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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: Hi Peter and Team,
I recently bought this stock, 1.2% of my portfolio.
What do you think of this company, would you recommend me to pump up to 1.5% in view of the recent strength of the sector, though I understand it will take a long time to get recover for this sector.
Thank you for your help.

Read Answer Asked by Pui on February 08, 2016
Q: Thanks for the advice on keeping KGI for a while when SAS was taken over.KGI has gone up more than 20% during the past week or so & I'm wondering if there are any reasons for this increase? Thanks for your help as always.
Read Answer Asked by Dave on February 08, 2016
Q: Barrick has doubled off Oct. lows.

What are investors seeing to drive this move?
Read Answer Asked by blake on February 08, 2016
Q: Is mnd still one of your favorite goldcompanies?and why?
Which gold company you think would be a good take over candidate?
Read Answer Asked by Josh on February 08, 2016
Q: Hi Peter. I know you have been negative on BGM in the past. Have your views changed since Friday’s closing of Osisko’s financing. I put much emphasis on management in the PM sector. Since Osisko is now heavily entrenched in BGM’s management structure and both Osisko and Eric Sprott own a large portion of the shares o/s, I’m thinking of establishing a speculative position in BGM. What are your thoughts on this. Thanks, Ralph.
Read Answer Asked by Ralph on February 08, 2016
Q: Hi Peter and team,
I recently owned some of St. Andrew's Goldfields taken over by KGI. Nice recent run up for KGI. Based on fundamentals, do you think KGI has much more upside over the next year or even longer term, even if gold stays approx. same level? Currently have very little gold. Should I consider rolling my gains on a small position into a different gold stock? Thank you. Tulio.
Read Answer Asked by Tulio on February 08, 2016
Q: What is a derivative in the financial world? I have heard that derivative values issued worldwide are enormous, in gold well over 100 times the value of all physical gold existing. Are we facing a bank problem with these entities that will repeat the subprime mess again?
Mark Stewart
Read Answer Asked by Mark on February 08, 2016
Q: What are you thoughts on buying uranium participation for a 5 year hold.
Read Answer Asked by Cathleen on February 04, 2016
Q: Hi,

I have recently thrown in the towel on Goldcorp, and need to replace for gold exposure. I read this morning you have done the same and replaced with AEM. Can you offer some guidance as to why you selected AEM please. Dejardins recently downgraded to a hold with a target lower than yesterday's close, not that I put a lot of stalk in these reviews. Would you get into AEM here? Thanks!

Eric
Read Answer Asked by Erichsen on February 04, 2016
Q: Having been in this stk for many lean years, the recent turnaround intrigues me somewhat. I am wondering if you have any info that would account for the move up in this particular security. The other golds are not responding to the same degreee as this stock. Thank Youl.
Read Answer Asked by Maureen on February 02, 2016
Q: On Jan 27th, Pierre asked about buying ZJG. You suggested XGD holding larger companies primarily for safety. I am thinking of adding gold exposure and see that both ETFS have the same MER (.55%)and while XGD has a 70% exposure in N.A. ZJG is 100%.
My question is, would the smaller gold producers in ZJG have more torque to the price of gold and perhaps benefit from M&A activity? Or perhaps not.
Thanks for your great service Gord.
Read Answer Asked by Gord on February 01, 2016
Q: Would now be a good entry point for Denison? Would Cameco be better?
Read Answer Asked by DOUG on January 28, 2016
Q: Hi Peter and Team. I would like to sell my hudbay shares and replace them with shares in a similar company that concentrates in zinc and copper. Also a company with less debt and more insider ownership. Do you have any suggestions. Thanks.
Rob
Read Answer Asked by Rob on January 27, 2016
Q: Peter and His Wonder Team
In the last few months this miner has gone from $0.53 to $1.82 which I believe outperforms the whole gold sector. I know they settled there contract with the union in the fall and they benefit from a strong USA dollar. Also they are reporting better production results...Do you think there are other reasons? What do you think of this stock going forward...any further upside?
Thanks for your consistent high quality professional expertise!
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 26, 2016
Q: Hi Peter and team ! I hold a little bit of capstone mining company, and even though the commodities have fallen on hard times, I was wondering if Capstone's balance sheets warrant me holding on to it until things perk up. Thank you for all you do! Cheers, Tamara
Read Answer Asked by Tamara on January 25, 2016
Q: I am a long time holder of both Goldcorp and Yamana, both of which have been decimated and are now much smaller positions within my portfolio. Today you removed G from the model portfolio and replaced it with AEM. If I wanted to purchase AEM to replace some (or all) of my current gold holdings, would you recommend that I sell Goldcorp, Yamana, or both to pick up an equal weighting of AEM?
Read Answer Asked by Steven on January 22, 2016
Q: Hi Guys:

what is your current opinion on Klondex
Read Answer Asked by Ted on January 22, 2016
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