Q: Looking at adding to a smallish position in Stelco, but recently saw an analyst recommend Champion Iron. I view Champion as similar to Stelco, being a high volatility business dependent on the pricing environment (iron ore/steel) of their product. I like STLC's large share buybacks, dividends, solid balance sheet and very cheap p/e multiple. With a major recession looking less likely, which do you prefer and why?

Q: Good Morning. My mother (94 years old) is looking for a metals stock. She asked about Rus. I see it has been flat for a year (-2%). 5i seems to like STLC which is near a 52-w high and up about 60% over a year. I have Teck.b and it is near a 52-w high, so not sure about recommending that. I was thinking NTR (materials) may be a suggestion. Or what about FM as a new thought?

What would the experts at 5i suggest?

BTW, I suggested that she subscribe to 5i but she reminded me that she has never used a computer ... maybe lucky her!

Q: Which of these two companies would do better through a recession from their current price levels and why?

My thanks.