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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 team,
What are your thoughts on the financing for the completion of the Magino project? Will the issue of 400 million shares @ .45 dilute the overall share count? Will the company value increase once the first gold is poured and how would you rate this investment over the long haul?
Many thanks as usual,
Jean
Read Answer Asked by Jean on June 27, 2022
Q: With the GFI agreement to purchase YRI for .6 shares for each GFI, which stock is better to buy at the current price drop? GFI ( 9.50ish) YRI (6.45ish) or both.

Both stocks pay a healthy dividend.

Thank you.
Read Answer Asked by Rob on June 23, 2022
Q: Can you please advise your favourite commodities stocks in Canada that are on the safer/less volatile end of things? And an explanation of why would be helpful. Thanks.
Read Answer Asked by Chris on June 23, 2022
Q: Hi Peter,

If you owned the BE portfolio but wanted to add to and diversify the commodity holdings (beyond AEM and SU), what 1-3 securities would you add? Canadian stocks and ETFs only, please.

Thank you!

Chris
Read Answer Asked by Chris on June 17, 2022
Q: Do you think there will be a competitive offer? UEC’s offer seems to be a “low ball” offer due to lack of a cash component. Do you think CCO would make an offer? I’m told they once held UEX stock but liquidated their position in order to reduce debt. Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on June 17, 2022
Q: Good day team,

First things first, thanks for your steady advice during this downturn. A calming voice is very much appreciated.

My portfolio so far is adequately diversified. Believe it or not it is still up on the year. I have some play money which Im planning on using to make a bet against commodities, in particular copper and/or oil and gas. One idea comes to mind is buying puts against TECK. Any other suggestions? Either stocks or ETFs?
Read Answer Asked by Seamus on June 16, 2022
Q: Hi team,

If inflation is actually such a problem (and not just supply chain/staffing issues) why do you think gold has not performed far better?
Read Answer Asked by David on June 16, 2022
Q: I saw a Company Highlight Ad on BNN for Amerigo Resources (ARG) a month or 2 ago...
- I started looking into the company and was intrigued...
- Please let me know your thoughts and health of the company overall and comment on the dividend that is approx, 7.3% , - Is it sustainable?
- Long term/Short term comments would be appreciated

Thanks,
M
Read Answer Asked by michael on June 14, 2022
Q: Dear Peter et al:

I see a lot of chatter about rare metals in the media. Some columnists, especially Technical analysts seem to favor this sector. Your answer to a fellow subscriber few months ago seems to lean towards REMX. However, it's returns seem to lag ZMT/XBM.

Do you think there is a role for rare metals at this time in one's portfolio? If so, what is your favorite ETF and why?

Thanks in advance.
Mano.
Read Answer Asked by Savalai on June 13, 2022
Q: You have thoughts about gold going forward?As a tangible asset instead of Bitcoin and other digital coins I have a strong feeling that gold might be at the beginning stages of a strong rally.
Some gold miners also have a good dividend as well.How did gold perform in history when we had inflation,recession,war,debt?
Please give us some insight here and what is the overall opinion from the analysts?
If there are three gold-companies to pick...which ones?
Read Answer Asked by Josh on June 13, 2022