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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: Could I get your opinion of ure. I realize uranium will be out of favor for a while yet but the supply cut backs and new reactors being brought on the price has to go up. Will are survive long enough to participate in the recovery.
what uranium companies do you like in a recovery?
Thanks
Read Answer Asked by Doug on May 24, 2016
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Read Answer Asked by RICHARD on May 20, 2016
Q: You keep referring to Nemaska as high risk. I agree it has risen exponentually but have you actually looked at the company? ie the source of its lithium,the state of its mine,the relationship with the Cree people, the source of its hydro,the method of ore transportation,the compositiom of the board,the nature of its financing,and the progress of the company towards production and the price it will get for its product and the state of the market overall. Given that ( except for the enthusiasm and momentum ) what is the nature of the risk in your mind from one to three.?
Read Answer Asked by michael on May 19, 2016
Q: I am sorry if this is a stupid question due to my incompetence. About a decade ago I made good money on a gold stock - Central Gold Trust (GTU.UN). I can't find it anywhere, what happened to it? Thanks again Henry
Read Answer Asked by Henry on May 19, 2016
Q: Hi Peter, I have owned Goldcorp (2% of portfolio) since June 2007 and going forward I would like to switch to ABX or AEM. Are you in favour of such a switch? I do not have other gold stock but have full position in ishares etf-XMA, thanks
Read Answer Asked by Karl on May 19, 2016
Q: Hello Peter,
Do you feel it is too late to buy silver stocks as the run up has been quite good? I am looking at the following: silver wheaton , first majestic, ishares silver trust (SLV) or central fund of canada (cef.A) which gives mixture of silver and gold? Also, do you feel gold standard ventures is a stock that can be held for few years with a hope of increased capital appreciation or possible take over. Thank you.
Read Answer Asked by umedali on May 19, 2016
Q: Victoria Gold has been spectacular lately, I believe because it represents a good option on the gold price....they have cash ( recently raised more), an exploration program and a fully permitted "shovel ready" property. Now that it has spurted from roughly the 20c level it is probably getting ahead of itself at 53c close today.
My question is do you have another 2-3 companies that you are aware of with similar qualities (optionality, cash, decent property) that have not had a big move yet ?
Read Answer Asked by tony on May 19, 2016
Q: Silver stocks. I checked performance one month, three months, 6 months and one year on fr,mag,paa and sso. Fr came out number one,mag number two paa number three and then sso.
Silver stocks don't seem to have the volatility on the downside that gold shares do. Would you prefer silver shares to gold and silver vs. gold. I own all four and have been selling my gold shares and reinvesting funds into the 4 silver companies mentioned. It is working out in my favour. Are there any other Silver companies I should own ? Do you agree with my strategy. Silver looks better than Gold ?
Read Answer Asked by bob on May 18, 2016
Q: Peter: The IKN blog seems to think that the $27MM bought deal was solely for "defensive purposes" to avoid a take-over by Tahoe and the likes. What is your opinion on this. If this is true, could you explain why. I seems to me that any bidder would inherit this extra cash - isn't this a good thing ?? Thxs, Ralph.
Read Answer Asked by Ralph on May 18, 2016
Q: Hi Peter and team - Abitibi Royalties has had a very good run lately. What is your latest evaluation of this company: balance sheet, management, growth possibilities, insider ownership. A few months ago it was a 'show me' type of stock. Do you feel it is now past that stage. Also is it maybe better to let it settle down a bit before I take a position in the stock. Thanks.
Read Answer Asked by Rob on May 18, 2016
Q: Hi Peter, I hold eight PM miners and all have done very well in the last four months except for Premier Gold Mines PG. I was thinking of switching PG for RIC at this point (note the RIC capital raise today). Would you consider this a smart move ??
My current positions in descending MV are: FNV,NMI,AEM,KDX,MND,FR,PG,SLW)
Read Answer Asked by Ralph on May 18, 2016
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