Investment Q&A

Q: I currently have a significant position in Yamana and with the recent rise in share price, I have been thinking of selling a portion of my position and buy another mid-cap gold miner. I am likely going to sell my gold positions in 2-3 years time and would like a mid cap company with higher share price growth potential.

I am debating between BTO, AGI and K.

BTO has had some momentum of late but with geo-political risk. AGI has minimal debt but generally produces less gold. Kinross is a larger producer but it may have some leverage to run up significantly with a higher gold price.

Any thoughts on these three stocks and which do you prefer of the three?

Thanks in advance.

Q: I am having a hard time discerning whether or not you favor AGI based on searching your previous comments regarding Alamos. I know you like AEM and KL but is AGI a worthy investment based on global political discourse or is AEM or KL a far better option?

Carl

Q: My only gold holding is B2Gold Corp. (BTO). I would like to increase my gold holdings. Should I add to my BTO holding or consider Alamos Gold (AGI)? Are there other gold stocks you would prefer over AGI? Thanks for your insight.

Q: What do you think of AGI from their last announcement on Jan 14,2019? Do you think think stock is worth holding or sell and then buy both KL and AEM?

Thanks

Q: Last comment on Alamos was May 24th.
Any new thoughts on this gold company?

Q: Any thoughts about these companies? I know these are not in your favourite Gold stocks list. But from a bounce point of view, worth taking a risk?
Especially in view of "obscene" payment to the CEO of ELD which has drained investors'' money and confidence!! If it leads to changes in the company, is it possible to expect some bounce in the stock price?

Q: Is this a good entry point for Alamos Gold? Thanks

Q: Do you find the reduction in share price overdone ? The earnings report did not seem that bad and they have no debt. thanks

Q: I am a long term holder of Alamos and Kirkland Lake. What is your opinion of replacing Alamos with B2 Gold. Thank you for your great advice.

Q: I own ALO, MUX,AGI,FNV,KL,
I want to sell two or three of what you may consider to be the least likely to perform well in the short term (1 year).
As always thank you. Wishing you all a peaceful Christmas & Holiday Season.

Q: Thank you for your help regarding historical valuations of young davidsons mine which was taken over by Alamos gold. Thanks to you we were able to get the stock certificates issued in my mother-in-laws name. Now she wants to sell the certificates and I need to determine the value my father-in-law paid for the original 1000 shares of young Davidson's mine August 24 1984. Can you help?
I love the new web site and please extend my thanks Lana for suggesting using Chrome to fix my issues accessing the site on the iPad.
Maggie

Q: Please comment on these , compare growth potential near term for gold exposure- thanks

Q: Both RIC and AGI reported record production this morning. Can you please comment on both and what is the cost per oz. for AGI. Will the merger likely happen? Thanks

Q: I bought some AGI on the big drop yesterday. Would it be better to sell it and replace it with RIC in case they get a better offer. Also can you explain the big drop, did they pay too much for it. If the deal does complete, what do you think of AGI then?

Q: Further to the discussion of AGI's takeover of RIC: if it's a friendly takeover and announced as a 'definitive agreement', how will other offers make any difference?

Q: Can you please comment on the AGI take over of RIC.

Q: Could I please have your opinion of AGI. Would you consider it a buy now. If not, what would you prefer in the sector.

Q: Could I please have your opinion of AGI and of their financing today. Would you consider it a buy? Thanks.

Q: Is this a good entry point for Alamos Gold? Tx

Q: I have been holding for 3 years Direxion Gold Miner BullX3 (nugt-n) (long before I discovered 5i Research) hoping for a recovery in the price of gold. It is about 10% of my portfolio and I am 60% in the red. To balance things off, I bought Direxion Gold Miner Bear3 (dust-n) earlier this year and it amounts to 7% of my portfolio; I am now 70% in the red with it. On top of that, about 18% of my porfolio is in mining stocks I bought some 5 years ago and held while waiting for a recovery in gold prices: they are Argonaut Gold (ar-t)(60% off)Vista Gold (vgz-t)(46% off), both in my registered portfolio, and Alamos Gold (agi-t)(18% off), Endeavour Mining (edv-t)(30% off) and Silver Standard Ress. (sso-t)(30%off) in my non-registered portfolio. I don't need to create capital losses as I have a lot already.

I realize I have been foolish and that I am in a very bad fix. Is there any way out without loosing my shirt ? I am 76 years old. I am in line for a badly needed portfolio review with your team, but in the meantime, what do you think I could or should do ?
Your well informed views will be greatly appreciated.