Q: Happy New Year 5i Team I'm looking to add to my TFSA either SVM or LUN. As an exploration geologist I'm more concerned with the market valuations not the technical aspects of these companies. Many thanks. Rockdoc
5i Research Answer:
This a contest between silver and some Chinese exposure (SVM) and copper (LUN). LUN is significantly larger, and likely safer. But it is also much more expensive on valuation. In addition, we do like silver better than copper, but such forecasts are not always accurate. We would side with SVM is growth potential is the prime driver for a TFSA holding.