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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 comment that I recently read an article about this company in,I think,Seeking Alpha and it was somewhat negative.Perhaps of interest to those thinking of making an investment here.
Read Answer Asked by maurice on July 24, 2020
Q: Some recent news about the concentration of top five companies holdings on the S&P500. I hold VSP looking for inexpensive, easy, and broad diversification. I've looked at VUN in the past for same and not a big difference in relative concentration. Do you have any particular concerns in general for the concentration and secondly, any thoughts on VUN vs VSP over a 10+ year horizon. Welcome your thoughts on any alternatives that might come to mind as well. Thank you.
Read Answer Asked by Jordan on July 24, 2020
Q: Hello, what is your opinion on NTAR? From what I read, they have a very attractive AR software and they also have obtained contracts from other businesses, some big names too. Also contract with Dallas District School Board. Thank you!
Read Answer Asked by TJIENNY on July 24, 2020
Q: Modern Monetary Theory appears to be gaining increasing acceptance. If Western governments were to adopt this Theory, what do you believe the impact would be to investment portfolios? What investment classes do you believe would do well, and what investment classes would do poorly? Do you see this Theory as causing a change to portfolio allocations amongst investment classes?

Thank you for your wonderful and thoughtful insights.
Read Answer Asked by Dale on July 23, 2020
Q: Feasibility study is in progress for this palladium project.
It has the potential to be very robust given the large land package.
Generation Mining acquired a 51% interest in the Marathon Property from Sibanye Stillwater on July 10, 2019 and can increase its interest to 80 per cent by spending $10 million over a period of four years. As of Q1, 2020, approximately $4 million of the $10 million has been spent.
What are your views of this project.
Read Answer Asked by JACK on July 23, 2020