Q: Thoughts on BCM? Certainly quite speculative, but the Corani mine seems like a high quality asset should silver prices stay strong.
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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’m yet another discontent WGX investor. Simply not confident in their future growth prospects! I’m looking at selling WGX and buying FOM. With the recent positive news around this Copper mine and the fact that it will begin production in early 2026, do you feel this would be a wise move? Thank you in advance. Stan.
Q: A question was recently asked about whether gold has finished its run and you said no. I don’t think I have ever owned anything related to gold and i don’t know much about it. But, if it has more runway and we face a bit of an uncertain future, it may be time to test the water. I imagine some kind of etf, either US or Cdn would fit best. What would you suggest on each side of the border for someone in my position
Thanks for great advice
Thanks for great advice
Q: What is your opinion on whether or not Foran is worth investing in?
I see that Mark Carney has included Foran's McIlvenna Bay copper mine project in his recent announcement of five major projects he would like to see crossing the finish line. Any idea what this might mean?
I also see that Foran has been approved to earn up to C$70 Million in Transferrable Royalty Tax Credits from the Government of Saskatchewan.
Thanks as always for your expertise.
I see that Mark Carney has included Foran's McIlvenna Bay copper mine project in his recent announcement of five major projects he would like to see crossing the finish line. Any idea what this might mean?
I also see that Foran has been approved to earn up to C$70 Million in Transferrable Royalty Tax Credits from the Government of Saskatchewan.
Thanks as always for your expertise.
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Cameco Corporation (CCO $121.25)
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Global X Uranium ETF (URA $45.14)
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Sprott Uranium Miners ETF (URNM $54.92)
Q: Hello Peter
Our PM plans to build a nuclear reactor in Ontario
I have a small position in CCO, has done well,
like to slowly accumulate
what is a good entry price for CCO ? Sept/Oct usually has volatility
in the stock market, I am patient,
thanks; also could suggest an ETF for Uranium stocks to follow for
my education
many thanks
Michael
Our PM plans to build a nuclear reactor in Ontario
I have a small position in CCO, has done well,
like to slowly accumulate
what is a good entry price for CCO ? Sept/Oct usually has volatility
in the stock market, I am patient,
thanks; also could suggest an ETF for Uranium stocks to follow for
my education
many thanks
Michael
Q: Hi, again
Can I have your top three picks for materials.
Thanks,
Robert
Can I have your top three picks for materials.
Thanks,
Robert
Q: Good Morning Peter, Ryan, and Team,
Could I get your opinion of ZJG ETF from BMO please ??
The large cap golds have done really well lately and my guess is that the Junior Gold space will really get it into gear moving forward.
If you have a better alternative to ZJG I would love to hear about it.
Thank you so much for your expertise. DL
Could I get your opinion of ZJG ETF from BMO please ??
The large cap golds have done really well lately and my guess is that the Junior Gold space will really get it into gear moving forward.
If you have a better alternative to ZJG I would love to hear about it.
Thank you so much for your expertise. DL
Q: I recall asking here why materials stocks, namely gold, were so low. Now with gold prices rocketing I am amusing myself with the opposite worry. I am holding this etf and see that it has had a meteoric rise. Do you think that this is a still a prudent investment or is there a better way to manage my materials exposure? Is gold unnecessarily high right now?
Q: Hey 5i it has been a number of years since a question was asked. Interested in an updated opinion as the insider buying caught my attention.
Q: What are your thoughts on Kinross for a gold play?
Q: I've held MDI for some time (years) - thinking when gold and metals market move higher {which they have done) , MDI would be a leveraged 'picks and shovels' way to play the sector. That has not occurred, and recent quarterly results seem underwhelming to me. Your thoughts on both the results and my strategy.
Note: A couple of years ago I added AEM/NTR to bolster my materials weightings so do not need MDI in my portfolio to cover material sector.
Thanks in advance for your thoughts and great service.
Glenn
Note: A couple of years ago I added AEM/NTR to bolster my materials weightings so do not need MDI in my portfolio to cover material sector.
Thanks in advance for your thoughts and great service.
Glenn
Q: What are your thoughts on Alkane Resources in general as well as specifically regarding their recently released guidance.
Thank you.
Thank you.
Q: Is ODV a good buy for a 5 year time horizon. If not is there a similar company you would recommend?
Thank you!
Thank you!
Q: It looks like Gold has broken out of $3500 level and Gold equities, rising for 3-4 weeks straight, might be due for a consolidation soon. Do you agree ?
We have a small 1% weight in the sector through AEM and wish to increase our exposure. Have we already missed the boat ?
Would it be worthwhile to wait for a consolidation and or just start adding at current levels.
If you believe, there could be consolidation due in the near term, what levels, you think, AEM could trade ?
Thank You
We have a small 1% weight in the sector through AEM and wish to increase our exposure. Have we already missed the boat ?
Would it be worthwhile to wait for a consolidation and or just start adding at current levels.
If you believe, there could be consolidation due in the near term, what levels, you think, AEM could trade ?
Thank You
Q: do you consider this a good investment for Gold?
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $56.32)
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Lundin Mining Corporation (LUN $25.88)
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Capstone Copper Corp. (CS $11.39)
Q: I was half way to building a recent position in TECK with an average cost in the mid $40's. With the offer on the table, if it was you, would you sell TECK and purchase Capstone or hold for better offers? In the past you have leaned more toward Capstone in the copper space, are you still positive on Capstone?
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Dynacor Group Inc. (DNG $4.61)
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Orbit Garant Drilling Inc. (OGD $1.46)
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Allied Gold Corporation (AAUC $16.72)
Q: Can you please provide your six favourite gold/precious metal stocks? Two large, established producers, two small and fast growing producers and two speculative companies that are more exploration but showing strong potential. Would DNG also have any appeal as a different way to play gold?
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Santacruz Silver Mining Ltd. (SCZ $1.87)
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OceanaGold Corporation (OGC $33.34)
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Torex Gold Resources Inc. (TXG $63.41)
Q: I STARTED TO INVEST IN MINERS 6 MONTHS AGO. THEY NOW REPRESENT 60 PER CENT OF MY PORTFOLIO. I REALIZE GOOD THINGS EVENTUALLY COME TO AN END. HOW LONG DO YOU THINK THIS GOLD RUSH WILL LAST. THANKS FOR YOUR GREAT SERVICE.
Q: Are they overvalued or at what price range is a good entry point ? Thanks a lot.
Q: Can you comment on Rakla Metals - prospects, management, fundamentals, risks... ? Their website indicates their first drilling began in July. The stock has done well in the last year during this sector surge. Looks interesting for a starter position. My thanks.