Q: Hey. What do you think of the recently announced SBSW copper/nickel mine purchases? How does it change their exposure in terms of their metals percentages?
Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated
Q: What is your opinion on this company? Is it the real deal, or is it a crazy mania, encouraged by the involvement of Eric Sprott? I'm thinking of taking a small speculative position. Would you do that?
Q: With a lot of gold miners stocks trading at 2017 levels or just over when the price of gold was around $1300 are they undervalued now the gold price is around $1800?
Or is the market thinking gold is overvalued at current levels….
Q: I received ARTG shares when Atlantic was sold. I've held onto them and they make up less than 0.2% of my portfolio. I'm debating on either getting rid of them or adding to the position. What are your thoughts in this regard? I have no other gold stocks.
Q: I have a 40% profit in NGLOY and I'm wondering aout exiting. I assume it is riding the copper price and the strenghening industrials but it has an interest in multiple minerals. The weird asset is deBeers. The dividend is great but the P/E seems low relative to peers. Is deBeers dragging this down? Is this a good time to sell or rather hold?
Q: Hi 5i,
Looking for a few companies in the material and gold sector currently own NTR and AEP. I'm putting close to 10% of my stock portfolio into this area. Can you name a few companies for me, they can be Canadian or US companies but need to have a dividend.
Many thanks!
Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you
Q: What metal sector(s) would you recommend that will stand to benefit the greatest from the move to renewables. Please provide 3 growth companies to consider.
Would you also please provide 3 value companies that show solid values and good rebound opportunities in the same or similar sector.
Thanks, Peter.