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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 owned a gold stock a very very long time ago: Placer Dome. I held it for quite a while and when I sold, I may have broke even. Since then, I have not help any gold stocks. Question: what are your thoughts on owning gold? I am of the opinion thus: own companies that produce something and have a history of increasing dividends every year. Some people are worried about inflation - not me - can't see it any time soon and devaluation due to all the money printing. Comments please with suggestion if gold is a consideration?
Read Answer Asked by James on April 29, 2020
Q: I would appreciate your thoughts on SVM. Is this something. It recently agreed to purchase Guyana goldfields. Wondering also your thoughts on this acquisition.

Also somewhat related, there is a lot of talk about gold and wanting to own gold in portfolios. Do you agree and if so do you think you would do better off with the metal itself or individual stocks if you have 3-5 year time horizon? Thank you
Read Answer Asked by Aleem on April 29, 2020
Q: I realize that while you view AGI as "decent", it has never made your best of gold stocks list. But the SP has really begun to pick up steam in the last month. While part of that is obviously related to the rising price of gold, the other part may be a favourable market reaction to their operational update from 2 April. This is a bit ironic as they were primarily dealing with suspension of operations at Island Gold and Mulatos. So the only positives would be continuing (and unaffected) construction on the Young-Davidson mine together with details on their strong balance sheet (which is likely the most important factor). So is AGI now beginning to climb your list of good gold companies?

Thanks for the great work and stay safe.
Read Answer Asked by karl on April 28, 2020
Q: Hi Peter
are you still comfortable with MMX Maverix Metals? It's price is about the same as when you put it into the growth portfolio, down about 25% from it's high.
I was thinking to purchase it or XGD.
This would be for a 2 year hold. XGD is going in the right direction so I am leaning toward it.
What is your opinion on these two stocks?
Thanks
Ron
Read Answer Asked by Ron on April 28, 2020
Q: I currently have no investments in precious metals. What would your order of ranking from 1 to 4 would the following KL:CA, AEM:CA, FNV:CA and PHYS:CA be for a hold of 5 years or more. Also are there any other precious metal stocks, ETF's or other investments that would worth considering? This would be for a non registered account.
Read Answer Asked by James on April 27, 2020
Q: Been following SUP for sometime & am puzzled ? What I know : NDG recently purchased 10% of shares for $1.27 M. Board members also recently added $ 705000 buying shares. None of this made much movement in the price. It has been moving up slowly for the past 3.5 months from $0.07 to $0.30. Then this Friday , it jumped $0.075 ( 23.8%) = $0.39 on a volume of 197657 shares ( barely nothing.) Question :the injected $ from NDG and the board members hardly made the stock move ? Are these preferred shares ? Question : Friday, I can assume maybe 50 people bought 4000 shares each at $0.35 = $1400 = total $70,000 and that made the stock jump 23.8 % . Do you see anything happening in this company ? Appreciate your input. Thanks.
Read Answer Asked by Frank on April 27, 2020
Q: Some gold commentators are salivating over the evolving profitability of the mining companies, and imagining their free cash flows on the verge of going parabolic. I'm thinking that governments at multiple levels are well aware of the situation, and are likely preparing salvos of new taxes, surtaxes, royalties and the like to claim their "fair share" of the wealth.
Could you please offer your assessment? Thank you.
Read Answer Asked by Howard on April 27, 2020
Q: I currently have a significant position in Yamana and with the recent rise in share price, I have been thinking of selling a portion of my position and buy another mid-cap gold miner. I am likely going to sell my gold positions in 2-3 years time and would like a mid cap company with higher share price growth potential.

I am debating between BTO, AGI and K.

BTO has had some momentum of late but with geo-political risk. AGI has minimal debt but generally produces less gold. Kinross is a larger producer but it may have some leverage to run up significantly with a higher gold price.

Any thoughts on these three stocks and which do you prefer of the three?

Thanks in advance.
Read Answer Asked by vijey on April 27, 2020
Q: Hi 5i,

Thank you for the great work. Gold seems to be emerging as a key theme right now. Currently I have a full position in Franco-Nevada. Looking to add further exposure and wondering if you would:

1. Add to FNV
2. Add position in any miners you recommend
3. Add XGD

Thank you in advance!
Read Answer Asked by Greg on April 24, 2020
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