Investment Q&A

Q: I hate to be an ambulance chaser, but is the Mount Polley tailings pond breach an opportunity to pick up some more shares of Imperial Metals? With the Red Chris mine soon to be on-line, it seems like this might be a good time to add some shares.

Feeling guilty asking...thkxs.

Q: Hi Peter, Could you please give me your thoughts on OceanaGold (OGC). Thank you !
Dave

Q: I own NA Palladium PDL or PAL.US. I am very nervous about this company. I have heard rumours of bankruptcy. I tried calling the company but no-one would answer the phone.

What is your opinion? The metal prices are not bad at this level.

Thanks.

Grant

Q: Hi

I have a small position in ELD, and am thinking of adding to it.
The stock reacted very nicely to its`earnings report last week.
How would you rank ELD in the gold sector?

Thanks
Hersh

Q: peter & Co.
May I please have your analysis and opinion on Romarco Resources (R on the TSX)?
With appreciation.
Ed

Q: Dear 5i: I am thinking of selling BHP and buying First Quantum instead. What do you think of this idea in the current sector context.

Q: Hi
I purchased Spur Venture's, SVU, sometime ago and would like to get your thoughts on their transformation from fertilizer to gold company as they look to purchase another company in the coming days? It seems they have a strategy in place and would like to your thoughts on the company and property they're acquiring?

Thanks,
Frank

Q: In your resent answer to the question on sherritt is first quantum the best stock to replace it or would you recommend a different metals company?

Q: Goldcorp (G)

Hi Team, Any quick thoughts on Goldcorp's quarterly results announced July 31?

Thanks. Michael

Q: Brilliant Peter and his Wonder Team
Please give an update on ASR. How would you rate there fundamentals, balance sheet, price and value in relation to there peers? Would you suggest another within their division? Thank you!
Respectfully
Dr.Ernest Rivait

Q: What are your view on Lundin mining? Would you prefer FM over LUN?
Thanks

Q: HRC, MND,
I see Brad Mills (CEO of Mandalay) just financed Helio Resources to become its largest shareholder at 27.5%. Is this the beginnings of another Mandalay type story where he takes a microcap and builds it into a dividend paying producer?

Q: Hi, could you please comment on TGZ earnings. They look to me like they will dissapoint quite a bit, but don't understand the one-time writedown. Is this a broken growth story, or just patiently wait for Oromin transaction to provide advantage still? Thanks!

Q: What are your thoughts on the long term prospects for S and FM? I currently own Sherritt and was wondering if it would be a good idea to sell it and buy First Quantum instead - all things being equal.

Thanks and keep up the good work!

Q: Hi Peter and Team, regarding Mandalay, MND, any further thoughts or updates since your last response in March on MND? Thanks!

Q: Hi, I know you don't cover this junior I'm just wondering if you have any insights on Elgin Mining (ELG) that's being bought out @ 0.37 cash but its trading @ 0.42. It looks as though both parties are liking it but why the trade up? I can't find anything saying the transaction is negative by management or shareholders, lawsuits etc. Should I continue to hold for a better offer?

Q: MDI - Major Drilling Group

Hi Team, the last opinion on MDI was September 2013. What is your opinion now please.

Thank you. Michael

Q: Brilliant Peter and his Wonder Team
I am not a Gold Bug by any means. However because of global financial fundamentals I can see gold returning to test $2000.00 per ounce within the next 3 years. In any event I do want insurance and do not want to participate in the 'herd panic' if things become unstable as we enter unchartered waters...when they have to stop printing money and inflation begins to return.
I do believe Gold will comeback into favor. If Gold is near a bottom I think it is a good time to buy because the risk is low and the reward high. What I mean is...even if Gold rises slightly in three years I will not loose money and probably make a little. Concurrently if our fears materialize Gold may save me. My question...What is the highest % of Gold should I have in my portfolio and still maintain diversification. Please keep in mind my strategic thinking. Also how many gold stocks should I have? If you think I am misguided do not hesitate to be direct ...I always value your insights and recommendations!
Respectfully
Dr.Ernest Rivait

Q: I have recently added Hudbay to my portfolio and am looking for another mining stock to add. What would you suggest?

Q: Perhaps you could indulge me with a few suggestions. I have owned TML for ions, but I see insider buying. Should I sell now or perhaps buy more. I have been successful with CWX on buying because of insiders and am up 20% in 2 weeks. Should I sell it now since I see the future 1/4's may be cyclically weaker. I have also owned TMM forever, I am above water but wonder if I should sell and deploy somewhere else. Now that Sentry has put their person on the board do you forsee upside (as in possible merger or takeover)?
I am wondering because CAT remarks have indicated little business in the mining sector, if I should give up on the golds despite the so called good seasonality of the metal at this time. Would you sell the above mentioned positions and deploy elsewhere, and if so what sectors would be appealing. I could add to health, tech,consumer cyclicals, I will await your comments & recommendations. Thank you so much for your objective evaluations, they are very much appreciated.