Q: OR is down over 8% this morning - Feb 20th. What is driving this move to the downside? What is the short term forecast for this stock? Gold in general?
Q: Hello Team -
My understanding is that in a rising inflation environment, commodities tend to also generally rise. If we see a gradual increase inflation over the next 12-24 months would you expect to see the NTR and TOU stock prices also rise as a result?
Q: Peter and Team:
I already hold TV in a basket of stocks primarily picked from your balanced portfolio. I am pretty much even since purchase.
What are your thoughts about a switch to Teck.b.
I realise it is a larger company and more diversified, but wonder if there is a big difference in risk/reward between the two.
Q: Greetings,
What do you think of sale of their Minto mine? I’ve owned this stock for a long time and thinking this might be about the right time to exit. Or, could this sale mean they are preparing for some possibly value enhancing acquisition?
Q: Could you help explain some of the factors that appeared to negatively impact earnings. ...derivatives, etc. They mentioned that there were also stock options that were not included in the calculations. Is this usual? Thank you kindly for your insight into the results for the last quarter and for 2017.
Q: Good morning do you believe their is much growth left in the electric car battery space in particular lithium,cobalt ,or graphite and if so what company(s) do you like if any and why thanks a lot for your great service
Q: I want to add some silver to my basket of PM. Do you still prefer FR, considering the recent drop in share price, for the next 12-18 months or another? Would you chose it over FVI or maybe half position in each?
Since downgraded by BMO in Dec 2017, FR has fallen by almost 40%. I bought some at $8.80, knowing that you consider FR as a decent company. Since then the company acquired Primero (which you consider as a nice move) and also issued new debentures, which I think resulted in further weakness in the stock price. I have three questions for you:
1- Is the significant drop today (7%) market related or company specific?
2- What are their cash position and debt position now
3- At the current price, would you buy more if you had a 2.6% position?
I have no other exposure to metals/mining companies.
Q: What is going on with Gold stocks? The Gold price is closer to its 52 week high while the XGD is trading at a 52 week low. One of them has got to give?
Q: I would appreciate your thoughts on the drop in share price after Rio's results which seemed pretty solid, along with more dividend increase and stock buy back- what's not to like?
Thanks for your expertise
Q: Hi 5i Team, what is the NAV of MUX and is it a good time to buy. I don't understand why it has been so weak, every time it goes above $3.00 lots of sellers come in and drive it down to $2.60-$2.70. Thanks.
Q: Is it concerning how poorly gold has reacted to recent events re: volatility, fear, and increasing inflation outlook...AEM has been disappointing with a 4% weighting in my portfolio.
Thanks,
Rob
Q: Hello, Is there any point in holding xgd? It's done nothing but decline...even in declining markets. Can you share your thoughts on the "bull" case or simply why would one continue to hold it looking forward from here?