Investment Q&A

Q: Hello 5i: could you give me your updated opinion on silver quest (svl).

Thanks

Q: I am thinking of selling a 2% weighting in PWF to purchase "First Quantum Minerals". It would increase my materials weighting to about 12%. I would still be overweight in financials (BNS, TD and SLF remaining).

My materials weighting is creeping up and secure dividend income reduced for possible capital gain.

Do you like First Quantum and does it seem to make sense to sell PWF to buy them? I was an old Inmet share holder who didn't want to tender to First Quantum. But it must be said they picked-up Inmet on the cheap so I guess we have to give them credit. Inmet had some great copper properties and the price of copper just seems to be getting stronger.

Your thoughts please.

Q: What do you think of B2 Gold's latest purchase? The stock price has gone down on this news. Is the stock still worth holding?

Q: Why is TMM up on this news?

Q: Hi Peter and team,
I have a 5% weighting of gold and silver stocks in my portfolio.
These include BTO,MND,FVI and FR. With this sector taking a continued beating and some analysts saying its over for precious metals should I lighten up or exit entirely. In particular I would like your opinion on FR.
Thanks
Peter

Q: I am looking at getting back into gold and am considering both Argonaut Gold (AR) and B2Gold (BTO). Could you please tell me which of the two you would favour going forward over the next 12 months. Thank you 5i.

Q: I own some First Majestic (FR) and it is hitting new lows now so I would like your opinion of it going forward. This my only precious metal stock. THANKS as always.

Q: TCK.B: I have been keeping my eyes on this one for a while looking for an entry point. I realize that this Co. is tied to coal for steel making and copper and zinc which are all economically sensitive. At some point as the EU and Chine pick-up a bit and price increase for their commodities this should help? Is the dividend safe under current conditions-I am retired and own no other resource stocks other than VET, CPG & BTE which with reinvested dividends have served me well over the last 5 yr.

Q: Hello, and I hope you are able to explain why SSO, Silver Standard is going down?
Thanks for your answer
MP

Q: Hello! A small allocation in gold makes sense to me. I have taken a look at HGY and I would be interested to know what are the pros and cons of investing in such a fund. Receiving a decent yield while holding seems attractive to me and buying on dips would be something I could consider. Your insights on HGY would be welcome. Thank you,
Genny

Q: I too, am nervous about gold stocks. When I joined 5i I made a promise to myself: no gold, and no oil and gas stocks. Too volatile. So far I've kept my promise. I'd like a bit of clarification on your response to the MS member's question. I don't want to own gold, but I do like the concept of insurance. Can you explain how the insurance would work. (I seem to remember you saying it did not work in 2008) When and how would it work? I understand inflation protection, I think. But if I owned 5% Goldcorp, as in model portfolio, what scenario would make me glad I owned it. And if the portfolio dropped 30% in some crisis, would gold rise to compensate. How much insurance would a 5% Goldcorp position offer. I realize that this is a hard hypothetical question to answer but in your experience, when was owning gold a good thing. I know you are not an insurance salesman, but please sell me on the idea of insurance. (No hurry to answer this question.) Thanks.

Q: Peter could you check out RBI for me this was suppose to be a great stock . Should I take should I take a hit and move on .

Thanks Jim

Q: 5i team. I recently purchased TCN for $8, then read that they have increased the # of shares from 42 -- 109 mm. over the one year period. I concur like you that this is great dilution. Is this a good invest. or take my loss and move on. Also, I have a theory that gold & silver sector goes done when the rest of the market does well and usually goes up when investors feel that they cannot make money on the many other stocks in Canada and US. Is there a better stock than TCN? thanks, REne

Q: I am nervous about gold and so hold none, yet many, including you, suggest the need for some. Am I being foolish?

Q: would u buy zjg at 7.15 in tax free saving account

Q: what do you think the gold stock trend? which stocks you would recommend? how about MAQ.

Q: Could I get your opinion on Kinross (K) both on the company as a whole and will the political situation in Russia affect it in any way (I can't see how embargoes would affect it).
Thanks

Q: Good Morning,
I own otc, meg & bto to name a few. My question those aforementioned names have considerable selling volume, according to td website. Normally I get a little concerned when I see a signficant amount of selling. How much credence do you give this action. Thanks as always for your help.

Q: Hello 5I,
I would like your thoughts on Taseko Mine (TKO). TD has recently published a report, on world copper supply. They feel that there may be a price movement higher (based on falling inventories) and have named TKO as a way to leverage that movement.

Obviously speculative; would like your opinion.

Cheers,
Bob Ahearn

Q: It seems to me that base metals miners (Teck, Hudbay & First Quantum Minerals) have been showing positive momentum for the past 2 weeks and the price of copper has been showing some strength. Do you agree? Do you feel China is recovering? It has now been about 4 years since property values first began to decline in China (according to my sources and I have been to China and spoken to some Chinese bankers and pension fund managers). That seems a little long for a decline in such a dynamic economy as China.