Investment Q&A

Q: Following up on my last Q re PGM, I see Eric Sprott purchased a large amount of warrants today. I assume we should take that as an endorsement?

Q: Hi group assuming a positive outlook for commodities. how would you play the sector do you think the sector will do well moving fwd Thanks for you help

Q: hi 5i,

Barrick Gold (ABX) has a big drop today. I saw the news Warren Buffett sold all in Q3. Do you think we should keep it or sold it? So far I have loss 15%. Please kindly advise for this stock.

Q: Your thoughts on today’s earnings, please. There were some positives (dividend) but 2021 production projections appear to be somewhat light compared to Q4 and the market was not impressed. Is SSRM attractive at today’s price?

Q: Could you give me your top 3-4. Lithium related plays for growth potential in politically safe areas with your reasoning.
And your top 3-4 block chain plays for growth long and short term and your reasoning please.
What are your thoughts on
Bitf for a blockchain and Bitcoin play and also your thoughts on btcc.b an etf listing tomorrow.
I apologize I probably should have sent a few emails. Thank you for your great advice over the years.
Mike

Q: I would like to add itr to my gold portfolio.What do you think of the company. Thanks Phil

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