Q: Just read the Operations Update and 2022 Corporate Outlook. Can you comment on today's plunge in the shares of PGM? Is the plunge overdone or merited? I have no position in the company but it has been on my radar. Thanks as always for your great service.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I only have two non dividend stocks and invest for income mostly. Retired. Down on both FAT and TLO. What is your view on these two companies and /or should I just be patient?
Q: What can you tell me about this company, is it a good investment.
Q: Thoughts on results.
Q: Thank you for responding to MP and NEO. Re NEO I see no reference in their most recent reports or other published coverage to a decline in revenues over the next two years so wondered if this came up in the conference call, and if so the cause of the anticipated decline. As to current pricing while the valuation looks modest on present earnings data I do not have and would appreciate your view on the valuation of this security versus others in their sector. Thank you.
-
Mosaic Company (The) (MOS $25.20)
-
Ag Growth International Inc. (AFN $25.16)
-
iShares Global Agriculture Index ETF (COW $73.69)
-
Bunge Limited (BG $124.09)
Q: Other than NTR what would be your 5 top picks for wheat and corn exposure
-
Freeport-McMoRan Inc. (FCX $56.48)
-
Nucor Corporation (NUE $162.74)
-
Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $66.86)
-
Agnico Eagle Mines Limited (AEM $252.57)
-
Copper Mountain Mining Corporation (CMMC $2.49)
-
Nutrien Ltd. (NTR $105.72)
-
Cleveland-Cliffs Inc. (CLF $8.31)
-
Invesco DB Commodity Index Tracking Fund (DBC $28.24)
Q: HI,
I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?
FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF
I'm interested in resource stocks that have long term demand - five years or more. Unlike oil/gas stocks that I'm told are too cyclical for long term holds. What resource or resources - copper, steel, uranium, aluminum, fertilizer, etc. - do you feel is reasonably safe and can you suggest some ways to play it in both Canada and the US?
FCX:USDBC:USTECK.B:CANTR:CAAEM:CACMMC:CANUE:US, CLF
Q: Any reason that you know of for todays rise in MP price and/or the recent volatility in the price of NEO?? Thank you
Q: With what happen to Ske on a judges decision on about the lake which held settlings from the mining process they say SKE do not own it.
Can you check this out and give me your opinion if you think this will be over turned in SKE favor.
Jim.
Can you check this out and give me your opinion if you think this will be over turned in SKE favor.
Jim.
Q: They just released new drilling results and I need some insight. Are these results in line with expectations or perhaps below?
I know this stock has a long way to go but I have a small position and I’m considering adding to it as a long hold.
Are the drill results good and do you have a favourable long term outlook for this stock?
Thanks
I know this stock has a long way to go but I have a small position and I’m considering adding to it as a long hold.
Are the drill results good and do you have a favourable long term outlook for this stock?
Thanks
Q: What is your position on Teck, would you sell now or hold to see where it goes?
Q: Please comments on TLO, would you buy it at current price? Many thanks
-
Dow Inc. (DOW $38.31)
-
International Paper Company (IP $36.14)
-
LyondellBasell Industries NV Class A (Netherlands) (LYB $76.01)
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.79)
-
Lundin Mining Corporation (LUN $31.79)
-
Nutrien Ltd. (NTR $105.72)
-
Reliance Inc. (RS $300.22)
-
BHP Group Ltd. (BHP $68.77)
Q: CAN: NTR, AEM, LUN, CCL.b US: BHP, RS, DOW, LYB, IP
Hi 5i,
I'm looking to make the material sector within my portfolio better. Can you please help me by ranking these companies for me and maybe let me know if something isn't needed or something should be added to give strength and diversification. Truly appreciate your service.
Regards
Hi 5i,
I'm looking to make the material sector within my portfolio better. Can you please help me by ranking these companies for me and maybe let me know if something isn't needed or something should be added to give strength and diversification. Truly appreciate your service.
Regards
Q: which companies would be your favored uranium plays ?
-
Freeport-McMoRan Inc. (FCX $56.48)
-
Canadian Natural Resources Limited (CNQ $67.48)
-
Cameco Corporation (CCO $148.62)
-
Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $66.86)
-
Nutrien Ltd. (NTR $105.72)
-
Suncor Energy Inc. (SU $64.11)
Q: What is best strategy to attempt to hit near the top of the cycle on these names . I have been thru a few cycles with some of these. Which ones would you sell 1st ?
Some in RESP age 15 .
Many Thanks
Greg
Some in RESP age 15 .
Many Thanks
Greg
Q: Should the stock prices of energy , agriculture, metals and materials shares hold up in a time of higher interest rates, inflation and possible recession
Q: Hi 5i I just sold some of my Nutrient to bring my holdings back to 6%. I am looking for suggestions for a replacement, in the material sector. I am a income investor
Q: I have held IVN since about $3. Closed today at $11.56. Given the size of their recently producing copper mine. Robert Friedland, Co-chair. Their rhodium, palladium. gold, platinum and nickel reserves I hope to hold this for a long time in spite of being situated in DRC. I should add I hold teck.b and Freeport as well for copper. I am happy with Ivanho as smaller copper producer. But am thinking of future for their other materials as listed.
What risks do you see in IVN?
Thank you, Mike
What risks do you see in IVN?
Thank you, Mike
-
iShares Core Canadian Short Term Bond Index ETF (XSB $26.75)
-
Vanguard Real Estate Index Fund ETF (VNQ $87.91)
-
iShares TIPS Bond ETF (TIP $109.83)
-
Vanguard Energy ETF (VDE $172.12)
-
State Street Energy Select Sector SPDR ETF (XLE $60.84)
-
iShares 0-5 Year TIPS Bond ETF (STIP $103.03)
-
Invesco DB Commodity Index Tracking Fund (DBC $28.24)
Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
-
Yamana Gold Inc. (YRI $7.89)
-
B2Gold Corp. (BTO $5.66)
-
BMO Junior Gold Index ETF (ZJG $234.03)
-
Karora Resources Inc. (KRR $6.70)
-
VanEck Junior Gold Miners ETF (GDXJ $109.79)
Q: I am looking for some suggetions for smaller cap gold stocks or an ETF for jr. gold.
Thanks
Thanks