• Ecolab Inc. (ECL $266.79)
  • $266.79 Fwd P/E: 36.49X Cap: $75.63B
  • View ECL Profile
  • View Questions on ECL
• Sherwin-Williams Company (The) (SHW $351.83)
  • $351.83 Fwd P/E: 33.23X Cap: $88.16B
  • View SHW Profile
  • View Questions on SHW
• iShares S&P/TSX Global Base Metals Index ETF (XBM $20.97)
  • $20.97 Fwd P/E: 32.66X Cap: $287M
  • View XBM Profile
  • View Questions on XBM
• Global X Lithium & Battery Tech ETF (LIT $40.26)
  • $40.26 Fwd P/E: 82.41X Cap: $869M
  • View LIT Profile
  • View Questions on LIT
• Linde plc (LIN $470.34)
  • $470.34 Fwd P/E: 34.22X Cap: $222.10B
  • View LIN Profile
  • View Questions on LIN

Q: Hi Peter and 5iresearch team
I don't have any exposure to materials. I have XBM and LIT on my list.
1. Is now a good time to start investing in materials?
2. Would you consider other ETFs/stocks (US or CAD) that must be held as a first step investing in materials?
Thank you

Upvote 2

Read Answer Asked by Ahmed on February 21, 2024

• Lithium Americas Corp. (LAC $3.88)
  • $3.88 Cap: $848M
  • View LAC Profile
  • View Questions on LAC
• Albemarle Corporation (ALB $74.27)
  • $74.27 Cap: $8.32B
  • View ALB Profile
  • View Questions on ALB
• Global X Lithium & Battery Tech ETF (LIT $40.26)
  • $40.26 Fwd P/E: 82.41X Cap: $869M
  • View LIT Profile
  • View Questions on LIT

Q: Hello - what are your thoughts on Lithium investing and the best way to invest if it's a "good time". Specific company or ETF? Many thanks

Upvote 2

Read Answer Asked by alex on January 22, 2024

• Thermo Fisher Scientific Inc (TMO $430.73)
  • $430.73 Fwd P/E: 24.63X Cap: $158.50B
  • View TMO Profile
  • View Questions on TMO
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 Fwd P/E: 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Global X Lithium & Battery Tech ETF (LIT $40.26)
  • $40.26 Fwd P/E: 82.41X Cap: $869M
  • View LIT Profile
  • View Questions on LIT
• Trisura Group Ltd. (TSU $43.42)
  • $43.42 Fwd P/E: 19.34X Cap: $2.07B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: In the name of "cutting the weeds," I'm down 20% or more on the above names (LIT:US; CTS:CA; TCN:CA; TSU:CA and TMO:US.) Are there any of them that you would get rid of at this time. Or do you think that they will have more upside from this point. If you don't like one, which would you recommend to replace it. Thanks.

Upvote 8

Read Answer Asked by Steven on November 15, 2023