Investment Q&A

Q: I am trying to figure out how to deal with precious metals holdings in our portfolios, which are mostly in registered accounts. We have held WPM (previously SLW) for quite a few years and I have watched it get to a + 60% profit and then erode back to what is now a -3% loss. FR was purchased a year and a half ago and is now at a loss of -53%. Our total allocation was about 5% but is now just over 2%. Should these be left 'forever' to rise and fall with the precious metal pricing and just be used to balance a weak equity market. Or, should they be traded at some point (question of course, as always, is "what point?" ). As our allocation now is half of what it was, should I be topping up to 5% again ? I just don't get how to handle this part of our portfolio and would appreciate any illumination you can shed ! Also, any suggestions as to whether I should stick with WPM and FR or make changes,( particularly with FR?). Thanks, as always.

Q: Hi, do you thing FR is still the best way to have exposure to a silver company or are there operational issues causing the weakness? If you had to pick a your top silver company right now what would it be?

Q: Can you comment on FR's recent results and its outlook?

Q: Which 2 of these silver miners do you perfer? Would it be better just to buy CEF.A or SVR and forget about the miners?

Q: Historically you have like the two silver companies. Do you still like them and what do you think of the space?

Q: Thoughts on ER? Thanks.

Q: Good Afternoon,
Could you please give me your analysis on the fundamentals of these 2 companies.

THANKS,
Rick

Q: I am looking for a mid cap silver miner/producer but the only ones I know of are Fortuna, Tahoe and Endeavour. Do you have other suggestions that I may compare to these three. Thanks

Kenn

Q: Good Friday Everyone,

With all the talk about cobalt which one of the following would you look at. KAT has mines in Congo and is more of pure play but is it a good company? Which one has the most upside potential, which one is safe, and which one has the best management? Will you please rank them accordingly? And finally how are do you rank them over all as a comapny?

And one more things, do you have any suggestion outside these?

Thank you for making investing possible for us!

Q: Good morning, what do you think about edr earnings and drop in shares today and would you recommend them or fr for silver exposure?

Thank you.

Q: Can I have your view on this company? Do you have any better silver company to invest or trade ? Thanks,


Cindy

Q: I own FR for some silver exposure in 2017. The price dropped mid morning today vs peers like SSO, but I cant find any news to explain the drop. Do you like this one or another? Any insite would be helpful. Thanks

Q: With the market looking at the Trump victory positively.
Is there still a bullish case for gold and metals considering That US $ looks bullish as well.

Q: I had a trilling ride this summer! In FR around $12,I couldn't believe how quickly it got to $25,even faster on the way down to $10! I'm still committed to the Precious Metals sector as the world seems exceptionally strange right now...
My question is; A lot of investors 'bought' at much higher levels will there be a lot of overhead resistance as it tries to climb higher? Would it make sense to sell and buy another Silver Co. that will not have as much selling pressure as investors try to break even? (I'm assuming that Silver/Gold may take some time to go higher, if silver is trading at $22 in 3 months then I would think it doesn't really matter)
Thanks for your service!

Q: I jumped into precious metals way too late and now am down from 28% to 48% on these stocks. In total they represent 5% of my portfolio. Is there a seasonal expectation that might help or should I unload?

Q: I have just about forgotten why I bought into the silver craze (FR). It was self-explanatory when FR zoomed to $23. I thought about selling, but blinked--had I bought this as a speculation, or an investment? Now it's back down not far from where I bought in. For context, it's a small holding. I generally buy and hold 5i BE stocks and have reason to believe in the long-term story of my holdings. FR is the exception.

Can you give me an analysis of whether you think it is prudent to hold FR, given the macro environment--and more importantly, why? If silver is a useful 'hedge' for any nasty looming risk or otherwise good to have, would something less volatile (SLW? No etfs please) be better?

On the macro point, I can't piece together what silver hedges me against. As a non-yielding asset it seems to be sensitive to talk of a rate hike (going up when Fed didn't raise rates). But it soared along with gold earlier this year seemingly regardless of interest rates. Your thoughts would be appreciated.

Q: Fr is still tanking....Is there any further news? Thanks Kindly!

Q: FR is down a lot this morning, do you know why? What do you think of buying some at these prices?

Q: I have owned EDR since well before the 2008 downturn and kept it. It has turned around and it is now well above what I paid. I am interested in investing more in gold/silver would like your opinion on whether to buy more EDR or is there a better growth play in silver/gold. I have also owned Goldcorp for several years and am still a bit under water with it. I value your opinion. Thanks

Q: Hi Peter, thinking of adding a junior silver stock to the portfolio, could you recommend two and perhaps a suitable silver ETF?thanks