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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have rgld shares from the SSL sale. I would like to sell and buy reinvest the funds into a Canadian listed gold royalty co. Franco, Nevada or or Wheaton precious metals which would you suggest? Or do you have another alternative? Thank you.
Read Answer Asked by clara on January 23, 2026
Q: Not a Canadian listed company tcg.ax but would you provide commentary on its prospects.Thanks.
Read Answer Asked by Maurice on January 23, 2026
Q: LYSCF Australian rare earth company that trades OTC.

What do you think of them for a rare earth stock, and what do you think of the valuation and growth?
Read Answer Asked by Max on January 23, 2026
Q: hi again:

happy new year to you and the team

this has grown to an uncomfortable 12% position in my family portfolio and i will slowly sell it down to 6-8%

(hopefully before the rebels take over again!!)


today's report looks solid

with this new info, how do the fundamentals look?

and for reference, what would you figure would be a ballpark per share value should this mine be in a safe (r) jurisdiction?

i am curious what you feel is the discount they are priced at by operating in the DRC

thanks as always
Read Answer Asked by Robert on January 23, 2026
Q: To what extent do you believe in the 'commodity supercycle' theory?

Do you expect gold to maintain its current levels, or perhaps surge further, due to the over-expansion of the money supply ?
Read Answer Asked by Martin on January 23, 2026
Q: Would you buy into Gold momentum or are we too late. If the answer is that we are not too late, what stocks or ETF would you recommend? Would you recommend KILO?
Thanks for your advice.
Kathy
Read Answer Asked by Kathy on January 22, 2026
Q: GMG Graphene has been on a tear lately. Can you give me an in depth analysis on the company and the possible future demand for its products. Are there any big players investing in it(mutual funds or ETFs)? I know of their partnerships w Rio Tinto, Bosch, University of Queensland and the Battery Innovation Center in the USA. What's the future potential of the stock? At what point would you guys start to get interested in it?
Read Answer Asked by James on January 21, 2026
Q: What are the pros and cons of this ETF as a silver play? It seems to be lagging both physical silver and silver miners. If that assessment is correct is there a reason for that? It obviously offers expertise in the space; does that translate into more downside protection?
Thank you, Hugh
Read Answer Asked by Hugh on January 21, 2026
Q: Good morning Peter et al.

This is a follow up question to Sheldon's excellent question on Metals and Material sector today.

I know you answer questions based on the way we, the subscribers, phrase them.

Is there a Canadian equivalent to XME which is what you chose to highlight for Sheldon?

I am looking for an ETF that has metals WITHOUT Gold and Silver. (I have good positions in them already) I also prefer a CAD denominated ETF rather than in USD.
Many thanks.
Read Answer Asked by Savalai on January 21, 2026
Q: Happy Friday.
AGX is on a positive run today. I went looking for some news but can't find anything at all. Can you add any insite to this tale?

I also ran across a Cdn fin-tech stock WERX that is new to me. Do you have it on your small cap radar. I couldn't find any financials or analyst following it.
Thanks. P. S. The AI report is fabulous.
David
Read Answer Asked by David on January 21, 2026