• Freeport-McMoRan Inc. (FCX $46.36)
  • $46.36 Fwd P/E: 38.0X Cap: $66.58B
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• Walmart Inc. (WMT $94.40)
  • $94.40 Fwd P/E: 40.34X Cap: $753.35B
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• iShares S&P/TSX Global Gold Index ETF (XGD $31.50)
  • $31.50 Fwd P/E: 100.95X Cap: $2.06B
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• Hecla Mining Company (HL $6.32)
  • $6.32 Fwd P/E: 51.46X Cap: $3.99B
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• Invesco DB Commodity Index Tracking Fund (DBC $22.51)
  • $22.51 Fwd P/E: 4.15X Cap: $1.25B
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Q: Could I ask you to please suggest a half dozen or more equity based inflation protection ideas, perhaps mostly individual stocks and a couple of ETFs, CDN and/or US. Does CME-Q fit the bill at all?
Thanks.

Upvote 1

Read Answer Asked by Stephen R. on June 19, 2025

• Ecolab Inc. (ECL $266.96)
  • $266.96 Fwd P/E: 36.32X Cap: $75.68B
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• Freeport-McMoRan Inc. (FCX $46.36)
  • $46.36 Fwd P/E: 38.0X Cap: $66.58B
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• Sherwin-Williams Company (The) (SHW $345.93)
  • $345.93 Fwd P/E: 32.7X Cap: $86.69B
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• Materials Select Sector SPDR (XLB $91.52)
  • $91.52 Fwd P/E: 61.73X Cap: $5.54B
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• Linde plc (LIN $468.81)
  • $468.81 Fwd P/E: 34.05X Cap: $220.94B
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• Corteva Inc. (CTVA $73.57)
  • $73.57 Fwd P/E: 44.94X Cap: $50.18B
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Q: Hi 5i, I am thinking of buying this ETF but I don’t mind buying six companies in the materials sector to get diversification and possibly a better dividend. Can you name 6 material companies that act like proxy with dividends in mind that are ex Canada.

Upvote 4

Read Answer Asked by Mark on June 16, 2025

• Freeport-McMoRan Inc. (FCX $46.36)
  • $46.36 Fwd P/E: 38.0X Cap: $66.58B
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• Mosaic Company (The) (MOS $36.45)
  • $36.45 Fwd P/E: 31.42X Cap: $11.56B
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• Newmont Corporation (NEM $60.13)
  • $60.13 Fwd P/E: 13.51X Cap: $66.92B
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• Sherwin-Williams Company (The) (SHW $345.93)
  • $345.93 Fwd P/E: 32.7X Cap: $86.69B
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• Eagle Materials Inc (EXP $223.42)
  • $223.42 Fwd P/E: 16.24X Cap: $7.30B
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• Steel Dynamics Inc. (STLD $135.07)
  • $135.07 Fwd P/E: 17.75X Cap: $19.81B
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Q: Hi 5i, my portfolio is lite on material stocks. In Canada I do own AEM, NTR and Russel as these have a dividend. Can you suggest some Materials that trade on the NYSE that have a decent dividend. Your help is appreciated.

Upvote 6

Read Answer Asked by Mark on June 09, 2025