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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 own the above Precious Metals companies having bought all over the past 4 or 5 years. Based on my cost all of them are in a profit position to varying degrees.

Each was bought for a somewhat different reason ie B2 because of heavy sell off n divi, Fortuna as a potential turnaround, Equinox as a turnaround .. similarly Wesdome.

I am always interested in holding good companies that have turnaround n takeout potential.

Which would you continue to hold and which would you sell to streamline my holdings keeping in mind AEM has performed well whilst some of the others have been following the general market updraft n may or may not have catalysts to drive them higher?
Read Answer Asked by Craig on September 18, 2024
Q: This past spring I asked to look into your crystal ball and predict end of the year price of gold, the answer was $2600. Good job! I was optimistic as well and put 10% of my portfolio in gold, spread between etf's and Alamos. Does it look like it's breaking out, what's your crystal ball say now ?
Read Answer Asked by Charles on September 18, 2024
Q: Portfolio Cleanup Part 8:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 17, 2024
Q: Portfolio Cleanup Part 7:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 17, 2024
Q: Hi Peter…May I have your thoughts on Almonte Industries? Do they have earnings and positive cash flow? Is insider ownership reasonable? Any idea why they are listed in so many different exchanges? With the shares trading at .79 CAD are they your basic lottery ticket with good qualities? This is a public question.
Jim
Read Answer Asked by James on September 17, 2024
Q: Is it possible for Sherritt to file bankruptcy due to debt and what would happen to assets/operations? Nickel prices have been poor. They have a complex asset structure entangled with Cuban businesses so it's not foreseeable to be bought out due to political risk but their large refinery in Fort Sask also poses a concern for environmental reclamation to the government.
Read Answer Asked by manu on September 13, 2024
Q: What is your recommendation for gold exposure in a long-term portfolio?
Read Answer Asked by Gary on September 12, 2024
Q: OGN's has reported consistently good results and the share price has responded accordingly, such that it trades, now, at pennies below its target price (per your database.) Likewise, while it's profitable, its P/E is 143. Is its appreciation potential baked-in, or do royalty plays' different capital structures (vs mining) recommend different yardsticks?
Read Answer Asked by John on September 12, 2024
Q: US Debt. How long before it sets off a crisis in the stock and bond markets. Is there declining interest in buying American treasuries today? And do you think there is a real risk to the dollar being replaced as the world standard. US politics and media are oblivious to this looming issue, or do you believe this is just paranoia.
Read Answer Asked by Curtis on September 12, 2024
Q: Do you see any issue in using the PALL ETF for investing in Palladium ? Do you see any issue in investing a small portion of my precious metals segment in Palladium at all ?
Read Answer Asked by James on September 12, 2024
Q: Hi there, I own Cameco and intend to do so for the long term. Normally I like to follow one of your portfolios so I can buy / sell when you do and don't need to think too hard about it. But Cameco is not in that portfolio. Two questions (deduct credits accordingly please):

1. What are your thoughts on Cameco for a long-term holding generally?

2. What "user instructions" would you share for a person owning this stock in particular? Eg would you suggest taking profits now and again if/when it's up, because it's cyclical, etc.? One of your recent responses on a different question got me thinking about this.

Thanks very much.
Read Answer Asked by Chris on September 11, 2024
Q: Hi, I'm interested in some oil/mining stocks that have recently plummeted. Do you think there's more room down, and when do you see them rising again? Thank you.
Read Answer Asked by Lyle on September 09, 2024
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