Investment Q&A

Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?

Q: I have a substantial position in this company, and they have just been acquired by CDE. It is trading below the implied value and CDE has dropped considerably. Which I own as well. Any suggestions on what to do here? Many thanks!

Q: Dear Peter et al:

The deal between these two just hit the wire. I know CDE is one of your picks in Silver.
What is your take on CDE following this announcement?

Q: Ngd somewhat underwater, thinking of selling some and buying NBIS as it has dropped a bit...your thoughts?

Q: Hi there. I am building up precious metal related positions in preparation for some tariff chaos the next couple quarters. I have SII, FSM, NGD and SBSW. I am wanting to accumulate more (5%) portfolio weighting and wondering if you can rank these in terms of which ones to add to in order of growth potential and being undervalued?

Thanks in advance! Kevin

Q: Would appreciate your analysis of NGD in Comparison to NFG!
Would you invest in either and which one has the best profile going forward in these uncertain times?
Thanx
Gary

Q: Want to consolidate into 3 companies for a 3 year hold.Plesse rate them best to worst.

Q: Would this be a good addition to my small cap gold holdings ?

Q: will you invest in the named gold stocks and please rank them in terms of risk and reward. thanks.

Q: I hold two small positions, which combine to about 2.5%, in New Gold Mining and Triple Flag Precious Metals. I am considering a switch to Lilly Pharmaceuticals. At the moment, my exposure to the materials and health care sectors are about 5% each: this would change my weighting to 2.5% materials and 7.5% health care.

My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?

Q: What are your thoughts on New Gold (NGD)?

Q: I hold both NGD (about 1.7% position) and AR (currently about 0.8% position, but initiated at about 1.5%) among my positions in precious metals. AR corrected significantly over the last few months, but the share price seems to be rebounding since lows were established shortly after the New Year. Both NGD and AR have been outmatched by KRR (just about 3% position) , which has performed spectacularly over the last several months. I feel like I am decently positioned with KRR, and was wondering your thoughts on consolidating positions around either NGD or AR. Would this be worthwhile, or is staying put the more prudent approach for this issue? Alternatively, would you suggest selling both and initiating a position elsewhere, or further increasing my position in KRR?

As always, I look forward to your comments, and appreciate your insights.

Q: Fortitude Gold is a 2020 listing with a dividend, low P/E, and properties in the U.S. (i.e. as opposed to politically risky areas). Would you buy it? Which options in the gold space would you prefer? (Preferably low/no debt, strong B/S & dividend)
Thanks,

Q: Please list 3or4 small cap precious metal companies that have a lot of potential.Thanks.

Q: are these gold companies very solid and could they have good upside ? thanks

Q: I have a 2% holding in NGD, and it has performed decently, but I was wondering if you could share your thoughts regarding selling this position and replacing it with EQX. Would this be a lateral move, or does one have significantly more upside than the other? Thanks so much, and I look forward to reading your response.

Q: how would you rank these ? best too worst

Q: I have a 2% position in KRR, and I am debating between doubling my position in KRR to 4% or starting another position in NGD, as I understand it recently entered the TSX S&P Composite Index, which could increase demand for the stock from index funds. I have a 4% position in MMX and 2% in FR to round out my PM exposure. Any thoughts as to which might be a more sensible purchase?

Q: May I have your updated thoughts on this company? Just added to the TSX Composite which seems fairly positive. Thanks.

Q: Any colour on today's announcement would be appreciated