Investment Q&A

Q: Hello 5i.
I have been sitting back and watching the developments in the takeover attempt on Augusta AZC by HudBay as per your advice from my previous question. Augusta has since claimed there are multiple parties interested in purchasing the company. HudBay seems to be calling their bluff and is trying to get the Canadian regulators to remove the shareholder rights plan so they can get on with things. If there are other interested parties should they have showed their cards by now? Would it be prudent to still sit and see what develops or is the challenge to rights plan the signal to head for the exit? I would like to be gone with almost my original investment if there is nobody coming but HudBay at the end of it all as they have stated their plan is to wear them down over time as they have done to others previously. Thanks for all your help.

Dave

Q: Your thoughts on Sherrit please.

Q: Hi Peter, a couple of days ago I asked for your advice in this space on SWY after its massive financing for Renard diamond project in Northern Quebec, I am holding the shares since 2010 and experienced all the ups and downs also reverse splits and averaging down I am finally in black, is it wise to hold on to this company's shares till production start in 1st quarter of 2016 or take some profits now ?
Your comment is greatly appreciated.
Thank you. M.N

Q: Hi, I would like your views on Centerra Gold generally and in terms of value. Also, do you think the dividend is relatively safe? I am looking for a small exposure to the gold sector. Would you have another name that you would recomend instead, which pays a dividend. Thanks for your input.

Q: Re NA palladium. The price has tanked because of poor results recent financing and dilution of stock. However I have read that because of recent Russia. Ukraine problems the demand for production here and anticipated commodity price increase this could be an attractive speculation. Your comment?
Stock symbol pal. ( seems to show as pdl in some places)

Q: I am thinking of investing in Goldcorp. Are there any concerns due to the ongoing and well published battle over Osisko. i.e. negative impact to stock price if hostile to bid fails.

Thanks

Phil

Q: I can find very little about ELR which is now trading at $.075. Is it still a viable company? Thanks

Q: In regards to my question on amerigo arg I was under the impression that the dividend was eliminated a while back, TD Waterhouse doesn't show a dividend or yield for this security.

Q: Can I get your thoughts on amerigo arg, I've held it for some time and I'm down about 15%. Is it worth keeping or should I sell and move on.

Q: Hi 5i, my question is regarding the LME (London Metal Exchange). i have read and listened to various guests on BNN saying a "shake up" on the LME will happen this year. what i find confusing is the opinions have a high degree of discrepancy. some are of the opine that the change won't be noticed, some say a flash crash could occur with regards to metal prices. so i would like your opinion on this topic and how should a non-ferrous metals investor deal with the possible outcome.
and secondly , does a free site exist that has charts available to illustrate volumes of a particular stock on a daily basis ? thanx norm

Q: can you give any further comments on RBI ?
I am willing to be a long term investor in this.

Robert

Q: Hi Peter & 5i: The market appears to be punishing Argonaut (AR), for its most recently reported results, with new 52-week lows. The other gold companies that I view as potential holdings are all up substantially from their lows and gold is up over $100 an ounce from its bottom (though all have retreated some from their most recent peaks). I’m very light on golds and looking to start taking my weighting up with a basket of 4 or 5 holdings. What do you think of adding some AR at the current level? Thanks.

Q: What is the OSK shares worth based on the YRI offer? What are the odds of Goldcorp offering a higher bid? Thanks

Q: do u think holding physical 1 ounce gold bars and 10 ounce silver a smart move for long term

Q: Could you please tell me the status of shareholders of CSI Colossus Minerals...where we stand now ..is there any future?
Thanks for your advice.

Q: Hi I was wondering if you could recommend some ways to play Palladium on the Toronto Stock Exchange.

As I understand it Russia produces a large amount of the world's Palladium and with the current tensions was looking for a possible way to play this.

Thanks!

Q: Would be very interested in the 5i Team's view of the YRI/OSK deal announced this morning. Many thanks, Nancy

Q: My question is about Monument Mining. It is profitable, has no debt, and with a trailing P/E of less than 2 it appears to be very cheap. What do you think of this stock?

Q: I have seen the discussion on Molycorp mcp, which goes back to Jan 2013 and did not encourage purchasing. How is it now, but, more generally, is there anything in rare earths that should be considered?

Q: Peter/Ryan:
Do you have a preferred vehicle for holding gold and silver bullion within registered accounts? Are there bullion funds that you would recommend? I have to date used the Sprott gold and silver bullion funds (SPR216/316). They invest primarily in "unencumbered, fully allocated" bullion, which is important to me.