Investment Q&A

Q: In a situation where you wanted 5% gold exposure as a hedge against negative market volatility/downside risk, etc., would you prefer IAUF or some combination of ABX/BTO/ORA?
Thanks for this!
David

Q: what do you think of these companies ? Thanks Phil

Q: What is your Thoughts on just how much potential Cameco has ? Very Positive momentum . I have been trimming on the way up but still believe it is early .

Thanks

Greg

Q: U.UN has had a pretty good climb in the last 3 months and has an 83% increase over the last year. Do you see this continuing and is it a good time to add to my small position?

Q: Hello 5i, Could you comment on NUG as they have suspended there exploration are they a high spec stock or are they dead in the water.

Q: As per Martin Pelletier's article in the Financial section of this morning's National Post, I believe that oil (and/or oil & gas) will be a good hedge against general political and market turmoil this year. Would PDBC be a good alternative?

Q: CCO Stares up sharply yesterday along with other Uranium Shares. Uranium hit $ 91.00 a pound recently.

Your thoughts ? Is URN.M the best play or NXE RAK

Q: There are some rumours ABX will step in with a bid to takeover FM. I understand ABX has experience taking over mining companies shut down by 3rd World Governments. Then smoothing things over with the government leading to a re-start. FM certainly seems to be a candidate with their big debt. Not sure if the rumour is going to come true so I would take a pass for now. “Buy on Rumour, Sell on News” seems in this instance to be bad advice. However governments need some money coming in and their people need income too.

Q: If gold appreciates significantly in the next few years, would you buy bullion wafers/coins or shares in quality companies such as Agnico Eagle or Franco Nevada?
With appreciation,
Ed

Q: What are your views on ftco.us .Thanks Phil

Q: Both of these names have had a nice pop in the last quarter. Do you have a preference, or both?

Q: I have owned Dundee Precious Metals (DPM) periodically over the past few years and the trades have been good. I like trying to trade DPM because it has net cash on the balance sheet and two profitable gold mines in Bulgaria. I also think that if the share price of DPM drops below my entry price by a lot the company will use its cash and start a large buyback or raise the modest dividend. But I just noticed that they used perhaps half of the cash on the balance sheet to buy a gold project in Namibia (Osino mines). What do you think of this deal? Was it a good acquistion? I think the next quarterly result will be good bcause of the higher gold price in the good ore grade at Bulgarian mines could make for good earnings. So aside from the Osino deal what do you think of DPM as a short time trade or longer term hold?

Q: Hi, can you recommend 2 US and 2 CDN metal stocks for a long term hold to total a 8% total position in metals? I'm ok with medium risk. If you have other choices besides the ones I've mentioned (CMC, FCX,CCO, RS, STLD, AMR) please suggest them.

Q: Good morning your thoughts on exk :us

Q: Between AEM and BTO which stock would you buy for one year hold?

Q: Peter; I’ve gone over your previous answers on AA and obviously it’s not your fav- but I’m just looking at the 5 year chart and see it maybe bottomed- 5 year high up in the $90’s - won’t it participate with a declining USD ? Your thoughts please. Just a small flyer .

Thanks.
Rod

Q: What is your take on the MOU between SQM and Codelco announced today.
This past April Chile announced it was shifting to a "state model" pertaining to minerals.
Is it time to sell SQM or hang tight.

Thank you

Q: your view on major news tonight
MOU with australia.
thanks

Q: When do these companies report and what do you expect their earnings to show...Also can you please give us your price targets for a 3yr period?...

Q: May I have your opinion of Fortitude Gold?
With appreciation,
Ed