Q: Can you comment on EDR, OSK, LGO, I noticed these 3 stocks have not gone up lately while other silver, gold and materials stocks have risen. What is their cash positions and cash flow? Do any of the 3 need financing soon? Thanks, and deduct whatever credits you feel is appropriate.
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: I had a thesis about Gold and purchased these 3 stocks. My thesis did not pan out, so to speak, and I wish to do some tax harvesting. I am inclined to continue to hold some Gold but wonder what your current thoughts are about the sector? Also, if you were me and wanted to stay in the sector, can you suggest some proxies to hold upon the harvest. FYI, I have a small position in Teck. Last, can you indicate which of the 3 holdings you might see as worthy of getting back into. Many thanks.
Q: OSK took a heavy hit today. This would appear to be connected to a news story that the joint venture agreement they had to develop their property was terminated with their intended JV partner. I am inclined to speculate that the partner saw some bad results and pulled out. Can you verify that or provide any other explanation? The story reports OSK is going forward with that project on their own; what is the outlook for their project? And for OSK? Many thanks for your excellent service.
Q: From looking at past questions, their chart (which I know you don't put a lot of weight on) and the rather positive stock price direction in these turbulent markets, I am wondering if this stock might have some promise in a diversified portfolio.
Q: What is your current assessment of Osisko Mining? Is the balance sheet and are the cash holdings still strong? What sort of prospects do you see going forward? Where are its mines located? Many thanks for your excellent service.
Q: I currently hold very little gold exposure and would like your recommendation on what to buy to establish a full position. Also are there two or 3 junior mining companies on your radar for a small "exploratory" position? Thanks very much.
Q: How would you rate these precious metal royalty/streaming companies for performance for 2019/2020 and
what is the main difference between a royalty and a
streaming company.
Q: What do you think of Osisko Mining for a growth play in the gold mining and exploration sector? Kirkland Gold has built a 10%+ stake in the past months, do you find it interesting? And what do you think of the announcement of their new spin-out : O3 mining?
Could you also recommend other small to mid caps in the gold mining and/or exploration ?
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.
Q: hello 5i:
would the 2 companies above be 2 of your favourites in the pm space? I note that there hasn't been much interest in OSK (at least on the 5i question space) since earlier in 2017. Why would that be? Out of favour? Do you think these names will outperform XGD?
thanks
Paul L