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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: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Read Answer Asked by Martin on June 15, 2021

Q: I have been watching Turquoise Hill for the few months and it seems to have made good progress in resolving past issues centered around financing. Based on the following factors, how would you rate TRQ as an investment in 2021? Are there other plays you would rate higher for potential returns with less risk?

* Rio Tinto has signed an agreement with Turquoise Hill Resources (TRQ) on an updated financing plan for the $2.3bn underground development of the Oyu Tolgoi copper-gold mine in Mongolia - supposedly the world’s largest new copper-gold mine.
* Their CFO has just been appointed as the new CFO with deep experience in the mines' financing. As a 34% stake holder, the Mongolian government's stake represents an important revenue generator to the Mongolian economy.
* After covid delays, shipping has resumed to China.
* Cooper and gold grades have been upgraded.

Thank you!

Read Answer Asked by Martin on May 03, 2021

Q: can you please name a good copper etc and some companies thanks

Read Answer Asked by andre on May 22, 2020

Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.
Thanks
Klaus

Read Answer Asked by Klaus on January 16, 2020

Q: Hi Peter,

Please list 5-6 mining stocks (other than gold) for growth. I own TV and TECK.B at 2% weighting each. Medium to high risk, short and long term.

Thanks.

Read Answer Asked by K on April 18, 2018

Q: I AM PURCHASING A FULL POSITION IN GOLD, A LITTLE AGGRESSIVE, HOW WOULD YOU RATE THESE STOCKS AND WHY OR YOUR BEST ALTERNATIVE.
THANKS WAYNE

Read Answer Asked by wayne on April 12, 2018

Q: I think I see an opportunity in material and mining stocks.
I own FM, HBM and TECK.B.
Could you provide three or four other names that appear have some tailwinds and any headline risk I should be aware of.
Thank you
Kyle

Read Answer Asked by Kyle on August 24, 2017