Q: Further to the previous questions on gold, I understand that you prefer senior gold companies over junior ones; and prefer dividend paying gold producers over holding the bullion itself. Given this, I would like to ask how you think a royalty company fits into the mix. As a hedge against inflation, would a royalty company (i.e. Franco Nevada) be preferable to senior gold producer (i.e. Barrick Gold) or would the two types of companies complement one another in this scenario? Thanks.
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Asked by Varoujan on November 23, 2012
Q: Thank you for your prompt response to my past questions. I find this to be a very useful forum.
I have a general question for you. I am looking at adding equities to my portfolio. Am I best to wait until after the tax-loss selling season, say mid to late December?
Q: Hi, what do you think of Calvalley petroleum (CVI.A) ? Do you think the positives (a lot of cash, no debt, free cashflow, high insider ownership,brent price for their oil) outweigh the negatives ( most of assets in Yemen and the possible claim/lawsuit against them in Yemen) ? Finally, what do make of the fact that the company is looking for "strategic alternatives" ? Thanks a lot !!
Q: Hello,
I would like to get your opinion on Edulen. The analysts covering this stock generally rate it as a strong buy, yet it contiues to drop. I do own a small amount and am wondering if I should continue to hold it.
Q: Hi Peter: Portfolio questions about Gold: In your view, is it necessary to maintain gold exposure all the time (given that the portfolio is small enough to maintain reasonable liquidity and allow one to be nimble) or is it something that one can move in and out of depending on how things are going? In either case, what signs would cause you to increase/decrease exposure? On a percentage of total investments basis, how much gold exposure do you think is appropriate at present and how high or how low could you see that going over the next few years? Can one's gold exposure be expected to provide a good ROI, even if the various things it is supposed to hedge against aren't materializing over the next few years? Finally, what category of gold investments would you favour to provide both the hedge/insurance aspect and a decent prospect of a return in the meantime. Thanks!
Q: Hi Folks,
First off, I must thank you for your service.I have always respected Peter's advice on tv & that trust has been continued with his staff at 5I.
My question concerns cross border income trusts from the US.The trust is Argent Energy Trust which is located in Texas so they get $10 above the posted West Texas price.They pay a 11% yield, increased production 15% 2nd qtr. and have access to acquistions.This all sounds wonderful but I'm interested in your comments on this trust.
Thanks,
Dave
Q: Re Bonavista Energy Corp, BMO is reporting that the 9% dividend yield is sustainable. Do you have any concerns or comments on this as a buy for a 2-3 year time-frame? Many thanks.
Q: Want is your opinion on RDM Corp's (TSX: RC) Q4 results released this morning? They look extremely positive and with a strong outlook statement too.
Q: Hi Peter and team
Yesterday you replied to a question about PHX by saying ESN was cheaper and worth looking at. I looked at it and it looked attractive but it was a cursory look. Could you say a little bit more about the company. Thanks
Q: why do we not have inflation with the U.S. adding $1T every 9 months to the deficit? is that because of high unemployment and the fact that unions have essentially all been busted.......... and why did Nixon go off the gold std. in '72?
Q: I would like your opinion of Advantage, AAV.
Specifically to the Glacier Montney natural gas assets they have.
Do you consider them a take out candidate.
Thanks
Could you please provide your insight on CEN-T(Coastal Energy). I dont beleive you have made any comments on this name before. A buyout offer was just pulled off the table. Do you think this is a good entry point considering the growth prospect of the company and their success thus far? thanks
Q: Hi, I heard on the radio this morning that the chinese market index is at a 3 year low. Would you consider an ETF in this area a good move right now?