I see CCJ is once again inching up (about 10% in a few weeks).
Could you give me your thoughts on the company right now and Uranium? Do think it’s ready to pop back up to what many say will be in the 70.00 US range?
Q: In what order would you buy the companies indicated if you were looking to set up a basket of gold companies that have the most upside capital gains potential?
If different, in what order would you buy them if overall high quality was the criteria?
Q: Planning to hedge the tariff fiasco by investing in gold.
1. Is this a good idea do you think?
2. Would you go with a miner such as AEM or another-suggestions.
3. Are the gold miners going to be subject to tariffs?
4. Would you go with an ETF- and if so some suggestions please?
Q: With Central Banks buying a lot of gold I am surprised a company like this has declined so much over the past. Is it because of its abandoning of a growth model? Will it take an increased interest in buying / storing by individual investors to elevate the stock price? I am assuming most of their profits are from recurring fees (?)
Finally, in the past I was a customer of GoldMoney Inc. With "mounting concerns" coming from south of the border, I am considering reopening an account with a much larger gold purchase and storage outside our country than before. What is your trust level in this company, and do you have any concerns about doing this with a large planned bullion position?
Q: I hold WPM and have always preferred it as a senior precious metals royalty play as I think it has the largest silver exposure and I expect silver to catch up at some point soon. I'm considering now whether I should split my position between WPM and FNV as recent news suggests Panama may start talks to perhaps re-open the Cobre Panama mine and FNV would likely have alot of extra upside in that case over time if it happens. How do the 2 compare valuation wise against each other, what are your thoughts on both.
Q: I read with interest your answers to Alex and Robert this morning regarding SLVO and David Rosenberg's thoughts. I have a great deal of respect for Mr. Rosenberg . Does 5i feel that SLVO would roughly track the gold index ? I do not see any covered call gold equivalent ETF unless you know of one ? The closest I can find is AMAX which is gold miners ..... Having said all that which does 5i feel is the better choice to follow Mr Rosenbergs thesis ? SLVO or AMAX ? I do like the covered call component of both over a straight up Gold security like PHYS ..... Thanks for your terrific service .......
I already own some TECK.B, but concerned about the (approx.) 26X PE ratio. Does this concern you?
I'm considering COPX. Yes, comparing an ETF to a stock is a bit apples / oranges. If I believe that International stocks in general will outperform going forward, is this a good choice. I do realize it does have some North American holdings - including TECK.B itself - but the aggregate PE appears to be better value compared just TECK.B.
Perhaps selling TECK.B and just holding all of COPX is a better choice despite the (I think) 0.65 MER. Your thoughts and comments on all this ?
Q: SLVO, a CC silver ETN, does not seem to be in your database. I am looking to add this to my precious metal holdings but want the higher income. Yahoo reports the yield at 22%, which seems absurd. Do you have data on longer term avg yield and what do you think of this in general for income oriented silver exposure? Thank-you.
Q: Can I get your take on Amerigo? I am thinking they might start getting more credit for their more recent focus on share holder returns (buy backs, divy, and special divies) all while paying down debt (forecast zero by year end). What do you think of the valuation at this current copper price and outlook? Thanks
Q: Hello, I never thought I would contemplate buying gold because I find difficult to figure out where it is headed in the future, but here I am. Gold has been going up a lot in the past year and I am wondering, what do you think would be the economic or political circumstances or scenarios under which gold would lose value in a substantial manner, say, 20%, by the end of 2025? Thanks
Q: What is your assessment of prospects (5 yr) for Oceanagold, and is it buyable at current price. Are there overall better mid-tier gold producers on a risk/reward basis and, if so, could you name a couple?
Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks