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??
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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.
Q: Please update your thoughts on FCX
Q: Hello Peter,
What is your view of ABX now with all the board announced changes and the capital raise?
Thanks,
Nick
What is your view of ABX now with all the board announced changes and the capital raise?
Thanks,
Nick
Q: Would appreciate an opinion on both AUQ and K after recent eps reports. Thanks
Q: Could you please give me your assessment of NGQ,DNA and REX thanx
Q: WHAT YOUR THOUGHTS ON VALE NUMBERS
Q: Peter, do you think ROX on the Canadian is 100% speculation or may there be a little substance to the story. Thanks
Q: Good Afternoon Peter and Team,
Great call on PLB !!! Just wish I had a truckload of it rather than a few hundred shares. I will patiently await your updated recommendation.
My question is with regard to gold in constant backwardation i.e. the Gold Spot price stubbornly stays above the Comex Futures Price by a small amount. My understanding is that this is quite unusual. Of couse John Embry and Eric Sprott believe that this indicates that the price of gold will soon rise to infinity and beyond.
What is your take of this rather peculiar situation ???
Thank you. DL
Great call on PLB !!! Just wish I had a truckload of it rather than a few hundred shares. I will patiently await your updated recommendation.
My question is with regard to gold in constant backwardation i.e. the Gold Spot price stubbornly stays above the Comex Futures Price by a small amount. My understanding is that this is quite unusual. Of couse John Embry and Eric Sprott believe that this indicates that the price of gold will soon rise to infinity and beyond.
What is your take of this rather peculiar situation ???
Thank you. DL
Q: We have a 4% weighting in HNZ.A. While they seem a well managed company there seems to be a problem in the industry. They took a hit today on loss of defense contracts. I'm thinking of selling to buy CSX. I want to increase our US exposure but still be in the transportation sector. A couple of days ago you wrote an article about the value of dividend paying companies and HNZ.A does pay a higher dividend than CSX. CSX I suppose should have more stable earnings. Any suggestions on what to do?
A second question...does it make sense to sell RBC & PWF to buy AEM? We are overweight in financials with no exposure to gold or material stocks except LIF. The banks and insurance companies seem to be on a roll so I hesitate to sell them. I know you recommend Goldcorp but I like AEM because of their dividend, increasing gold production per share and I think they recently beat analyst's estimates. Our weighting in RBC & PWF is 4%
Any thoughts would be appreciated.
A second question...does it make sense to sell RBC & PWF to buy AEM? We are overweight in financials with no exposure to gold or material stocks except LIF. The banks and insurance companies seem to be on a roll so I hesitate to sell them. I know you recommend Goldcorp but I like AEM because of their dividend, increasing gold production per share and I think they recently beat analyst's estimates. Our weighting in RBC & PWF is 4%
Any thoughts would be appreciated.
Q: In 2012, South American Silver (SAC) had its mining license revoked by the Bolivian government, sending it, this past July, to a four-year low. Since then, however, the stock has done very well; is this just speculation on the chance of favourable arbitration, or increasing recognition of the value of its other mining properties?