Investment Q&A

Q: Is there meret in the theory that metals do best at the end of a bull market. Does history show this. I'm thinking a recession is on the horizon based on the double digit returns I've been seeing in metals and should start taking profits.

Q: What are your current favourite growth stocks in gold industry? Looking at something of quality that may have upside potential to complement larger cap AEM holding.

Q: This question is actually on i 80 gold's common shares but you can comment on the warrants as well. This is my stake in a gold developer (I have larger positions in Agnico Eagle and BTGold) and it has disappointed me. They have good geology in a top notch juristiction (Nevada). They have lots of infrastructure that could be refurbished (an old autoclave) there are roads, (like Interstate 80), a rail spur, historic mining knowledge but all of this has not done the share price any good. Mangement is trying to get a partner to develop their base metal assets but there have been no offers (at least publicly) and therefore the company had to do another share offering to keep the drills turning. They are producing some gold and gold beaing ore but not enough to generate enough cash to keep the exploration drills turning. The $100 + million they raised a few months ago can keep them going to Christmas or early next year. What do you think will happen with I-80 gold? A take out at a lower valuation? Another equity raise which means more dilution to current shareholders? A joint venture on the base metal? I think this company has lots of potential but how long should one wait for these 'nuggets in the rough" to get polished into shiny gold?

Q: Hi Peter...Do you have any comments on GOT's latest press release? Do you feel they have enough money to fund this year's drill program or is there a strong likelyhood of a share offering in the not too distant future? Any change in insider ownership? Does Eric Sprott, (a noted "gold bug") still own 9% of the common stock? The share price is down slightly today which may indicate investor sentiment that a share offering is in the works. Of course that's what's public markets are for!
Jim

Q: I currently have 4200 shares in Kinross which I purchased a couple of years ago at $12.71. Your overall thoughts on this company would be appreciated.
Any other possibilities that I should consider?
Thanks so much.

Q: Ottawa has approved GLENCORE/TECK deal. I believe they offer 62.50 however stock is above 70.

Can you please reconfirm the offer and the closing date

Thanks for the great service

Q: Could I please have your view of this company.

Q: What is your opinion on QC copper and gold inc?

Thanks,

George

Q: May I have your current thoughts on FM? It seems the newly elected president is looking at getting third party verification of the mine’s level of environmental danger. Does FM have a good reputation in that aspect of the operation. There was a recent heap leach mine failure in Turkey with fatalities. Did that occur at an FM mine?
Thanks,
Jim

Q: What would be your recommendations top 3 in order of preference for gold exposure / equity?

Q: What are your 3 top Copper stocks Canadian or USA?

Q: Is the takeover good for shareholders and would you sell hold or buy more?

Q: IS THERE HOPE THAT THIS COMPANY CAN SURVIVE FROM THE LANDSLIDE BEING A ONE TRICK PONY? iS IT WORTH RE ENTERING AT THESE LEVELS IF SO?

Q: Hi 5i
ETL issued a press release this morning outlining their Clearwater Project Pre-Reasibility Study (PFS) and confirmed Lithium Reserves. I would appreciate your overview analysis and future potential with this new information.
Thank you

Q: Hi
Skeena Resources just announced a financing package to see them through the development of the Eskay Creek property. The ownership of the stored materials at the site is still in dispute. Would you see this financing as sign that this issue of ownership of stored materials is close to being resolved?

Q: What is you opinion on the expected performance of the materials sector for the next 3-5 years? What is your recommended portfolio allocation (as % of total) for materials? I am 58 years old with 7 years before retirement and have $2+ mln well diversified taxable portfolio mainly consisting of sector and market ETFs. Medium tolerance to risk. I am currently at 10% in materials, thinking about adding 1.5-2% by buying XLB. Thanks.

Q: What do you think of the FCU takeover? Does the price seem low to you? Do you think FCU will get another offer by a different company ? Thanks

Q: Please suggest how I can invest in gold to diversify my portfolio. Currently I have 0 gold
Thanks
Peter

Q: Can you please advise on the top 5 stocks for people looking for copper exposure in their portfolio? Please order in terms of risk-adjusted long-term returns, factoring in the current stock price. Thank you.

Q: Hi there, can you please advise on which of the Teck stocks is the right vehicle for Canadian investors? Thank you