Investment Q&A

Q: What impact would have the dramatic increase in gold production in 2018 on the share price?

Q: Hi 5i,

I am looking to add a gold producer as portfolio insurance and am relatively well balanced in other sectors. I am looking for a company that has strong growth opportunity over my timeframe (10+ years). I am 23 and can handle volatility but want to avoid producers that are exposed to foreign government risks at their mines. What would be your top pick for a producer that has opportunity for pure growth over this timeframe regardless of how commodity prices are behaving? I know you always like AEM or FNV but I feel they are more slow growth. I am leaning toward BTO or MUX right now. I would appreciate your thoughts here.

Thanks as always,

Joe

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.

Q: Thinking of selling my AEM at a loss and buying BTO,which seems to have more upside potential.Thoughts??

Q: Hi Peter,
Any idea why Brookfield Infrastructure partners is going down? I was thinking of taking a full position of 5 % rather than diversifying with Stantec etc. Also, what is the reason for stocks such as Hudbay Minerals and Agrium to continue to go up and is this sustainable? I have noticed the canadian banks and insurance especially TD Bank and Manulife have gone up alot lately. Do you think it is time to trim them as they look over bought. Lastly, can you comment on why Ceapro and B2Gold are taking a hit. The big prediction was gold was going to go much higher after Trump, but all of a sudden, gold continues to experience declines. Thanks very much.

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: Would now be a good time to buy a position in BTO?

Q: Best mid cap growth and small cap growth gold producer at this time that is good for a long term portfolio with no gold exposure?

Q: In the past I have followed and at times purchased Eldorado and done ok by it, not the first time though.
Would you by chance have another junior either gold or silver, for me to put on my watch list...and for me gold/ silver is a one stock position.

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: Would you dump BTO given the issue in the Philippines and the 11% drop today? I am at breakeven right now.

Thanks.

Q: What is your opinion of BTO signing a contract with cannaccord and HSBC to help them sell stocks worth US$100 mm at the market offering. Is it a wise move to take this route. Bad for short term and good for long term? I purchased 600 shares @CAD $4.44 each.

Q: Peter and Team,

Can you give me your current thoughts on B2 Gold with recent price action and their recent earnings report? I think things are looking quite good and the stock seems to buck gold on down days and run up more than gold price on up days. Today, it has broken through the triple top level it had set a few years ago.

Would love your thoughts. For reference, my portfolio is just about a match for the BE model portfolio and BTO represents approximately 2.4% of my equity holdings. Physical precious metals and stocks make up approximately 10.5% of my total invested assets.

Thanks!

Marc

M

Q: Hi teams
may I have your opinion on BTO,CEE,CUF.UN ATD.B please. Is it time to sell or keep them for more growth?
thank you
JOHN.

Q: Which gold stocks do you like at todays prices? Why?

Q: Whats you outlook on gold in general. Held this for years through some big ups and downs and thinking of getting out with the recent Brexit price bump. Wondering however with seasonality supposedly turning positive over the next few months whether to hang on a little longer.

Q: Acknowledging that you have rd-x as a top pick yesterday, which one of the following would you buy today for growth and reasonable risk: rd-x, bto, ric.
Secondarily, with the same criteria, which would you choose between rrx and cj
Thanks very much for the great service!

Q: would you please provide your take on this company. I have a small position and I am wondering if I should hold or move on? If I should be moving on please suggest possible candidates.
Thank you for your advice.
David K.

Q: My portfolio has roughly 13% exposure to materials, with about 8.5% being in the precious metals group. In general, I do feel that the precious metal sector will do well into the foreseeable future, due in significant part to increased global money supply, expanding sovereign debt, etc. The majority of my exposure to the group is divided between AEM, SMF and BTO. My concern with SMF and BTO is mainly jurisdictional: they have been doing much better as of 2016. My question is whether I would be better off selling my positions in SMF and BTO and buying a company with assets in politically safer jurisdictions (like AEM, or perhaps another company you could suggest), or whether it would be more prudent to keep my allocation as is. I have no reason to question the management of SMF or BTO, but I have learned with experience that there is significant benefit for a mining company to have its properties in areas where there will be no ambiguity as to how the extracted resources will be treated.

As always, I appreciate any wisdom that you have to offer. Thanks so much, and I look forward to your response.

Q: I hold a small position in MND. If I were to add a further position of either BTO or PG which would be the better choice.

Thanks

Peter