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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 done well on both Cameco and Denison mines. I'm wondering if they have gotten ahead of themselves. Do you think they are currently over valued? I want to participate in the uranium space for clean energy, but wondering if its a good time to take profits.
Thanks in advance
trev
Read Answer Asked by treva on June 08, 2021
Q: This past Jan you stated : "GENM has nearly doubled in the past year; market cap is now $115M. It has $13M cash; insiders own 6% and have been buyers; Eric Sprott owns 9%. It owns an 80% interest in the largest undeveloped palladium project in N. America. It is a good project with solid potential. Recent drill results were good. As a developer there is more work to be done here, and there are always financing, construction and other risks. But it has some good qualities for sure."

Any changes to the company? Is it also a copper miner? Is it moving into production? Outlook?
Thank you.
Read Answer Asked by David C. on June 07, 2021
Q: I own XEI, ALA, and TOUr but little oil.

I'm hoping to buy base metals and oil in an CDN etf. Do you think this is a good idea and what would you recommend?
I'm hoping to buy base metals and oil in an US etf. Do you think this is a good idea and what would you recommend?
Read Answer Asked by Graeme on June 03, 2021
Q: I'm considering selling MTA after making a 280% gain over about 2 years and replacing with something in the same sector with a yield as I live off my dividends.

What are some of your top picks for growth and yield in the gold, silver & copper space

Thanks
Read Answer Asked by Robert on June 03, 2021
Q: Using ARCH:US as an example, are there any U.S. or Canadian listed coal stocks that, while heavily “beaten up”, have some longer-term growth and/or income potential?
Read Answer Asked by David on June 02, 2021
Q: I have a 2% holding in NGD, and it has performed decently, but I was wondering if you could share your thoughts regarding selling this position and replacing it with EQX. Would this be a lateral move, or does one have significantly more upside than the other? Thanks so much, and I look forward to reading your response.
Read Answer Asked by Domenic on June 02, 2021
Q: With inflation comes higher interest rates.this should not be favorable for gold as it pays nothing to hold it.
Why do you suggest gold would be a good idea to own during inflationary times?
Mmx has been a laggard while the gold price is increasing, you have an idea why?
What is Sprotts position in MMX?Are they buyers,sellers?any insider activity that you see lately?
Does Mmx still have a position in Krr?value?
Is Mmx still one of your top ideas ,or you have other better suggestions?
Read Answer Asked by Josh on June 02, 2021
Q: Rick Rule said recently that the best opportunities in precious metals right now are the mid-tier, single-asset gold miners producing between 600,000 and 1 million ounces a year. I was hoping you could list some companies that would fit that description.
Read Answer Asked by Brian on May 31, 2021
Q: Good Day,
My current gold holding is BTO. Given the unrest in Mali I am contemplating a switch to a 50/50 split between KL and GCM. Your thoughts on this would be welcome.

Thanks.
Read Answer Asked by Robert on May 28, 2021
Q: I am thinking about selling Kirkland Lake Gold. It looks like they are missing their earning targets and I’m concerned about them making an acquisition based on their large cash reserve. That seemed to decimate the stock last time even though it seemed like a good buy at the right time. It is my only gold stock. What do you think of selling?
Read Answer Asked by Steven on May 28, 2021