Investment Q&A

Q: Does this company has a good chance of becoming a Lithium producer in the U.K. where it has a lot of land in Cornwall that is supposed to be mineral rich? It recently had a successful private placement. Thank you.

Q: What gold mining companies are attractive judged by their NAV?

Q: your opinion on this one please...

Q: Do you have a recommendation for stocks or etfs that have a palladium play that are on the tax? Thank you.

Q: what lithium stocks would you recommend? Do you have a top three picks. Many thanks

Q: Good Morning;
I am interested in adding to my holdings of AEM and FNV. I am also very interested in BTO with it's relatively high yield. I would appreciate your view on this company. Thank you.

Q: I hold shares in the above stocks, all down. Other than as a hedge to inflation is there any reason to hope for a turn around? In what order would you sell them?

Q: Do you have recommendations regarding this stock. Our investment club was wondering what the next year potential might be for this stock.

Q: There's a lot of talk about the commodity boom lately. What is the best way of playing it?

Q: Can you comment on LI is taking over PLU. Seems like there is a big discount to PLU compared to the price of LI. What should the price of PLU be based on current price of LI. Thanks

Q: Hello,
Your Feb. 9 blog about finding quality stocks had a lot of Gold companies on the list with low P/E's, low debt, and 3 yrs of positive growth in earnings.
For a TFSA that has no Gold exposure currently, which of these small-cap & mid-caps has really good momentum now and is well positioned for more growth in the coming 2-3 years? And which has a solid portfolio of mines in production now?
Thanks for your guidance.

Q: Seeking Alpha recently wrote that they feel the current share price is fully valued with little upside remaining over the life of the mine. I'm at about par on a quarter position. Would you agree with their thesis? Buy, hold, or sell?

Q: I want to buy a gold stock or etf in USDollars, ie traded in the states, what would you recommend?
Thanks Bob

Q: Good morning,
Thanks for your great service.
Today my question revolves around AU (gold) royalties and return of inflation - once the economy opens up & we start spending «en masse» our accumulated savings -.
I have read that royalties might be better than AU companies as they do not have the same cap ex as AU companies and they employ less human resources. I am assuming that they also have less debt on the balance sheet .
Questions:
Whether you prefer AU royalties vs AU etf or specific AU companies o even PHYS ?
Which royalty would you prefer ?
Would a precious metal royalty be a judicious addition to a portfolio ? Such as MMX, ALS, LIF ?
I am well diversified and have a substantial portfolio.
Deduct as many points as you see fit.
Best Regards,
Elaine

Q: What is your opinion on AEM’s earn8 gs.
Would the 6% decline today make it a good entry point or would you wait?

Q: How were they're results? Guessing not so good basd on market reaction?

Q: With gold and silver doing very well, why is Franco so far off its highs? Is there something else going on at FNV? Thanks.

Q: What gold stock or etf would you buy as an inflation hedge
Thanks Bob

Q: Can you please give your thesis on MMX? My understanding is that it is a royalty company that will do well if prices of silver / gold go up because they will get more royalties - how does that work? Do they give money to exploration companies in exchange for royalties, and we are counting on mgmt to pick good projects given their expertise? How many properties are cash producing vs speculative?

Also, the PE ratio at ~100 seems really high, but is that the best way to be looking at it?

I'm happy with high growth, but what happens if silver/gold prices stay low for another year or two, are they in trouble?

Thank you!

Q: What do you think about platinum? It seems more tied to the economy than something like gold which is more inflation hedging... what is the "case" for platinum and do you see it worth owning?

Also, what would be your favourite 2 names to get exposure/why?