Investment Q&A

Q: I currently hold both AR and BTO as gold stocks. Down on both. Can you please give me your thoughts to whether I should hold or dump one. Down on both. Thank you in advance.

Q: Is there any particular reason why the miners are doing so poorly against the price of gold? Is this a buying opportunity or is the market anticipating a downturn in gold prices? Would you prefer buying the metal (eg. GLD) or the miners (eg. AEM, ABX, BTO)?

Q: Can you please comment on the latest earnings for B2 Gold? Would you be comfortable adding to a position at the current price?

Thanks as always for your expertise.

Q: Peter,

There seems to be some love returning to the beleagured Canadian small/micro cap stocks. Given how much they have declined, it looks like there is decent upside if the recovery continues.

On this note, do you see STC as a name that has not yet joined the party (with PAY, NVEI, LSPD, DTOL, DCBO, etc., already on the move) and has some decent potential here?

What would be your top three picks in this space at this time?

Thanks for your outstanding service,

David

Q: For a RRIF withdrawal, I'm thinking of switching either FSZ, NWH or BTO (all of which are down) to a TFSA .

Which of these do you think has more upside potential?

Q: Could you please offer an opinion on whether BTO might consider a rollback after the arrangement concerning Sabina is finalized shortly?
Thank you.

Q: Hello Gentlemen

I am quite bullish on gold over the next while. I own AEM which is up 23 % KRR which is up 38% and KNT which, believe it or not is down 5%.

My question is should I continue to hold KNT which has proven to be a real laggard in the space and whose price is down over the past year despite the metal surging.

If you think I should hold on to it please tell me why. If you think there are better options with better upside please let me know in priority of how strong you feel.

Thanks


Sheldon

Q: I hold YRI in my TFSA a/c and it has done well. It is now to be acquired by major Gold co. offering some cash and fractions of shares. I find it a problem to carry a few shares here and there. I am thinking of selling YRI and buying B2B to maintain my position in gold. Please advise if there are junior gold co. better than B2B.

Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.

Q: Team,

Would you kindly give us your best counsel on the three top Gold and Silver Mining Companies in the next 10 years (producing Companies--no speculation)?

This is an impossible request to answer correctly.

Do your best without a crystal ball.

Thanks,

Joseph

Q: Thanks for answereing my question on AEM. I share your negativity towards this report.

Do you still like gold representation in the portfolio given whats happening to interest rates, the US $ etc.

If yes, what would you replace AEM with in the portfolio. My intent will be to sell it today.

Thanks


Sheldon

Q: Please comment on the SBB takeover by BTO. The large sell off implies the market did not like the deal. Is this a good long term deal that will provide value to BTO or did they over pay. Perhaps investors are expecting that there are hidden issues with the mine and that BTO will end up spending more to develop the permitted mine. Thanks.

Q: In the gold sector what stocks would you recommend in the small to mid cap size over medium to long range?. Same question for copper?
Thank you

Q: if you had to pick only one small cap to mid cap gold and copper company for growth, for the next 6-12 months which would they be.dave

Q: There are few questions being asked on these two gold miners. Can you provide a brief critique on both? As well, if you were to invest in both companies with a three year time spam, which one would likely give you a higher combined yield (dividend+ growth) over that period. Thanks.

Q: I'm interested in re-entering the gold mining market with central banks around the world are starting to increase their gold reserves. I used own these three names - YRI, BTO, and FNV - in the past. I'm surprised that all three are now dividend payers!

Would you be interested in these three names again at this juncture? Kindly rank them in the order of preference and also please add if there are other gold miner names that I should consider (regardless of yield).

Thanks.

Q: Looking for a process to calculate the geopolitical risk discount on these two as I am considering consolidating into one.

Q: Is today's nearly 10% drop more of Aura's usual occasionally horrific volatility or is this something to worry about? How would you rank Ora, Bto, and Lun for growth potential and dividend reliability?
Many thanks!

Q: Not sure if my first Q from Friday went through?

Thoughts on Dynacor Gold? I also hold B2 Gold. Would half position in each be good, do you recommend a better gold holding for dividend on the metal, not more than 5% of my portofio.

Q: Considering a tax loss sale of mmx, ecn and well. Looking for suggestions of proxies. Would bto work for mmx? For other two would waiting 30 days work any better than a proxy?