skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dear Peter et al:

Many thanks for answering my question on Gold . Much appreciated.

This is along the same lines about Silver. I reviewed Q&A on Gold/Silver sub topic and I see that Christopher on September 03 2025 had asked this same question and . This is a follow up question to clarify simple things.

At this stage of the cycle, Gold Vs Silver ratio, would you prefer physical Silver(PSLV/SVR) or stocks?

Are the stocks that you picked for Christopher on that day, is it in the order of your preference/importance?

Thank you.
Read Answer Asked by Savalai on September 25, 2025
Q: What is your opinion and valuation on this? Good time to buy it vs other mid caps because it may be temporarily discounted due to 2 large investors recently selling their positions or do you feel thats a vote of no confidence in their prospects going forward. Less likely to be taken over vs. Newmont and Agnico just raising funds for other purposes.
Read Answer Asked by Husseinali on September 23, 2025
Q: Hi,

For portfolio considerations I need to start to trim AEM back to a full position weight. I also have PAAS, WGX, FNV, AGI at full position, and ABX at just over a half position for may precious metals portfolio. Would you recommend investing the AEM trim to top up ABX, or is there another precious metal that you would like better at this time. And can you give me a brief reason why.
Thanks.
Read Answer Asked by Steven on September 23, 2025
Q: Hello. Can you give me the run down on these three? Percentage silver production and location of major assets? What are the earnings and production forecasts?

Which, if any, would you buy, in what order and for what reasons? Look forward to your thoughts and opinions. Thank you.
Read Answer Asked by Robert on September 23, 2025
Q: Hello 5i, FEO

What are the fundamentals like on this Iron exploration company? I realize they are in the early exploratory stage so would be considered high risk but if you could comment or have any info on management profile, company history and forward projections and revenue this would be very appreciated. Gold and Silver have had a good run as of late, do you feel that Iron would be "in that space" for mineral momentum?
Thanks so incredibly much!
Read Answer Asked by Josh on September 22, 2025
Q: I have been hearing more about the next stage in the commodity cycle is copper and then oil essentially from gold. What is the best way to get exposure to that trade without taking single security risk?
Read Answer Asked by Michael on September 22, 2025
Q: Dear Peter:

Thanks for once again for being ahead of the curve with Gold! Not surprising given the fact that you worked alongside with legendary investor Eric Sprott! Your consistency and voice of moderation has helped me. I have over the years accumulated GLD/XGD and your favourites, FNV/AEM/NEM and more recently WPM and ARIS.
No complaints about Gold!!

The question is based on your recent answers suggesting that Gold can still go higher but warned folks to be careful about position sizes. I get that point of yours as well.

Where would you add new funds? In individual names of the miners or ETFs? Large caps or Mid tier producers like ARIS? GDX is in USD. IF Gold goes higher, then is it good or bad for USD denominated GDX? Am I not better off adding to my XGD?
Finally how much more room has Gold to go, in terms of percentage, 15%.or 20%? When "experts" on YouTube call for 5000/8000/10000 Gold, I get VERY nervous! Not sure if the mainstream institutions have started to buy Gold or slowly unwinding their positions! Ordinary folks like us have no access to that sort of data!! Any words of wisdom what the smart money is doing? (Every single news feed I get seems to say that ALL the central banks are accumulating Gold!!)

Please deduct as many credits as you see fit.

Thank you for all the good work!
Read Answer Asked by Savalai on September 22, 2025