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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 a small position in TKO as part of a basket of copper stocks. It appears to be underperforming the others. My question is whether you see potential for it so as to maintain or add to the position or whether you would sell and transfer the proceeds to stocks I also own such as CS and ERO? Thank you for your advice.
Read Answer Asked by Peter on July 22, 2021
Q: This mine seems to be in a perilous situation. Bankruptcy is not out of the question I suppose. And now 3 Appian board members have resigned.
The senior creditor is BNP and Appian holds "mega millions" of shares. In March, New Gold invested $25 million and still the sp is falling like a rock.
What is your 2 cents on Harte Gold
Read Answer Asked by JACK on July 22, 2021
Q: Hi again 5i,
Could I have your thoughts on the prospects for copper generally and CS particularly over the next 6 months or so? I understand China might have a lot to do with where copper goes but I don't feel very confident about analyzing the economics and/or geopolitics that affect copper miners and producers. Not long ago CS was looking very strong but very quickly it seems to have lost its lustre - is this just par for the course for commodities or are the swings accelerating as the pace of events and news travels ever faster?
Thanks,
Peter
Read Answer Asked by Peter on July 21, 2021
Q: I read in the G&M that iron ore prices were basically at their peak, by some estimates. I bought LIF in January, knowing it in a cyclical industry. I am a buy and hold investor but I knew I would not hold on to LIF for very long i.e. 1-2 years at most I made a nice profit since then and received 2 delightful dividends… How can one estimate the likelihood that LIF’s share price can grow from here and jump out if in all probability it is not going to materially grow in the next year or so? The SP has not been this high in 10 years. What would be factors that would lead us to believe the SP will continue marching higher in this case? Thanks.
Read Answer Asked by Martin on July 21, 2021
Q: KRR has issued a revised news release where the company corrected an earlier news release which incorrectly reported second quarter gold sales higher than actually achieved. Gold production was not changed. I don't really have a problem with the sales error even though it would have been better if the error hadn't occurred. The revised news release projects gold production to more than double to 205,000 ounces by 2024 (from 2020 production levels) with costs declining at the same time. How solid do you feel is this 2024 projection or is it promotional?
Sales errors are one thing but future production "hype" is another.
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 19, 2021
Q: My wife and I are in our mid-late 70's and only have investments in RRIFs.

We don't have any stocks in the materials sector and I would like to add something that has either solid growth potential or pays a dividend to add a bit more balance. I once invested in gold (BTO) and didn't do well, so I'm not particularly interested in that unless it meets the criteria above.

I am, however open to all suggestions. I have 6% space to allocate to your recommendations, so please advise accordingly.
Read Answer Asked by John on July 16, 2021
Q: I am interested in investing in gold. Please advise if this is a good time to put money into this and if so, which company do you think has the most potential. As well please advise which companies to stay away from at this time.
Thank you for your great service
Stella
Read Answer Asked by Stella on July 16, 2021
Q: Precious metals having a good day today, assuming its mainly because of the hot inflation numbers coming out. Do you see these stocks having more room to run? I own the above. Can you rank the above stocks in terms of the inflationary environment and which have the best growth and potential. Which sectors would do the best? Also I'm low in energy, would that sector do well if inflation persists or is it mainly driven by energy prices? Do you still see inflation as transitory or more persistent? Thanks!
Read Answer Asked by Keith on July 14, 2021
Q: I find inside buying is potentially worthwhile evidence of future prospects of a company. Just a hunch, but I am not sure inside buying or selling can tell me much about gold companies, especially not with the more established companies. Gold does seem quite out of favour, and so I think it would be worthwhile to park some of my idle cash (I am 25% cash, because I just am not finding too many bargains) in one or two large cap and small cap companies: The chart and divy of Yamana looks intriguing. Can you suggest any up and coming junior miners?
Read Answer Asked by Murray on July 13, 2021
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