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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: Peter and team:

I initiated a speculative position in TV when you brought it to members attention a while ago. I am now down 50 %. What are your current thoughts on the zinc market over the next year or so. Would you continue to hold or cut losses now.
Interesting to note TECK.B has been doing OK as of late. I suppose that is because in addition to zinc they are a much more diversified mining company.

Thanks as always for you terrific site.

Phil
Read Answer Asked by Phil on July 27, 2018
Q: A portion of the fun part of my portfolio has been directed towards speculative mining stocks. I have employed a basket approach which involves taking relatively small initial positions. Some have worked out, but as a result I am left with a number of stocks that are insignificant in value. I would like to clear these out and consolidate the proceeds. Do you have one or two small cap names to suggest that show promise. Thank you.
Read Answer Asked by Peter on July 23, 2018
Q: In answer to Mohammed's question yesterday about 10 - 15 top solid small cap stocks, you listed TV under materials. I have done well with your recommendations, especially in the small cap sector. This is the first I have noticed you recommending TV as a top small cap stock. Can you explain your thesis on this company please. Thanks for your great service.
Read Answer Asked by Grant on July 18, 2018
Q: Of the 5 mining Co's, which one would you say is most globally diversified with best growth prospects, if the world doesnt hiccup too badly with current trade rhetoric ? Or maybe, a Co. not mentioned, I know Teck is the largest-diversified, but maybe another has more torque to the upside of a particular metal, maybe gold/ lithium miner ? I'm seeking Cdn competitive advantage with U.S dollar revenues.
Read Answer Asked by Bernie on July 09, 2018
Q: Well again getting into a mining stock is killing my portfolio. I bought TV ONLY ABOUT THREE WEEKS AGO AT $1.11 only to see it now at .81. Down almost five grand in that short a period of time. Very frustrating. I don’t want to hold for three years HOPING to get back to even. If YOU owned running a portfolio would you take the rest of the money that is left and RUN somewhere else. It is in my RRSP so no tax implication.
Read Answer Asked by Helen on July 06, 2018
Q: Hi, Trevali is very close to it’s 52 week low. I’m wondering if there is something wrong with the stock? Has it just fallen out of favour or is there good reason for the downturn? If you are still recommending it I am thinking of taking a full position. If not, can you recommend another mining stock with good growth prospects. Your thoughts would be greatly appreciated.
Read Answer Asked by Heather on June 29, 2018
Q: Hi Peter,

The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:

In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).

If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.

Please deduct as many credits as appropriate. Thanks as always.
Read Answer Asked by K on June 25, 2018
Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.
Read Answer Asked by Joanne on June 21, 2018
Q: Do you see the trade spat with China and USA having a large negative effect on copper and zinc prices, or small hiccup?
Would you favor HBM here for exposure to copper and zinc for the next 4-6 quarters, or spread money in a basket approach in the four names I mentioned? I know TK is small right now and TV has lots of shares.
Read Answer Asked by Randy on June 20, 2018
Q: I'm thinking of following your lead and selling Stella Jones in my TFSA. Also, I have a small amount of cash to deploy. I hold the above stocks in less than full positions. Which would you add to at this point? I could also include COV although it's near a full position after it's nice rise. Also, what are the implications of holding an American growth stock in a TFSA. What would be your top 3 suggestions if you were going to add an American stock. Charge as many credits as necessary! Thanks.
Read Answer Asked by Rod on June 15, 2018
Q: I own 3/4 positions in the above company’s. Rht I’m in at $2.10. The other two are up from my purchase prices. I have some more money to invest. Would you top up the positions? Or could you recommend 2 stocks that you would by for a couple year hold. Thanks
Read Answer Asked by sean on June 07, 2018
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