Q: I have held MRE in my TFSA for the past couple of years and have done "okay".
However, I'm looking at moving into something with more total return potential and am considering either BTO or DPM, as I feel both could do well in a strengthening gold market (which I can foresee over the next year or so).
Which would you lean towards and why?
Thanks, Rick
Q: I have owned Dundee Precious Metals (DPM) periodically over the past few years and the trades have been good. I like trying to trade DPM because it has net cash on the balance sheet and two profitable gold mines in Bulgaria. I also think that if the share price of DPM drops below my entry price by a lot the company will use its cash and start a large buyback or raise the modest dividend. But I just noticed that they used perhaps half of the cash on the balance sheet to buy a gold project in Namibia (Osino mines). What do you think of this deal? Was it a good acquistion? I think the next quarterly result will be good bcause of the higher gold price in the good ore grade at Bulgarian mines could make for good earnings. So aside from the Osino deal what do you think of DPM as a short time trade or longer term hold?
I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?
If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?
Q: Happy New year 5I. This is my first question of 2023. DPM had a big pop yesterdday. i guess that the press release about a juicy find in their Serbian property was the reason for the sharp rise in share price (60isb grams over 40 meters sounds pretty good but you ex-Sprott guys should know better than me,) So my questions are: Are those drill results in Serbia as good as they sound to me? and Does a release of good drill results usually lead to sustained strong share price? (My observation is that interest wanes when the next company announces some shiny drill results!) I like DPM for their net cash balance sheet, two profitable mines in Bulgaria, the copper smelter in Namibia, and now this potential in Serbia. I wish they had not invested in the property in Equador but it is too late now. I sold half my postion in DPM. Should I keep the rest and get out now that 52 week share price is near the high point?
Q: Dpm hasn’t really participated in the latest gold rally,
Earnings seem ok and raised the dividend.
Your thoughts on the name and is it worth starting a small position. Thanks and have a great weekend.
Q: I hold 1/2+ positions in XBC, WELL, LSPD, DPM, GUD in an attempt to add overall performance to my balanced portfolio. This group has performed well. I'm going to sell GUD and DPM. Your thoughts on adding to the rest of the holdings or adding something else like KXS. Any other stocks worth looking at?
Q: Hi 5i team, is it too late to enter the gold mine sector? Of the above companies, how will you rank them in terms of growth potential and price appreciation long term? thanks.
Q: I see AQN and CAR.un will be added to the TSX60 and the others mentioned will be added to the TSX Composite as of June 22. Would you consider any of them a buy at current levels based on this news and their underlying fundamentals/valuations??
Q: Hey guys, I have owned DPM, GCM, and SVM for a few years. The 3 stocks account for about 4% of my total portfolio. I currently have roughly 8% total in the materials sector(AEM 4%). keep holding these 3 or consolidate into 1 of the 3 or is there a better stock to play the sector?
Thank you!
Q: Some info. please on this comp. Are they solid ? Any problems about mining in Bulgaria ? Would you buy shares and if not , what is your top choice of gold companies ?
Q: Parabolic increase in valuation last week on above average volume. You stated in the past you prefer buying at all time highs. I have been burned in the past purchasing stocks at 52 week highs only to suffer immediate pullbacks. Is this a good opportunity for some short term capital appreciation at Friday's closing price of $6.17? Thank you
Q: This was a top pick on BNN this week based on being one of the lowest cost mining companies and trading at a significant discount to peers. Also having a high free cash flow yield. 5.6 times PE on 2020 earnings. And possible hidden value on ownership stakes in other companies. Wondering what your thoughts are on this name? Its been awhile since previous comments were posted.
Q: Hello" Back in April, Saad asked you if he should hold DPM after not seeing any appreciation after a long time. I hold it in my RRIF and it has done nothing for several years and pays no dividend. Do you feel the same as you did when you responded to Saad or would you take a pass and move on.
Thanks for all the advise you have given over the past years. My portfolios have done well due to it. They are self administered.
Ken