Investment Q&A

Q: Like many of your subscribers, I am enjoying the current run up in gold. I have positions in EQX, AEM and ARIS. My question is what happens when/if the run abates or the price of gold sags, for whatever reason. Which of the gold companies, including the above, are best suited to survive in a lower gold price environment, and why? Many thanks

Q: I have asked a question on WGO previously and should have bought months ago but missed the rally. Would appreciate an analysis today on the merits of buying today or letting it go?
Would you give me a few small cap gold stock names that are still viable at the price of gold sky rocketing lately?
Thanx as usual
Gary

Q: Would you consider this company a buy today? Or do you think it has run too far?

Q: What are your thoughts on Gold and Silver and how high do you see them going ? If one holds a number of gold stocks with substantial gains is it time to scale back or wait ? Can you see a scenario where Gold starts to falter but silver continues its rise ?

Q: Peter; Could you, with your old mining hat on, decipher the latest results from their drilling program un Chile? Thanks.
Rod

Q: Is it too late to get into to Taseko Mines? Is there a similar copper producer you would prefer?
With appreciation,
Ed

Q: Hello, back on June 2nd in a response to a question on NFG, 5i said "we would like to see its price rise above $3 to signal a potential reversal in its price trend." NFG is $3.45 at the time I wrote this. Do you think the reversal in the price trend is underway? Is there an underlying driver behind this reversal other than the price of gold continuing to go up?

Q: Why APM price keeping falling in recent two days while gold price is surging ? Thanks a million.

Q: Please provide your thoughts on this company. Would you invest in this at this time or, do you have a more promising selection in the silver category?

Q: Would you please compare these two ETFs. Is one ‘better’ than the other?

Q: Good day. Can you comment on the purchase by AEM of East Detour from Wallbridge. Was this predictable?

Kelly

Q: I am a northerner who worked in the mines for many years. Bought ITR in August and it has almost doubled. It reaches a high, consolidates, and then goes to another high and continues this pattern. Your opinion on this would be greatly appreciated. Thank you.

Q: ProShares Ultra Gold ETF (UGL). Your thoughts on this as a leverage play on the gold bull market? Thank you

Q: For everyone listening to copper as THE metal that is going to go sky high because of its role in technology, please remember that 8 years ago zinc was the metal of choice.

TREVALI is an example of “ know when to hold them ,know when to fold them. “

Counter to what advisors say about cleaning out your losers so as to not be in anguish every time you look at your portfolio, I have left TV on my portfolio listing in big bold red letters to remind me to be very careful of the frenzy that can occur when everyone jumps on board. Thanks for letting me vent. Derek.

Q: Could you mention a couple of ETFs for the precious metals sector, or perhaps just for gold mining companies? Seems like they will be doing well for the forseeable future
Thanks

Q: This small cap Tungsten mining stock continues to surge. With positive geopolitical news and a mine about to open in S Korea, what’s not to like?

Q: I hold gold in several forms, AEM, SII, WPM, ZJG. Over the past 2 years these have appreciated very nicely. I notice that although gold continues to go up in value, these holdings are not making the new highs they have been. Do you think it is a good time to take some profits while continuing to hold them but at a reduce amount? Would you consider changing the mix?

Thanks for all you help,

Mike

Q: Please give your thoughts on these two ETFs with reasons for your preference.

Q: hi, one assumes there is methodology that you look at to value this company as it relates to the price of Gold vis a vis all other mining costs etc. Where do you see the price of AEM with a Gold price at $5000? do you know how often the price of Gold meaningfully corrects in these bull markets? what price would you buy or add to AEM?
cheers, Chris

Q: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott