

Also SMR

RAK

Q: Greetings:
Some years ago I purchased some Uranium units and they did nothing but go down for 11 years. Now, in spite of energy stocks not being especially lively, and most mining stocks, including copper, having a rough go, Uranium is the star. In September, 2023 spot uranium was $61.00 a pound, now $106.00, and many pundits say the party is just getting started. What is your opinion? Is there still some runway or should a person sell and be happy.
Thanks, Ben.

Q: Good day, 5i - May I please have your opinion of Capstone Copper. Thank you.

Q: Any thoughts on today's news from the company?

Q: Can I please get your view of Benjamin Hill Mining (BNN). Buy or wait it out?

Q: Could give an update opinion on this one-not doing well ?

Q: Hi. As the stock is down 10% as I write this, can I assume their results were less than stellar?

Q: Are there any particularly compelling resource stocks that are worth buying currently. I have zero exposure to commodities and I am fine with that, but I am open to your recommendations, either CAD or US. I am a moderate-to-agressive investor.

Thank you.

Q: There is a lot mentioned about digital currency being adopted by central banks - last heard to-day on Michael Campbell's show, Replacing fiat currency? In which case the central banks and by extension governments or their agencies would be able to control what we spend it on and monitor us in terms of their political agenda - a good example is this climate change fiasco whereby they use it to tax us. What do you think the mechanism would look like to replace fiat with digital? And, how would gold pricing be affected - increase demand and thus the price?

Q: What do you think about this company? Do they have lots of debt? They just received some government funding and I think they are in talks with a major producer. (please confirm) Is this a serious producer? Odds of buyout?

Q: Hello - what are your thoughts on Lithium investing and the best way to invest if it's a "good time". Specific company or ETF? Many thanks

Q: I have held MRE in my TFSA for the past couple of years and have done "okay".
However, I'm looking at moving into something with more total return potential and am considering either BTO or DPM, as I feel both could do well in a strengthening gold market (which I can foresee over the next year or so).
Which would you lean towards and why?
Thanks, Rick

Q: I plan to add to my gold stock holdings as I have recently sold some bullion. I have concerns about unsafe jurisdictions such as Panama even though I would consider Franco-Navada because of its recent haircut.
May I have a couple of stocks in each of the small, mid and large cap size that are more politically secure and are quality companies?
With appreciation,
Ed

Q: Please, rank from most to least recommended and why? Are there any companies outside of Canada that you think might be preferable? If so, how would you rank them? If there is any other information that you believe might be useful then let me know.

Q: Any idea what is going on with this company/stock. Thx James