Investment Q&A

• Kinross Gold Corporation (K $38.81)
  • $38.81 P/E (TTM): 18.96X Cap: $46.29B
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Q: what are your thoughts on earnings. They looked like they disappointed and goldman upgraded stock?

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Read Answer Asked by hal on May 11, 2016

• SunOpta Inc. (SOY $5.21)
  • $5.21 Cap: $605M
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Q: Please give your opinion of Sunopta SOY

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Read Answer Asked by Doug on May 11, 2016

• Caledonia Mining Corporation Plc (CAL $22.87)
  • $22.87 Cap: $441M
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Q: Good afternoon:
I hold a small position in CAL. Unlike some others in my precious metals portfolio, it is actually showing a very healthy profit. It seems to be virtually unfollowed. I would appreciate your analysis of this company.
Thank you.

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Read Answer Asked by Peter on May 11, 2016

• Nemaska Lithium Inc. (NMX $0.17)
  • $0.17 Cap: $139M
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Q: Good Morning 5i
NMX announcement yesterday for purchase of Shawinigan facility and today's announcement of signed off-take agreement with Johnson Matthey are milestones. What effect do you see it having with institutional and other retail investors?
Thanks.

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Read Answer Asked by Randy on May 11, 2016

• Great Panther Mining Limited (GPR $1.09)
  • $1.09 Cap: $51M
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Q: Hello,

Can you please comment on Great Panther Silver (GPR) and its most recent earnings report. Also what is your outlook on silver going forward.

Thanks

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Read Answer Asked by sean on May 11, 2016

• Miscellaneous (MISC)
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Q: Hi,
Thanks for the tip of TMXMONEY to identify the sectors. It turns out I had miss-classified 3 of my stocks (SJ, IPL and ECI). I'm now questioning my weightings. I currently have the following:

Cons. Cyclical 11.9%
Cons. Defensive 0.0%
Financials 17.1%
Healthcare 3.6%
Energy 14.7%
Precious Metals 13.9%
Real Estate 0.0%
Industrials 9.2%
Utilities 0.0%
Technology 24.5%
Materials 4.6%
Communication 0.0%

I'm ok with some risk, which is probably evident from above. My precious metals may be a little high due to the recent bounce in this sector.

Based on the current market environment, do you see these weighting as appropriate? Are there any particular red flags that you see?

Thanks, Ian

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Read Answer Asked by Ian on May 09, 2016

• Semafo Inc. (SMF $4.77)
  • $4.77 P/E (TTM): 25.13X Cap: $1.59B
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Q: Semafo seems to be enjoying the benefit of the current momentum in its sector but do you feel it can sustain the growth on its own merits in the longer term? Thank you, John

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Read Answer Asked by John on May 09, 2016

• Centamin plc Ordinary Shares (CEE $2.48)
  • $2.48 P/E (TTM): 27.94X Cap: $2.87B
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Q: Please comment on Centamin.
Thanks.

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Read Answer Asked by Tom on May 09, 2016

• Lithium Americas Corp. (LAC $7.72)
  • $7.72 Cap: $2.25B
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Q: Could I have an opinion? I think you referred to LAC answering another members' question several days ago but couldn't find it in a search as it wasn't specifically in the question.

Thank you

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Read Answer Asked by mike on May 09, 2016

• Meadow Bay Gold Corporation (MAY $0.24)
  • $0.24 Cap: $82M
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Q: Could you also comment on Meadows Bay Gold Corp. (MAY)

Thanks

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Read Answer Asked by Rose Marie on May 06, 2016

• Lucara Diamond Corp. (LUC $0.18)
  • $0.18 P/E (TTM): 0.96X Cap: $84M
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Q: What is your opinion on this company, Lucara? It has had a very strong run up since they announced earnings and this "tennis ball" diamond which will fetch them $35MM or so, which has me thinking of locking in my gain.

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Read Answer Asked by Barry on May 06, 2016

• Eldorado Gold Corporation (ELD $43.16)
  • $43.16 P/E (TTM): 17.09X Cap: $8.69B
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Q: Hi Peter, Ryan et al:
IF, I know this is a BIG IF, Gold does take off, what are the chances of ELD taking off with the price of Gold? How do you rate this stock when compared to other Gold stocks? Say... Alamos or CG. I see that ELD hasn't figured in Q&A for some time now.

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Read Answer Asked by Savalai on May 05, 2016

• Agnico Eagle Mines Limited (AEM $241.18)
  • $241.18 P/E (TTM): 29.69X Cap: $121.70B
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Q: Hello, I sold Goldcorp the other day, and I want to replace it with Agnico. What would you feel would be a decent entry point now? I always seem to get burned by taking positions to soon, only to lose 20+% days later. Or do you feel there is a better up and coming gold company at this time?
Thanks,

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Read Answer Asked by Patrick on May 05, 2016

• IAMGOLD Corporation (IMG $21.39)
  • $21.39 P/E (TTM): 25.59X Cap: $12.48B
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Q: I bought IMG earlier this year at 2 and harvested half my bet at 4. Released earnings today. Anything to get excited about with your expert advice. Momentum on these stocks has been impressive.

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Read Answer Asked by blake on May 04, 2016

• Perseus Mining Limited Ordinary Shares (PRU $5.18)
  • $5.18 P/E (TTM): 13.4X Cap: $6.51B
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Q: would appreciate your comments on Perseus Mining...

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Read Answer Asked by edward on May 04, 2016

• Klondike Gold Corp. (KG $0.11)
  • $0.11 Cap: $25M
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Q: Peter and His Wonder Team
I realize that a Penny Stock is highly speculative. I am just curious how they progress to become a viable investment. Please give me your assessment of KG. Do they have a good asset? Do they have the funding? How would you rate there management team? Will they ever get a shovel in the ground or will they just fade into the wind like so many other Penny Stocks? Ha!Ha!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on May 04, 2016

• Pretium Resources Inc. (PVG $19.15)
  • $19.15 Cap: $3.59B
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Q: Hello Peter et al,
Could I have your current thoughts on Pretium resources?
I'd like to buy but fear I may have missed the boat.
Thanks
Dave

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Read Answer Asked by Dave on May 02, 2016

• Tahoe Resources Inc. (THO $4.95)
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Q: I owned Lakeshore Gold and knew something about this company. I know very little about Tahoe Resources. Should I hold onto these or sell and buy another silver or gold company. I already own Silver Wheaton, Franco Nevada and Osiko. Precious metals are less than 10% of my portfolio. I would appreciate your thoughts on this

Many thanks

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Read Answer Asked by James on May 02, 2016

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,407.21)
  • $2,407.21 P/E (TTM): 8.04X Cap: $51.49B
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Q: Hello Peter,
Can you please explain the various reasons for gold to move higher? One of the reasons i have been reading is deflation. If that is true, it appears that Prem Watsa at Fairfax is betting on deflation. His portfolio supposedly will do well if he is correct. If gold is going up due to deflation, why is Mr Watsa not buying gold? I would appreciate your thoughts. Thanks very much.

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Read Answer Asked by umedali on May 02, 2016

• First Quantum Minerals Ltd. (FM $31.51)
  • $31.51 P/E (TTM): 426.37X Cap: $25.40B
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Q: How is a metals producer usually valued? I see Scotiabank has an adjusted eps calculation, but I wonder if book value should also be considered. I calculate an BV/sh of approx. $15 form their recent filings today. In your opinion what would be a reasonable price range for this company at todays copper/gold prices +/-10%?
Thanks, Gordon

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Read Answer Asked by gordon on May 02, 2016