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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: It's February (almost anyways) so it is time for my annual question on Aquila. May I have your comments on the latest press release? They seem to be selling stock in order to raise money. I presume management owns a sizeable chunk of stock. I understand the risks - I only have a very small weighting but am considering buying a little more - it would still be a very small weighting. The press release appears positive to me assuming they close the deal. Should I buy now or wait for the deal to close? On the negative side I find it hard to believe they have a mine with Hudbay dropping them but maybe that is just the way it goes in the mining business.
Thank you
Read Answer Asked by James on February 02, 2015
Q: The stock has plummeted and management has been given the boot by the debt holders (albeit not until original management made out like lottery winners).
Do you know anything about new management and whether it is at all possible to turn this baby around. Would a commodity (gold, uranium) reversal of fortune help at all?
Read Answer Asked by richard on February 02, 2015
Q: For a long term hold (> 5yrs) which has the best long term potential, ABX, FM, TCK.B, G, AEM. What other materials stock has good long term potential?
Read Answer Asked by Rob on February 02, 2015
Q: I have a substantial investment in this company based on (1) it is the highest grade lithium deposit in North America, and (2) tight control of management and expenses by the Walker family of Sudbury who are spending/investing like its their own money (they do not have more than 10-20% of the equity); and they own (privately) the largest independent blasting and drilling company in Canada (and North America?--not sure). The downside is the stock is now in relatively few hands and is relatively illiquid/volatile. Please provide your view. Thank you.
Read Answer Asked by Bruce on January 29, 2015
Q: Looks like AGI missed its fourth quarter targets and the stock has been punished because of it. Does their 2015 guidance seem reasonable even though they have missed their quarterly target a few times? Do you think its a buy at these prices? Do you think they can turn it around or will it get worse? Thanks
Read Answer Asked by Roy on January 29, 2015
Q: My question is regarding base metals. do you think this business cycle will unfold like most other cycles where the base metals will run strong in the later innings.did you ever see a bull market of this magnitude not have the base metals participate ? any other insights regarding this subject would be appreciated .it would seem like now would be the time to start nibbling at good base metal stocks ie Hudbay, Lundin ,FM etc because the downside is limited and everyone and my dog hates this sector . thanx norm
Read Answer Asked by NORM on January 29, 2015
Q: Since mid 2013 SLW has bounced several times between $20 and $30. I bought it at $20 with the intention of selling at $30, and held on only to land back down at $20. It is approaching $30 again, and I am yet again hesitating over the sell button (not a trader!). Do you see anything different in the stock that might push it up over $30 this time?
Read Answer Asked by Kim on January 27, 2015
Q: With Zambia hiking the mining royalties, how much will this weigh on FM next earnings release?

As always, I appreciate your insight.
Read Answer Asked by ron on January 27, 2015
Q: Could you please provide an update on Orvana. Do you see it as a buy?
Read Answer Asked by Lloyd on January 26, 2015
Q: Hello,
Can you explain the recent drop in eldorado and should i continue to hold? thanks
Read Answer Asked by clara on January 26, 2015
Q: If you had a choice between B2 Gold (BTO) or Richmont Mines (RIC), which we would you choose and why. Thank you and keep up the great work!!
Read Answer Asked by David on January 26, 2015
Q: Dynasty has 6 million oz of high grade gold, an operating mine and plant and no debt, yet its market cap is less than 40 million dollars. Do you know of the reasons why the share price is languishing at 10 year lows?

Thank you for the valuable service you provide your subscribers.

Read Answer Asked by Fred on January 26, 2015
Q: What is your view on the Greek election in terms of how you see this impacting the North American markets and the price of Gold? Interesting times.
Read Answer Asked by roland on January 26, 2015
Q: I would like add some good to my portfolio, what would you suggest, a golkd company or bolluion or etc? We had a bad experience with gold companies during the drop in 2013 so am a bit shy of producers. I have some USD so would also like some stocks that treads on NYSE.
Thank you
Read Answer Asked by Nancy on January 26, 2015
Q: Could you please update me on Sierra Metals, I bought some about 1 1/2 years ago after asking you about it. It has fallen a lot today and in checking out I see a lot of negative comments about Alberto Arias (chairman and big shareholder) the comments are about his involvement with the Brazil Colossus mine where he was involved. Are the comments (on stock house billboard fair or just a disgruntled ex shareholder mad about loosing $) the stock looks good to me on Thompson Stockreports+. Thanks (Should I dump it or buy more).
Read Answer Asked by Doug on January 26, 2015
Q: Hello,
I was doing tax loss sale in December and you suggested replacing TCK.B with FM. As you were recommending this stock before (and as a better company than TCK.B), I replaced TCK with FM but the stock started going south rather rapidly. It is about 3% of my portfolio and I am now down about $10K on this stock since my purchase on Dec 11. I am wondering whether I should patiently wait for recovery (I noticed that you added FM to model portfolio), sell it and take a loss, swap back to TCK.B. etc. What do you recommend? What are your short term and long term projections for this stock?
Thanks.
Read Answer Asked by Michael on January 23, 2015
Q: Greetings
Given that oil runs like a thread through so much economic activity and is now of course is priced much lower. It seems likely to me that reported inflation with be far less than the 2% strived for by so many Governments despite worldwide money printing. If Gold is viewed as a hedge against inflation and inflation is lower than expected then it stands to reason Gold will pull back in time. Does this thesis have any merit and is the recent rise in the Gold price merely reflective of uncertainty and volatility in markets.
Your opinion is appreciated!
Read Answer Asked by Tim on January 23, 2015
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