Q: I own CLF. It has been a disaster, down 30% in a year.
Competitors such as GGBM & STLD have held up much better.
Can you assess the prospects of CLF and provide an opinion as to whether to hold or add to CLF or sell and move into a company like GGB with a 14% yield.
Thanks.
Competitors such as GGBM & STLD have held up much better.
Can you assess the prospects of CLF and provide an opinion as to whether to hold or add to CLF or sell and move into a company like GGB with a 14% yield.
Thanks.
-
Freeport-McMoRan Inc. (FCX)
-
Wheaton Precious Metals Corp. (WPM)
-
Lundin Mining Corporation (LUN)
-
TMX Group Limited (X)
-
Dundee Precious Metals Inc. (DPM)
-
Stelco Holdings Inc. (STLC)
-
Cleveland-Cliffs Inc. (CLF)
-
Steel Dynamics Inc. (STLD)
-
Reliance Inc. (RS)
Q: Hi,
I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?
If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?
I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?
If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?
-
Rio Tinto Plc (RIO)
-
VALE S.A. American Depositary Shares Each Representing one (VALE)
-
Arcelor Mittal NY Registry Shares NEW (MT)
-
Cleveland-Cliffs Inc. (CLF)
-
BHP Group Ltd. (BHP)
Q: Hello, What major company would you suggest the produces iron? Seeing as the war in Ukraine is reducing the supply from the side of the world. Other than Brazil, is there a major player in North America you would recommend and why? Thanks