Investment Q&A

Q: Him

I have about 5% of my portfolio in LIT and LAC. What do you think of lithium prices in the next few years? Is it sustainable. I fear another 2019 slide.

Q: With gold down in favour, I am looking to buy these two juniors in my TFSA, reap the ok dividends and wait for the price of gold to rebound. What is your opinion of this approach?

Q: Rare Earth Elements traded for over $4 this year, and was hovering between $1-2 in the last few weeks. Last week, they announced that each shareholder is being given one right for every share we own, that allows us to purchase another share for $0.24. My question is why would they do this so far below current and recent prices? Is this another way of giving shareholders a pseudo-dividend or sweet deal? I assume this is why the share price has been falling in the last few days (a possible doubling in the number of shares). Can you comment? Here is a snippet from their announcement. I assume it would be silly NOT to take them up on their offer.

"One (1) subscription right will be required to subscribe for one (1) common share of Rare Element Resources Limited at the subscription price of $0.24 USD per share. ... Additional Shares: If you exercise your basic subscription privilege in full, you may also exercise an oversubscription privilege to purchase additional common shares that remain unsubscribed for at the expiration of the rights offering, subject to availability and pro rata allocation of shares among persons exercising the oversubscription privilege."

Q: Hello,

Can you please provide an update on these three companies and your thoughts on long term appreciation.

Thanks

Q: I was looking to add some gold exposure to my portfolio. I was wondering which of these you would prefer? What is your favourite in the gold space?

Thanks
Dave

Q: Your thoughts and opinions on the proposed merger of these two companies please (voting this Friday).
I have substantial shares in both. Also, if this puts me overweight in AEM, who would you suggest as a replacement for KL if needed?
Thanks so much for your services.

Q: What is your current assessment of Osisko Mining? Is the balance sheet and are the cash holdings still strong? What sort of prospects do you see going forward? Where are its mines located? Many thanks for your excellent service.

Q: I have owned this stock for several years and it has made a huge run. Please provide your thoughts on where you see this going in the next 6 months to a year.
Thanks

Q: I would appreciate your opinion whether CCO or U.UN would be better investment at this time. I guess I'm wondering if there are any weaknesses they might have or if there might be catalysts that might support one over the other.

Q: What's happening with WDO? It appears to be defying moves in the price of gold & gold stocks.

Thanks

Q: WHAT IS YOUROUR VIEW OF LAC-T ABOVE AND THEIR RECENT ACQUISITION ALSO YPUR VIEW OF NVIDIASAND IS IT A BUY IN YOUR OPINION

Q: Any reason for the drop yesterday? Do you still like RS going forward?

Q: Could I please have your comments on Bluestone Resources.

Q: What is your current opinion of Next as a speculative growth investment? It got an analyst’s upgrade this morning as reported in the Globe & Mail.

Q: What do you think about VGCX as a goldplay?its been mentioned as a take over candidate.
My question.
1 Is VGCX balance sheet fine and what is the insider position
2 does the mine has a long life and where do you see this going in the future?
3 what is the relationship with Banyan and Alexco ,what are your thoughts?
4would you rather buy Alexco or Banyan?

why do you never mention any of those companies as your favorite goldplay?

Q: With Canada Nickel's recent acquisitions, what do you see short & long term for the company? Always appreciate your comments ? hard work
Dave

Q: I would like to invest in a silver ETF that holds silver bullion not the miners I have usf to invest.

Could you recommend two ETFs that hold physical silver and trade in USF

Thank you
Paul W

Q: I currentl y hold a significant position in Cameco. Some of my reading suggests that CCO has very bad hedging for the next few years that will substiantly, negatively impact earnings.
Would you please shed some light on their current hedging and its impact on their bottom line?
With appreciation,
Ed

Q: Can I get your take on the quarter and company going forward? Thanks

Q: TSK: This company has done little over several years, is it worth holding on to? Which small to mid cap gold company would have better prospects?
Thanks
Dick