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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In February you were positive about Trevali (TV). It seems to be on the move right now. Do you still think it is a good investment? Thanks for your always good advice.
Read Answer Asked by Roland on July 24, 2014
Q: Scorpio Mining (SPM.TO). After several years of basically avoiding the base metals industry, I have gradually been reorienting my portfolios with the addition of LUN,HBM,FM and TEK.B. So far so good and I have now decided to add a little more torque and started buying SPM this morning which besides zinc, lead and copper gives me some additional silver exposure. I have read your previous comments on SPM and wonder if, at this time, you have anything to add on this speculative investment? At this point it represents well less than 1 percent of my total investments.
Read Answer Asked by John on July 23, 2014
Q: Hi Team, could I please have your thoughts on RBI as it is down drastically this past few days. any news would be appreciated. I would also like your thoughts on Largo, LGO is it a buy at the moment. thank you for the great service. Bob.
Read Answer Asked by Robert on July 22, 2014
Q: RE: ORV

Peter, Please see Orvana's Minerals' July 17th news release regarding it's accelerated debt repayment:

Orvana's debt, net of cash, cash equivalents and restricted cash, is now down to $13.7-million (U.S.) from $40.0-million (U.S.) at March 31, 2014.

I would note that this debt repayment was accomplished without an equity issue but was accomplished through cash flow, the sale of a non producing non core asset and the monetizing of its hedge book. In fact the company has not issued equity in over a decade.

I think ORV is one of the cheapest gold producers on almost every metric.

Cheers, Jim
Read Answer Asked by James on July 22, 2014
Q: Could you please update your opinion of ORV,PRU, and TME Thanx
Read Answer Asked by Robert on July 19, 2014
Q: Hello Peter & Co,
Yamana Gold has lagged Goldcorp (5i equity) and the XGD basket partly because of its venture with Osisko; I'm thinking of buying it (for one seasonal cycle) purely on a valuation basis.
I'm not confortable enough with gold to make it a long term holding.
Your comments?
Thanks
Tony
Read Answer Asked by Antoine on July 15, 2014
Q: Hi 5i Team,

I read an article on Seeking Alpha today recommending a play on gold and silver via a closed-end fund called Central Fund of Canada (CEF). It is supposed to be trading at a 5% discount and that is meant to be unusual (but it happens from time to time).

Any time someone writes about "free" money I am suspicious. Do you have any comments about this investment alternative? The article is here: http://seekingalpha.com/article/2310905-how-to-get-a-big-discount-on-gold?ifp=0

Thanks again for your great service.

Michael
Read Answer Asked by Michael on July 14, 2014
Q: I would like to invest in Gold or Silver sector. Can you please suggest me a growth oriented company, has reasonable valuation and best management

Many thanks
Niketa
Read Answer Asked by Niketa on July 14, 2014
Q: Hi team,
With the recent turmoil in the Middle East,and inflation numbers above 2%,the price of GOLD has been acting better over the last three weeks.
Consequently I,ve noticed the volume doubling on SAS Goldfields shares and it's share price appreciating 20% over the last two weeks. Technically GOLD is seasonally strong in the summer, and my dilemma is knowing WHEN to sell .I am up 8% on SAS and keeping a very close eye .....what do you suggest?
Thanks a Million
Read Answer Asked by Jean on July 10, 2014
Q: Hi 5i team, I see no one has asked about CXO since last August. This stock was brought to my attention but wanted to get your thoughts on it. Is it a good 1 to take a risk on ?

thanks
Read Answer Asked by Paul on July 10, 2014
Q: RIC (Richmont) With the price of gold moving up and down and mentioning perhaps a better year this year in the past answers.Do you see any improvements in the next 6 months to year in their performance.Tks
Read Answer Asked by Guy on July 10, 2014
Q: Hi Peter,
I am thinking I purchasing a silver stock. Which do you prefer endeavour or fortuna? Thanks clare
Read Answer Asked by clara on July 08, 2014
Q: Hi team, I held on to 100 shares of OSK, but now I have 7 AEM, 26 YRI and 10 OR due to the deal, they are in an RSP account with a less than 1% weighting in each but they are amongst 14 other dividend paying stocks with a 4-8% weighting. I also hold 80 shares of G that I was hoping would take OSK. What would you suggest. Thanks, Nick
Read Answer Asked by Nick on July 08, 2014
Q: Peter, My portfolio contains 25 stocks with a dividend return of 3.9%.With the possibility of rising interest rates should I be reducing exposure to dividend paying stocks and rotating to growth stocks.I do not require the income for a couple of years!I have no exposure to metal and mining stocks(happily so).They seem to be coming into favour,do you have a favourite?
Read Answer Asked by Randy on July 07, 2014
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