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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 am trying to figure out how to deal with precious metals holdings in our portfolios, which are mostly in registered accounts. We have held WPM (previously SLW) for quite a few years and I have watched it get to a + 60% profit and then erode back to what is now a -3% loss. FR was purchased a year and a half ago and is now at a loss of -53%. Our total allocation was about 5% but is now just over 2%. Should these be left 'forever' to rise and fall with the precious metal pricing and just be used to balance a weak equity market. Or, should they be traded at some point (question of course, as always, is "what point?" ). As our allocation now is half of what it was, should I be topping up to 5% again ? I just don't get how to handle this part of our portfolio and would appreciate any illumination you can shed ! Also, any suggestions as to whether I should stick with WPM and FR or make changes,( particularly with FR?). Thanks, as always.
Read Answer Asked by Alexandra on November 14, 2017
Q: Hi Team,
Your thoughts on Quantum Cobalt Corp, please? Do you think it is a good speculative play on cobalt? Is the revival of the mines to extract cobalt going to require a lot of investment? I want to know how much is hype and promotion in play and how much is real? How is the financial situation of the company at this time? If you don't like it then what company do you suggest for cobalt play? Thanks for your insight as always!
Have a wonderful week,
Read Answer Asked by Saeed on November 14, 2017
Q: I'm thinking about adding a gold producer, currently I have no exposure to the sector at all. Do you have any names that you're comfortable with?
Read Answer Asked by Peter on November 14, 2017
Q: On your Sept 25th response to my question about AQA you noted that they need to raise cash in order to finance development and you would like to see more insider ownership.
If I understand Aquilla's Nov 9/10th press releases they have now raised some cash. Do you agree and do you think $10 million will be sufficient for the next 12 months or will more money be needed in the interim?
Has insider ownership changed? Is OBL considered to be an insider now that they have one board seat and 14% ownership stake?
They note in their press release that project is "high grade polymetallic". Do you think this is an overstatement? I always thought they had a low grade deposit. The market capitalization is somewhere around 70 million dollars which seems about right to me. If it was higher grade I would have thought the capitalization would have been higher.
Thanks
Jim
Read Answer Asked by James on November 14, 2017
Q: I have been following ELD, and researched the fundamentals. It seems to me that the debt is well covered, as indicated by the Current Ratio and Quick Ratio, among other indicators. Do you feel that ELD is in immanent danger, and that is why the price has been dropping so dramatically of late. If so, which indicators show that?

Thank you
Read Answer Asked by Federico on November 10, 2017
Q: In one of your answers this morning you referred to the current "lithium frenzy". Do think it's at all sustainable for companies like LAC, RCK or even AAL? Are there any lithium stocks that you might consider suitable for a growth investor?
Thank you,
John
Read Answer Asked by John on November 10, 2017
Q: not a lot of positive things going on with MUX, but now they have the new mine permitted,however I am still not overly optimistic, seems like this mine will take a while to produce & also they .may dilute shareholders as they did with their last acquisition. do you have any real positive things to say about the company that may convince me that I will be rewarded within one or max two years. (I have held it forever so, two years is a long time in my.
case).
I also own Alo which I am not hearing any real positive things going forward. Same question as to time frame before seeing a change in price.
VOX is also in my portfolio, unfortunately it has not done very well. What is your opinion of the tel industry going forward in the u.s. and would you switch out and if so add more to my exisiting bce, t, rgi or perhaps suggest one u.s. telecom that has decent potential going forward. Thank you so much for your assistance. Great new website.
Read Answer Asked by Maureen on November 10, 2017
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