Q: what is your 2 best ideas for a small to mid cap stock in the commodity space that is not oil and gas or gold. dave
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: May I have your comments on earnings. Any sign of a dividend increase??? Thank you
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Williams Companies Inc. (The) (WMB $62.61)
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Rio Tinto Plc (RIO $65.44)
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Cameco Corporation (CCJ $86.65)
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Teck Resources Ltd (TECK $41.86)
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West Fraser Timber Co. Ltd (WFG $67.35)
Q: My total holdings are highly diversified across the sectors. I have some cash in a USD RRSP so dividends and some growth is welcome. I am looking to RIO, TECK, WFG, WMB and CCJ for their respective thematic relevance over a 3 -5 yr hold and would appreciate your comments on your one or two more favoured of this list.
My thanks.
My thanks.
Q: You thoughts on CMMC results reported today.
Thanks
Thanks
Q: Hi team,
Looks like I have the "honour" to ask the 1st question on this company....I took a small position in BRAU about two months ago and would like your opinion on it's outlook as a speculative play.The Newfoudland property seems to be the one offering the most positive play.
Many thanks,
Jean
Looks like I have the "honour" to ask the 1st question on this company....I took a small position in BRAU about two months ago and would like your opinion on it's outlook as a speculative play.The Newfoudland property seems to be the one offering the most positive play.
Many thanks,
Jean
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BMO Equal Weight Banks Index ETF (ZEB $51.92)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $59.28)
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iShares S&P/TSX Capped Energy Index ETF (XEG $18.08)
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iShares S&P/TSX Global Base Metals Index ETF (XBM $26.32)
Q: Hi,
I am interested in $Cdn ETFs that are designed for inflation and where the underlying securities have pricing power? If any, do you have a favourite? If you have a favourite, the reasons why?
Many Thanks,
Derek
I am interested in $Cdn ETFs that are designed for inflation and where the underlying securities have pricing power? If any, do you have a favourite? If you have a favourite, the reasons why?
Many Thanks,
Derek
Q: Some recovery in share price. The Price of Zinc is good. Di you see recovery to highs. Military takeover of Government is not good. Their mine is 200 miles from the Country Capital. What is political situation like in the country Thanks RAK
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Amgen Inc. (AMGN $290.13)
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AbbVie Inc. (ABBV $230.50)
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Freeport-McMoRan Inc. (FCX $40.88)
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Merck & Company Inc. (MRK $85.99)
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Pfizer Inc. (PFE $24.78)
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Roper Technologies Inc. (ROP $509.00)
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Royal Bank of Canada (RY $201.20)
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Toronto-Dominion Bank (The) (TD $109.78)
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Bank of Nova Scotia (The) (BNS $88.84)
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Bank of Montreal (BMO $175.98)
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Manulife Financial Corporation (MFC $44.41)
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Canadian Imperial Bank Of Commerce (CM $111.82)
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Sun Life Financial Inc. (SLF $86.24)
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Constellation Software Inc. (CSU $3,936.19)
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Tourmaline Oil Corp. (TOU $59.67)
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WSP Global Inc. (WSP $279.34)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
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TFI International Inc. (TFII $121.18)
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ATS Corporation (ATS $35.56)
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Granite Real Estate Investment Trust (GRT.UN $76.20)
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Tamarack Valley Energy Ltd. (TVE $5.96)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
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Profound Medical Corp. (PRN $8.00)
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Nutrien Ltd. (NTR $83.84)
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NV5 Global Inc. (NVEE $22.56)
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Digital Turbine Inc. (APPS $6.25)
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Jacobs Solutions Inc. (J $151.13)
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Topicus.com Inc. (TOI $140.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Q: In my total holdings, I am very well diversified across sectors (perhaps need to increase Industrials). Specifically, in an USD RRSP acc't, I am 20% cash after some adjustments (high-grading and trimming).
In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?
My thanks.
In this acc't, I am considering WFG, CCJ, RIO for the thematic and fundamental merits of each of the three. Which might hold the best growth possibilities going forward and why?
My thanks.
Q: Hi there, with current inflation & war escalations/threat do you believe commodities will run higher. If so, what would your top 3 choices be for the next 6 to 12mths.
Q: Battery grade manganese sulfate will be more and more important in the future, for various reasons ; manganese is not rare but producing this component for batteries implies huge investments, and years to build a plan .Are they large Cies in the stock market (out of China) in North America or elsewhere, in which one could invest, and do you have recommendations any specific Cies? Thanks, Jean-Yves
Q: Hi Team,
Do you see the potential for 'Turnaround 'in SGI with the new management team?Is the short time goal of 1000 oz realizable and is there good longterm potential?
Thank you for your wonderful service,Andrew
Do you see the potential for 'Turnaround 'in SGI with the new management team?Is the short time goal of 1000 oz realizable and is there good longterm potential?
Thank you for your wonderful service,Andrew
Q: Am looking at each of Norsemont (NOM) and Starr Peak (STE) as possible speculative buys given the putative mining boom (and ongoing oil & gas boom) that is upon us. What are your thoughts? Thanx!
Q: CCO up over 10% this morning. What's that all about? Would you add to a position on the news? What do you think of the future of nuclear as another 'green alternative' energy?
Q: Hi 5i Team - Could you provide an update on the fundamentals of Mirasol Resources including cash on hand, cash flow, etc. as well as potential for growth through new discoveries and/or acuisitions This company has done little over the past couple of years as far as stock price. If I were to sell is there a replacement you would recommend. Thanks.
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Agnico Eagle Mines Limited (AEM $230.16)
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iShares S&P/TSX Global Gold Index ETF (XGD $45.66)
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Kirkland Lake Gold Ltd. (KL $49.71)
Q: AEM and KL have lagged the sector, as represented by XGD, since the announcement in September of the merger. I suspect this is due primarily to investors that hold both lightening up now that they are the same company - I am in that boat myself. How long do you expect AEM/KL to lag, when will it recover relative to the sector, or should I sell and diversify to another name now. What would you regard as an equivalent investment (well run, safe jurisdictions) or should I just move to XGD? I currently hold FNV as well as AEM/KL.
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VanEck Rare Earth/Strategic Metals ETF (REMX $69.47)
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Invesco Optimum Yield Diversified Commodity (PDBC $13.16)
Q: The global commodity strategy team at BofA Securities has identified 27 raw materials they group under the acronym MIFT – metals important for future technology – that are vital for the rise of renewable power, and should see significant price increases as demand climbs. My question is; could you provide guidance on an ETF that one might consider as a means to invest broadly in these raw materials? Thank you in advance for your consideration.
Q: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.
I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?
Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.
I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?
Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.
Q: What would your opinion be for AGI as a gold company investment and who would you prefer if not seen as a good choice?
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Freeport-McMoRan Inc. (FCX $40.88)
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Global X Lithium & Battery Tech ETF (LIT $53.92)
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Nutrien Ltd. (NTR $83.84)
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Invesco DB Commodity Index Tracking Fund (DBC $22.07)
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MP Materials Corp. (MP $78.34)
Q: Hello 5i
Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?
Cheers,
Debbie and Jerry
Our portfolios are low on materials. We own LIT and MP @2% each. Which stocks or ETF's would you add at this time?
Cheers,
Debbie and Jerry