Investment Q&A

Q: What is your opinion of Canada Nickel Company and nickel in general Is CNC a buy or are there other companies that you feel have better upside. Thanks for your expertise.

Q: Apologies if this is a duplicate. I’ve been out of metals stocks for a few years and looking to take a position. I’m thinking of Teck but would be interested in your favorites at different sizes (non gold). Also do you think the sector has legs for a while ?

Thanks
Bryan

Q: I am a recent retiree with a portfolio concentrated in financials, oil & gas (currently, anyway) and telecomms. Would a combination of the dividend-producing DRD, BTG/BTO:CA, and AR:CA make for a sufficiently diversified entree into gold stock? After yesterday's jump is gold looking more attractive as a diversifier and portfolio "insurance" provider?
Thanks!

Q: Could you please comment on Pgm? Is it good to average down? Thanks as Always.

Q: How does NCX look for a copper play?

Regards,

Nick

Q: What 2 gold and 2 silver companies would you be most comfortable investing in today? Thank you.

Mike

Q: What do you think of air,vn as a spec ?

Q: What is your analysis of SGML for value and growth going forward. Do you think there will be shortages of lithium in the future and would this be a good way to play the trend towards EV. Thanks

Q: Seems to have some positive momentum. You had previously mentioned it may flatten in 2022.
Would you consider this a buy or do you have another pick in the sector.

Q: What companies mine both gold and copper? Which ones are recommended?

Q: What is your outlook for commodities for the next 5 years? Would you please recommend three etf's as well as three leading companies that focus on this sector.
Thanks.
Jim

Q: I have a relatively heavy weighting in oil at over 10%, about a 3% weighting in gold and 1% in uranium. Otherwise don't have other commodities.
Fortunately have been able to start taking some profits in oil and will continue to do so if keeps rising.
What is the expectation for other commodities in general over the next few years (though I know you don't have a crystal ball)?
For a conservative investor, what stocks or ETFs would you recommend to provide a diversification into other commodities - my thinking is about a 3% weighting in these. Would prefer to avoid coal if possible.
Take as many credits as needed.
Thank you.

Q: Hi!

What is your take on gold (investment-wise) in general and ABX in particular?

I ask because I am getting some vibes that the sector is ready for a big move up.

I would like to go on more on vibes though.

Cheers,
David

Q: In light of the latest results, where they repurchased a significant number of shares, could you provide a brief review of their results and whether this quarter's release has made them a good purchase?
I am also curious as to your opinion regarding the future prices of copper, in particular considering governments increased planned spending on infrastructure.
Thanks!

Q: Please comment on their latest numbers.

Bill

Q: Freehold is an oil & gas royalty streaming company. Was there not at one time a competitor to them? Can you name the other oil/gas streaming companies.
Also - the names of the gold/silver streamers - thank you.

Q: As a follow up to yesterdays question about Calibre mining's current financial statements, can we project what the future of Calibre's finances will be incorporating in the Fiore assets resulting from the recent merger?

Q: You have commented on NCU sporadically, is this a viable company with potential long term upside(assuming copper steady or continues bull run)? When will it see positive cash flow. How do you compare it to Amerigo. Would you be buyers of one or both. High risk/High reward.

Q: Would this be a a suitable speculative stock (small position) in TFSA with the growth of copper, or not?

Q: Trying to figure out the dynamics of this stock as considering buying for my TFSA as an admittedly risky ( speculative ) venture.
It has a high institutional holding and would they not see share dilution as the worst of possibilities to raise capital ? A takeover ( at a reasonable) would seem to be a better alternative for them. Do you know how much the individual directors own ? Their Board does seem experienced and while they did let costs get ahead of them, they did take decisive action by firing the President and founder of the company. What is your assessment of them getting the Magino mine up and running at expected costs ? I am considering buying , so ask you do I wait until we know the financing or take a chance with a 3 - 6 % position buying now or gradually ? Thanks Derek