Q: Gold and related companies got whacked yesterday, seemingly in the wake of Trumps announced tariff on copper. But copper and gold are different, right? Would you recommend Agi or any similar companies as opportunistic buys? Or do you see gold continuing weaker?
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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.
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Alamos Gold Inc. (AGI $36.23)
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Equinox Gold Corp. (EQX $8.18)
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Amex Exploration Inc. (AMX $1.57)
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G Mining Ventures Corp. (GMIN $17.34)
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Aris Mining Corporation (ARIS $9.58)
Q: Would you have suggestions for ‘undervalued’ gold stocks in relatively safe countries, producers if possible? I took some profits on my holdings: AEM, TXG, OR, CXB. I have FNV too.
I am waiting for my remaining CXB to be exchanged for EQX soon. Do you think this is a good deal and EQX worth holding? It did not perform that well in the past.
Thanks a lot.
I am waiting for my remaining CXB to be exchanged for EQX soon. Do you think this is a good deal and EQX worth holding? It did not perform that well in the past.
Thanks a lot.
Q: In past Q&A's you guys have made some positive comments on AGI.
Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.
Would you hold, buy or sell on this latest report?
Thanks
Sheldon
Today however the stock is tanking on earnings. Can you please let us know about your thoughts on earnings and your thoughts going forward on the stock.
Would you hold, buy or sell on this latest report?
Thanks
Sheldon
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Franco-Nevada Corporation (FNV $217.28)
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Alamos Gold Inc. (AGI $36.23)
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OR Royalties Inc. (OR $36.29)
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Barrick Mining Corporation (ABX $28.62)
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Agnico Eagle Mines Limited (AEM $161.24)
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Kinross Gold Corporation (K $21.00)
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Ivanhoe Mines Ltd. (IVN $10.95)
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Lundin Gold Inc. (LUG $71.66)
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Sprott Physical Gold Trust (PHYS $34.70)
Q: If one was looking to start a position in a gold stock , not having any exposure to gold at this time, which ones in this list would you recommend and why?
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Franco-Nevada Corporation (FNV $217.28)
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Wheaton Precious Metals Corp. (WPM $121.12)
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Alamos Gold Inc. (AGI $36.23)
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Agnico Eagle Mines Limited (AEM $161.24)
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Pan American Silver Corp. (PAAS $39.38)
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Franco-Nevada Corporation (FNV $158.72)
Q: In what order would you buy the companies indicated if you were looking to set up a basket of gold companies that have the most upside capital gains potential?
If different, in what order would you buy them if overall high quality was the criteria?
If different, in what order would you buy them if overall high quality was the criteria?
Q: What is your assessment of prospects (5 yr) for Oceanagold, and is it buyable at current price. Are there overall better mid-tier gold producers on a risk/reward basis and, if so, could you name a couple?
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Franco-Nevada Corporation (FNV $217.28)
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Alamos Gold Inc. (AGI $36.23)
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Barrick Mining Corporation (ABX $28.62)
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Agnico Eagle Mines Limited (AEM $161.24)
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Pan American Silver Corp. (PAAS $39.38)
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B2Gold Corp (Canada) (BTG $3.58)
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Westgold Resources Limited Ordinary shares (WGX $2.46)
Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks
Thanks
Q: Hi team,
I'm a happy shareholder of this company, whose Q4 results yesterday showed much potential and a solid balance sheet.However with talks about the 35 trillion or so U.S. debt ,and Trump wanting a "audit" of Fort Knox gold holdings(not done since 1974),what could be the implications for the price of gold and would the U.S. dollar be "devalued".Seems like the entire fiat money system is at risk.With all this uncertainty I,ve added to my holdings of AGI.
Many thanks for a great service.
Jean
I'm a happy shareholder of this company, whose Q4 results yesterday showed much potential and a solid balance sheet.However with talks about the 35 trillion or so U.S. debt ,and Trump wanting a "audit" of Fort Knox gold holdings(not done since 1974),what could be the implications for the price of gold and would the U.S. dollar be "devalued".Seems like the entire fiat money system is at risk.With all this uncertainty I,ve added to my holdings of AGI.
Many thanks for a great service.
Jean
Q: I currently own LUG and AGI, and am looking to add.
My reasoning follows. Both companies just announced stellar financial and production results. LUG's average 2024 sale price/oz was $2462, while AGI's was $2379. Given that gold is now trading above $2900 and providing it stays within +/- $100 for the entirety of 2025, cash flow at both companies is going to rise substantially.
Two questions:
1. Would you be comfortable adding to a position in these names at this time?
2. Do you have a preference between LUG and AGI?
Thanks as always for your expertise.
My reasoning follows. Both companies just announced stellar financial and production results. LUG's average 2024 sale price/oz was $2462, while AGI's was $2379. Given that gold is now trading above $2900 and providing it stays within +/- $100 for the entirety of 2025, cash flow at both companies is going to rise substantially.
Two questions:
1. Would you be comfortable adding to a position in these names at this time?
2. Do you have a preference between LUG and AGI?
Thanks as always for your expertise.
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Franco-Nevada Corporation (FNV $217.28)
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Alamos Gold Inc. (AGI $36.23)
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B2Gold Corp. (BTO $4.90)
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Aris Mining Corporation (ARIS $9.58)
Q: For precious metals exposure I hold the above. I have been frustrated with BTO and was wondering if there might be a couple of mid-tier producers with a gold bias that you could suggest as a replacement.
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Franco-Nevada Corporation (FNV $217.28)
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Wheaton Precious Metals Corp. (WPM $121.12)
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Alamos Gold Inc. (AGI $36.23)
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OR Royalties Inc. (OR $36.29)
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Agnico Eagle Mines Limited (AEM $161.24)
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Lundin Gold Inc. (LUG $71.66)
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Seabridge Gold Inc. (SEA $20.89)
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Orla Mining Ltd (OLA $14.66)
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Wheaton Precious Metals Corp (WPM $88.47)
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Galiano Gold Inc. (GAU $1.84)
Q: Gentlemen:
This is a two part question. I have been holding a large number of B2 gold shares for 12 years, and it has been a disgrace. In your opinion is there any light at the end of the tunnel? Second Part--- Of the above companies( In an OCT 31 question from Maurice, you thought AGI and LUG had the best growth potential ), would that still be your opinion. Please rank them for growth at this date-BEST FIRST. Also please rank them for RISK- LEAST to most. THANKS, BEN.
This is a two part question. I have been holding a large number of B2 gold shares for 12 years, and it has been a disgrace. In your opinion is there any light at the end of the tunnel? Second Part--- Of the above companies( In an OCT 31 question from Maurice, you thought AGI and LUG had the best growth potential ), would that still be your opinion. Please rank them for growth at this date-BEST FIRST. Also please rank them for RISK- LEAST to most. THANKS, BEN.
Q: HI TEAM,
I'm a shareholder of Alamos and holding for the long term for capital appreciation.Over the last two weeks the price go gold has been volatile, perhaps due to profit taking.What are your views of gold for the next two years considering ,moneys flowing to Bitcoin,and the American deficit balooning with no political will to address it? Pun
dits are predicting gold prices to reach 3000$ or more....
many thanks,
Jean
I'm a shareholder of Alamos and holding for the long term for capital appreciation.Over the last two weeks the price go gold has been volatile, perhaps due to profit taking.What are your views of gold for the next two years considering ,moneys flowing to Bitcoin,and the American deficit balooning with no political will to address it? Pun
dits are predicting gold prices to reach 3000$ or more....
many thanks,
Jean
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JPMorgan Chase & Co. (JPM $282.91)
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Alamos Gold Inc. (AGI $36.23)
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Financial Select Sector SPDR (XLF $52.26)
Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much
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Wheaton Precious Metals Corp. (WPM $121.12)
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Alamos Gold Inc. (AGI $36.23)
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Agnico Eagle Mines Limited (AEM $161.24)
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Lundin Gold Inc. (LUG $71.66)
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Orla Mining Ltd (OLA $14.66)
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Alamos Gold Inc (New) Wt Exp 01/07/2019 (AGIWTA)
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Galiano Gold Inc. (GAU $1.84)
Q: Please rank these companies for their capital appreciation three years out.What is your favourite gold stock for this criteria?
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Franco-Nevada Corporation (FNV $217.28)
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Wheaton Precious Metals Corp. (WPM $121.12)
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Alamos Gold Inc. (AGI $36.23)
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Agnico Eagle Mines Limited (AEM $161.24)
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Lundin Gold Inc. (LUG $71.66)
Q: Hello Team,
Can I get your thoughts on Gold over the next few years. I currently have about 3% of my portfolio in Gold stocks and thinking about increasing to 5-6%.
Where do you think the market in general will price Gold stocks? Do you see an "AI" type frenzy at all coming with gold prices heading towards $3000. I feel most companies are under priced/valued.
Can you give me your top 3-4 high growth gold stocks.
Thanks.
Can I get your thoughts on Gold over the next few years. I currently have about 3% of my portfolio in Gold stocks and thinking about increasing to 5-6%.
Where do you think the market in general will price Gold stocks? Do you see an "AI" type frenzy at all coming with gold prices heading towards $3000. I feel most companies are under priced/valued.
Can you give me your top 3-4 high growth gold stocks.
Thanks.
Q: I’m a longtime sufferer BTO and significantly under water. What do u think of a switch from BTO to AGI? Thank you.
Q: Over the last month AGI has benn quite week while the price of gold has hit record highs.Theoreticaly,if this company was to be bought out by a larger one,what would be it's price to book and how much of a premium would it fetch? I am comfortable hanging on to it as I see it as a well managed cie., with strong growth potential.
Many thanks,
Jean
Many thanks,
Jean
Q: I have half positions in AGI, KNT and ABX and want to increase my gold exposure. What are your two highest conviction names in the large cap producers space (miners or royalty companies), mid-cap producers space and small cap producers space?
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Eldorado Gold Corporation (ELD $27.31)
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Alamos Gold Inc. (AGI $36.23)
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Agnico Eagle Mines Limited (AEM $161.24)
Q: Is this a good gold miner to buy at this point or is there a better alternative for capital appreciation.
Thank you
Thank you
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Franco-Nevada Corporation (FNV $217.28)
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Alamos Gold Inc. (AGI $36.23)
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Agnico Eagle Mines Limited (AEM $161.24)
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Sprott Physical Gold Trust (PHYS $34.70)
Q: I have never invested in precious metals although I own Bit coin. Now I would like to invest and will appreciate your opinion! Solid silver, solid gold that I store, gold Eft's, gold stocks or................ ???
I would like know your opinion on this and also why you would advise this approach?
Thanks, James.
I would like know your opinion on this and also why you would advise this approach?
Thanks, James.