Q: Hi, further to my previous question, I was told by BMO investorline that for those who did not choose prior to closing of the deal will have to wait 2 or more weeks for sso to finalize on the share exchange or cash based on majority vote. I am not sure how much would that be? Would appreciate your clarification .Thanks.
Q: I hold this from last year {2015} when in the model portfolio. I am still down but if momentum is any indicator should I continue to hold or sell and( move into maybe SJ also 2.5% currently.) FM has come back big time to a 2% position from an original 2.5%.
Thx
Q: Hi Peter,
I have a precious metals portfolio of streamers and producers as follows (in descending market value):
FNV, NMI, AEM, KDX, MND, FR, PG, SLW (note: PG is a near producer)
Since I am not a geologist, I have tried to discipline myself to investing in only streamers/producers that I perceive as having quality management. I believe in Pareto's principle aka the 80:20 rule regarding management. In fact, for the PM sector, it is probably more like the 96:4 rule - ie. Pareto's x 2. My question to you is this: if you were in my shoes, how would you do research on finding the top 4% management ?
Q: Hello Peter & Co,
I earlier asked about AEM, FNV and Central Fund of Canada which was not accepted by your system.
I would appreciate your comment on CEF.A
Antoine
Q: Hello Peter & Co,
Because of the uncertainties in Central Banks' monetary policies, negative yields in some parts of the world and risk of Helicopter economics, I think it is time to get some exposure in Gold; I will start with half a position (2% of my portfolio equally divided among the 3 above.
Your opinion is most valuable
Antoine
Q: issued over a billion dollars of debt today. I have a small position. I think 5i called this earlier in the year about an equity or debt offering
to shore up balance sheet. any comments would be greatly appreciated.
thx
Q: I've been watching nautilus for years, they seem to have a lot of money behind them and come up with press every now and then but never seem to be actually moving forward. What is your opinion of them.
Q: Hi. Can you give a comparison between XGD, which you have written about earlier, and ZGD, the BMO Equal Weight Gold index ETF for which it seems this might be the first question. Is there value in holding both as my exposure to gold?
Guy R.
Q: Aberdeen seems to have lost money on its investments so far, but it appears that the NAV is significantly higher than the share price and mining companies are recovering. Do you know the CEO, David Stein, originally from Cormark? Would the current share price offer a good risk/reward ratio.
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
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.
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.?
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