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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: With regards to cobalt prices, its difficult to get a handle on the scarcity/abundance of the metal. It was supposed to be scarce 2-3 years ago, now it seems every region has some and the prices have drifted off. Co $40-$14 yoy.
So is it scarce like quality gold mines, or abundant like cannibis grow ops (all of us can grow four plants)?
Conversely, lithium prices have gone up historically.
First, since its hard to get accurate info, have I got the price movement right? Then, is it better to invest in lithium companies or cobalt companies going forward with a view of increased electric car sales in the future?
May I have your insight on the space?
Read Answer Asked by Randy on February 27, 2019
Q: I looked at insider trading on Canadian Insider web site. Between Oct 18-Jan 21st 2019, insider buying is huge. I see directors buying 1.6 million shares. Others, Joseph Crumb 3.4 M. Chiabra Tommasso also director 2.0 M.
Roy Sebag CEO 6 trades for 525 thousand shares. Also for XAU , he purchased in 5 trades 863 thousand shares. I do not normally check insider trading activity, but this seems out of the ordinary. Please verify my numbers. If exact, have you seen such large insider buying before ?
If so, would you recommend taking a position in Mene.
thanks for your help.
Read Answer Asked by Luc on February 26, 2019
Q: Junior Golds

I accumulated these Jr Golds prior/during the 2016 Gold run up. Obviously, too many. I would like to reduce the Jr Gold Cos. to 2 or 3. I do hold KL and FNV also. GRP as you know is Silver.
How would you rank these on a risk/reward spectrum?

Secondly, how does this current gold run 'FEEL' to you?

Thanks!
Read Answer Asked by Steve on February 20, 2019
Q: Hi,
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
Read Answer Asked by Daniel on February 19, 2019
Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
Read Answer Asked by Jeremy on February 19, 2019
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