Q: Is Hbm a buy at. This price

Q: Hello Peter and Team
Is it still time to invest in basic material.
I would like to increase my exposure to a reasonable level.
Between CMMC, HBM, LUN or Teck.B what will be your choice, could you rank them for a year exposure.
Thank You
Raouf

Q: Hi! I own TECK.B and KL as part of my materials exposure. Small positions about 3% total of my portfolio. Looking to increase to about 10% of my portfolio. Given what I currently own, I am thinking of adding Nutrien for some ag exposure and then one of LUN, FM or HBM. Do you agree with this approach? Do you think 10% materials exposure is too high or too low given current economic expansion and inflation environments?

Thanks,
Jason