Investment Q&A

Q: Kirkland Lake Gold (KGI.TO):

Announced a strategic review process this morning.
Who do think the possible buyers might be? Goldcorp?, Kinross?
or others?

Q: What can you tell about VMS? It's carried to production in 2014 in a joint venture with Hudbay and owns shares in North American Nickel as well as interests in other properties.
Thanks
Joe

Q: there seems to be a movement across rare earth miners

1. do you think the worst is over?

2. any favorites?

3. what do yiou think of the US-listed ETF REMX?

Q: Hi

Could you provide some insight on the Central Fund of Canada as a possible vehicle for exposure to gold and silver bullion. In particular, can you elaborate on the fees associated with this fund.

Thanks

Q: Could you please give me your opinion on tsm-v tasman

Q: The uranium sector seems to be moving up a bit and I would like to start accumulating in the sector. Everyone agrees we are going into a mining supply issue and with the Russian weapons supply having stopped I don't see how the price can not go up. What would be your suggestions in the sector.
Would be nice if members could search questions by a key word (like uranium).
Hope you had a good holiday and Thanks for the wonderful service you provide.

Q: Happy New Year! What are your thoughts on a weighting in gold stocks at this time - just the Goldcorp in the model portfolio?

Q: In your answer to Behrouz re a Mining and Metals ETF, you mentioned CMW and XME. I, too, have been looking for a decent ETF in the sector in Canada. The problem in this country is that there are no ETFs in the Mining and Metals sector, just Global Base Metals. XME is listed as having about 9% in gold and another 10% in Precious Metals. I'm sure CMW and a second iShares entry, XBM, have considerably more than that in gold (I can't find out how much). If you wish to avoid gold in a M&M ETF, it's difficult. And besides, both Canadian products are thinly traded. There is a third Canadian entry, this one from BMO, ZMT. Surely one of them could be a more pure M&M play.

Q: with the sharp drop of stocks of precious metals companies, some of them have dividend rates 2% or more

I would appreciate your take on SVM, especially, with this in mind

http://business.financialpost.com/2013/12/19/silvercorp-short-seller-accused-of-fraud-by-securities-watchdog/

Q: Please comment on your view of copper stocks and which hold the best prospect going forward

Q: Hi 5i,could you name 3 or 4 canadian base metal mining stocks other than TCK.B that would benefit most should demand for copper, zinc, accelerates. thanx norm

Q: Hi

I have been reading through you past answrrs to questions and seems you have been anticipating a recovry in metals

If you were to pick one or two, or three ETFs to play any metal recovey, what would you choose?

Many thanks

Q: Do you have any further update on SGN.V and the oct 29th question regarding the financial results for November? What do you think of the Dec 16 news of the el cajon mine getting final approval for the future of Scorpio? It sure got beat up this year but is there light at the end of the tunnel to pick up some shares at this price? I am a young investor so I got some time to see some returns take shape...hopefully. Thanks!

Q: Hi there,

What are you thoughts on TCK?

Cheers

Q: goodday,your thoughts on Zinc,and if you like this metal a couple of names in this sector tkx pat

Q: Hi Team: Is AGI.warrants a buy? Trading around $1.17 a warrant.
Has long term life.I do not know how to value these warrants.
Thank you
George Hemmerich

ALAMOS GOLD INC WT 8/30/18

Q: Hi Peter and team, my question is about Morningstar rating system. There is something I do not understand, when I look at their latest report (December 13th)on Iamgold, I see a 5-star rating for that stock. On the other hand, 5iResearch is negative on the same stock. Is there something wrong with Morningstar rating system? Merry Christmas and a Happy New Year! Thanks, Gervais

Q: Hello. I wanted to get your take on the Altius Minerals transaction from today. It appears to be a solid use of the cash on hand and sets the company up for a long life as a prospect generator and dividend paying royalty machine (dividends at some point in the near future I'm assuming). Is all well from your vantage point with this deal and the transformation of Altius? Happy Holidays. Thanks.

Q: Peter & Co., thank you for your revolutionary service and its role in helping to level the investment playing field for retail investors. The lack of conflict of interest is refreshing.
I own SilverCrest Mines (SVL) at a moderate loss. I have a 3-5 year time horizon. Do you see SLV as a survivor in the precious metals sector. Would you recommend selling SVL and replacing it with a pm stock that you would prefer?
With appreciation,
Ed

Q: I am getting comfortable enough with the gold sector to actually purchase a few more stocks. On the more speculative side, I want to take a half position in Mandalay and on the more reasoned side, I am having a personal tug-of-war between XGD (I shares ETF) and GDX (Market Vectors ETF in the US). The purchase will be hidden within an RRSP portfolio, wherein I am ready to sit it out for a year or two, and I wish to begin with 2.5% position.

My question is in regard to the huge weighting that Barrick comprises in these 2 ETFs. Within XGD, Barrick has a 17.9% weight while GDX carries a 10.57% weight. Would this weighting have an abnormally negative impact on the ETFs if Barrick starts to circle the drain one last time?

I am less concerned about the currency differential than I am about the Barrick weighting: thinking GDX has a healthier percentage of Barrick than does XGD. Your thoughts would be sincerely appreciated.

I would also like to extend a Merry Christmas to the entire staff at 5i! Thank you for your helpful comments and insightful analyses on various topics, from individual stocks, to resources and strategies. Since joining 5i, and while following Peter on BNN, I have seen my portfolio strengthen enormously and is now consistently delivering my desired returns. I also feel more protected from the vagaries of the market, having chosen the 5i approach. All these letters of praise coming in to you must feel like a revivalist meeting of born-again-stock-pickers, but it is only because you really have made a huge difference in how people approach their portfolios. At this time of year, it only seems fitting that I add my voice to the choir, and say Thank You!