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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. Could I have your opinion on Marlin Gold Mining (MLN-V)as a long term play in the junior gold space. I did some research on Wexford Capital and CEO John Brownlie and was impressed so established a position several weeks ago. Based on yesterday's News Release, I may add to my position (REF: "Creation of Sailfish Royalty Corp. to Unlock Shareholder Value"). What is your opinion on the News Release ?? Thanks.
Read Answer Asked by Ralph on February 28, 2014
Q: Hi Peter and gang
What are your current thoughts on Dundee Precious Metals, DPM.
Is this a good time for this stock. Any other ideas for precious metals would be helpful.
Read Answer Asked by Guy R. on February 28, 2014
Q: Hi 5i,

WLC has really shot up I am still down about 40% on my investment.
Can you give me your opinion on this company and is it worth holding on to it or averaging down?

Thanks, Irshad.
Read Answer Asked by Irshad on February 27, 2014
Q: Hi, What do you suppose is causing the action in the uranium in the last couple of days, do you like any of them.Please comment on cco. Thanks
Read Answer Asked by Joseph on February 26, 2014
Q: 5i, what is your opinion on CUM? With its high debt and poor epc, I was thinking of sell now and buy back later when things are going well?
Always great to read 5i, --the best
Read Answer Asked by Rene on February 26, 2014
Q: LUC wondering if you have any further thoughts on Lucara Diamond after its recent results and the company's announced that it will be the first Lundin group of companies to pay a dividend.

Cheers,
rtk
Read Answer Asked by Richard T. on February 26, 2014
Q: Hi Peter and 5iResearch Team,
Do you like palladium? Is the demand for it increasing, and can you provide your opinion of both it's ST & LT outlook. If you like it, what company would you recommend in this area?
Thank you.
Linda
Read Answer Asked by Linda on February 26, 2014
Q: Hi Peter. I've held Lakeshore Gold for a considerable time. It went to over $4 (I should have sold)and then dropped dramatically and now is slowly recovering. I bought it at $2.50 Its production has beaten forecasts. DO you see it recovering? Thanks for the great work.
Read Answer Asked by Cam on February 25, 2014
Q: If possible could you comment on LUN Lundin Mining. It has the high short position on the TSX at 62 MM shares short and quite flat trading for past year. It is trading below book value at .743 and a PE of 20 What considerations does 5i give PB and PE when looking at mining stocks?

New subscriber and I am totally impressed :)

Thanks for your time and insight
Read Answer Asked by Bill on February 25, 2014
Q: PETER. JAPANESE STARTING TO RESTART THEIR NUKES . YOU THINK U - T WOULD BE A GOOD WAY TO PLAY INCREASED URANIUM USE?
Read Answer Asked by EDWARD on February 25, 2014
Q: More of a comment than a Question.
In answering a question on Teck you referred to the substitution of natural gas and coal. Teck actually supplies met coal which is a higher quality coal used for steel making (as opposed to thermal coal which is used in power plants), Teck's future in coal is more tied to overall demand for steel which is driven by global infrastructure building, primarily in china where they have very strong ties. Teck has been snooping around various iron ore assets for years now as iron ore is the other big commodity (beyond met coal) required for steel making. Teck would have significant economies of scale if they could provide both the iron ore and met coal to their existing customer base. That being said Teck is wary of paying too much especially after the issues they had when they acquired their coal assets.
Read Answer Asked by Rob on February 25, 2014
Q: You have mentioned that owing about a 5% position in a gold stock is good insurance for a long term portfolio. I already own a 5% position in Teck. Even though they are not a gold producer, is this similar to owning a gold stock or should I also buy a gold producer and increase my overall weighting to 10% in what I think of as the materials sector?

Thanks for the continued insight into investing.

Paul F.
Read Answer Asked by Paul on February 24, 2014
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