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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: hi what can you guys tell me about orvana minerals orv on the T. Is this a current or near future low cost producer or just another gamble in the metals sector.
Read Answer Asked by jim on April 24, 2013
Q: 5i Team,

What do I do with my mining oriented stocks? Specifically, I own Caterpillar (CAT), Major Drilling Group (MDI) and Horizon North Logistics (HNL), all of which are impacted by the health / death (life support?) of the mining sector. Unfortunately for me, these 3 companies once represented about a 10% weighting in my portfolio, now down to approximately 8%. I still like the companies, and I do have time on my side (I'm 30 years old), but everytime I turn on BNN or read the Globe, its all doom and gloom for the sector, certainly for the rest of 2013 and likely first half of 2014. Is this bad news already baked into the price (hence CAT rallying the past 2 days?) or can I see another big decline from here as more and more pundits preach how bad the sector is? Should I sell and take my 15-20% loss or just tuck these away for a couple of years and wait for the inevitable recovery in the sector?

I think its worth mentioning that I expect to double the size of my investment portfolio within the year, so I will likely be able to waterdown / dillute my portfolio exposure to the sector from 8% to 4% that way (unless you tell me to buy more of course!).

Thanks!
Read Answer Asked by Ray on April 24, 2013
Q: Hi Peter,

Could you please give your opinion on Silvercrest Mines (SVL) It has come off with the price of silver but the longer term trend seems to be intact.

Thanks
Read Answer Asked by Greg on April 23, 2013
Q: I am hearing that gold bullion dealers in Vancouver are "out of stock on bullion" and only taking orders if you pay 3 weeks in advance! Buying of physical has evidently been VERY strong during this pullback in gold prices and as Sprott recently suggested, goes contrary to previous Tops in the gold market. What is your take? Thanks.
Read Answer Asked by orion on April 23, 2013
Q: Hi Peter and team I have a holding in SEA it is down about 30% since I bought , should sell or buy mor to average down or sit for the long haul.
Thank you
Jim.
Read Answer Asked by James on April 23, 2013
Q: Hi Peter and team,

People are painting a doomsday scenario for gold to fall to somewhere near $1,000. In this scenario what should be the strategy with regards to gold or base metal stocks. Unfortunately my weighting right now is pretty high and I am down in almost all my holdings like ANV, CS, ENT, NXX, PTQ and LYD. Should I sell all of them and take about 12% of portfolio hit or stay invested in these and hope for the best.
Read Answer Asked by Imtiaz on April 22, 2013
Q: T-USA Blogs on Stockhouse are really confusing.Could 5i please comment on this stock.Also,with ABX's problems in Chile and their commitment to Silver Wheaton do you expect a sudden rise in silver prices to cover their commitments.Thanks Eric
Read Answer Asked by Eric on April 20, 2013
Q: hi to all I was wondering if I could get your thoughts on BGM100 mutual fund bullion management company thank-you very much mel
Read Answer Asked by Mel on April 20, 2013
Q: I must say I can't really envision buying Barrick even if the sector were to recover. With all the cost overruns they have with that big project in Chile maybe it's a relief to them that the government has shut them down. I thought the Goldstrike mine in Nevada was their big profit generator but is the ore body almost exhausted? Why does Peter Munk have such influence on the company - I am told he has very few shares?
Read Answer Asked by James on April 18, 2013
Q: osisko osk is it a good buy now, is pinetree, pnp a buy Thanks for your comments
Read Answer Asked by James (Jim) on April 18, 2013
Q: Junior golds with mines in production and cash costs below spot prices such as Scorpio Gold (SGN-V). Wait this out, buy more when the technicals show support, or bail? Only direct resource exposure in the portfolio including energy and services stocks is 11% made up of ABX, BAD, SGN-V, and TOU and most of that is BAD and TOU. Energy infrastructure at about another 10%. Do you have any thoughts? This is a great service! Thanks!
Read Answer Asked by Derek on April 17, 2013
Q: I own some" mad "miranda gold,is it werth to hold on ?
it is declining steady I bought it in 2007
thanks
m
Read Answer Asked by margit on April 17, 2013
Q: hi , I am wondering if there are some equities that are in the commodities sector that don't pay a dividend but if markets continue down wards could be an excellent and core holding to a portfolio that is all cash at the moment . I need your help to pick some winners among the masses of stocks out there . My gut tells me the next few months may have some good buying opportunities.thank you for your time .
Read Answer Asked by jim on April 17, 2013
Q: Peter,

I bought ANV recently at a price of 11.6. In the collapsing gold sector, is it too much risk considering management came out with the production numbers and they are reporting on May 6.
Read Answer Asked by Imtiaz on April 16, 2013
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