Investment Q&A

Q: I jumped into precious metals way too late and now am down from 28% to 48% on these stocks. In total they represent 5% of my portfolio. Is there a seasonal expectation that might help or should I unload?

Q: Would you dump BTO given the issue in the Philippines and the 11% drop today? I am at breakeven right now.

Thanks.

Q: What is your opinion of BTO signing a contract with cannaccord and HSBC to help them sell stocks worth US$100 mm at the market offering. Is it a wise move to take this route. Bad for short term and good for long term? I purchased 600 shares @CAD $4.44 each.

Q: Peter and Team,

Can you give me your current thoughts on B2 Gold with recent price action and their recent earnings report? I think things are looking quite good and the stock seems to buck gold on down days and run up more than gold price on up days. Today, it has broken through the triple top level it had set a few years ago.

Would love your thoughts. For reference, my portfolio is just about a match for the BE model portfolio and BTO represents approximately 2.4% of my equity holdings. Physical precious metals and stocks make up approximately 10.5% of my total invested assets.

Thanks!

Marc

M

Q: Hi teams
may I have your opinion on BTO,CEE,CUF.UN ATD.B please. Is it time to sell or keep them for more growth?
thank you
JOHN.

Q: Which gold stocks do you like at todays prices? Why?

Q: Whats you outlook on gold in general. Held this for years through some big ups and downs and thinking of getting out with the recent Brexit price bump. Wondering however with seasonality supposedly turning positive over the next few months whether to hang on a little longer.

Q: Acknowledging that you have rd-x as a top pick yesterday, which one of the following would you buy today for growth and reasonable risk: rd-x, bto, ric.
Secondarily, with the same criteria, which would you choose between rrx and cj
Thanks very much for the great service!

Q: would you please provide your take on this company. I have a small position and I am wondering if I should hold or move on? If I should be moving on please suggest possible candidates.
Thank you for your advice.
David K.

Q: My portfolio has roughly 13% exposure to materials, with about 8.5% being in the precious metals group. In general, I do feel that the precious metal sector will do well into the foreseeable future, due in significant part to increased global money supply, expanding sovereign debt, etc. The majority of my exposure to the group is divided between AEM, SMF and BTO. My concern with SMF and BTO is mainly jurisdictional: they have been doing much better as of 2016. My question is whether I would be better off selling my positions in SMF and BTO and buying a company with assets in politically safer jurisdictions (like AEM, or perhaps another company you could suggest), or whether it would be more prudent to keep my allocation as is. I have no reason to question the management of SMF or BTO, but I have learned with experience that there is significant benefit for a mining company to have its properties in areas where there will be no ambiguity as to how the extracted resources will be treated.

As always, I appreciate any wisdom that you have to offer. Thanks so much, and I look forward to your response.

Q: I hold a small position in MND. If I were to add a further position of either BTO or PG which would be the better choice.

Thanks

Peter