Investment Q&A

Q: Thinking of adding another gold streamer after dropping OR for a tax loss so which ones to buy back, add or add to or do I go with quality? Currently have small holding of WPM and KL and up on both. Total gold position is 3.14%

Q: how to determine the value of the company such as mmx ? and what is the value of it ?

Q: Good day...with the new findings by GBR would you find it a more intriguing stock at about a 1 - 2% weighting in a portfolio...also, would you think it would benefit from a run in the gold futures...thanks for the great service...gene

Q: Hi there, I recently read an article in FP regarding Eric Sprott's induction into Canada’s Investment Industry Hall of Fame. He states:

“I still have a lot of money in Kirkland and it’s a great company, but it’s not a tenbagger from here,” he said. “And I like tenbaggers as opposed to 100 per cent. It’s just my nature.”

Based on a 5i recommendation, I purchased KL around $8ish several years ago. I know you still like the name, but if one was interested in a name that has good potential to be another multi bagger as per Eric's quote, what would be a couple good promising names? My thought would be to split up my gold position into 3% KL and 3% into a new name, or 2% across three positions. Thoughts?

Thank you!

Q: Not a question, just info. CIBC iniciated coverage of MMX on Dec. 18 with outperform rating and target of $7.75

Q: Think you may have missed a first dividend fro, Nov 5th news..
" (the "Board of Directors") declared B2Gold's first dividend of $0.01 per common share, and expects to declare future dividends quarterly at the same level, which on an annualized basis would amount to $0.04 per common share".

Q: Appreciate your thoughts on MND, especially their financial position and Youle mine coming on stream. Thanks

Q: Would you average down on CS? Would it go back up to $1.50 in January.? What do you think of copper for next year? Many thanks

Q: I am a huge believer in asset allocation. I even subdivide the mutual funds and ETFs into their sectors, then add in my stocks to end up with a better total portfolio asset allocation. However now and then I end up with a stock that, depending on the source, is quoted as being in different sectors.

Example #1 = CSH is both a REIT and in Health Care, so I treat it as a hybrid and allocate 50% to REITs and 50% to HC.

Example #2 = TRP is said to be in both the Utilities and Energy sectors. Even though I believe it is truly a Utility, it seems to trade closer to stocks in the Energy sector. So, I allocate 50% to each sector.

So...what to do with my potential purchase of NTR. Depending on the source, It could either be Consumer Non-Cyclical or Materials. OR, to be consistent with my above methodology, is it a hybrid and therefore allocate 50% to each sector?

Thanks for your help...Steve

Q: Very significant volume today, are you aware of any reason for this volume increase

Q: Hi wanting first to wish everyone a Merry Christmas
Wondering if you could suggest a few gold stocks - both Canadian and U S -

Thank you for your assistance and always eager to read your reports

Q: What would be your recommendation for one or two etfs that track precious metals, either on the US or Cdn side?

Q: Hello 5I

Any idea why TXG is down over 5% today?

Thanks

Q: My only gold holding is B2Gold Corp. (BTO). I would like to increase my gold holdings. Should I add to my BTO holding or consider Alamos Gold (AGI)? Are there other gold stocks you would prefer over AGI? Thanks for your insight.

Q: Some info on IMPALA please.

Have watched it go up for a while.

Q: Saw target above $2 from ?eight capital?.
Any positive developments? Your outlook please?

Q: is Kinross a good buy at this price? thanks bill

Q: Could you give your characterization/opinion on BTO? Growth and the balance sheet seems good but I recognize they have some concentration. geopolitical and mine life risks that may make it higher risk and not a full weighting? Thanks.

Q: What is your preferred ETF for junior gold stocks? Why?

Q: Good Morning,
Any update on Wallbridge ( Wm)? They have had more good drill results recently and this morning announced that KL bought 9.9% of the recent private placement in addition to the Quebec pension plan. Also the CEO of Kirkland has been appointed to the Board. The stock has been acting fantastic and Eric Sprott is certainly excited about recent results. Is this perhaps becoming another KL?
thanks