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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: I am enjoying my new membership. I would like your opinion on VALE and OSK for the next 3-5 years.
Thanks,
Subrata
Read Answer Asked by Subrata on May 01, 2013
Q: Hi Peter: Could you please provide your opinion of Timmins Gold (TMM) given the drill results released recently. Thanks !! Dave
Read Answer Asked by David on April 30, 2013
Q: I've owned Thyphon Mines(TYP-V) now for 2 years. Paid .64 cents. Trading at .085 today. Any sense in keeping this gold mine in my portfolio. Thanks.
Read Answer Asked by Ernie on April 30, 2013
Q: HI, your thoughts on ELG they have a gold related mine in sweden. Thought i make my own research and rarely do take in account price targets by analyst, i'am wondering why they have a price target around 1.40 for a .30$ stock with this wild variation on gold prices. thanks.
Read Answer Asked by Dario on April 30, 2013
Q: Hi, Peter & Crew.
If I am willing to accept the sector risk, what is your opinion of Scorpio Mining (SPM.TO) at $0.48 for a 2-4 year hold ?
Thank you.
Ed
Read Answer Asked by Ed on April 27, 2013
Q: An analyst on BNN said that CNL and RMX follow a similar strategy to Yamana with small tuck-in acquisitions and do not bet the bank on large projects. He was very high on both stocks. Do you have a view on either of these names? Many thanks, Nancy
Read Answer Asked by Nancy on April 26, 2013
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