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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: My only precious metal exposure is Silver Wheaton. With the big recovery this year, it's now at 5% of my portfolio. Would you recommend continuing to hold, selling part or all, diversifying into another precious metal holding and if so, your thoughts on timing ? As always, thank you for your valued advice.
Read Answer Asked by Alexandra on July 15, 2016
Q: I was very interested in your reply to Cliff regarding 5 top dividend-paying companies. I am glad to say that I do have some of each but was a bit surprised to see MND in the list since it has only recently moved up from a long period of languishing. Could you please provide some background that supports your positive outlook. Thanks for your continuing great service. Bob.
Read Answer Asked by Lynn on July 14, 2016
Q: Which silver bullion holding do you like best: SVR or CEF.A?
Read Answer Asked by Ed on July 12, 2016
Q: would you buy nevsun resources, i get it that there is risk because of etria-- did i spell that right but now they used some cash to diversify with reservoir minerals, i love the yield and the balance sheet.
i know you are not too favorable on stb and dci but i still own them ,great yield and i have made 20 per cent on both-- i really like those yield plays.
and thanks for endeavour and great panther , the minute you answered i bought both so far so good. dave
Read Answer Asked by david on July 12, 2016
Q: I have 2% in Aem. I also hold SJ, ccl.b. in the materials sector total 5% in materials.I am considering selling AEM at 75 to lock more than 50% profit..if it touches that limit and would like to invest in another gold stock or AEM itself at a lower price. Do you agree with this strategy? This is a registered account. Or should I just stick with continuing to hold Aem at any price as a hedge? Would you suggest richmont as an alternative or addition? Thanks 5i.
Read Answer Asked by Shyam on July 12, 2016
Q: Up alot today on news that Eric Sprott is putting in $20 million and will be joining the Board of Directors. Drilling ongoing with good high grade results - supposedly better than nearby Pretium. With Eric Sprotts involvement how would you rate the risk profile and the chances of this becoming a low cost producer
Read Answer Asked by Lloyd on July 12, 2016
Q: Should I continue holding Harmony Gold Mining or take my profit and run? I know that it has more risk the AEG or GLD, but it has a good trend right now.

Should I let it run, or take some profits? You have said before that Gold is insurance, and now that insurance is paying off. When is the right time to cash in, and should profits be put back into gold?

HMY is currently 4.5% of my overall portfolio, and that and Alacer (1%) are my only two gold holdings.
Read Answer Asked by Colin on July 11, 2016