Q: Pals Investments now own a little over 50 percent of Nevada Copper (NCU). What do you think this means for the future of this company, could they attemp to buy the rest of the company on the "cheap"?
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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: Could I please get your opinion on Imperial Metals results (III) and how you would determine whether the shares are fairly valued, overvalued or undervalued.
Q: Hi,
I have a double-weighting in Goldcorp (G) and notice it is relatively volatile in price. Does it make sense to try to hold something to counter-balance this in my portfolio? Or should I just accept a bit of volatility in 10% of my stock portfolio? If it makes sense to counter-balance what would you recommend? The rest of my portfolio consists of 5i model portfolio stocks (except the B or lower rated ones). Thanks! Michael
I have a double-weighting in Goldcorp (G) and notice it is relatively volatile in price. Does it make sense to try to hold something to counter-balance this in my portfolio? Or should I just accept a bit of volatility in 10% of my stock portfolio? If it makes sense to counter-balance what would you recommend? The rest of my portfolio consists of 5i model portfolio stocks (except the B or lower rated ones). Thanks! Michael
Q: Can you give me your analysis and opinion on AR (Argonault), a junior gold Co? I learn a lot from your expertise.
Q: Thanks in advance for your comment 5i.
I am interested in your views of Capstone mining (CS) over a two year + time horizon.
I am interested in your views of Capstone mining (CS) over a two year + time horizon.
Q: Hi Peter,
Thanks for the great service. The model portfolio is an excellent addition. I hold some Goldcorp (<1%) Average cost is 28.25. Is now a good time to increase this holding? Your thoughts if gold has bottomed?
Thx!
Thanks for the great service. The model portfolio is an excellent addition. I hold some Goldcorp (<1%) Average cost is 28.25. Is now a good time to increase this holding? Your thoughts if gold has bottomed?
Thx!
Q: Peter & 5 I Staff,
Can you kindly provide your evaluation of a diamond mining company called Lucara Diamond Corp (LUC-T) .It has recently reported Q3 results and cashflow generated was very impressive.
Can you kindly provide your evaluation of a diamond mining company called Lucara Diamond Corp (LUC-T) .It has recently reported Q3 results and cashflow generated was very impressive.
Q: At the moment I have no gold exposure but I have looked at SAND -- do you think that a streaming company like SAND is a reasonable way to invest in gold?
Q: Hi Team
I know copper is not popular at the moment...however I thought of investing for the long term. I would like a rather pure play and with a company that will survive until demand and prices recover. What companies might fit the bill...Thanks for your assistance!
Dr.E
I know copper is not popular at the moment...however I thought of investing for the long term. I would like a rather pure play and with a company that will survive until demand and prices recover. What companies might fit the bill...Thanks for your assistance!
Dr.E
Q: NIF.UN-stock price same zone last four years, good ROE, low debt, low payout ratio. Buy for income only-however, not sure I understand it's structure??
Q: Good Morning Peter and Team
I would like to get a detailed answer from the team regarding Zen or Zenyatta Ventures. Specifically they have had great drilling results throughout the summer and have just gotton a sizeable NRC grant.
Although the 43-101 hasnt been published there is enough data with the drill results coupled with industry information to at least start basing a NAV.
1) Will you be covering this stock in the future after the 43-101?
2) Do you have any specific concerns for this stock?
3) What would you deem a likely buyout scenario to be?
Much appreciated in advance and always look forward to hearing your perspective.
Phil
I would like to get a detailed answer from the team regarding Zen or Zenyatta Ventures. Specifically they have had great drilling results throughout the summer and have just gotton a sizeable NRC grant.
Although the 43-101 hasnt been published there is enough data with the drill results coupled with industry information to at least start basing a NAV.
1) Will you be covering this stock in the future after the 43-101?
2) Do you have any specific concerns for this stock?
3) What would you deem a likely buyout scenario to be?
Much appreciated in advance and always look forward to hearing your perspective.
Phil
Q: CEF.A: asked by Richard
"if CEF sold all of its gold at the current price, and bought back all of its shares, it would be 5% short."
Not sure of the answer as expressed here.
The shares trade at 5% discount to the bullion. Selling all the bullion and buying back the units at the current discount yields a 5% cash surplus. Publish at your discretion.
"if CEF sold all of its gold at the current price, and bought back all of its shares, it would be 5% short."
Not sure of the answer as expressed here.
The shares trade at 5% discount to the bullion. Selling all the bullion and buying back the units at the current discount yields a 5% cash surplus. Publish at your discretion.
Q: Ivernia - IVW TSE
IVW is a pure play for Lead, and as commodities go, Lead has been performing well. The boom in car production bodes well for Lead, both in emerging markets and developed. Magna and the likes of GM, Ford Toyota have already had big moves, would the guys mining the Lead from the ground be an untapped way to gain exposure to the automotive market?
IVW is a pure play for Lead, and as commodities go, Lead has been performing well. The boom in car production bodes well for Lead, both in emerging markets and developed. Magna and the likes of GM, Ford Toyota have already had big moves, would the guys mining the Lead from the ground be an untapped way to gain exposure to the automotive market?
Q: Central Fund of Canada (CEF.A) is presently traded at a minus 5% premium. Could you tell me how one arrives at this value considering that the price of gold fluctuates daily and the number of shares is presumably fixed?
Q: hi would you happen to have any insight on continental gold - cnl? thanks
Q: Could I get your take on the big drop on Detour gold (DGC) the news didn't seem that bad to me?
Is it a buying opportunity ?
Thanks and once again Fabulous service you are providing for the small self directed investor like myself, would like to see more on the educational side.
Is it a buying opportunity ?
Thanks and once again Fabulous service you are providing for the small self directed investor like myself, would like to see more on the educational side.
Q: Please give me your opinion on Allied Nevada (ANV) as a speculative play on the price of silver long term. Also your comments on the chance of a takeover of ANV and what kind of premium would be expected (if any!!).
Thanks for a great service.
Thanks for a great service.
Q: Your thoughts on Amerigo's expansion project and mandate agreement. Is this a good time to buy and hold while this evolves.
Q: Could you Please comment on northern graphite
Q: It has been a while since you gave an opinion on GQC. What are your thoughts on their recent results and going forward. Thanks,M.