Investment Q&A

Q: FNV has plummeted almost 10% in the last few days. Any idea why?

Q: Hi 5 I
Looking for exposure to gold what would you recommend
Thank you for great service

Q: Looking for yours thoughts on the best gold companies in the large, mid and small cap spaces.
Thanks,
Dick

Q: I'm thinking about adding a gold producer, currently I have no exposure to the sector at all. Do you have any names that you're comfortable with?

Q: Hi - I am looking for a mid-cap gold stock to buy. Do you have any recommendations? I'm looking for a company with good management that has "some skin in the game". I also prefer a decent balance sheet, and is a possible future take-out target in the future. Thanks.

Q: Peter and Team,
Many thanks for your great service. Despite a full position in GUD I have an order in for more at $8 if it gets back there and bounces. To each his own but I like the idea of a cash-like holding that has a healthy upside potential with a big cash footing; especially one that isn't wasteful and one you support. Do any other companies have similar situations ? Paul
Paul

Q: Can you tell me how you feel about this company, USA. I am 68 yrs old and looking to add some gold and/or silver into my portfolio so what would you suggest.

Q: This was a wonderful choice of yours,which gold stocks do you recommend now?.

Q: Good Morning team,

If gold were to go up in the near term what would be your top 5 gold or silver companies to hold for short term exposure to this sector?

Thanks,
Rick

Q: what are a few gold stocks( I have non ) that are :
- reasonable and safe as per engagement and jurisdictions
- low debt or cash
- some growth but may pay a small div/or have intention of do so

would you advice an etf here for me ( usually I do not like etf'd in places I can get good companies )
thanks
Yossi

Q: In my portfolio I am overweight in Canadian Financial (Banks) and the US tech stocks, but I have no exposure to the Materials sector (except gold.) Can you please recommend me a few materials and mining stocks (in the order or your preference) or do you suggest an ETF.
Based on the recent weakness of the sector is this the right time to get in this sector? or do you suggest that you should stay away

Q: This has been quite weak lately, is there any reason in particular or is it cyclical? Is there another company that might be a good alternative?
Thank you

Q: Besides AEM which stock or stocks would you pick in the gold sector

Q: Since they are about the same price I am thinking about selling my FNV shares and buying an equal amount of SHOP shares. I am looking for more growth in the long term. Not worrying about sector allocation do you think this would be a wise move.

Q: Hi: I decided some time ago to follow your advice to buy a position in gold, and bought a half position in AEM. I want to be ready to fill the other half, and would appreciate your opinion on what stock to buy. I prefer stocks to bullion. Thanks for your always excellent advice.

Q: 11:31 AM 2/23/2017
Hi Peter:

I don't quite understand your rationale for owning gold bullion, gold streamers or gold miner shares as insurance. Today you said : "The key for 'insurance' such as gold is to own it when you need it, not after." It seems to me that this implies selling your gold at a crisis time since insurance only pays off if the house burns down.

Does this mean you advise actually selling gold positions if the market plunges? Golds get hammered too in crisis situations so may not be winners either. Holding golds through a crisis is almost pointless since if you don't sell you just ride the price up and back down again and almost all golds have trivial dividends, so no meaningful income from them while holding. I just don't see the point. Much better to own BCE or RY or TRP! Would you agree?

Thank you.... Paul K

Q: Hello team,

What are your favourite names for gold exposure (producers or royalties) that offer the least amount of balance sheet and political risk.

Thanks

Q: Can you tell me what would be your favourite gold stocks right now. Not explorers, but actual producers, small, medium, or large, that can make money at this price, and hopefully have the prospect of increasing production. Thanks for your help.

Q: Morning,
I have no position on gold sector except some SLW. Your suggestion is greatly appreciate.
As always thanks
Tak

Q: On July 15/16 you responded to a question on what would be some good gold stocks to buy at the prices that existed then. You suggested AEM, RIC, MND, BTO, FNV, SMF for a variety of reasons depending on the company. Would these still be your choices today considering the change in gold prices and other factors. If changes should be made do you have any new suggestions. Thanks.