Investment Q&A

Q: Hi Peter and team, Your comments pls. on the offering of common stocks. They could only raise 21M....doesn't sound good at all, does it? Would you recommend getting rid of it. THX!

Q: This one has me puzzled quite a bit.
I am thinking of buying another 2000 shares or so, My weighting would still be less than 3%. Having trouble understanding that Bloomberg reported that QKR could be making a bid for this company at around $1.0 billion. This would value the stock at about $5.00 per share. Good earnings, a fairly high dividend, very low copper cost producer. Do you think the price is falling on this stock because of Lower China growth, thus much lower copper prices(copper prices falling every day), or that the takeover rumor has no merit and it is just that, a rumor. I guess I was putting to much faith into the story. One would have thought that the source was fairly reputable (Bloomberg) Comments please on the rumor

Q: I have several thousand shares in PNP going back several years and which (in my mind) I had essentially written off and thought some day they might come back which would have been a bonus. But yesterday PNP announced that it is non-compliant on some debt covenants. What do you make of this situation with PNP and should I sell before they declare bankruptcy which seems a distinct possibility?
As always your advice is much appreciated.

Q: What are your thoughts regarding the price of gold and silver given the Swiss referendum? I hold Silver Wheaton and was considering selling the shares since the U.S. dollar keeps rising and precious metals keep falling.

Q: Hi Peter and team, On Nov 5th YRI and K hit multi-year lows. Just 20 days later they have gained/recovered 22% and 54% respectively from that multi-year lows. Would like to know the underlying reasons for this quick recovery. Thanks.

Q: Hudbay price is approaching 200-day M.A. - They have a big mine in Peru nearly ready for production - your thoughts, please.

Q: Do you know why the stock has been going down lately.

Thanks for your invaluable guidance.

Q: Hi. I sold a full position in new gold at $6.80. I would like to reinvest in presious metals.
What is your oppinion on the risk reward of new gold and centeral fund of Canada at these levels? Or do you think there is a better choice?
Ken

Q: would appreciate a comment on the co. and last quarters less-than-stellar earnings. Thanks

Q: Can you give me an updated outlook and comments on AAA?

Q: Would you sell Goldcorp today at a 20% loss (for tax purposes)with the intent of buying it back in 30 days, or is that getting too cute with market timing?

Q: Hi guys,

I'm planning to finally dip my toes in the mining sector after the tax sell-off in December that I'm going to hold for 3+ years. Can you suggest a favorite gold miner company please with a good current evaluation, strong balance sheet and if it pays a dividend that's definitely a plus!

Thanks,

Richard

Q: Hi

Could I have your views on B2gold- short and long term.

Thank you.

Bob

Q: I was wondering if you have news for this huge spike today. TD,Qtrade, Scotia showing no new news. The drilling results came out a few days ago and were great but there was no initial reaction. I was hoping to hear what your thoughts are on a "fair value" for the company. My average cost is $3.76 and I was wondering if you think this is premature move. I also hold VMS. I hold NSU for the balance sheet and low cost...Takeover..VMS for the royalty stream and take out by Hudbay. Thank you as always Jason

Q: iS THERE ANY HOPE LEFT FOR ALDERON . THIS COMPANY HAS MADE GREAST PERMITTING PROGRESS, GREAT PARTNERS ETC ..BUT IRON ORE PRICING HAS COLLAPSED .HOW CAN THIS PROJECT EAVER GET FUNDED??

Q: Hi Peter, yesterday Dynacor (DNG) released more drill results for their Tumipampa property. What do you think of them and the company in general going forward ?

Thanks

Dave

Q: It looks like the uranium price is starting to recover. Do you think this is for real. What is your opinion of Denison?

Q: I have had Capstone for about 8 months and I have never had 2 up days with it. I am thinking of switching it for Copper Mountain (CUM) or Lundine (LUN). Your opinion.
What do you think of BLU (Bellus)? It is up substantially this year. Thank you. Dennis

Q: Hello Team,
I'm trying to decide between FM & NSU. I will be holding it for the long term. Which do you think will have the better upside? Also do you think the dividend is safe with NSU?
Thanks
Luke

Q: What are your thoughts on the Q3 results? What impact will the Red Chris mine have on its metrics?

Thanks,
Steve