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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: I would appreciate your thoughts on ANV and. SII.

Thanks

Ray
Read Answer Asked by Ray on February 17, 2014
Q: Hi
Do you consider ANV as quite speculative in the gold and silver sector.
If the precious metals stay strong this company seems to have lots of room to increase in price.
I look forward to your opinion.
Have a nice weekend
Hersh
Read Answer Asked by Hersh on February 17, 2014
Q: Is SAS a buy at the current price?
Thanks again for your advice.
Read Answer Asked by Stephen on February 17, 2014
Q: Just wondering about the silver market and where you think its going in the near future. As well what do you think of INM as they have found some silver down there in Mexico. Thanks for your insight
Read Answer Asked by dwight on February 17, 2014
Q: Hello best team.
do you have any insight in dsm?
It focuses on rare earth.
With the precious metals heading in the right direction,could this be interesting as well?
Read Answer Asked by Josh on February 17, 2014
Q: I currently have 25% of my total portfolio in resource stocks with the majority (50%) of that in gold (G, YRI, ABX) and silver stocks (SLW). With Teck’s recent drop, would you sell ABX and use the proceeds to buy Teck (to add some diversity and get a better overall return - hopefully) or would you hold on to ABX and ride the current gold bull up? I have a 2 year time frame.

BTW, the video feature is a nice touch! Thanks
Read Answer Asked by Sandy on February 17, 2014
Q: AVL SEEMS TO BE ON AN UP-TICK. THEIR RECENT AGREEMENT WITH THE NW TERRITORY METIS NATION SEEMS TO BE ANOTHER POSITIVE SIGN.
AT WHAT POINT IN TIME WOULD YOU CONSIDER GIVING A SERIOUS LOOK TO INVESTING IN AVL? EVERYTHING SEEMS TO BE HEADING IN THE RIGHT DIRECTION FOR THEM... THANKS FOR ALL YOUR HELP!
Read Answer Asked by William on February 17, 2014
Q: Hi Team,
It's a commonly held belief that the price of gold rises as the economy deteriorates. For the past few weeks, we've been seeing upward movement in the bullion and in gold stocks but no real sign that the economy is tanking or even headed that way. Do you have any recollection of past periods where both gold and the economy grew in tandem? If so, this would make me feel a bit more secure buying miners at this point in time.
Robert
Read Answer Asked by Robert on February 16, 2014
Q: Hi Peter,

What's your take on CDE? Thanks for any feedback.
Read Answer Asked by Chris on February 15, 2014
Q: Evening Peter,

What are your thoughts on Rio Alto mining (RIO) ? At the current p/e of 4 this stock looks cheap with excellent upside potential.
Read Answer Asked by Peter on February 15, 2014
Q: Hello,

Rmx just got 75 million in financing and feel that they need to get an additional financing for 100 million to complete the mine and be in production. Could you give your thoughts about the financing deal. If their projections and timelines are correct what kind of company would this be comparable to that is currently in production. Last one, why do you think management has so little skin in the game?

Thanks in advance,

Arturo
Read Answer Asked by Arturo on February 15, 2014
Q: Hi

What are your thoughts on Goldcors earnings?

Thanks
Hersh
Read Answer Asked by Hersh on February 14, 2014
Q: Good Morning from Thailand,
Sorry, but the weather is just gorgeous here in Chiang Mai! I have holdings in PAAS (and PAA), PSLV, IAG, HMY (about 20% of portfolio). I'm winning on PAAS AND PAA but IAG AND HMY am on the losing side. I have read your previous comments on FR and SLW. I recently picked up some FR and do like SLW for its leverage on the price of silver. Would you recommend taking profits and buying SLW and/or more of FR to keep my 20% weighting? Furthermore would you recommend selling IAG and HMY and replacing them with something else? Thanks for your service and let me know if you would like weather updates.
Cheers,
Rick
Read Answer Asked by Rick on February 13, 2014
Q: Hi Peter,

Thanks for the great service.

The Gold sector seems to be recovering. As I look at the charts for the companies, one seems to stand out as having had less impact during the fall from $1,900-odd to $1,200-odd. It has a small dividend and is participating in the recent rise. It is Franco-Nevada (FNV-T). Given that those companies that get beaten up the least during tuff times tend to be the leaders in a recovery, is this a company you would recommend ? Are there other that you favour more ?

Thanks !!!!!
Read Answer Asked by Jim on February 13, 2014
Q: re IVW on TSE. I bought into IVW some time ago to find a way to lever into Chinese car production and electric bicycle batteries. The company seems to have gotten past a very unlucky few years and I am prepared to load up some more with stocks I believe in. To add to some more due diligence I believe Peter might know some of the key players esp Trevor Eaton and Wayne Richardson. They have had dealings with Sprott. What are your thoughts on their capabilities and fraternity of mining folks who I have always believed is nothing more than a self interest group. Perhaps not on the scale of the energy sector but I always am sceptical by policy. The Chinese transportation sector is juicy but difficult to lever into, hence my interest in lead.
Read Answer Asked by Glen on February 13, 2014
Q: Good morning 5i, What is your latest opinion on sandstorm metals (SND).
Thanks.
Read Answer Asked by merrill on February 12, 2014
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