Investment Q&A

Q: update on Orvana Minerals
Ed in Montreal

Q: Is LIF selling more pellets this year or is the price of the pellets simply higher. I do find it odd that the prices of other industrial minerals (copper, zinc, etc.) are weak but iron ore seems to be strong or possibly just stronger than prior years. I would have thought the prices of industrial minerals would move as a group. I have always assumed iron ore pellets are too large a market to be manipulated. Do you agree?
Thanks,
Jim

Q: I have exposure to gold in the above companies. I'd appreciate any comments you may have in regards to whether to dump or hold, and which gold companies may provide a good alternative at present. I'm thinking some consolidation might be a good idea (too many positions). Thanks.
AGI, ATC, ABX, GFI, GSV, OGC, PVG, SBB

Q: Would you be able to compare these two companies or are they too different? If I understand correctly they are both in the materials sector, are well managed and are companies which combine some growth along with a healthy dividend. Possibly MX has more of a global reach and so has some control over its destiny while LIF is a royalty company and simply reflects the current price of iron ore pellets. If I understand correctly LIF would have a risk of ore exhaustion or depletion even though the Labrador Trough has been a source of high quality pellets for years now. MX buys hydrocarbons (oil and gas) to make methanol so their input costs should be low yet methanol prices must be even lower so we have a problem. You note MX is projected to have 60% growth next year which is a high number but the stock continues to decline. Based on your years of experience do you feel this is a valid projection? Is the 60% number based on anticipated recovering demand or is the company opening a bunch of new factories next year?
Any other thoughts you have would be appreciated.
Thanks,
Jim

Q: Hello 5i Could you comment on Energy fuels as to the reason for the current drop in the price and the company itself. Thanks

Q: I own 10,500 shares of this company and it presently sits around 22 cents .
What do you foresee in it's future ? Many thanks .

Q: What are your current thoughts on HBM? Hold or sell?

Q: Hello Gentleman,
seems like I am the only in investor in this company!
have been sitting on 100000 shares @.13 cents for years !
Have been wondering if I ever see 13 cents again? Few years back they were briefly at 27 cents.
What's your outlook on this company ?
Thank you

Q: What are your thoughts on NGT? Should I hold onto my current shares or sell?

Q: Any significance to today's press release?

Q: What is with the 100% rebound in IFOS in the last six weeks or so?

Q: Any reason why FM dropped 8% today? Would you be buying this stock today?

Q: Hi - Would you consider the gold trade to be "crowded" at this point? I own KL and am wondering if everyone is at the same "party". What are your thoughts and thanks in advance.

Q: With safety of principal in mind, what do you think of HEP? It seems like a relatively safe place to earn a decent dividend in today's uncertain markets.

Q: Peter and His Wonder Team
HMY has just hit a new high and has done better recently.
However I am still under water. Just wondered if it might have a little more to run since gold is moving. So would you suggest a hold for a little while would not be too risky or sell and run? Thanks!

Q: With the silver gold ratio at its peak for many years , do you see this returning to historical averages and if so are there any silver stocks you could recommend?

Q: Hi, can you shed some light on NEO (NEO PERFORMANCE MATERIALS).

In my mind, The rare earth metals will become precious and those equity stocks "should" strengthen soon especially when China now talking cutting / embargo rare earth manufactured products.

Do you believe it may represent a good buying opportunity at this current depressed level ? Much appreciated. Stéphane

Q: Hi guys,

What do you think of the closed end fund GGN? It is a natural resource fund and has a 13% yield which looks attractive, but is it too good to be true?

Q: HI, I have USD cash, and have decided to balance out some US holdings with US cash with gold exposure. Can you give me a few options to participate in gold. Perhaps your favorite small to mid cap gold plays and a gold bullion etf exposure? Looking for any help here. Thanks.

Q: Peter and His Wonder Team
What has happened to MND. A few days ago it was trading at $0.12-$0.13 and now it is trading at $1.24. So it looks like the price has gone up 10X. I also notice my share count has been reduced 10X. I have the TD Webbroker program. Has something happened here or is this a technical error. Help please...