Investment Q&A

Q: What are your thoughts? I got it from Fission. Thinking of selling. Do you think it has much upside? Thanks.

Q: ARA is approaching $400M in market cap and recently has been rapidly increasing in share price - I would be interested in hearing your take on the company, especially given by the lack of news that might account for the recent price action. Thanks for all that you do, John

Q: I've asked a few questions on GDXY before but I'm still trying to get my head around the reasons for the fluctuations in yield . As I understand it they invest in the Van Eck gold miners index writing covered calls .... Nothing particularly spooky there. There are other covered call ETF's that invest in gold mines . But none of them have a yield anywhere near what GDXY does..... So I would like an explanation of why ? Two months ago the dividend that went into my account was 59% { calculated annually " } . Last month it was 68% { calculated annually } . This morning it was 26.9% { calculated annually } ...... That's a considerable difference from the previous two months . And looking at both the VIX { for volatility in option pricing } and a graph of gold prices doesn't account for it ..... Please explain just exactly how this fund works ? .....And why the considerable drop ? ...... Also please confirm my calculation of this month's yield ? ..... { If my financial institution screwed up the amount that should have gone into my account I want to know about it } .....Thanks again for your terrific service .....

Q: Could you please provide an update on Teck. Copper is at a very high price while this company seems to be struggling. If the outlook is questionable do you have another recommendation in the sector?

Thanks for such a great service.

Dave.

Q: Is this a good time to buy either of these iron companies?

Q: Good morning,

May I have your top “2 to 4” stocks (Canadian or American) for each please? (If such exist.)

- Iron ore
- Aluminum
- Platinum
- Palladium
- Rare earth

Thank you very much.

Q: Please may I have u comments and opinion on Lbnk.Is it buyable,and a good entry point if applicable. Txs for u usual great services & views

Q: I understand this is a us rare earth company , would you consider this a strong solution to the chinese dominance in this area ? Please advise your view and any other suggestions for this sector.
Cheers Doug

Q: What is your opinion of this company. Is it a buy?

Q: Good morning,

I am underweight gold at the moment, and know that this needs to change for a whole host of reasons, particularly heading into what traditionally has been a volatile time of year. The problem is that when I look at price charts for both AEM and FNV I struggle to add at these lofty levels. Do you think initiating a 1-2% weight in total split evenly between these 2 names would be prudent in light of ongoing and expected future market volatility?

Thanks as always.

Q: What are your thoughts about Energy Fuels at current price? stock action is very strong.
Jerry

Q: Your analysis of this small cap now that has been around for a bit?
Do you thiink it has leg's?
Thanx
Gary

Q: I saw, I believe on BNN a company that is processing lithium without evaporation ponds. Are you aware on any company that has this type of process. Are they profitable and what is the name of the company. Thank you very much for your service.
Earl

Q: Thinking to sell WDO.Looking for a few gold producers which you think will outperform WDO over the next 3 years.Thanks.

Q: This stock lost about 60% in 2 days after they failed to reach a settlement with the U.S. EPA and now will have to go to court,I think I read their copper reserves there are one of the biggest reserves in the world,very bigly,I’m surprised Trumps henchman couldn’t get that pushed through,do you think there’s any value waiting and how long might that be..your thoughts on the project going forward thanks in a bigly way lol

Q: Good morning,

May I have your favourite ETFs (Canadian or American) for:

- Iron ore
- Aluminum
- Platinum
- Palladium
- Rare earth

Thank you very much.

Q: Wondering what you think of this fund. Read this manager was particularly good in materials. Would it be better to just buy AEM and Capstone for gold and copper, -I only own PAAS and PSLV for silver and have no other materials at the moment. You usually recommend AEM for gold exposure; what is a good entry point? Do you think there is room to grow from here? - it seems to be consolidating. Thanks.

Q: With the latest news release indicating that there is an acquisition that will likely take place some time in the future is there any reason to hold this stock until then to basically get the same $$ as where it is trading now ? I suppose there is always a chance another offer is made at a higher price.

Q: I would like to hear your opinion on investing in silver and uranium. Can you give me 2 or 3 stocks in each sector preferably on thr TSX. Thank you.

Q: I guess SVM did not meet expectations so the sell off. Your thoughts please and debt load. Thanks