Q: Hello 5i. I currently have no exposure in Gold/Silver market. With a rising U.S. dollar should I wait for possible entry and would you recommend your top 2 gold and silver stocks or should I go with an index fund?
Q: If you believe that the fundamentals for zinc look good for the next 2 years, which 3 stocks hold the most potential to benefit, in order of preference and why.
Thanks
Derek
Q: Could you please comment on the recent deal between Glencore and Trevali that sees Glencore selling the majority of its stake in 2 of its zinc mines to TV and in exchange receiving exclusive rights to sell all of TV's zinc and increasing its stake in TV from 4% to 25%.
-Do you view this as a positive for TV shareholders?
-If so, why did TV shares drop on the news?
-Would you still consider TV a compelling commodity play?
-Why would Glencore sell 2 of its own zinc mines if it had a strong conviction to the potential of zinc?
I have learned a great deal from you in the 3 months I have been a member - THANK YOU!
Q: TV is purchasing a portfolio of zinc assets from Glencore for US $400M.Is this positive or negative?Does the issuance of 175,125,304 shares at $1.20 dilute the company too much or does the increase in zinc counteract that?Comments on the new debt level would be appreciated.Thanks for your valuable service,
Dave
Q: I am looking for a mid cap silver miner/producer but the only ones I know of are Fortuna, Tahoe and Endeavour. Do you have other suggestions that I may compare to these three. Thanks
Q: Argonaut Gold has recently announced that it has rescheduled its fourth quarter and year end results to March 20 after the market closes with a conference call and webcast the next morning at 8:30. When a company reschedules its financial results can this be a concern. In particular do you have any insight as to why Argonaut has announced this change. Also I noticed that they did not have a booth at PDAC this year. Am not sure if this is important or not. By the way I enjoyed and appreciated reading the recent blog on PDAC. Thanks.
Q: On Mar. 01 answering a question on MPV you mentioned :Blocked Expansion of Mines. What did you mean by the statement? MPV has fallen quite a bit ,is it a hold buy or sell at this price?
Q: Good morning. What do you think of Rio Tinto? I know its not a stock you generally follow. If I were to sell what Canadian stock(s) would you recommend I replace it with?