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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: I have a question about investing in physical gold. Can you please explain the differences between the MNT and PHYS? I noticed that MNT outperforms PHYS and it trades at a premium to NAV while PHYS trades at discount. The expense rates 0.35% vs. 0.41% seems to be close enough to justify the differences in performance and discount..?
Read Answer Asked by bernhard on February 05, 2025
Q: If we put aside the normal indicators for Gold and consider the geopolitical climate that is surfacing day to day around the world, along with the US potentially having some instability within their own borders and the instability with their allies, is it a good time to buy gold as an investment? What do your a believe are the pluses and minuses for Gold increasing in value over the course of the next 12 months?
Read Answer Asked by Walter on February 03, 2025
Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!
Read Answer Asked by Kevin on February 03, 2025
Q: Can you explain what is behind the broad move higher in Gold and silver miners? Is it just the price of precious metals? How broad is this move and what, if any, other material sectors are also moving? Thank-you.
Read Answer Asked by Alex on January 31, 2025
Q: Currentlly my portfolio in gold consists of 3 holdings. They are :

AEM - YTD + 20%, 1 YR + 90%

NUGT - YTD + 34% 1YR + 67%

WGX - YTD - 8% N/A

As you can see the weed in the portfolio is wgx.

Question to you is when I prune WGX out of the portfolio should I just put that money into the other 2 holdings or should I add a third that is an elite performer.

What would be the best from a portfolio management perspective and if you decided to add a third what would it be?

Sheldon

PS Don't worry about NUGT I know the ins and out and have made lots of money on these leveraged ETF's like NUGT, QLD, NAIL, etc

Thanks
Read Answer Asked by Sheldon on January 31, 2025
Q: I am a bit confused why a company with about 25% of its current market cap (40+ million USD cash as per last quarter report) sitting in cash on the balance sheet - with no debt - would raise 10% more equity (just 20 million cad) at a 10% discount to its current price which is already quite cheap… I am scratching my head… I really like this stock/company but now I am questioning management haha. Am I wrong? Thanks
Read Answer Asked by Scott on January 31, 2025
Q: I have two small holdings in the materials sector, EQX (1% of portfolio) and NGT (1.5% of portfolio). I am thinking of consolidating them. NGT is the larger company by far, and has faced some negative investor sentiment recently, but to my knowledge, remains profitable and should perform better in the next several quarters. EQX has had better recent momentum, but is much smaller than NGT. This would be for a longer-term hold.

An alternative strategy would be to sell both and purchase another gold mining company with these funds.

I would appreciate any thoughts or insights you would be willing to share. Thanks so much, and I look forward to your reply.
Read Answer Asked by Domenic on January 30, 2025
Q: Is Kazastan back in the supplying the market What about Russia and the Ukraine . what is outlook for Uranium Price as demand picks up Where can i find the price for Uranium ? Your top picks please Thank you RAK
Read Answer Asked by bob on January 30, 2025
Q: What are your thoughts on the materials ETF PICK?
Read Answer Asked by Brendan on January 30, 2025
Q: Hi Peter…May I have your thoughts on the McEwen announcement? I can’t figure out who is buying whom. It looks like GOT is taking a position in McEwen which seems distracting. Can GOT sell the $10 million worth of McEwen shares? Is this a start of a merger? Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on January 29, 2025
Q: Can I get your thoughts on Capstone please? Seems to keep dropping and now with talk of tariffs and maybe smaller AI infrastructure, it’s not looking great. Would you still hold here? If not, do you have another recommendation for materials sector? CAD or US? My only other one in this sector is Agnico Eagle.
Read Answer Asked by Neil on January 29, 2025
Q: What is the outlook for CAD ? Is it a good time to accumulate more USD (or gold) ?
Thanks!
Read Answer Asked by Martin on January 29, 2025
Q: I think my question was more related to, do you agree that GLCC was so much better than AEM.
Using 04/21/2011 as start date to match available data range for AEM.CA and GLCC.CA
AEM.CA GLCC.CA Growth of $10,000.00
With Dividends Reinvested
Click for detailed chart tool
Start date: 04/21/2011 04/21/2011
End date: 01/17/2025 01/17/2025
Start price/share: $64.99 $10.04
End price/share: $123.09 $28.11
Starting shares: 153.87 996.02
Ending shares: 194.26 3,596.08
Dividends reinvested/share: $14.08 $21.84
Total return: 139.12% 910.86%
Average Annual Total Return: 6.54% 18.32%
Starting investment: $10,000.00 $10,000.00
Ending investment: $23,899.77 $101,111.35
Years: 13.75 13.75
Read Answer Asked by Marios on January 28, 2025
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