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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.

Q: A portion of the fun part of my portfolio has been directed towards speculative mining stocks. I have employed a basket approach which involves taking relatively small initial positions. Some have worked out, but as a result I am left with a number of stocks that are insignificant in value. I would like to clear these out and consolidate the proceeds. Do you have one or two small cap names to suggest that show promise. Thank you.
Read Answer Asked by Peter on July 23, 2018
Q: Please let me know your opinion about these companies. What would be your first picks if any. I am looking for 5 years down the road, no rush to sell. I don't understand the value of gold, but given Trump's policies, bad things could happen....
Thank you
Read Answer Asked by Calin on June 20, 2018
Q: I am for the most part a conservative investor. The captioned equities form part of my high risk and in this case, high loss casino money portion of my portfolio.

Individually, none are material holdings and being in my TFSA provides no tax selling benefits. I periodically check similar high risk positions I sold and in some cases, more patience would have yielded high returns! Benj Gallander is a rather unique investor; his patience is what catches my attention and his results are not shabby!

Assuming I am willing to be very patient with no time horizon, is there any reason to believe any of these stocks are worth keeping for high returns? It is not a question of getting my capital back, rather should I hold them or move on to other high spec ideas? If time to move on, any bottom fishing ideas especially as we move into tax loss trolling in this segment of the market?

I appreciate the insight you provide to the more macro aspects that often are the prime focus of my questions. Your responses to all questions are very educational and informative. They make us all far better investors.

Thank you

Mike
Read Answer Asked by Michael on October 23, 2017
Q: I have a loss in my account holding AYA,KWH.UN,DBO,HEO,ITC,PHO,ROXG,TV.Long list but need help which stokes to sell and what to buy?.
Read Answer Asked by Nizar on July 10, 2017
Q: I noted your reply today about gold going forward with reference to a BTO question. ie; " 4Q is usually in fact better for gold stocks. BTO we like as a company, but the gold rally we think may be getting a bit long in the tooth. With no inflation and the US dollar looking better...".
Does the same apply to a gold company like Roxgold with it's recent start up of the Yaramoko gold mine? It has had a good run. Would you reccommend to hold or sell a bit?
Thanks 5i
Read Answer Asked by mike on July 04, 2016
Q: ROG-V
Hi Peter and team.
Long time subscriber, first time asking a question.
First, let me thank you for a great service. I am no longer a rudderless ship.
Last week on BNN both Bret Cook and Bill Harris (for whom I have a lot of time) recommended Roxgold. My question to you has three parts.
a) Do you know management and if so would you comment on them?
b) The financials: Are likely to have to do a financing?
c) Could you comment on the political risk of Burkina Fasco.
Thanks again for a great service.
Gord
Read Answer Asked by Gord on March 10, 2014
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