Q: I would appreciate your thoughts on CMMC's quarter. Thanks.
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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: Do you think TECK or LUN is the better investment today? Would you hold both TECK and LUN, or just one? Can also comment very briefly on holding commodity stocks? I assume these stocks fluctuating significantly and are not buy and forget stocks.
Thanks!
Thanks!
Q: Hello,
What are your thoughts on the above stock? Is there another one you would prefer?
What are your thoughts on the above stock? Is there another one you would prefer?
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Vanguard Materials ETF (VAW)
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Materials Select Sector SPDR (XLB)
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Invesco Optimum Yield Diversified Commodity (PDBC)
Q: Is PDBC a good hedge against inflation and would you recommend it ? What is the dividend with PCBC ? The information on my TD acct. and your website are very different. Are there eff's that provide the same commodity exposure that pay monthly or quarterly dividends that you would endorse. Thanks for your help.
Q: Barrick gold share price has been declining along with gold price . Would you be in favor to buy this gold miner company for portfolio diversification at this time and in this volatile investment environment? II have no gold or gold equivalent asset in my portfolio. I have refrain from a gold as a diversification asset in my portfolio so far. Given the perhaps opportunistic share price I am tempted to buy it for diversification. It does have a divided as well.
Thanks for your opinion in this matter.
Miroslav
Thanks for your opinion in this matter.
Miroslav
Q: What would you suggest as a proxy for AEM and FNV. Will take as tax losses and buy back in 31 days. (Bigger loss in AEM.)
Have a small position (spin off) in Fortitude gold.
Conservative investor.
Thank you.
Tulio
Have a small position (spin off) in Fortitude gold.
Conservative investor.
Thank you.
Tulio
Q: What stocks would you recommend for a long term position to get exposure to rare earth materials?
Q: Is the recent runup in SCZ justified and sustainable?
Q: I put 8-10% of my portfolio in gold, not as a trading play but as a kind of insurance.
I've been wanting to divide this between gold and bitcoin, using the funds above which you seem to prefer.
So far, bitcoin has been too expensive to convert half the gold. I'm wondering now if the price is right.
Also, please let me know whether you still think it's a good policy. It's mostly based on my interpretation of your advice over the years, but I'd like to confirm.
I've been wanting to divide this between gold and bitcoin, using the funds above which you seem to prefer.
So far, bitcoin has been too expensive to convert half the gold. I'm wondering now if the price is right.
Also, please let me know whether you still think it's a good policy. It's mostly based on my interpretation of your advice over the years, but I'd like to confirm.
Q: Good morning,
Thank you for the excellent insight and service.
Would now be the time to have appropriate gold exposure. I've been holding off and am light in that sector.
If so, which companies would be the top choices currently?
Thank you.
Thank you for the excellent insight and service.
Would now be the time to have appropriate gold exposure. I've been holding off and am light in that sector.
If so, which companies would be the top choices currently?
Thank you.
Q: Could you provide an update on Liberty Gold, in particular its cash on hand, insider holdings and recent activity, recent exploration results if any, and its potential as a junior exploration company. Its price has steadily declined over the past year and am wondering if it's time to sell, buy more, or just hold. Thanks.
Q: For materials sector is FXZ etf a good choice? Is the timing for purchase good right now? Any other suggestions and the outlook for future of this sector.
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Lundin Mining Corporation (LUN)
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Capstone Copper Corp. (CS)
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Copper Mountain Mining Corporation (CMMC)
Q: Good morning,
Could you please pass along your best blue chip stock picks for exposure to copper.
Thank you.
Could you please pass along your best blue chip stock picks for exposure to copper.
Thank you.
Q: What do you think the prospects are for Equinox?
Q: Would you recommend a metals etf? If so which ones?
Roy
Roy
Q: Is it time to pick up TLO at this discounted price and what time frame do you see for metals recovery?
Q: Do you have any insight into why KRR continuous to decline after the issuing shares at 4.80?
Thanks for the grate service, Peter
Thanks for the grate service, Peter
Q: Hi, do yo feel they manage to survive or go bankrupt. Greetings Peter.
Q: Peter and His Wonder Team
Four years ago this gold stock was trading at $7.15. Today it is $1.55. I thought it was on solid ground and just needed patience...was I wrong. It has just drifted down for the past 4 years. Please give your opinion. What is your prognosis going forward? Thank you...as always!
Four years ago this gold stock was trading at $7.15. Today it is $1.55. I thought it was on solid ground and just needed patience...was I wrong. It has just drifted down for the past 4 years. Please give your opinion. What is your prognosis going forward? Thank you...as always!
Q: Based on your answer over a year ago...has anything changed for better for worse in your view on this particular stock addressing the points you came up with previously and looking at trending financial metrics for URC? Would it be a buy here at these levels, hold or sell? How do you feel about the uranium market going forward, the effect of the war and sanctions on Russia on the uranium market?
Asked by James on February 04, 2021
5I RESEARCH ANSWER:
There is not much to add really. It still has no revenue, losses and negative cash flow. It had $11M cash as of its last report. We have no real concerns with its royalty portfolio, but the stock has moved with the sector as opposed to any specific company news. We think the outlook is decent but would see no need to add to a naturally growing position. Insiders are 4%. Uranium Energy is 19.5%. We think management is quite decent overall.
Asked by James on February 04, 2021
5I RESEARCH ANSWER:
There is not much to add really. It still has no revenue, losses and negative cash flow. It had $11M cash as of its last report. We have no real concerns with its royalty portfolio, but the stock has moved with the sector as opposed to any specific company news. We think the outlook is decent but would see no need to add to a naturally growing position. Insiders are 4%. Uranium Energy is 19.5%. We think management is quite decent overall.