Investment Q&A

• Mason Resources Inc. (LLG $0.10)
  • $0.10 Cap: $16M
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Q: Would you kindly compare the two companies? I have been holding on to NMX but LLG is climbing much faster for some reason.

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Read Answer Asked by Bryan on May 29, 2017

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $58.64)
  • $58.64 P/E (TTM): 108.98X Cap: $29.03B
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• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.48X Cap: $82.07B
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Q: Would you agree with the statement "Mining is at the dawn of a new megacycle" and if so are there any Canadian mining companies, you could recommend similar to RIO-N. With thanks, Bill

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Read Answer Asked by William J on May 25, 2017

• Ivanhoe Mines Ltd. (IVN $15.28)
  • $15.28 P/E (TTM): 39.33X Cap: $20.66B
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Q: Hi team,

Ivn is down today and just wondering your thoughts on the stock atm and if this is a buying opportunity. Thank you

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Read Answer Asked by Meghan on May 25, 2017

• Primero Mining Corp. (P $0.31)
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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• B2Gold Corp. (BTO $7.12)
  • $7.12 Cap: $9.41B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Can I get your thoughts on Primero Mining. I have held this one for a while now and it just keeps heading lower. Is it worth holding onto or is it time to move on. If selling could u recommend one or two other similar names.

Thanks

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Read Answer Asked by David on May 25, 2017

• Sandstorm Gold Ltd. (SSL $16.98)
  • $16.98 P/E (TTM): 101.68X Cap: $4.97B
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Q: Looking to build a small position in gold and silver, and the stocks have pulled back a bit recently. Would you prefer a small basket of junior explorer/ producers, or a streaming company like SSL for diversification? I notice SSL has pulled back more than the other individual stocks, particularly today. Thanks

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Read Answer Asked by Randy on May 25, 2017

• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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Q: Peter; Could you comment on the quick departures at KL today and the recent drill results ? Thanks. Rod

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Read Answer Asked by Rodney on May 24, 2017

• Leagold Mining Corporation (LMC $2.60)
  • $2.60 Cap: $740M
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Q: Hi Team,

What are your thoughts on the new Giustra project Leagold Mining? He had a nice run with EDV and this seems like a better starting point. How do the balance sheet, valuation and grow prospects looking assuming gold stays flat?

Thank you

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Read Answer Asked by Angus on May 24, 2017

• Trevali Mining Corporation (TV $0.21)
  • $0.21 Cap: $20M
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Q: Any reason for recent weakness with a low of $1.03 today.I bought a 1/3 position @ $1.29,so any reason to hold on?Thanks for u normal great services & views

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Read Answer Asked by Peter on May 19, 2017

• Noront Resources Ltd. (NOT $1.10)
  • $1.10 Cap: $612M
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Q: Hi,

Any recent thoughts on Noront Resources? Considering a small, long-term investment. Best regards, Steven

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Read Answer Asked by Steven on May 18, 2017

• Miscellaneous (MISC)
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Q: Copper has pulled back from its recent highs in the 2.70's, and zinc from the 1.30's (USD/lb). Could you comment on any possible headwinds for these base metals? Would this be a good time to add a new position in our favorite copper and zinc stocks since there has been a corresponding drop in their prices?

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Read Answer Asked by Randy on May 18, 2017

• Fortuna Mining Corp. (FVI $12.40)
  • $12.40 P/E (TTM): 17.93X Cap: $3.80B
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Q: Hi there
Just looking to get your thoughts on Fortuna Silver Mines if possible
Thank you
Colin

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Read Answer Asked by Colin on May 17, 2017

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
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• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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• Altus Group Limited (AIF $59.08)
  • $59.08 P/E (TTM): 6.97X Cap: $2.54B
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Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul

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Read Answer Asked by Paul on May 17, 2017

• Wheaton Precious Metals Corp. (WPM $147.64)
  • $147.64 P/E (TTM): 60.23X Cap: $67.03B
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Q: Hello the team,

what is going on with Silver Wheaton? Why are they not trading without any explanations?

Many thanks!

Galina

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Read Answer Asked by Galina on May 16, 2017

• Anfield Gold Corp (ANF $0.40)
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Q: Hi Peter and team,

I have a question about Anfield Gold Corp. What is the business model of the company. When do you think they will go into production to pour its first gold and silver deposits. Rick Rule is positive on the company because of one successful miner. In addition, he has a big position as he mention on BNN. Do you see it being taken out within the 3-5 years. What is the potential on this mine.

Thank you in advance.

Norwood

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Read Answer Asked by Norwood on May 16, 2017

• Integra Gold Corp (ICG $0.85)
  • $0.85 P/E (TTM): 383.2X
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Q: I hold a few thousand common shares of Integra. What is my best option now and when should I do it? I have never held takeover shares before and will appreciate your advice.

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Read Answer Asked by Charles on May 15, 2017

• Kinross Gold Corporation (K $33.96)
  • $33.96 P/E (TTM): 19.53X Cap: $41.66B
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Q: some of the indicators i use are showing some strength in Kinross gold. can i please have your thoughts ?
thanks , ed

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Read Answer Asked by ED on May 15, 2017

• Methanex Corporation (MX $50.42)
  • $50.42 P/E (TTM): 11.31X Cap: $3.39B
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• Stella-Jones Inc. (SJ $81.27)
  • $81.27 P/E (TTM): 13.69X Cap: $4.48B
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• Agnico Eagle Mines Limited (AEM $230.16)
  • $230.16 P/E (TTM): 33.66X Cap: $115.70B
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Q: These 3 companies are in my Basic Materials, Metals, Mining sector which makes up 8% of my portfolio. With a five year plus hold, would you add, swap or remove any of them and if so could you rank your choices; 1st place, 2nd place, and participant?

Thank you for your help and sharing your inside knowledge and actual experience.

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Read Answer Asked by Terry on May 12, 2017

• Northern Dynasty Minerals Ltd. (NDM $2.85)
  • $2.85 Cap: $1.57B
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Q: NDM received the news they were waiting for today and the stock is down fifteen percent presently. Can you explain this. Thanks

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Read Answer Asked by Bruce on May 12, 2017

• Lithium X Energy Corp (LIX $2.57)
  • $2.57 Cap: $243M
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Q: Can you comment on their announcement today. Positive or negative and would one get more leverage to the resource by selling lix and buying pure?

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Read Answer Asked by Todd on May 11, 2017

• Semafo Inc. (SMF $4.77)
  • $4.77 P/E (TTM): 25.13X Cap: $1.59B
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Q: Could you please give an updated opinion on SMF. Thanks.

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Read Answer Asked by Jean-Bernard on May 11, 2017