Q: I've held FCX for a few years now, and it hasn't really gone anywhere. Would it make sense to sell it and buy AEM?
Thank you for all that you do.
Thank you for all that you do.
5i Research Answer:
Well it is not apples/oranges it is copper/gold. The sectors do act differently. Copper has been volatile of late with Trump tariffs which have caused havoc on metals exchange pricing. We do think AEM is a better-run company and golds do have better momentum. If we had to choose one, we would side with AEM. But generally speaking we would still be comfortable with some copper exposure right now as well as gold exposure.